HubSpot Onboarding Checklist

Posted  by Danny Horak  on 14 September 2023

EDM 2 - Questions about HubSpot onboarding banner

When is the right time for HubSpot?

HubSpot is a powerful CRM and marketing automation tool that can be useful for businesses of all sizes and industries. The right time to start using HubSpot depends on your business needs and goals. If you are looking to streamline your sales and marketing processes, improve customer engagement, and grow your business, HubSpot can be a great choice. 
It's best to evaluate your business needs and goals and see if HubSpot aligns with them. You can also consult with a HubSpot expert or take advantage of their free trial to see if it's the right fit for your business.

What are the digital transformation impacts to my business in using HubSpot onboarding?

Digital transformation can have a significant impact on businesses, and using HubSpot onboarding can help you navigate these changes. Some potential impacts of digital transformation on your business may include increased efficiency, improved customer experience, and the ability to reach new markets and customers. By using HubSpot onboarding, you can streamline your marketing, sales, and customer service processes, allowing you to better engage with your customers and provide them with a more personalised experience. Additionally, HubSpot's analytics and reporting tools can help you track your progress and identify areas for improvement, allowing you to continuously optimise your strategies and stay ahead of the competition. Overall, the impact of digital transformation on your business will depend on a variety of factors, including your industry, target market, and business goals. However, by leveraging the power of HubSpot onboarding, you can position your business for success in the digital age.

HubSpot is the right tool to scale and grow but am I ready to scale and grow - is the timing actually right and is HubSpot the right tool for my business?

HubSpot is a great tool to scale and grow your business, but it’s not a magic bullet. You need to be ready to invest time, money, and effort into using HubSpot effectively and efficiently. You also need to have a clear vision of your goals, your target audience, and your value proposition.
So how do you know if you are ready to scale and grow with HubSpot? Here are some questions you can ask yourself:
  • Do you have product-market fit? This means that you have a product or service that solves a real problem for a specific group of customers who are willing to pay for it. You can validate your product-market fit by measuring customer satisfaction, retention, referrals, and feedback.
  • Do you have a scalable business model? This means that you have a way to generate revenue that can grow faster than your costs. You can measure your scalability by looking at metrics like customer acquisition cost (CAC), customer lifetime value (LTV), gross margin, and churn rate.
  • Do you have a repeatable sales process? This means that you have a defined and documented way to attract, engage, and close leads that works consistently and predictably. You can measure your sales process by looking at metrics like conversion rates, sales cycle length, average deal size, and quota attainment.
  • Do you have a growth mindset? This means that you are willing to experiment, learn, and adapt to changing market conditions and customer needs. You can cultivate a growth mindset by setting SMART goals, tracking key performance indicators (KPIs), testing different strategies, and analysing the results.
If you can answer yes to these questions, then you are likely ready to scale and grow with HubSpot. If not, don’t worry - you can still use HubSpot to improve your current situation and prepare for future growth. HubSpot offers various resources and programs to help you achieve your growth goals, such as:
I hope this helps you decide if HubSpot is the right tool for you and how to use it effectively.
Lupo Onboarding - Diamond Solutions Partner integration


It takes a Village to raise a Child and a Team to run HubSpot.

Do you have an internal champion and a capable team by your side? if not, What do you need to know to find a Partner to do this for you?

That’s a great question!
Powering HubSpot is like a Village to a child … it takes the effort and the entire contribution of the entire Village to raise a healthy, happy, beautiful, enriched child.
HubSpot is a powerful platform that can help you grow your business faster, but it also requires some expertise and dedication to use it effectively. That’s why it’s important to have an internal champion and team who can manage and optimise HubSpot for your specific needs. However, sometimes you may need some external help from a HubSpot Partner who can provide additional services and support to help you achieve your goals.
A HubSpot Solutions Partner like Lupo Digital is an agency or a service provider who has been certified by HubSpot and has experience in using HubSpot for various clients. They can help you with things like implementation, training, strategy, consulting, web design, CRM, or IT services. They can also help you leverage HubSpot’s features and integrations to create sophisticated marketing and sales campaigns for your business.
But how do you choose the right HubSpot Partner for your business needs? Here are some tips that can help you:
  • Provides everything which you need: Everyone looks for a one-size solution by using which you can quickly address your company’s pain points. Look for a Partner who can offer a range of services that match your needs and budget.
  • Know their industry experience: It’s important to find a Partner who understands your industry and your target audience. Look for a Partner who has worked with similar businesses or has relevant case studies to show their results.
  • Know the company’s success record: You want to work with a Partner who has proven their expertise and reliability. Look for a Partner who has positive reviews, testimonials, and references from their previous clients. You can also check their HubSpot Solutions Partner tier, which reflects their performance and growth with HubSpot.
  • Do they possess certifications: HubSpot offers various certifications for Partners and individuals who want to demonstrate their skills and knowledge in using HubSpot. Look for a Partner who has relevant certifications that match your needs, such as marketing, sales, service, CMS, or app development.
  • Practice what they preach: A good Partner should be able to showcase their own use of HubSpot and how they have grown their own business with it. Look for a Partner who has a strong online presence, a well-designed website, and engaging content that reflects their expertise and values.
Analyse their social profiles and reviews: A good way to get a sense of a Partner’s personality and culture is to check their social media profiles and reviews. Look for a Partner who is active, responsive, and professional on social media platforms like LinkedIn, Facebook, Twitter, or Instagram. You can also read reviews from other clients on the HubSpot Solutions Directory or other platforms like Google or Trustpilot.

