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Hubspot Sales Hub Professional Onboarding

Get the most out of the HubSpot Sales Hub pro with our Professional Onboarding Service.

Hubspot Sales Pro Onboarding

During onboarding, we'll work with you to build a roadmap to accomplish both your immediate and long-term goals.


We'll act as a project manager to hold your team accountable to achieving your objectives and offer best practices to help your team grow better with HubSpot.

Phase 0 - Getting Started

Account & Tech Set Up

To set up your sales success we'll start your journey understanding the fundamentals of Hubspot. It is a big platform with a lot of tools and to get the best out of them you will need to understand how they work together.

During this phase we'll guide you with set up tasks including:

  • Connect your personal email inbox
  • Set up your personal profile & settings
  • Invite your team and show them how to do the same
  • Create custom properties to store your data
  • Import your contacts, companies, deals and notes into Hubspot
  • Review existing CRM & lead management systems
  • Install Hubspot tracking code on your website
  • Set up your deal currencies
  • Set up external system integrations

Phase 1 - 1st Goal Priority

Connect with Prospects on Their Terms

What we’ll 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 your prospects’ questions.
  • Connect your email and calendar so you can use the meetings tool to let prospects book time with you.
  • Use email scheduling to send to prospects at their preferred times.
  • Email prospects directly from the CRM

Phase 2 - 2nd Goal Priority

Automate your Sales Process

What we'll cover:

  • What does your current sales process look like?
  • Where are there areas for improvement?
  • What territories or regions do your teams cover?
  • 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 people?

What we'll guide you on:

  • Creating deal stages to automate the pipeline process
  • Customised 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 the deal stage properties are ready
  • Set up workflow extensions to automate sales process
  • Explore other tools to integrate with Hubspot.

Phase 3 - 3rd Goal Priority

Personalise your Outreach at Scale

What we'll cover:

  • How are you currently personalising your outreach?
  • How would your personas prefer outreach?
  • Are you using 1:1 Video outreach?
  • How do you follow up with prospects that don't respond?
  • 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 queues 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 items that you sell.

Phase 4 - Completion

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 after onboarding.

We'll work with you on an ongoing, as required, strategic and technical consultancy basis to ensure you continue to succeed and move forwards.

Hubspot Sales Hub Pro —We'll help your sales teams improve productivity and conversions