Review of My HubSpot Onboarding Experience

Beyond simply learning how to use the tool, it served as an opportunity to streamline our company’s previously disorganized sales and marketing processes. Although it involves some costs, it is the surest way to reduce the likelihood of implementation failure.

Onboarding HubSpot

[ Pre-Onboarding Situation ] CS position: All inquiries were piling up as tasks, and inquiries were not labeled, so they were backlogged in notion and set aside management points. Not knowing the workflow in detail, they were creating simple automations and missing many important points such as data cleaning and segmentation. KPIs were not being aggregated properly, so they were not managing metrics accurately. [ Onboarding process ] Main contents: - Basic usage lecture - Ticket stage segmentation - Dashboard creation - Modification of existing workflows, help with new settings - Setting up the right route according to the user's jorney Satisfaction with the onboarding process: Very satisfied, and it was very helpful to actually incorporate the onboarding content into the work, and to receive reviews on the content applied. [ Changes since onboarding ] After onboarding, we changed the way marketing, business, and customer support departments were managed separately to pursue efficiency in our work. KPI metrics management was set up properly, and we were able to check meaningful metrics without increasing the number of management points. I am very satisfied with the consulting service that answered all my questions and needs!