Where to start with HubSpot?

[LevVortman]

Hey HubSpot Community,

I’m about to purchase a HubSpot plan and want to optimize the setup process. Could you please help me out?

1. Preparation: What specific data, documents, or templates should I collect from my team/colleagues to ensure a smooth onboarding and configuration?
2. Resources: Are there any must-have documents or templates you’d recommend for setting up HubSpot?

Looking forward to your input! 🙌
Have a terrific day community!

[ArisudanTiwari · Accepted solution]

Hi @LevVortman ,

I highly recommend the HubSpot platform as it’s not only great but also very user-friendly.

To ensure a smooth onboarding and configuration process for HubSpot, here’s a preparation checklist and some recommended resources:

• Current Contact Lists: Name, email, phone, job title, company, etc.
• Segmentation Lists: Audience categorization details.
• Lead Information: Lead statuses and lifecycle stages.
• Sales Data: Historical deals and pipeline stages.
• Marketing Assets: Email templates (if already in use) and existing marketing campaign details, including KPIs.
• Social Media: Social media account credentials for integration.
• Website Analytics: Tracking IDs (e.g., Google Analytics).
• Landing Pages & Forms: Details and forms currently in use.
• Content Strategy: SEO keyword documents and content plans.
• Workflows: Details of existing workflows or automations, lead nurturing paths and triggers, sales enablement tools, and scripts.
• Team Setup: Team members who will need access to HubSpot and defined roles and permissions.

Additionally, you can refer to the Onboarding Checklist - https://offers.hubspot.com/pro-suite-onboarding-checklist prepared by the HubSpot team or explore the HubSpot Knowledge Base for detailed guidance on each activity and task.

[Gaurav_Aggarwal · Accepted solution]

Hey @LevVortman 

To ensure a smooth onboarding and configuration for HubSpot, collect the following data, documents, and templates from your team/colleagues follow the steps mentioned in this article to get started with HubSpot: https://knowledge.hubspot.com/get-started/set-up-your-account 

Also, this is a checklist designed to help you understand what you can expect from the Professional Suite Onboarding service: https://offers.hubspot.com/pro-suite-onboarding-checklist 

[Jigar_Thakker]

Hi @LevVortman ,

Which HubSpot plan are you exactly planning to purchase? Knowing this will help us recommend the best setup and resources as per your needs and speecific requirements.

[LevVortman]

Thank you for your reaction, Jigar.
It feels like we will go with Professional plan.

[ArisudanTiwari · Accepted solution]

Hi @LevVortman ,

I highly recommend the HubSpot platform as it’s not only great but also very user-friendly.

To ensure a smooth onboarding and configuration process for HubSpot, here’s a preparation checklist and some recommended resources:

• Current Contact Lists: Name, email, phone, job title, company, etc.
• Segmentation Lists: Audience categorization details.
• Lead Information: Lead statuses and lifecycle stages.
• Sales Data: Historical deals and pipeline stages.
• Marketing Assets: Email templates (if already in use) and existing marketing campaign details, including KPIs.
• Social Media: Social media account credentials for integration.
• Website Analytics: Tracking IDs (e.g., Google Analytics).
• Landing Pages & Forms: Details and forms currently in use.
• Content Strategy: SEO keyword documents and content plans.
• Workflows: Details of existing workflows or automations, lead nurturing paths and triggers, sales enablement tools, and scripts.
• Team Setup: Team members who will need access to HubSpot and defined roles and permissions.

Additionally, you can refer to the Onboarding Checklist - https://offers.hubspot.com/pro-suite-onboarding-checklist prepared by the HubSpot team or explore the HubSpot Knowledge Base for detailed guidance on each activity and task.

[LevVortman]

Thank you, ArisudanTiwari!
That is indeed insghtfull and helpfull.

[thomasblaket]

GO For It!