HubSpot Onboarding
We've created this page to set expectations and help set your HubSpot onboarding project on a course for success. We'll also teach you about us and clarify the details of the HubSpot onboarding process as well. And as always, we'll support you and answer all your questions.
Kickoff Meeting Agenda
The kickoff meeting is when we introduce teams, confirm goals and objectives and set the project on a course for success. It's imperative that any questions, concerns or threats to a successful onboarding be brought forward in this meeting. Here is the agenda for our kickoff meeting:
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Introduce our teams and roles
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Discuss business structure and systems
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Define goals and objectives (short- and long-term)
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Introduce HubSpot onboarding resources
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Establish project management resources and timeline
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Schedule recurring weekly check-in meeting
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Determine next steps
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Certified and Accredited Solutions Partner
As a Platinum-level Certified HubSpot Solutions Partner, The Gist has demonstrated a high level of expertise and proven success in implementing and leveraging HubSpot's powerful suite of tools. This certification signifies our deep understanding of the platform and our ability to help your business maximize its benefits. Choosing The Gist means you're entrusting your CRM to a recognized leader in the HubSpot ecosystem, ensuring effective strategies, efficient execution, and comprehensive support.
About The Gist
The Gist was founded in 2019 as an inbound marketing and Certified HubSpot Solutions Partner agency. We believe in the power of creating exceptional solutions and experiences to drive customer interest, loyalty, and word-of-mouth recommendations. By emphasizing long-term, sustainable strategies, we help businesses thrive without solely relying on advertising campaigns and short-term tactics. We believe in helping our clients propel scalable, organic growth.
AJ Hilton
HubSpot Director
Phil Smith
Inbound Strategist
Matthew Parker
HubSpot Developer
Kelly Kerl
Content Director
Kevin Owens
SEO Director
CJ Maurer
Inbound Strategist
Our Solutions
Events and campaigns are short-lived and over-hyped. Growth should be part of your operating system, not something you attempt when you feel like it. Small actions taken consistently over time will compound to create an inertia that propels steady, consistent growth across all teams. The Gist is not a full-service agency. We focus solely on building organic, inbound growth systems. And only on the HubSpot CRM platform.
SEO
Optimize your website and content strategy to attract prospects and drive sustainable, organic growth. It all starts with maximizing your potential within the organic search landscape.
Inbound Marketing
Leverage content and technology to assert your leadership and build a sustainable growth system. Attract and engage your ideal customers. Own and control everything, all the time.
Sales Enablement
Equip your sales team with systems and resources to make them better. Streamline outreach. Be more persuasive. Automate the administrative stuff. Close more deals.
Customer Engagement
Reduce service-level friction, share more value and keep your customers engaged to propel upsells, referrals and a continuous state of organic, sustainable growth
HubSpot Implementation
Our focused HubSprints will meet you where you are, onboard or accelerate your organization's HubSpot instance and help you get the most out of this powerful CRM.
About HubSpot Onboarding
HubSpot Onboarding provides strategic and technical guidance to HubSpot customers as they learn to implement the HubSpot software by working with accredited, hand-selected Solutions Partners to build a roadmap to accomplish both immediate and long-term goals.
What onboarding is:
We educate you. We focus you. We point you in the right direction. We are your support system throughout the process.
- We help set goals and objectives
- We provide you with resources to help you accomplish your objectives
- We provide you with task lists and project management resources
- We meet once a week
- We answer questions when you have them
What onboarding is not:
We don't do the work for you. We follow the process and the timeline and we don't deviate from it.
- We don't set up your portal for you
- We don't do classroom-style training for your entire team
- We can't meet multiple times per week or jump on last-second meetings
- We don't extend the project beyond the designated project timeline
It works like this:
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We establish the goals, objectives and timeline during the kickoff meeting.
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We share resources and workbooks to help you plan and configure your CRM.
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We meet weekly for 45 minutes to support you along the way.
