The ultimate guide to Standard On-boarding Meetings.
Meeting: Kick-Off
Time: 1 hour
Purpose:
Introduce the client to their onboarding team and to HubSpot, gain an understanding of the project process and management systems as well as confirm project scope and timeline.
Agenda:
- Process overview
- Objectives recap
- Key deliverables & project management systems
- Delivery cycles
Who:
Project Manager and Sales Person
Meeting: Sales and CRM Configuration
Time: 1 hour
Purpose:
- Walk through the key features of HubSpot Sales and CRM to allow you to set up users of HubSpot in Sales Hub CRM.
- This should be completed prior to marketing training.
Agenda:
- What is HubSpot?
- Initial HubSpot Setup
- Next steps
Who: Sales Team, Project Champion
Meeting: Marketing Training
Time: 2 hours
Purpose:
You will learn how to navigate HubSpot's marketing tools, such as building campaign landing pages, managing the marketing database, publishing posts to social media and much more.
Agenda:
- Overview of marketing with HubSpot
- Walk through of the Marketing Hub Features available to you
- Getting the most out of HubSpot
- Any questions you may have
Who:
Marketing Trainer and anyone who will be using the HubSpot Marketing Hub to manage Marketing Emails, Landing Pages, Blogs or Content.
Meeting: Final Session
Time: 1 hour
Purpose: Project closure session
Agenda: Review program deliverables and discuss success scope
Who:
Project Manager