Ultimate HubSpot Onboarding Checklist For Implementation
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HubSpot Onboarding Checklist for Successful Implementation

TransFunnel Consulting
TransFunnel Consulting Aug 10, 2022

HubSpot Onboarding Checklist For Successive Growth

This HubSpot onboarding checklist is designed to help you hit the ground running with your new software. The process involves configuring your HubSpot software and providing training on how to use it so you can get the most out of it right away.  

A positive HubSpot onboarding experience is essential for ensuring customers feel confident in their purchase decision and will continue doing business with you. Additionally, a great onboarding process not only benefits customers but also your business as a whole. Onboarding makes it easy for customers to find the information they need to use your product and builds trust between the customer and your company. 

However, before creating a HubSpot onboarding checklist, you must address the parameters that will be incorporated into the list. For instance, it is an effective way to assess the needs of your business and why you have considered HubSpot onboarding. Further, the checklist can be identified for small, medium-sized or large-sized businesses. This will enable you to prioritise the needs before expanding on the checkpoints. 

The Complete HubSpot Onboarding Checklist For Successful Implementation: 


No two HubSpot onboarding experiences are alike. That being said, there are certain key components that tend to remain constant across all HubSpot onboarding plans. To help you gain the maximum out of your efforts and investment, our HubSpot agency onboarding checklist gives you a systematic walk-through.  

These include:

  • Setting up the users and migrating or importing the prospective customer data. 
  • Identifying and planning the marketing and sales transference process. 
  • Setting up of the marketing tools such as templates for landing pages, lists, emails, workflows, forms, CTAs, campaigns and more. 
  • Setting up of marketing-sales CRM tools such as the pipeline, documents, messages and so on. 
  • Building the desired campaign. 
  • Training and onboarding users. 

HubSpot is a great way to reach your customers through marketing automation, sales components and service. Businesses need to make sure that the HubSpot onboarding checklist they consider aligns smoothly with their entire CRM strategy. This can be achieved by selecting the right hubs for the objective as follows:  

1. Marketing Hub

Accomplish all of your inbound marketing campaigns with the help of a little creativity. Content marketing, ad campaigns, lead generation, analytics and marketing automation can all be tailored to your specific needs in order to help you reach your dreams. 

2. Sales Hub

It's important for sales managers to have a finger on the pulse of their sales pipeline at all times. By keeping track of their sales pipeline, they can ensure that their team is always meeting schedules and generating quotes that are relevant and personalised to each potential customer. 

3. Service Hub

Customer onboarding to ensure they are efficiently finding the solutions they need. This can be done by guiding them through a specialised knowledge base or a customer feedback software system. 

4. CMS Hub

Content management software with SEO recommendations, website themes and a user-friendly drag-and-drop editor can help you save time and improve your website's ranking. 


The key components of the HubSpot onboarding checklist process can incorporate the services of: 

A. Domain Setup

It ensures the setting up of primary and subdomains on the HubSpot Portal. Upon syncing the domains or sub-domains, install the HubSpot code and filter out traffic for accurate data. 

B. Setting Account Defaults

Once the domain is set up, the basic/default settings of the HubSpot account must be changed as required. 

C. Data Migration on HubSpot

Consider transferring your existing data into the HubSpot CRM to be able to leverage the HubSpot onboarding process to its fullest potential. 

D. Custom Scheduler Setup

When the data is successfully transferred, connect with your social accounts with HubSpot. In addition, keep the social accounts in check periodically to ensure they are connected. 

E. In-house Integration

Commence the integration of existing technology that your business uses, like Google Analytics, Ads and Search Console for a seamless experience. 

F. Data Synchronisation

Make sure to set up automatic synchronisation of both existing and upcoming data to avoid any missing data. 

G. Custom Integration

This will help in a tailor-made experience through the integration of the HubSpot portal with a third-party tool that your business uses. 

H. Deal Creation Workflow

Whenever an order is placed in your store or marketplace, this checkpoint will help you to create workflows, thus causing automated deal creation on HubSpot. 

I. Pipeline Creation

This checkpoint ensures a design of service, support or deal in the pipeline based on the requirement. 

J. Automating Lead Scoring & Rotation

It enables an automatic process, which moves the leads to different concerned departments. This checkpoint will help fine-tune the campaigns and send communications to the pertinent department for them to take immediate action. 

K. Creating Marketing Templates

It helps to customise the experience with preferred and relevant marketing templates such as landing pages, popups, emails, standard forms and more. 

L. Creating Workflows

To support the marketing and sales process and assist in their campaigns, this checkpoint enables a relevant market automation workflow or sequence. It helps you map a buyer's journey, understand what qualifies as a contact lead, marketing qualified lead and sales qualified lead and keep the communication open for an efficient workflow. 

M. Dashboard Creation

To enable performance tracking and end-to-end reporting, this checkpoint of dashboard creation creates a streamlined workflow with high efficiency. 

Even with the right onboarding checklist, it can be challenging to dedicate time to learning and implementing this system.

If you are new to the onboarding process and wish to benefit from a HubSpot onboarding implementation partner, then TransFunnel is the #1 HubSpot elite partner in India and SEA and is experienced in making the implementation process smooth and streamlined for you.