2min read

How We HubSpot: HubSpot Onboarding

by Article by Dan Moyle Dan Moyle | June 17, 2021 at 12:13 PM

With promises of better marketing, a deeper understanding of customer behavior, automation to make life easier and more, HubSpot brings a lot of possibilities to your business.

Except, after you buy it, you may find yourself sitting there with an exciting prospect of amazingness and the anxiety of โ€œnow whatโ€.

Itโ€™s time to get to know the software and make it work for your business. 

Even way back in 2010 when HubSpot was still pretty new and relatively simple, onboarding was a journey. Fast forward to 2021 when you have multiple Hubs to choose from, different levels of product, and new features coming out often, the onboarding experience can be a little much.

HubSpot Onboardings - Featured Image

Thatโ€™s why, as a HubSpot Partner Onboarding resource and teachers of our own clients, Impulse Creative thinks about HubSpot onboarding a little differently than others. 

First, we use HubSpot Projects to keep us on track with our learners. From set-up tasks to marketing goals like Personalize & Automate Your Marketing, each project is filled with tasks to get started.


Getting through projects means weโ€™ve reached our objectives and our clients are familiar with the tool. Projects help us turn noobs into ninjas.

Within each goal and the corresponding tasks, learners find resources for self-guided learning. For instance, weโ€™ll share HubSpot Knowledge Base articles on things like setting up subdomains. Or for understanding buyer personas, weโ€™ll share a HubSpot blog article on persona strategy. 

Then in addition to HubSpot resources, we add our own Impulse Creative resources like ebooks and articles, Sprocket Talk videos and more. For example, we have a video on setting up subdomains to complement the HubSpot resource.

Tying it all together is our schedule of weekly live trainings. In these meetings we spend about 45 minutes going over specific lessons, guiding the learners through the HubSpot tool. 

Why do we put all this work into our HubSpot onboardings?

Because every learner is different. Some of us love videos. Some donโ€™t. Sometimes we read, sometimes we listenโ€ฆ itโ€™s different for us all. When we use multiple kinds of resources, we serve different learners. 

To top it all off, we utilize live chat and emails to stay in touch and answer questions & encourage our learners along the way. 

When thinking about HubSpot onboardings, serving multiple learning styles and empowering those users is important. When onboarding any new client, we like to think about their experience, not just how we want it to go. 

When youโ€™re thinking about an onboarding experience, or educating an audience, think about the multiple ways your learners take in their information. Help them grasp through different media and empower them to succeed. Itโ€™s how we think about HubSpot onboarding, and itโ€™s working.

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