Start your HubSpot onboarding journey correctly with our onboarding checklist
Our free HubSpot onboarding checklist has been created by our senior HubSpot consultant with the end-user in mind. We know from experience that onboarding to a new platform can seem overwhelming at first.
Use our checklist to guide you through your HubSpot onboarding phase. It should serve as a helping hand and enable you to track your progress using our 3-month rollout plan approach to HubSpot onboarding.
Our HubSpot onboarding checklist will provide you with
HubSpot Knowledge Base articles to help with each implementation task outlined in the plan
HubSpot best practices and our best insider tips on how to get the most out of all the available features.
The checklist starts with the technical implementation of each Hub, making sure you:
- Set up site tracking in HubSpot
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Deploy the HubSpot tracking code on all your non-HubSpot hosted website pages
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Define and customise your default consent options and cookie policies
The next steps take you through the configuration, such as:
- Connecting your social accounts to start syncing
- Configure your email settings
- Set up ad tracking
Finally, we give you our best tips and advice on how to get the most out of the platform, such as:
- Run re-engagement campaign to spark a dialogue with inactive contacts
- Consider where you could use smart content
- Use internal workflows
- Set up predictive lead scoring
...and much more!
HubSpot onboarding checklist FAQs
- Is it really free?
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Yes absolutely! All you need to do is click download checklist and the checklist will land in your inbox.
- Why not use a checklist created by HubSpot?
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You can! However, our checklist is created by consultants who work with HubSpot hands-on every day and know the ins and outs of HubSpot.
- This seems like a lot of work. Can you help me with the implementation?
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Definitely! Have a look at our HubSpot onboarding packages and pricing or head over to over HubSpot onboarding pages to read more.