What is HubSpot onboarding?
THE ONBOARDING PROCESS
We analyze your needs and objectives:
First off, we work to truly understand your project's requirements and goals, so we can configure HubSpot accordingly. At mbudo, we know that every client is different just as every project is different, too. Our 5+ years of experience in HubSpot implementations has allowed us to create a step-by-step process that will make your onboarding a success.
We organize our team and define tasks and timelines:
The Inbound Manager–your HubSpot expert–will be your main interlocutor from the time of the kick-off meeting to project implementation and training. We structure tasks and deadlines based on agreed-upon objectives.
We perform the implementation:
The mbudo team implements all required assets and processes on time. In weekly meetings, we present progress, make strategic suggestions, and offer ongoing training. You will have access to our project management tool, ClickUp, so you can check in real-time how your onboarding is progressing.
Once the onboarding is finished...
We establish a period of continuous teamwork for optimization and resolution of doubts. mbudo will deliver a final document with the details of the implementation and strategic future actions, so that when the onboarding is finished, you will have enough knowledge of the Inbound methodology to take full advantage of HubSpot.
HUBSPOT DIAMOND PARTNERS
mbudo was born in 2017 as an agency specialized in Inbound and HubSpot services. We have always focused on developing the best inbound strategy for our clients, which together with HubSpot and its technology stack, we have been successfully implementing for 5+ years.
By working with us, you will have access to a team of HubSpot specialists that counts on many years of experience and that will help you implement any HubSpot solution you desire.
DO YOU HAVE ANY DOUBTS?
What is the difference between onboarding implemented by HubSpot and by mbudo?
During the onboarding, mbudo not performs a tailor-made implementation but we also give you a personalized training on the platform.
We make sure that you get the maximum potential out of HubSpot by putting an expert team at your disposal that has many years of experience performing HubSpot implementations.
Your learning curve will be much faster and you will get the most out of HubSpot.
How many hours of work will it take me to do a HubSpot onboarding with mbudo?
If your time is limited, we will only ask you to dedicate one hour per week during the onboarding process. Afterwards, you should attend the training session(s) once the tool is up and running.
We do the work of getting HubSpot operational as effortless for you as possible.
Does the onboarding include the migration of my current CRM?
If you are replacing your CRM with HubSpot, we will take care of the migration from your current platform. If you prefer to keep your CRM, we can also integrate HubSpot to synchronize the information.
We have experience in integrations with platforms such as Salesforce, Pipedrive, Odoo, or Clickup.
Every project is different, every client is unique. We want to be part of your team, focused on growing your business with Inbound strategies and customized solutions.
INBOUND SALES / CRM
We perform a tailor-made CRM implementation in HubSpot to structure your Sales activities.
We focus on highly-quality lead generation, content creation, and automation.
We provide a comprehensive service for HubSpot: from onboarding to production and management.
We use a customer-centric Inbound Marketing methodology for a frictionless customer experience.
We prepare valuable content and campaigns, adapted to your sector and Buyer Persona.
We create websites where design and content revolve around the user experience and generating value.
ABOUT YOUR PROJECT
We will contact you shortly to hear from you and let you know how we can help.