Hubspot Onboarding Checklist
Proper HubSpot setup unlocks $48,000 in annual productivity gains for the average marketing team. This checklist covers account setup, CRM configuration, Marketing Hub, Sales Hub, Service Hub, integrations, data migration, automation, and comprehensive team training. Companies that complete full implementation within 60 days see 3x higher ROI than those taking 90+ days. HubSpot has over 1,000 features and capabilities-without structured onboarding, teams typically use less than 15% of available functionality. Complete setup enables marketing automation that generates 451% more qualified leads. This checklist ensures you maximize your investment by implementing features systematically and training teams to use them effectively.
Account Setup & Access
□ Create HubSpot account
□ Set up user accounts
□ Configure user permissions
□ Set up teams
□ Configure account defaults
□ Set timezone and currency
□ Add company information
□ Upload company logo
□ Configure domain settings
□ Set up email sending domain
□ Verify domain ownership
□ Enable security features
CRM Configuration
□ Customize contact properties
□ Set up company properties
□ Configure deal properties
□ Create custom properties
□ Set up pipelines
□ Configure deal stages
□ Create lead statuses
□ Set up lifecycle stages
□ Configure record customization
□ Set up associations
□ Create custom objects
□ Import existing data
Marketing Hub Setup
□ Set up email templates
□ Create email signature
□ Configure subscription types
□ Set up forms
□ Create landing pages
□ Configure CTAs
□ Set up lead scoring
□ Create lists and segments
□ Configure workflows
□ Set up social media accounts
□ Create blog
□ Configure SEO settings
Sales Hub Configuration
□ Set up email tracking
□ Configure email templates
□ Create email sequences
□ Set up meeting scheduler
□ Configure quotes
□ Create playbooks
□ Set up calling features
□ Configure sales automation
□ Create deal templates
□ Set up forecasting
□ Configure commission tracking
□ Enable conversation intelligence
Service Hub Setup
□ Configure ticketing system
□ Set up ticket pipelines
□ Create ticket statuses
□ Set up SLAs
□ Configure knowledge base
□ Create feedback surveys
□ Set up live chat
□ Configure chatbots
□ Create help desk
□ Set up customer portal
□ Configure automation
□ Enable reporting
Integration Setup
□ Connect email (Gmail/Outlook)
□ Integrate calendar
□ Connect social media
□ Set up Zoom/Teams integration
□ Configure Salesforce sync
□ Connect accounting software
□ Integrate with Slack
□ Set up Zapier connections
□ Configure API integrations
□ Connect analytics tools
□ Set up payment processing
□ Enable app marketplace
Data Migration
□ Audit existing data
□ Clean and prepare data
□ Map fields to HubSpot
□ Create import templates
□ Test import process
□ Import contacts
□ Import companies
□ Import deals
□ Import tickets
□ Verify data accuracy
□ Set up data sync
□ Archive old system
Team Training
□ Schedule admin training
□ Train marketing team
□ Train sales team
□ Train service team
□ Create user guides
□ Set up practice portals
□ Conduct role-specific training
□ Teach best practices
□ Review workflows
□ Practice common tasks
□ Test knowledge
□ Provide certification paths
Automation Setup
□ Create marketing workflows
□ Set up lead nurturing
□ Configure sales automation
□ Create service automation
□ Set up internal notifications
□ Configure task creation
□ Build email sequences
□ Set up lead routing
□ Create data management workflows
□ Configure re-engagement campaigns
□ Test all automation
□ Document workflows
Reporting Configuration
□ Set up marketing dashboards
□ Create sales reports
□ Configure service analytics
□ Build custom reports
□ Set up attribution reporting
□ Configure goals
□ Create team dashboards
□ Set up email reporting
□ Schedule automated reports
□ Configure alerts
□ Enable analytics tools
□ Train on reporting
Launch Preparation
□ Complete all setup
□ Test all features
□ Verify integrations
□ Train all users
□ Document processes
□ Create SOPs
□ Set up support system
□ Plan go-live
□ Communicate launch
□ Monitor adoption
□ Gather feedback
□ Optimize setup
How the Hubspot Onboarding Checklist works
Start with account creation and user permission setup. Configure CRM properties, pipelines, and deal stages specific to your business. Enable Marketing, Sales, and Service Hubs based on your license level. Connect email, calendar, and critical third-party integrations. Import clean, validated data from your existing systems. Set up workflows, email sequences, and lead scoring. Train teams on their specific modules with hands-on practice. Test everything thoroughly before full launch. Document your processes and configurations for future reference and optimization.
HubSpot licenses cost $800-$3,200 per month depending on your plan. Without proper setup, companies use only 15% of available features, wasting $10,000-$40,000 annually. Full implementation automates 25 hours of repetitive weekly tasks. Companies see 127% increase in marketing qualified leads when using automation properly. Proper CRM usage improves sales close rates by 29% and shortens sales cycles by 18%. The system pays for itself through productivity gains and revenue growth when implemented correctly.
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