HubSpot Onboarding

Onboarding HubSpot –How to Get the Most Out of Your Investment

A robust marketing and sales platform is essential for any business looking to stay ahead of the competition, meet growth goals, and provide scalable, repeatable processes year after year. If you’re considering onboarding HubSpot to revolutionize your marketing and sales efforts, you may ask yourself, “How can I ensure implementation success if I’m unfamiliar with the product features and functionalities?” After all, getting the most out of your investment should be at the top of your list.  In this article and the series to follow, we’ll discuss HubSpot Onboarding– your options, the resources available, onboarding quick wins, and tips to ensure long-term success. 

But first…

What is HubSpot Onboarding?

HubSpot Onboarding is the process of setting up and implementing HubSpot’s suite of marketing, sales, and customer service tools to ensure a smooth transition from your current tech stack and help you and your team hit the ground running with a fully-optimized and thoroughly utilized platform. 

Depending on your subscription level and the hubs you’ve purchased, onboarding HubSpot may include tasks such as:

    • Technical set up your CRM
    • Integrating your CRM with other tools and systems
    • Creating and customizing templates
    • Creating automated workflows and sequences 
    • Developing a lead scoring system
    • Establishing sales pipelines and deal stages
    • Team training to use the platform effectively 

Why is Onboarding HubSpot Important?

Onboarding HubSpot Tools and Functionality

Onboarding HubSpot is an essential part of getting started with HubSpot. As a new user, the onboarding process can be complex and actually hinder your progress. Breaking down the onboarding

 journey into smaller, manageable stages will ensure that you focus on one aspect at a time, making it easier to absorb the information and implement the strategies efficiently and effectively.

 Through the onboarding process, you can learn about the features and functionalities of the HubSpot platform and how it translates to the success of your business. HubSpot onboarding can help you understand how to maximize your investment, leverage its tools and automation capabilities, and how inbound can help you reach your business goals. Without a proper onboarding plan in place, you, your business, and your goals can suffer.

Which Option Is Right for You?

Transitioning to a new CRM can be daunting. But, if you’re reading this blog, you’ve weighed the risk vs. reward, and transitioning to HubSpot CRM, won. At the risk of giving yourself a minor headache, transitioning to a closed-loop system today will save you from an unwavering migraine later when you wish you had transitioned sooner. Before you begin, it’s good to understand your onboarding options to ensure implementation success for you and your team. 

From self-guided to full-service, let’s explore the onboarding options available to help you find the right fit for you and your business

1. Self-Guided Onboarding:

Suppose you’re a hands-on learner, self-motivated, or consider yourself handy with a mouse and keypad. In that case, HubSpot’s self-guided onboarding option may be worth considering, especially if you opt for the free CRM or starter subscription. The self-guided approach is a free onboarding option that provides access to educational resources, articles, videos, and HubSpot Academy courses. With self-guided onboarding, you can learn at your own pace and choose the topics most relevant to your business needs. 

2. Group Onboarding:

If you prefer a more interactive experience, group onboarding might be the best fit for you. Similar to self-guided, group onboarding requires full hands-on effort. Conversely, allowing you to participate in a live, instructor-led onboarding session with other businesses. Led by the team at HubSpot, these sessions cover various topics, from setting up your account to creating your first campaigns. Additionally, group onboarding is also a great way to connect with other HubSpotters and learn from their experiences.

3. HubSpot Onboarding:

For businesses that require a more personalized onboarding experience, consider one-on-one onboarding with HubSpot. A team member will provide you with the hands-on implementation experience you want with the guidance you need. During your sessions, a dedicated HubSpotter will work with you to understand your business goals and tailor a plan that suits your unique needs. This option ensures you stay on top of your onboarding tasks, keeps you and your team accountable, and offers the support of someone experienced in onboarding HubSpot.

4. Partner Onboarding:

Finally, we’ll discuss partner onboarding. A popular choice for businesses wanting a more hands-off approach. Specifically, looking for an experienced HubSpotter to take the wheel. The right HubSpot onboarding partner will develop a customized onboarding plan tailored to your unique use case, company goals, and business requirements. HubSpot partners are certified experts with extensive knowledge of the platform’s capabilities. With partner onboarding, you’ll work with a Certified HubSpot Partner who will help you with everything from account setup to campaign creation and ongoing optimization.

Empower Your Team with Training and Knowledge

Choosing the right onboarding strategy for your business will set your team up for immediate success. However, without the right training and resources, the long-term success of your HubSpot engagement can suffer. For that reason, onboarding is essential to optimize and maintain your inbound strategy, HubSpot platform, and potential ROI. Here are some of the resources available to HubSpot users and why they are a crucial part of the onboarding process. 

HubSpot Academy

HubSpot Academy is a free online learning resource that offers courses and certifications. Users study topics such as inbound marketing, sales, customer service, strategy, and development. The courses are designed to help users improve their knowledge of HubSpot software and inbound. 

Partner Training for Onboarding HubSpot

Navigating and utilizing your new platform’s features is key to driving marketing and sales success. HubSpot Partners that provide comprehensive training services to their clients as part of their onboarding process will ensure you and your team understand the concepts, strategy, and functionalities available to you.  

HubSpot Gold Solutions partner program badge


If you’re considering HubSpot for your business, Ariad Partners’ onboarding process is unparalleled. Hit the ground running by leveraging our 12 years as a Gold Certified HubSpot Partner,

 personalized approach, scalable processes, and comprehensive training to help you maximize your HubSpot investment while creating sustainable, repeatable processes for growth. Begin your journey toward HubSpot success with Ariad Partners HubSpot Onboarding.  Contact our team today!