HubSpot onboarding helps businesses set up their software and train teams effectively. This 2025 optimised guide covers setting goals, training, and overcoming challenges, ensuring you get the most out of HubSpot from day one.
HubSpot onboarding configures the software and trains users to maximise its benefits. It starts with setting SMART goals, involving HubSpot experts who collaborate with clients to understand their objectives and challenges. This collaborative approach ensures that every feature of HubSpot is aligned with the business’s needs, making the onboarding process a crucial step in recovering investments and achieving business goals.
Throughout the onboarding journey, clients participate in discovery sessions with HubSpot experts. These sessions are tailored to educate users on the software’s features and how to utilise them effectively. The onboarding process ensures businesses are well-equipped to leverage HubSpot’s tools for growth and efficiency.
One of the primary benefits of HubSpot onboarding is unlocking the full potential of the software, allowing businesses to use its features to their maximum advantage. HubSpot provides dedicated support teams during the onboarding process, ensuring that users receive attentive guidance tailored to their needs. This support is particularly beneficial for organisations with a large number of contacts, as it helps structure contact management to enhance personalisation and data cleanliness.
Establishing robust reporting tools during onboarding is another significant benefit. These tools are essential for understanding performance metrics and making informed business decisions. Effective reporting mechanisms help monitor customer engagement and measure the success of onboarding efforts, providing a clear picture of business performance and growth trends.
Implementing HubSpot can be challenging for beginners due to the platform’s extensive features and capabilities. However, the onboarding process is designed to help users overcome these challenges by providing necessary guidance and support. HubSpot experts play a crucial role in scrutinising business operations and tailoring the implementation to fit specific needs.
Experts collaborate with businesses during onboarding to identify necessary workflows, pipelines, and sequences for effective automation. This tailored approach enhances the user experience and ensures that the platform is set up to drive efficiency and success.
Investing in HubSpot onboarding services is advisable when your company plans to implement automation for key processes. Proper setup from the start ensures that the automation tools are configured correctly, optimising marketing and sales performance. This is particularly important for businesses looking to tailor HubSpot tools to align with specific workflows and achieve better results.
However, not every company may need direct onboarding services. If your business has insufficient data or no automation needs, you might not require the full suite of onboarding services. Assess your specific requirements before deciding on the necessary level of onboarding.
By understanding when to invest in onboarding services, businesses can make informed decisions that align with their goals and optimise their use of HubSpot tools.
Successful implementation of HubSpot doesn’t end with setup—it’s about ensuring your team adopts the tools and integrates them seamlessly into their workflows. User adoption, often overlooked, is a critical component of achieving ROI from your HubSpot investment. Without proper adoption, even the most robust setup can fail to deliver results.
Video: 'Meet Dave' - An introduction to Sidekick - user adoption for HubSpot, from Project36:
HubSpot’s power lies in its ability to unify marketing, sales, and service processes. For this to work, your team must be confident and consistent in using the platform. Gaps in understanding or inconsistent usage can lead to missed opportunities, inaccurate reporting, and frustration within teams. A strong user adoption strategy ensures:
Embedded process documentation provides a game-changing approach to user adoption. By integrating process guides directly into HubSpot, your team can access step-by-step instructions, walkthroughs, and best practices without leaving the platform. This real-time guidance eliminates the guesswork and steepens the learning curve.
Benefits of embedded process documentation include:
Our Sidekick embedded guidance integrates seamlessly into HubSpot, providing your team with contextual help and actionable insights. Whether it's managing deals, automating campaigns, or analysing reports, Sidekick empowers your users to navigate HubSpot with confidence.
The recommended timeframe for completing HubSpot’s onboarding process is up to three months. This timeline ensures that all aspects of the onboarding plan are thoroughly addressed, from initial setup to advanced configurations.
Agency partners can facilitate faster implementation, typically within six to ten weeks, due to their specialised experience. Project36 for example also offer 'seat-based onboarding for smaller companies with fewer users. This in more cost effective, but also far faster. Generally speaking, agency partners like Project36, provide ongoing support post-onboarding, (but not all - so check carefully first if this is important to you) ensuring a smoother transition into using HubSpot.
HubSpot onboarding is a comprehensive process designed to configure the software, train users, and ensure businesses can leverage its full potential. From setting up domains and migrating data to creating workflows, implementing automation, and driving user adoption, each step is crucial for achieving success. Tools like embedded process documentation help ensure consistent usage and long-term efficiency.
If you're considering HubSpot and want to explore how it could work for your business, why not book a complimentary meeting with one of our certified HubSpot experts? You can pick a date and time to suite you here.
There’s no obligation—just an opportunity to ask questions, explore your options, and gain clarity on the best approach for your needs.