HubSpot Onboarding Checklist

When is the right time for HubSpot?

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

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?

• 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.

• The Startup Growth Playbook: This is an interactive guide that will help you create a marketing plan custom to your company using the inbound methodology.
• The Go-to-Market Strategy Blueprint: This is a template that will help you outline your annual marketing strategy, identify your most important initiatives, and track the right metrics all year long.
• The HubSpot for Startups Program: This is a program that offers startups access to the HubSpot Growth Platform, education, and support at a startup-friendly cost.

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?

• 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.

Why use 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?

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

• 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.