Why use a HubSpot Partner for onboarding?

Using a HubSpot Partner for onboarding can have many benefits for your business. A HubSpot Partner is an agency or a service provider who has been certified by HubSpot and has experience in using HubSpot for various clients. They can help you with the technical setup, configuration, and customisation of your HubSpot software, as well as provide training, support, and guidance on how to use HubSpot effectively and efficiently.
Companies may choose to work with a HubSpot Partner for onboarding to take advantage of their expertise and experience with the platform. Partners can provide advice,  guidance and support throughout the onboarding process, helping to ensure a smooth transition to using HubSpot. Additionally, partners may offer additional services or tools that can enhance the value of using HubSpot for your business.
Here are some of the benefits of using a HubSpot Partner for onboarding:
  • It saves time, money, and frustration: Onboarding with a HubSpot Partner can be faster and cheaper than onboarding directly with HubSpot. A Partner can help you avoid common mistakes and pitfalls that can delay or derail your onboarding process. A Partner can also help you optimise your HubSpot investment and ensure you get the most value out of your plan.
  • It leverages expertise and experience: A HubSpot Partner has the skills and knowledge to help you set up and use HubSpot correctly and effectively. A Partner can also share best practices and tips from their previous projects and help you avoid reinventing the wheel. A Partner can also help you align your HubSpot strategy with your business goals and expectations.
  • It provides everything under one roof: A HubSpot Partner can offer a range of services that complement your HubSpot onboarding, such as web design, content creation, SEO, social media, email marketing, lead generation, lead nurturing, sales enablement, customer service, and more. A Partner can also help you integrate HubSpot with other tools and platforms that you use for your business.
  • It offers personalised training and support: A HubSpot Partner can provide customised training and support to your team based on your specific needs and preferences. A Partner can also provide ongoing support and maintenance to ensure your HubSpot software is always up to date and running smoothly.


What is a HubSpot Accredited Onboarding Solutions and Agency Partner?

A HubSpot Accredited Onboarding Solutions and Agency Partner is an organisation that has been certified by HubSpot to provide onboarding services and expertise to other HubSpot users. They have demonstrated a deep understanding of the HubSpot platform and tools, as well as a commitment to providing quality solutions to help their clients succeed.


A HubSpot Accredited vs non-accredited Onboarding Solutions and Agency Partner 

HubSpot offers both accredited and non-accredited onboarding solutions and agency partners. Accredited onboarding solutions and agency partners have undergone a rigorous training and certification process by HubSpot, ensuring that they have the necessary expertise and knowledge to effectively onboard and support clients on the HubSpot platform. Non-accredited onboarding solutions and agency partners may still have experience working with HubSpot, but they have not completed the official accreditation process. It's important to consider your specific needs and requirements when choosing between accredited and non-accredited options, as well as the level of support and expertise you require for your HubSpot implementation.


Why Lupo Digital?

Lupo Digital is an officially accredited and premium HubSpot Onboarding Solutions Partner. We are a sales and marketing growth team that specialises in digital sales, service and inbound marketing, helping organisations with their client engagement and building strong ongoing relationships with their prospects and clients.
Lupo Accredited Onboarding_CTA

When is the right time? Is your internal Team ready to do HubSpot or engage a Partner?

The right time to use HubSpot or engage a Partner depends on your specific situation and goals. There is no one-size-fits-all answer, but here are some factors you can consider:
  • Your budget: HubSpot offers different plans and pricing options for different needs and budgets. You can compare the features and costs of each plan on the HubSpot website. A Partner can also help you choose the best plan for your business and optimise your return on investment (ROI).
  • Your resources: HubSpot requires some time and effort to set up, manage, and optimise. You need to have a dedicated team or person who can handle the technical, strategic, and operational aspects of HubSpot. A Partner can also help you with these tasks and provide training and support to your team.
  • Your skills: HubSpot offers various tools and features that can help you with marketing, sales, service, web design, CRM, and more. However, you need to have some skills and knowledge to use them effectively and efficiently. A Partner can also help you with these skills and provide best practices and tips to improve your performance.
  • Your growth stage: HubSpot can help you at any stage of your growth journey, from finding product-market fit to scaling your business. However, you need to have a clear vision of your goals, your target audience, and your value proposition. A Partner can also help you with these aspects and provide guidance and feedback to help you grow faster.
Ultimately, the right time to use HubSpot or engage a Partner like Lupo Digital is when you are ready to commit to growing your business better with inbound. If you are not sure if you are ready or how to get started, you can always contact Lupo Digital for a free consultation or demo.
At Lupo Digital we do it all for you, we make the process as seamless as possible.

Topics: HubSpot, Business Growth

Danny Horak

Written by Danny Horak

I am Lupo Digital's inbound technical support specialist. I am always there to answer questions and provide guidance. I am passionate about helping people get the most out of their technology.

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