HubSpot Onboarding

Unlike other programmes, this custom HubSpot onboarding programme looks at the “why?”, not just the “what?” and “how?”.

Global events have accelerated businesses adoption of technology. Whether we’ve been forced to work from home or change from a “bricks and mortar” business into an online business, the impact has been huge for many. While the technology shift is significant, the cultural impact can be more stressful.

A survey from accounting firm KPMG showed 80% of business leaders had accelerated their digital expansion plans during the lockdown as they adjusted to staff working remotely and dealing with customers online.

HubSpot is just the beginning

Yes, the right software is important, and we'll teach you everything you need to know about HubSpot, but improving your business processes is the ultimate goal.

We can recommend other tools – and help you integrate them with HubSpot – so you and your team leverage the right technology in your business. This is also an opportunity to review your current systems and strategy to make sure you’re using best practices.

"Mike customised the HubSpot Onboarding Programme for our team, to help us get up to speed with HubSpot."
–Creative HQ, Wellington New Zealand

These sessions are designed to help business owners, marketing and sales professionals, and leaders understand how best to optimise technology. They will enable you to bring in more leads, convert those leads into customers, and deliver a great experience so your customers refer more customers.

Some sessions will benefit the whole team, others sessions will be ideal for the specialists working in that area e.g. your marketing team. 

Sessions 1 – 3 are required* as the first part of your HubSpot Training:

1. What's a HubSpot?* – an introductory session for the whole team to share the big picture and answer any questions. Ideal for getting the team onboard and showing the potential of how HubSpot can help everyone.
2. HubSpot 101* – a practical, hands on session, to see all of the features in HubSpot that you and the team will use on a day to day basis. We'll start with a tour, then connect your email accounts and add Contacts, Notes and some tasks to get everyone familiar with the CRM.
3. Personas* – we’ll workshop your organisation's personas, or avatars, so the team can create a series of ideal customers. Here you’ll gain clarity on who belongs to your target market.
4. Buyer’s Journey* – once we know the personas we’ll map the customers journey and how we can manage – or exceed – the customers expectations.

You can then choose the sessions relevant to your organisation:

5. Prospecting & Pipelines – apply the buyer's journey to your HubSpot Deal Pipeline and Support Pipeline to ensure you look after all your leads and customers.
6. CRM Customisation – set up Custom Properties in HubSpot and display them to your team in the right place at the right time.
7. Content Creation & SEO – what’s the right content for our website and other collateral and how do we optimise our content so people can find it online.
8. Conversion Rate Optimisation – once we attract a visitor to our website how do we convert them into a lead. Then, how do we convert a lead into a customer.
9. Email Marketing – how to set up email marketing in HubSpot, common errors and best practices.
10. Automation – where can we automate processes and communication so we can free up your team to focus on the proactive tasks that can't be automated.
11. Social Media – learn how to leverage social media for your business.
12. Advertising – speed up marketing with paid advertising.
13. Account Based Marketing (ABM) – learn how to leverage HubSpot's ABM tools for B2B sales.
14. Onboarding Customers – create an exceptional customer journey to delight your customers.
15. Support and Service – use surveys and other tools to improve your processes by learning from your customers.
16. Reporting and KPIs – keep your team accountable and on the same page with reporting and KPIs (Key Performance Indicators).
17. Systems and Integrations – harness technology to connect your different business systems to save time and money.
18. Artificial Intelligence – learn about HubSpot AI Tools and how they impact your organisations policies (e.g. Privacy, Confidentiality, etc.).
19. Custom Session(s) – often we find, during the sessions, that businesses have specific areas they want to learn more about. We can add a Custom Session to review these areas and help fit them into the big picture.

⭐ ⭐ ⭐ ⭐ ⭐
Mike is amazing and is always there with great ideas to help enhance my business using HubSpot. No question is a silly question and has freed me up to my job whilst HubSpot sits in the background working away
– Comprendé Property Management, Wellington New Zealand

More 5 Star Reviews for Webalite

Online Programme

Typically, Webalite’s HubSpot onboarding programme runs from 6-12 weeks, with one session each week. Each session will be 60 to 90 minutes – on Zoom or in person – with homework assigned to you and us at the end. Each participant should have their own device for video conferencing and collaboration.

HubSpot Onboarding

HubSpot’s standard onboarding costs $2,340 USD and is required when purchasing HubSpot Marketing Pro. However, because Webalite is a HubSpot Certified Partner you are not required to buy the HubSpot Onboarding from HubSpot.

Why onboard with Webalite instead of HubSpot?

Onboarding is a necessity when you're getting started with HubSpot. For this you have two options; onboard with HubSpot, or, with a HubSpot certified partner. The benefit of onboarding with a HubSpot certified partner is the added benefit of flexibility.

Webalite's onboarding programme is customisable, so you can pick and choose which sessions you think would benefit your team most. We can also recommend sessions based on our experience working with businesses like yours. As a HubSpot certified partner, Webalite has all the know-how of HubSpot itself with the added benefit of having set up and optimised portals for clients around the world. We use HubSpot daily for our own business and are always up to date with the latest features, even testing beta technology before it is available to the public.