When you are busy with your day-to-day job, a new project may feel tricky to prioritise. Here's what we recommend!
Choosing the right time to implement HubSpot is important- you’ll want to make sure your team has the time and headspace to embrace new systems and improve your current processes.
We know it’s easy to feel too busy. In fact, we often hear things like:
'we are too busy to implement this right now'
'our team has so many manual tasks to keep on top of that we don't have the bandwidth for new ways of working'
many teams are so busy running on the hamster wheel of day-to-day tasks that they don't feel able to slow down and look at better ways to work that would remove the hamster wheel entirely. But here’s the thing: that’s exactly why HubSpot is worth it. It’s designed to remove the manual, repetitive workload and give you back valuable time through automation and streamlined processes.
Our team understands the pressures- we’ve worked in similar environments environments ourselves. It's actually the reason our CEO founded HubGem, to help education and non-profit sectors.
So, when is the best time to start onboarding?
We recommend implementing when you have 2-3 months ahead where your team can spare at least 3 hours per week to focus on HubSpot. For education teams, we find that January, May and September tend to be popular times.
The onboarding schedule can be flexible so if, for example, you are going to have a busy few weeks in admissions, we can focus those weeks on marketing instead. The first 4 weeks of HubSpot onboarding in schools do need an admissions focus as we map out properties (fields) for your data - so please be mindful of this.
What if we have a new website launching soon?
This is something we often come across, and the good news is that a new website should not delay your onboarding. If you are working on a new website then we recommend getting HubSpot set up before launching the site. That way, you can use HubSpot forms for lead capture and send your prospects on delightful journeys from the beginning. We are happy to work with your developers if needed. Lead capture should never be an after-thought, if a contact is filling a form in on your new website, make sure you have HubSpot live in the background to send them instant personalised follow up emails, and more.
Did you know you can host your website on HubSpot too? Check out Content Hub CMS tools!
Still unsure?
Contact us, we can advise on when is the right time for you to start your HubSpot Onboarding journey with us.