By Sandipan Saha on November 01, 2021

HubSpot Onboarding Checklist - 101

Successful onboarding comes as the foremost priority for an organization implementing an advanced marketing automation tool like HubSpot. It is a crucial process that requires time to comply with different resources perceptible to its implementation. To ensure an effective onboarding, you need to know some fundamental components of indulging in a flawless onboarding plan. 

If you are new to HubSpot and unaware of its onboarding, the amount of time, and the things you would need to accomplish the onboarding, you shall have a clear idea about all such queries at the end of this article. 

We are providing a checklist of components that you need to consider while you onboard HubSpot as a marketing automation tool aligning with the needs of your business.

The HubSpot Onboarding Checklist

As an instructive product material, this checklist will help you realize the real-time objectives of the tool. Alongside, it will guide your employee chain with a plan to leverage astounding growth. It might help them evolve their marketing priorities.

1.  Setting Up the Account

  • Add team members from the settings options available on the main navigation tab. Administrators can add or invite new members individually or import multiple users at a time. When you invite new members through email, they get a detailed set of instructions related to setting up their domain settings. 
  • Install the HubSpot tracking code, a unique entity to access individual user accounts. (It helps users to track the website traffic interactively.)
  • Setup your CAN-SPAM footer through Settings > Marketing > Email. Enter entities that include location, company, address, city, state, ZIP code, country, and phone number.
  • Connect your social accounts through Settings > Marketing > Social > Connect account.

2.  Customizing of Technical Set-Ups

  • To capture leads, users need to set up a HubSpot form by adding the form embed code through Marketing > Lead Capture > Forms.
  • Import data entities like contacts, companies, latest deals, and tickets.
  • Install the HubSpot tracking code from Settings > Tracking & analytics > Tracking code. You would need to implement the tracking code post-closing the </body> tag in the HTML code for each page of your website.
  • Plan your marketing roadmap by consulting with HubSpot’s dedicated inbound marketing consultant.

3.  Establishing the Sales Process

  • Indulge in a good analysis of your audience and contenders.
  • Document your goals and other action plans (Also, you can upload externally)
  • Leverage the tools to generate leads.
  • Regular follow-up with your customers by organizing meetings or sharing presentations.
  • Utilize available email templates and snippets.
  • Set up your meetings by integrating a calendar into your HubSpot account.

4.  Managing Lead Flows

  • Embed lead capturing forms (Also mentioned earlier).
  • Select the type of Lead Flows you wish to create to realize the users’ interests in terms of user experience.
  • Thereafter, you can add content like images and text. Users can select colors suiting the best to their product brand.
  • Analyze the inquiries, customer responses, ticket status with respective resolutions provided by the team members.
  • Create chat flows to engage in direct communication between the visitors on the website and the organization
  • Leverage addons to customize the way lead flows would be present on your website.
  • Launch live meetings and share their links with the users through email.

5.  Adopt a Content Plan

  • Start with creative landing pages.
  • Create or pickup catchy email templates.
  • Audit your content to check if it fits your needs.
  • Follow a precise format considering your audience’s interests.
  • Promote what you post.
  • Use HubSpot’s content creation tools to indulge in an easy start.

6.  Automate Processes

  • Mark the processes you wish to automate.
  • Define your workflow and compatibility with the automated processes. It always needs to be simple and sophisticated.
  • Use analytics to overview the performance insights on different parameters such as pricing & flexibility.
  • You can integrate external tools such as Salesforce to engage in more leads and extended benefits.
  • Utilize smart survey response management features available on HubSpot.

7.  Keeping a Track of Records

  • Use the custom dashboard for marketing, sales, or customer service software.
  • Keep marketing, sales, and service data in a centralized manner.
  • Scrutinize the real-time needs of the business through smart reporting.

8.  Customer Service Management

  • Identify what suits your customers’ requirements.
  • Retain customers with regular follow-up and support on their queries.
  • Leverage reports and surveys to evolve new functionalities of your business.


The ultimate objective of adopting an onboarding checklist is to escape overlooking all minor or major but significant needs of the customers. Such a strategy might be particularly helpful for those onboarding HubSpot for the first time. The main objective of implementing this checklist is to reduce the complexity in the process and enhance the results by strengthening your sales process, methodology, and service delivery.

That said, there’s a lot more that happens while HubSpot setup and onboarding goes on over what you saw above. It’s because every company likes HubSpot for their specific needs. To make sure you’re able to do that from the start, we get you on a kickoff call, and then decide what more would be required for you.

This sets off a plan with a timeline, and a set of fixed outcomes. If you’ve just got HubSpot and would like to use it to its fullest potential, let us speak about it in detail.