The beauty of HubSpot is that it is endlessly customisable to suit your organisation. That is also the reason why your onboarding should be designed specifically for you. An out of the box process will deliver out of the box systems and functionality that won’t be aligned with what you need and won’t help effectively solve the problems you need it to. Unfortunately, many onboarding offerings are ‘off the shelf’ processes that offer the same method and procedure to everyone, regardless of their needs.
For us, onboarding isn’t just the process of getting your data into the platform and set up on your staff computers. It is the process of working with you, to understand why you need it and then designing it to resolve those issues. It is also the process of matching the functionality to your priorities to create an integrated system that does what you, specifically, need it to do, delivering the data that you need to grow your business and achieve your goals.
As HubSpot Diamond Partners we have guided a number of clients through their own customised onboarding process. Each one has been different because we believe in deeper, more personalised onboarding that is designed in line with the client’s priorities, to achieve their objectives, and to provide a system that suits the way they choose to work.
You can find out more about our onboarding approach on our main HubSpot onboarding page.
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