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Using HubSpot is a no-brainer for most companies we talk to, but the shine wears off if it takes for-friggin-ever to set up. Onboarding and implementation should take weeks, not months. (We're talking about HubSpot Onboarding, not the Roman Empire.)
Before long, you should be reaping the benefits. Leads should be rolling in. Revenue should be going up and to the right.
To avoid all the delays, detours, and patience-frying doubters, here’s what you do
1. Define strategy
What problems are we solving for? What would success look like? How will HubSpot help you reach your goals?
Here are some of the problems we hear about:
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“Our contacts are scattered across spreadsheets, inboxes, and laptops. We need everything to live in one place with easy access for everyone.”
“We use six different apps for sales and marketing. It’s time to consolidate.”
“We can’t wait months to implement a CRM.”
“Our sales, marketing, and service departments all use different apps. Our data is a mess. Everything feels sloppy and inefficient.”
“We need to understand where leads are coming from and which channels are most effective so we can double down.”
2. Sketch a blueprint
A blueprint shows everyone what you’re building. It forces you to answer questions and make decisions and thereby minimizes confusion and messes when construction starts later.
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Will you be using HubSpot’s Marketing Hub, Sales Hub, Content Hub, Operations Hub, and/or Service Hub? How?
Are third-party integrations or custom API development required?
Will you migrate data from elsewhere? Is it too complex to fit into a .csv file? Does your team have the expertise or bandwidth to handle it?
What workflows and automations do you need?
What’s the full technical setup?
3. Execute the plan.
Eventually, you have to begin building, configuring, and testing in earnest. Then, you have to address the new needs that inevitably crop up, overcome your people’s confusion or resistance, and swat aside the inevitable curveballs. Believe it or not, this is the fun part!
Which piece will you implement first?
What are the steps and milestones after that?
How will you approach onboarding and training?
How will you ensure that you follow best practices?
If I could rate these guys with 10 stars I would!
I have had HubSpot for several years and have absolutely loved it. However, I have always known I am not using it to the fullest and quite frankly don't have the time to figure out how to utilize it. When Scott and Jeff approached me I knew I had found what I needed but didn't know existed! They took the time to understand my business model fully (it's a tricky one) and have found the most amazing and creative ways to streamline processes and workflows. It has quite literally transformed my business. If I could rate these guys with 10 stars I would!
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