What Is Onboarding?
When we onboard HubSpot clients we create a tailor-made and unique service to fit your needs, starting with a video call where we can establish your goals, needs and requirements and define the systems we need to integrate with the HubSpot CRM.
Once we’ve got an understanding of your company we can start the technical onboarding which encompasses a few different elements, including, but not limited to:
→ Portal configuration
→Data uploads & migrations
→Website, social & paid media integration
→Template design & deployment