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We see you all the way through "graduation," 60-90 days from kickoff.
Marketing Hub Onboarding
Marketing Hub is a robust marketing automation platform designed to help businesses attract, engage, and delight customers at every stage of their buyer's journey. It allows for detailed customer segmentation, personalization of marketing efforts, and deep analytics to improve your marketing strategies over time.
Primary Tools
- Email marketing
- Landing pages
- SEO tools
- Blog and content creation tools
- Social media management
- Marketing automation
- Analytics and reporting tools
Marketing Activation
Here's what we're responsible for helping you accomplish:
- A workflow is built, turned on and at least one contact is enrolled
- A marketing email is sent
- A landing page is built
- A blog post is drafted or published
- HubSpot is connected to our ads accounts
- A reporting dashboard is built
Sales Hub Onboarding
Sales Hub is a powerful CRM platform aimed at streamlining your sales processes and improving productivity. It offers full visibility into your sales pipeline, helping you close deals faster and manage your sales team more efficiently.
Primary Tools
- Contact and deal management
- Email tracking and automation
- Meeting scheduler
- Sales analytics and reporting
- Sales playbooks
- Quotes and proposals
- Sales templates and sequences
Sales Activation
Here's what we're responsible for helping you accomplish:
- The basic CRM setup (import contacts, create custom properties, create lists)
- Initiate a sequence or workflow (and have someone enrolled)
- Emails, calendars and phones are connected
- A meeting link is set up
- An email template is created
- Quotes are set up
- The deal pipeline is configured
- A deal is moved from one pipeline stage to another
- A reporting dashboard is created
Service Hub Onboarding
Service Hub is a comprehensive customer service platform that helps you provide excellent customer support, leading to higher customer satisfaction and loyalty. It centralizes all customer interactions, making it easier for your team to manage and resolve customer issues efficiently.
Primary Tools
- Ticketing system
- Knowledge base
- Customer feedback and surveys
- Customer portal
- Reporting and analytics
- Live chat and chatbots
- Customer service automation
Service Activation
Here's what we're responsible for helping you accomplish:
- A ticket pipeline is set up
- A knowledge base or customer portal is activated
- The conversations inbox or inbound calling is set up
- A customer feedback survey is configured
- Custom views are created for service reps
- A reporting dashboard is created
HubSpot Resources
These resources combined ensure that every HubSpot user, whether a beginner or a seasoned professional, has the necessary tools and support to optimize their use of the HubSpot platform and grow their business effectively.
Knowledge Base
HubSpot's Knowledge Base is a comprehensive resource of articles, guides, and step-by-step instructions that provide insights into the platform's tools and features. It helps users navigate through various functionalities of the platform, allowing them to self-serve and troubleshoot common issues.
HubSpot Academy
This is an online learning platform that offers courses, certifications, and training sessions to both new and experienced users. The content is designed to enhance skills in marketing, sales, service, and more. HubSpot Academy covers both the basics and advanced strategies of using HubSpot's tools and broader digital marketing concepts.
Customer Support
HubSpot offers an extensive customer support service, which includes live chat, email support, and phone support (for premium customers). Users can get help directly from HubSpot’s support team for any challenges they're facing with the platform.
Community
HubSpot Community is a user forum where customers can interact with each other, share ideas, ask questions, and find solutions to common problems. It's an excellent place to learn best practices and get tips from other HubSpot users and experts.
Developer Resources
For those who are more technically inclined, HubSpot provides extensive developer resources. This includes API documentation, a developer forum, and a variety of developer tools to help create custom integrations and functionalities.
Product Updates
HubSpot provides regular product updates to keep its users informed about new features, improvements, and bug fixes. Users can access these updates through the HubSpot Product Updates blog.
We're Here to Help
You may have a lot of questions right now. That's fine. Not only will we address them all during our upcoming meetings, but we also have plenty of resources prepared to support you. Remember, we are here to help. Please don't hesitate to reach out with any questions in the meantime.