We need to change our agreed onboarding or support schedule, what should we do?

Information on what to do if you are unable to stick to the planned onboarding schedule.

We know that life can be unpredictable and we aim to offer as much flexibility as possible with our services. If you find you are unable to make a planned onboarding or support session with a consultant, please do contact us. If it is possible we will move the session to another time that week, or if you have a wider team we recommend letting it go ahead as planned and you can watch the recording back at a more convenient time. 

If you find that you need more significant changes to the agreed agenda, spanning multiple sessions or weeks, then please discuss this with your consultant who will need to check with their manager about the best approach. Our consultant's workload is planned 3 months in advance and we often have waiting lists, we will do everything we can to offer flexibility from our agreed schedule but please be aware that this is not always possible. 

We advise only commencing with a support plan or HubSpot implementation at a time when you and your team are able to commit to the schedule, and for any unforeseen circumstances following the start of the plan, please do work closely with your consultant who will do their best to accommodate your requirements within their diaries.