What is HubSpot onboarding?
HubSpot onboarding is the process of getting your business set up on the HubSpot platform, plugging in existing systems and processes into the CRM, setting up strategic goals and metrics, creating branded templates, and putting automation triggers and tracking tools in place to build your inbound marketing foundation.
There’s a huge amount of work to be done in the initial set-up phase, with a long checklist of requirements from various members of your organisation, which requires a lot of planning and strategising - as you want to launch off on the right footing.