Tips, Tricks & Best Practices

HubSpot Employee
HubSpot Employee

Onboarding new clients - quick wins

If you are a Solutions Partner with new clients to onboard into Hubspot - some quick wins in the first week to follow:-


  1. Get them certified - Hubspot Academy (Inbound)
  2. Create Meeting links
  3. Install the chrome extension
  4. Connect integrations & CRM
  5. Simplify current activities
  6. Create a shared inbox

You can find all the steps in Hubspot Knowledge Base

1 Reply 1
Top Contributor

Onboarding new clients - quick wins

Great list, @Fitzycath. I'd also add in "downloading the mobile app" as a super quick win. Still to this day, I find so many sales/marketing folks who don't have the app/didn't know there was an app.