Put your HubSpot on autopilot.

The HubSpot onboarding process typically consists of a kickoff call, weekly hour-long training calls, and a graduation call. Onboarding through HubSpot involves a lot of hands-on action from your team. You’ll be implementing and migrating all of the data from your previous CRM to HubSpot on your own. This process requires more independent work from your team and is much more set in stone.

At Webstacks, we prefer to be more hands-on and flexible. We take care of a lot of the implementation in addition to hosting in-depth training sessions ensuring our clients form a strong foundation in HubSpot. We offer strategic support tailored to your specific needs throughout the entire process.

Webstacks’ process makes onboarding as customizable as possible.

The Webstacks Onboarding program also offers additional value in providing educational materials and downloadable assets that will always be accessible to you and will come in handy when you are curious about best practices or how to implement something in your HubSpot.

We pride ourselves in our customer support efforts, and our clients do too. We set up our very own onboarding support portal so that we could get all of our team members' eyes on any given question clients may have, hold ourselves more accountable, and ensure we respond with the best, most accurate answers possible. We promise to get back to you within 24 hours.

In addition to our support, as a HubSpot customer you’ll also have HubSpot Support available to you 24/7, by clicking the purple “Help” button in the bottom right corner of your screen in HubSpot. HubSpot Support is the best option if you have a more technical question or you need attention immediately. HubSpot Support gives you the option to live chat, call, or email your inquiry.

To make the most of your HubSpot onboarding experience with Webstacks, here are some important steps to prepare for the kick off call:

• Have your team ready with introductions and a brief overview of your company.

• Come prepared to discuss your use case, target buyers, goals, and any current pain points.

• Have an understanding of the team members’ experience with HubSpot.

By taking the time to prepare for the kick off call, you will ensure that your onboarding experience is as smooth as possible and that you get the most out of your onboarding sessions with Webstacks.