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For most companies we talk to, using HubSpot is an easy decision. However, the excitement fades if the setup drags on forever. Onboarding and implementation should happen in weeks, not months.
Before you know it, you should be seeing the benefits—leads flowing in and revenue climbing steadily.
To skip the delays, detours, and frustration-inducing setbacks, here’s what we 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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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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3. Execute the plan.
At some point, you need to dive in and start building, configuring, and testing in full force. Then comes tackling new needs as they arise, handling any confusion or resistance from your team, and navigating the inevitable curveballs. Believe it or not, this is where the fun begins!
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 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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