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Attendees from client
Normally 2-3 (up to 10 is ok)
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Core Onboarding of HubSpot Marketing Hub
- Technical set-up
- Education and training
- Proven model
- Developed by professionals
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Training and technical setup in your new system
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Estimated time from client
about 30 hours
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Invise specialists
HubSpot specialist, UX designer, Front-end developer and Project manager
Estimated calendar time
4 weeks
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Key elements
A complete off-the-shelf solution
Invise Core Onboarding is an off-the-shelf solution. Based on our many years of experience, we have developed a solution where we train you in your tool and set up the system according to a proven structure. This is particularly suitable for those of you who want to know that you stand on a solid foundation and at the same time want to gain knowledge about the general recommendations that we at Invise have learned through our long experience in HubSpot.
Get started safely. And fast!
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With Core Onboarding, you get started quickly and can sit back – knowing that the fundamental parts of your system are applied in a good way. It is an important aspect that you have the right conditions, because the more you use HubSpot, the more it grows. Then it's good to know that you did it right from the start. In your onboarding, you meet both trainers and technical staff who do the setup for you.
Get started with what really counts
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Once set up, you can start populating HubSpot with contacts, marketing your products and services, generating deals, analyzing data, creating reports and building smart automation. Regardless of whether you choose to take the next step together with us, or continue working on your own, you have a solid foundation to start from.
If you instead want customized implementation and advanced configuration of your hub that takes into account your unique conditions and abilities, we recommend Tailored Onboarding.
—Core Onboarding
HubSpot Marketing Hub – set up and ready "right out of the box"
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Dedicated team
With Smart Onboarding, you get a dedicated team consisting of a MarTech & Sales Operations Specialist, web designer, developer and project manager.
Clear process
The process is proven and clearly defined. Throughout the work, you know what is expected of you and what comes next.
Basic technical setup
We make sure that your hub has the right settings for identifying visitors to your site as well as collecting and managing leads.
Required basic templates*
Necessary basic templates for communicating with your leads and customers – both in the form of mailings and automated flows. *Only HubSpot Marketing+
Custom fields
Custom fields for the collection of data relevant to your business.
Training
We make sure that you understand the possibilities and limitations of HubSpot as a platform, and that you have a basic understanding of the tools included in your license.
Technical setup, templates and data collection
Your technical setup consists of account settings, email settings, domains, tracking, connections and integration with Google Analytics and Google Tag Manager.
After your setup, experienced designers and developers will start from your brand to create the templates you then use for all your landing and thank you pages, email subscription pages and system pages (404 & 500). So that you can get started with smooth communication via email with your leads and customers we also create drag-and-drop mails.
We ensure that you can collect data via your website to HubSpot using HubSpot's own forms or through the Forms API. We create customized data points for data collection based on objects, such as contacts and companies, that are relevant to your business.
Education and training in your new system
When all the technical stuff is in place and your account has the right settings and is enriched with the functions you need, your training starts. Now the goal is to make you as independent as possible in your new system. During three training sessions, our MarTech & Sales Operations Specialist goes through HubSpot's functions and possibilities, so that you get the important knowledge you need to use the tools included in your license.
Get started with Core Onboarding
Book a meeting with one of our specialists to find out more about how to get started with Core Onboarding
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Book a meeting with us to kick off your onboarding