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DIY Hubspot Onboarding & Setup
As a Hubspot Onboarding Partner, it is Campaign Creators’ responsibility to ensure that your Hubspot portal has been set up for your success. If you have internal resources you would like to use for your Hubspot Setup, our DIY Onboarding is the perfect match. We begin the process by doing a complete audit of what has been set up or will need to be set up based on the Hubs you’ve purchased. We will then review the audit with your team, providing resources for setting up any items that have not yet been completed. We couple this with hands-on training led by our Certified Hubspot Trainer to get your team up and running quickly and effectively.
Includes:
- Audit of the following Hubs to ensure technical setup has been completed
- Marketing Hub Professional
- Marketing Hub Enterprise
- Sales Hub Professional
- Sales Hub Enterprise
- Service Hub Professional
- Service Hub Enterprise
- CMS Hub Professional
- CMS Hub Enterprise
- 30 min call to review audit results & discuss your goals with using HubSpot
- Documented audit results & how-to resources to walk you through completing any additional setup tasks based on the results of the audit & your goals
- HubSpot Training hours with a Certified HubSpot Trainer (can be used in 1 hour increments)
Training
Transform the way you do business with Hubspot training sessions led by a certified Hubspot trainer via Zoom. Our training sessions cover a range of topics, including lead generation, email marketing, social media marketing, sales pipeline management, and customer service. With expert guidance from our experienced trainers, you'll gain the knowledge and skills you need to make the most out of Hubspot's powerful software tools.
These hours may be used for:
- Hands on training of standard topics
- Training on completing necessary setup tasks
- Preparation of custom training curriculum
- Loom training videos & Session recordings
