HubSpot Implementations

Easy step-by-step process for HubSpot implementations

We have been helping our clients with HubSpot onboardings since 2011 and completed successfully over 100 projects over the time.

Our team has defined a step-by-step process where the steps are taken in a particular order to produce maximum benefit. The order of doing things guarantees that the background work to successfully complete each step is carried out properly.

Every step provides benefits and is relevant to achieve the best end result. This way, we can work together to take your sales and marketing to the next level.

Have a look of our detailed implementation process below.

We provide service in Finnish, Swedish and English.

1. Project kick-off & planning

In the kick-off meeting, we are determining project priorities, objectives and needs. Onboarding includes usually 1-3 workshops, where we find out the current business procedures and identify how we can make the best use of HubSpot for the customer. At the first phase of the project, we are also analyzing all the integration needs and customer’s current CRM architecture to plan the migration.

2. Technical set-up of HubSpot for customer

Technical set-up for HubSpot includes:

1. Preparations for data migration and integrations
2. Technical set-up for accounts
3. Data migration
4. Sales pipeline(s) set-up
5. Marketing automation(s) set-up
6. Embed forms to website
7. Landing page / template preparations

3. User trainings

User trainings for HubSpot usually includes 5-6 sessions, 3 hours each. Trainings will help customer's HubSpot users to learn best practices fast and easily.

4. Project wrap-up

At the fourth phase of the onboarding, we will review the results, go through all the potential iterations, and collect feedback. We will also plan next steps for the future and prepare the team and the processes for the continuous support.

5. Your partner for continued support

Appetite comes with eating. Our consultants will help you on daily basis to increase sales and marketing efficiency with HubSpot. The only limit to your success is your imagination and commitment.