HubSpot Onboarding Checklist

HubSpot Onboarding Checklist: How to Get Started

6 min
HubSpot is a powerful tool for inbound marketing, sales operations, and customer service. With this all-in-one tool, you can manage your sales and marketing workflows efficiently. It has an extensive range of features that make your business grow. Many organizations are working with HubSpot, but it can be a challenging task for the ones who are new to this platform.
Therefore, HubSpot onboarding depends on the product and tier, ensuring that you get the optimum advantage of its features and functionalities. In this blog we have covered the benefits of HubSpot onboarding and a checklist for faster onboarding.

7 Benefits of HubSpot Onboarding

Before we get started on the HubSpot Onboarding Checklist, let us explain the importance of HubSpot onboarding.

Increased Platform Potential

HubSpot has features in abundance, and that’s one of the reasons for onboarding to make sure that you will get the maximum benefits of every tool. It will make you explore the full potential to increase the efforts for sales, marketing, and customer service.

Efficient Implementation

HubSpot onboarding helps to smoother the setup process and saves time and resources. With the help of professionals, you will get guidance through the initial stages. And, it will result in a minimized learning curve and prevent costly mistakes.

Custom-made Strategies

Developing a customized strategy is an essential part of a successful business. Consultants available for onboarding assist you in understanding the specific requirements of business and offer you a Custom-made plan that goes well with your objectives.

Skill Enhancement

It will help in learning the skills required for getting the maximum benefits of HubSpot. Data-based information helps in the creation of better decision-making and achieving goals faster.


New HubSpot users need to have HubSpot onboarding because it gives them the right direction to get started and avoid common mistakes. Plus, it makes them use this platform effectively.

Smoother Transition

HubSpot Migration Services reduces the complexity of shifting from another CRM and marketing automation platform to HubSpot. With its onboarding process, users will be able to make a seamless migration while keeping the functionality and data intact.

Increased HubSpot Usage

With evolving business requirements, you may need to use more HubSpot features. Therefore, considering HubSpot onboarding is a great way to discover its advanced functionalities and make the business scale up faster.

Create a HubSpot Onboarding Checklist

HubSpot services offer different hubs for marketing, sales, service, and reporting dashboards. All of these hubs have different features and functionalities based on the business requirements. Therefore, HubSpot onboarding includes a checklist for different hubs, and it helps to get the optimum advantage of all the features.

HubSpot Onboarding Checklist: Marketing Hub

Let’s discover the HubSpot onboarding checklist for the marketing hub.
For a successful HubSpot CRM implementation, you need to connect your email account to HubSpot and then integrate it with the marketing hub. It enables you to update the contact records, automate email, and log responses.
Importing existing contacts needs to set a marketing status because it will represent them as non-marketing contacts.
After importing your contacts, you need to segment the email lists. With a segmented list, you can target specific audiences for future marketing campaigns.
HubSpot offers several assets to create and customize marketing campaigns such as email templates, landing page templates, etc. It helps in developing the foundation for inbound marketing campaigns.
It helps to import existing website structure into HubSpot and enables you to import meta titles, meta descriptions, and website URLs of all the external pages.
Monitor your website traffic with the unique tracking code, which is assigned to each HubSpot account. You will automatically get a tracking code once you set up your website in HubSpot. For external websites, you can add it to the HTML code of all the website pages.
You need to connect your social media for a HubSpot CRM implementation. Plus, ensure to be an admin of the social media accounts that are integrated with the HubSpot portal.
Email campaign settings enable you to personalize messages, boost engagement, and drive conversions.
You can invite other users to set up their accounts, and you can set permissions for all users to get started with the marketing hub. Setting permissions for each user helps in maintaining control over access to the tools.

HubSpot Onboarding Checklist: Sales Hub

Here is the HubSpot onboarding checklist that will help your sales team.
It helps in scheduling meetings, calls, and other events directly from the sales hub. Additionally, it enables users to view the schedules, check availability, and send invites to customers.
It enables recipients to see the availability in the calendar and select a time that works for them. Meeting links can be included in emails and landing pages.
Using sales extensions for web browsers gives access to sales tools and information within the web browsers. Also, it offers communication tools such as email templates and call tracking.
The deals pipeline offers a visual representation of the sales team work, and deals stages help in moving a lead through the sales process. Additionally, it enables you to customize its default pipeline based on your requirements.
It offers a pre-written sales email that you can personalize and send to leads. There is a large variety of email templates available that you can choose to customize.

HubSpot Onboarding Checklist: Service Hub

Now, we will explore the HubSpot onboarding checklist that will ease the work of managing customer service.
It offers a representative who can communicate with your customers directly through email or live chat feature. It gives faster and more personalized support to your service team and enhances the customer experience.
Creating a knowledge base includes helpful and informative articles that help improve customer service, enhance customer satisfaction, and minimize support requests.
You can collect helpful insights and feedback by creating a customer feedback survey. It helps you to interact with the customers and understand their opinions.
It enables you to create workflows based on customer satisfaction (CSAT) results. Also, you can automate the follow-ups on your survey responses.
You can engage with your website visitors by creating a live setup. Generate automatic replies through bots or get one of your team members in live time to interact with them.
It is an organized way of customer service communication. With workflow and support systems, you can automate the support ticket process. In addition, tickets can be automated through HubSpots professional and enterprise plans.

HubSpot Onboarding Checklist: Reporting Dashboard

Here is the HubSpot onboarding checklist for maintaining the reporting dashboard according to your business needs.
Defining business objectives helps in tracking the progress easily. It helps to find out the area where you need to modify your strategy to stay on track.
You need to select the Key Performance Indicators (KPIs) that need to be tracked. It helps to track and measure the business goals. For instance, you may want to track the click rates of your email campaign.
The KPIs you are tracking will help in the dashboard setting. Also, you can group relevant metrics for different campaigns.


If it seems daunting to follow the HubSpot onboarding checklist, then consider connecting with HubSpot-certified partners like TRooInbound. Our team of professionals will help you to get onboard to HubSpot efficiently. They will make you move seamlessly to the HubSpot platform and get the maximum benefits for achieving the business goals faster. You can also reach out to us for HubSpot Website Development services.
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