Getting started shouldn’t mean slowing down. At Boom, our onboarding process is built around one goal: helping you see measurable impact from HubSpot within weeks, not months.
We’ve refined this approach over eight years to make sure every new engagement starts with clarity, momentum, and early wins that prove value fast.
Before any setup begins, we agree what success looks like for you — the outcomes you want to see in your first 30, 60 and 90 days. Those goals shape everything that follows: your Statement of Work, project rhythm, and key metrics. It’s how we make sure we’re all working towards tangible business results, not just completed tasks.
We’ll also align on how success will be measured — whether that’s pipeline growth, improved conversion rates, data quality or marketing automation efficiency. From the very beginning, you’ll know what “good” looks like and how we’ll get there together.
Our kick-off call turns goals into a live plan. We’ll get access to your systems, confirm priorities, and identify the first activities that will make an immediate difference — whether that’s cleaning up your CRM data, launching a lead nurture flow, or optimising campaign tracking.
The aim is to create momentum quickly. You’ll start seeing progress in dashboards, not just project plans, giving your team confidence that results are already taking shape.
Clear communication keeps momentum high. You’ll have full visibility through our project hub in Teamwork, showing what’s in progress and what’s next. Regular check-ins ensure nothing stalls, and we use these sessions to unblock issues quickly and keep the project focused on outcomes, not admin.
We’ll adapt our rhythm to suit your pace — some clients prefer a weekly catch-up, others fortnightly. Either way, you’ll always know where things stand, what’s coming next, and how each task ties back to your goals.
At the end of onboarding, we review progress against the success plan we set at the start. Together, we’ll analyse what’s worked best, where the biggest gains have been, and how to build on them — whether that’s further optimisation, advanced automation, or new HubSpot hubs.
This review isn’t a handover; it’s a springboard. It turns onboarding into the foundation for ongoing success — moving from setup to sustained growth.
Our approach isn’t about process for process’s sake. It’s built on clarity — clear goals, clear communication, and clear results. We focus on what matters most: helping you see measurable impact early and building confidence that every decision moves you closer to your objectives.
That’s how we turn onboarding from a box-ticking exercise into a value-building partnership. When clarity drives action, outcomes follow — and that’s what Boom is built for.