Need Help with Hubspot? We're the Experts.

Whether  you're considering Hubspot or using it already, Inbound know how to get the  results you need from the platform. Talk to us to find out how we can onboard  you with Hubspot to start accelerating your business growth and engaging your  customers.
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What We Will Do

HubSpot onboarding project phases.
These are modular in design based on your business and HubSpot needs.
Goals and Onboarding
  • Business discovery workshop
  • Project objectives
  • Identifying customer personas
  • Hubspot academy training curation
01
Setup and Configuration
  • Team access setup
  • Portal configuration
  • Custom property development
  • Email integration/team inbox
02
Data and Segmentation
  • Data analysis
  • Data cleansing
  • Data import
  • Other integrations
03
Workflow and Automations
  • Identify processes to automate
  • Setup your first workflow automation
  • Automation audit and optimisation
  • Internal notifications
04
Dashboards and Reporting
  • Identify reporting requirements
  • Sales and marketing, service dashboard creation
  • Custom dashboards and reports
  • Results analysis and insights
05
Ongoing Support
  • Regular catch-ups
  • Technical support
  • Ongoing training
  • Strategy development
06
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Our Approach

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