HubSpot Onboarding Playbook
Finally! A checklist of all of the settings and best practices that you need to implement and set up when you purchase HubSpot to be able to use it to the best of its ability.
So what is the difference between this and other checklists you have seen from HubSpot and elsewhere? Within this playbook, you will not only find the checklist of what you should be setting up right away but also:
- Screenshots of the specific top workflows, reports/dashboards, contact properties, and more to get you off on the right foot.
- Videos of almost every single tool feature on how to set it up.
- HubSpot certifications - each checklist has the specific certifications that you need/should get with each hub all listed out for you.
- HubSpot Academy lessons and courses so you are always up to date with the latest best practices to generate more business.
There isn't any other playbook out there that is like this. It is your ONE-stop shop, everything is organized and in one place for you to use.
Keep track of the tasks that you have completed, need to do and need Responsive Inbound Marketing to implement.
Actual screenshots of how to set up the best workflows, lists, and initial best practices to implement when you first onboard with HubSpot.
Actual videos of how to navigate to all implementations and how to access tools to set them up.
Onboarding Playbook Details
Each initial purchase of the checklist comes with a master checklist that includes all of the basics and then the specific and additional settings of your hub i.e. professional vs enterprise.
From there you will have the option to purchase and receive a quarterly update via email that will be all of the new additions that HubSpot has implemented.
If you have purchased more than one MASTER playbook, you get a 5% discount.
Please note, these are JUST for the masters, not for the quarterly product updates.
At the beginning of each quarter, you will receive an automated email based on the master subscription you have purchased with the option to purchase the product updates AND changes from the prior quarter.
If you do not need to purchase the master playbook and would just like to purchase quarterly product updates, please reach out to me at email@example.com and I will add you to the quarterly product update emails.
Need help? No problem at all!
Please schedule some time with me and my team and I can implement it for you!
You cannot share, print, or download this playbook.
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