Sales Hub Onboarding.

  • Nurture
  • Sales
  • Process
  • Technology

The HubSpot Sales Hub will become the number one tool your sales team uses each and every day so it’s important that they receive actionable guidance from the very beginning. We’ll ensure that your entire team is set up for success from the start, with an onboarding plan customised to your company.

What’s included?

We offer you all the support you need to get your HubSpot Hub up and running quickly and easily with everything that needs to be done.

Data structure review
Database integration in to HubSpot
Database cleanse and mapping
Sales process review and mapping
Lead & deals process development
HubSpot tracking with your current website
Form tracking and lead capture
Website user tracking and reporting
Sales Email template design and development
Sales Email campaign reporting & dashboard setup
Google Search ad account integration
Existing sales tech-stack integration
Sales reporting dashboard development
Campaign reporting and dashboard development
Team onboarding and training session
Ongoing support via email
Ongoing support via email, chat & phone
Ongoing support – F2F

Example of a Premium Onboarding plan for Sales Hub.

Want a look at what’s covered in onboarding? Check out this sample Sales Hub Premium Onboarding plan that covers some of the most popular topics customers ask for. When you purchase onboarding, the goals and tasks will be aligned to your business needs.

Set Up.
Account and Tech Set Up.

To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with set up tasks including:

  • Connect your personal email inbox.
  • Set up your personal profile & settings
  • Invite your team.
  • Create custom properties to store your data.
  • Import your contacts, companies, deals and notes into HubSpot.
  • Review existing CRM & lead management system(s).
  • Install HubSpot tracking code on your website.
  • Set up your deal currencies.
  • Set up external system integrations.
Step 1.
Connect with Prospects
on their Terms.

We will cover:
How are you currently communicating with prospects?
What process works best for your team?
What communication channels do your prospects prefer to use?
How do prospects schedule meetings with your sales team?
How are your sales reps emailing prospects?


What we’ll guide you on:

  • Set up live chat on your webpages.
  • Learn how to use conversations to answer questions.
  • Connect your email and calendar function to HubSpot.
  • Use email scheduling to send to prospects at their preferred times.
  • Email prospects directly from the CRM.
Step 2.
Automate your Sales

We will cover:
What does your current sales process look like?
Where are there areas of improvement?
What are the different stages of your deal pipelines?
What daily tasks do your sales reps complete?
How are leads automatically assigned or rotated to sales reps?


What we’ll guide you on:

  • Creating deal stages to automate the pipeline process.
  • Customise deal pipelines to fit your sales process.
  • Adding tasks so that sales reps can more efficiently execute daily objectives.
  • Automating how leads are rotated to sales reps.
  • Confirm that the deal stage properties are ready.
  • Set up workflow extensions to automate sales processes.
  • Explore how other tools integrate with HubSpot.
Step 3.
Personalise your Outreach at Scale.

We will cover:
How are you currently personalising your outreach?
How would your personas prefer outreach?
How do you follow up with prospects?
How can you optimise communication with prospects to get higher response rates?
How are you sending and receiving quotes from closed deals?


What we’ll guide you on:

  • Using 1:1 video creation and outreach to get higher response rates.
  • Adding videos to CRM emails.
  • Create sequence ques to automatically follow up with prospects so you don’t have to do the manual work.
  • Using personalisation tokens in emails to send emails faster.
  • Remove back-and-forth communication when setting up meetings by using the meetings tool.
  • Set up quotes to get deals closed faster.
  • Set up your product library to include the items that you sell.
Step 4.
Complete Onboarding and Transition.

As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be. You’ll be transitioned to a Leading Edge customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, we can assist with that too.

Let’s get you up and running on HubSpot.

If you prefer, call us on

0800 4 REV GEN