Onboarding is the most important part of your HubSpot journey, it involves getting your CRM set up correctly (strategically and technically) from the very beginning, training your team, and setting you up for success.
🚀 HubSpot onboarding is the process of getting your HubSpot account set up, customised, and working effectively for your organisation. Done correctly it will set you up for success in the long term and help you see a return on your investment sooner.
At HubGem, we provide onboarding that’s tailored specifically for education and non-profit teams. We’ll help you:
👩🏽🏫 Leverage our sector specific expertise and best practices
🔧 Customise the platform for your processes
🎯 Align your team around shared goals
📊 Build reports and automation
✅ Learn how to use HubSpot confidently
We offer a range of onboarding plans designed for those on Starter, Professional and Enterprise HubSpot products, we also offer re-onboarding designed to help those who have previously completed onboarding with another provider but need a refresher or more sector-specific guidance.
📞 Want to find out which onboarding option is right for you? Book a call with us or email hello@hubgem.co.uk - we’re here to help!