HubSpot Onboarding Process: What to Expect

HubSpot is a great tool for any business, and it will help you manage your contacts, create workflows, and more. HubSpot is the top marketing automation platform with a market share of 37.88% and over 239,666 websites. This is due to the variety of features offered by HubSpot that benefit businesses in marketing, sales, service, and operations.

So, if you want to get started with HubSpot, we'll break down the onboarding process in this article and explain what you can expect as a new user. We'll give you tips on making sure your transition into using HubSpot is successful so that you can get up and running quickly and easily.

What Is HubSpot Onboarding?

HubSpot Onboarding involves setting up and providing training on using the HubSpot software effectively, allowing you to take advantage of its full potential quickly. The purpose of onboarding is to equip you with the essential HubSpot resources required to start your business quickly and efficiently.

The onboarding process with HubSpot consists of three key components:

• Setting up your account
• Understanding the core tools and features
• Implementing them into your current business processes

Once you have set up an account with HubSpot, you will gain access to various features and tools that can help you quickly become more efficient in sales, marketing, service, and operations.

Why Onboard with a HubSpot Partner?

If you work with a HubSpot Partner, you don't have to go through articles and videos alone. Your partner knows the platform well and will take care of that for you. All you have to do is tell them about your business goals, challenges, prospects, and anything else they need to know. They will use this information to set up your account and teach you how to use the software based on your goals and expectations.

When you onboard with a HubSpot Partner, you'll receive system maintenance training and 90 days of ongoing support. Although it may be more expensive than onboarding directly with HubSpot, it's worth it for the added convenience and efficiency.

HubSpot Onboarding Stages

The onboarding process with HubSpot consists of four stages:

1. Account Setup: The first step is to set up your account and provide the necessary information about your business. This includes setting up a domain, creating an admin profile, importing existing contacts, and more.
2. Data Modeling: The next step is to set up your data structure and models. This is important for marketing, sales, service, and operations teams to ensure that information is accurately and efficiently tracked.
3. HubSpot Tools Setup: The third step is to set up the various tools available on HubSpot, such as email campaigns, automated workflows, contact forms, and more.
4. HubSpot Training: The final step is for you and your team to receive training on how to use the various tools and features available on HubSpot. This can be done online, in person, or through a combination.

Going through these four stages will give you a comprehensive understanding of HubSpot, allowing you to quickly and effectively use the platform to benefit your business.

How Long Does HubSpot Onboarding Take?

When onboarding on HubSpot, there are two options, doing it by yourself or, as mentioned before, getting an agency partner. Let's take a look at how much time it will take for it to onboard:

Hubspot recommends a commitment time of up to 3 months for onboarding. It's important to note that this timeline may vary, and some customers may finish the process before 3 months.

However, it is important to note that the onboarding process for HubSpot agency partners can take 6 to 10 weeks or even longer, depending on your specific requirements.

HubSpot vs. Agency Partners

Both HubSpot and agency partners have pros and cons when it comes to onboarding, so it's important to weigh your options carefully before deciding.

Let's take a deeper look at the pros and cons of the two approaches:

HubSpot

Pros

• Trusted HubSpot Experts: Provides support from globally recognized experts, which is trustworthy. If you prioritize quality, choosing HubSpot would be the right decision.
• Robust strategy building: Provides a strong business strategy developed based on expert knowledge tailored to your specific needs.

Cons

• A bit expensive: If you have a limited budget, there may be better options than selecting HubSpot, as their Onboarding services can be costly for SMBs.
• Limited offerings: Compared to a partner agency's plan, HubSpot's onboarding plans provide fewer services despite the higher cost.
• More efforts required: The HubSpot Onboarding process requires users to put in more effort, particularly in creating workflows, pipelines, and templates where they must take all necessary actions.

HubSpot Agency Partners

Pros

• Less costly than HubSpot: Choosing an agency partner is more affordable for small and medium-sized businesses compared to HubSpot.
• Offers more services: Partner agencies provide a wider range of services at a lower cost than HubSpot due to their smaller market share in marketing.
• Minimal efforts required: With HubSpot's Onboarding, you will only need to sit with agencies some of the time as they'll handle the configurations themselves. Please note that this is different from agencies performing configurations on their own.

Cons

• May lack expertise: If your HubSpot agency partner is not experienced in onboarding, you may not be able to utilize the platform's benefits fully.
• Unpredictable pricing: The cost of HubSpot partner Onboarding is flexible and may vary from the initial cost, creating difficulties during the process.

Get Started with HubSpot with McGRAW

Onboarding on HubSpot can be a daunting task. However, it can be completed quickly and efficiently with the right approach and guidance. With HubSpot's onboarding process, you benefit from their trusted experts and robust strategy-building capabilities. However, if you are on a budget, going for an agency partner might be better as they offer more services at a lower cost.

At McGRAW, we have experienced professionals to assist you with your HubSpot onboarding process. Our team can help you reap the full benefits of this powerful platform and get your business up and running quickly. If you are looking to adopt HubSpot, we provide a free demo. Contact us today!

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