Light Onboarding – HubSpot Sales Hub

Sales Hub Light Onboarding is the package for you who want to do a lot yourself. Here, we focus 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 provides a general picture of how you can apply HubSpot. If you however need a strategic and tailored start in your system that also takes your unique needs into account, we recommend Core Onboarding or Tailored Onboarding.

Get training and a general picture of how HubSpot Sales Hub can be used!

Participants from client

2-3 (up to 10 is ok)

Estimated time from client

40+ hours

Invise specialists

HubSpot Specialist

Estimated calendar time

4 weeks

This is what you get

1. Meet & greet

Digital start-up meeting where you get to meet your dedicated HubSpot expert and talk about your goals with the HubSpot Sales Hub. We set a plan for the onboarding and schedule training opportunities. 2 training sessions in HubSpot Sales Hub.

2. Training #1

Here we focus on functions for the one at is like administers the system. We start with an introduction to the basics of HubSpot, such as properties, objects, contact cards, company cards, deal cards and logging activities.

Deal setup
How to create a pipeline and set up deal stages
Record customization
Using pipelines
Update stage properties
Easier automation in deal stages

3. Training #2

We focus on the user's daily work in HubSpot and go through, among other things:

Deals
Sequences
Templates
Snippets
Playbooks
Quotes
Meeting links
Documents
Task queues
Lists
Dashboards
Analytic tools

Light Onboarding of HubSpot Sales Hub