Light Onboarding – HubSpot Marketing Hub | Invise

vattenfall

ica

visma

tink

svenska-fönster

stampen-media

voyado

advania

ecodatacenter

moment-group

akademikliniken

eksjöhus

l-t

alva

thermo-calc

tranter

What to expect

Participants from client

Normally 2-3 (up to 10 is ok)

Estimated time from client

40+ hours

Invise participants

HubSpot specialist

Estimated calendar time

4 weeks

julia-06

RK_2

Get training and a general picture of how your hub can be used!

Invise Light Onboarding is the package for you who want to do a lot yourself. Here, we place great emphasis on you as a customer learning the basics of the system so that you can later set up and further develop your hub yourself. We guide you through the most common functions and the package gives a general picture of how you can apply HubSpot. If you instead need a strategic and tailored start in your system that also takes your unique needs into account, we recommend Core Onboarding eller Tailored Onboarding.

This is what you get

1. Start-up meeting

Overview of what to expect with Light Onboarding:

Your goals
Your internal competencies
Timeline
Challenges
Way forward

2. Setup guidance

A selected person at your place receives guidance on how to set up the basics of the system:

Installation of scripts
Installation of mail settings
Creation of footer
Creation of a first signature

3. Training

Your selected Super Admin receives training over 4 separate occasions:

General training about HubSpot
Forms and landing pages
Email marketing and workflows
Lists and reports