How to set up your HubSpot onboarding objective with a little help from your friends

If you are reading this, chances are you are already considering HubSpot. So you know there are many benefits to be gained by starting an automation process, yet still there’s something holding you back. The main reason businesses delay starting an automation process is time. They are afraid the process will last for months, that they will be embarking on a tangled and labyrinthic journey, that onboarding HubSpot, the nr #1 CRM platform worldwide, will overwhelm them.

Onboarding HubSpot and starting a business automation journey is not a David vs. Goliath situation. There is no smaller business facing a much bigger platform. For once, because HubSpot is here to work with you. And second, because you don’t have to start the automation process alone. We are here to help.

Starting a HubSpot onboarding process with Mediapost Martech lasts, on average, between 30 to 45 days to complete. This process is led by industry experts - our team has automation experts with more than 12 years of experience. Can’t believe it’s been that long since automation has started changing the market. Also, another main benefit of working with our team on your onboarding process is making it customizable for every client’s needs. Which leads us to a core topic: setting up your onboarding objective.

Setting up your onboarding objective should be based on 4 pillars: your highest priority goals with HubSpot, the size & complexity of your organization, the HubSpot products you purchased, your current technology stack, and how it integrates with HubSpot. Let’s dive into it with an example. One of your marketing objectives is to convert and capture leads. In order to achieve this objective we will cover together: what are you buyers personas and what are your current customers; how are you currently capturing leads on your website - for example, if you have a form, how is that form capturing leads, are there any incentives for visitors to complete the form; what is your ads strategy - do you currently run ads on a social platform. We will also discuss and analyze how you qualify your leads and what criteria make them qualified leads. After these questions have been answered we will guide you through: creating personas to better understand the different audiences in your customer's database; explore forms and pop-up forms for your website; create custom properties that will help you qualify leads when filling out forms.

Breaking down one core objective in several tangible steps will help you not only onboard, but also have a clearer understanding of the process, and, thus, of the results to be expected. In the end, and coming back to our David vs. Goliath metaphor, remember that David, the underdog, won. So let’s make, together, the HubSpot onboarding process a successful one.