What to Look For in a HubSpot Onboarding Partner

Photo by Duncan Meyer on Unsplash

HubSpot is a powerful tool that smart business owners leverage to remain competitive and connect with their customers. As an all-in-one inbound marketing, customer service, and sales platform it’s just about everything you need to attract visitors, delight customers, and convert leads.

While purchasing this CRM is a major step towards optimising your business operations, the journey doesn’t end when you sign the contract. Next up, there’s an equally critical process, and that’s onboarding. Most businesses fail to uncover the full potential of their HubSpot tool because they don’t set it up correctly. That’s where a HubSpot onboarding partner comes in.

What’s a HubSpot Onboarding Partner?

A HubSpot onboarding partner or agency is a service provider with in-depth knowledge of HubSpot and the steps required to configure this platform correctly. These agencies are certified by HubSpot and have the skills to tailor the CRM to fit your business needs.

Since not every HubSpot partner has the skills to do that, you should be extremely careful when choosing an onboarding agency for your business. It’s only when you work with accredited HubSpot onboarding partners that you can be guaranteed you will experience the benefits of HubSpot in your business.

Choosing the Right Onboarding Partner

Now that you know what a HubSpot onboarding partner is and the role they play in HubSpot optimisation, you want to know how to choose the right partner. Here are the steps you should follow:

1. Pay Attention to the Distribution of the Onboarding Workload

When choosing a HubSpot onboarding partner, you should understand what roles they will play and what they will leave to you. This is important because not every business runs the same. If, for instance, you have a small team, you won’t have the extra hands to handle the onboarding tasks. In that case, you may need the onboarding partner to do everything for you. That’s called White Glove onboarding.

So, make sure to ask the onboarding agency what part of the onboarding process their package covers so you can decide if it’s worth the investment. As you do this, consider factors like your budget, both your team and your partner’s experience with HubSpot, and your team’s bandwidth.

2. Find Out About Their Onboarding and Configuration Documentation

You’ve purchased HubSpot simply because you expect it will have a high return on investment (ROI). You expect that once the onboarding process is complete, your team will have all the knowledge and skills they need to navigate the platform and optimise it continuously depending on the dynamic environment in your business. Not only that, but you need new employees to understand your HubSpot platform as well since different businesses set up their platforms uniquely.

For this reason, you want to choose a HubSpot onboarding partner who offers thorough documentation of the onboarding and configuration processes. That way, both new and existing users don’t have to spend hours or even days just trying to figure out how your account is set up.

3. Evaluate the Partner’s Implementation Process

Every HubSpot onboarding agency will have a standard order of operations as far as the implementation process is concerned. The majority of the agencies concentrate on account setup and integration management during the first weeks, then leave customisation for the final weeks.

So, why should this information concern you? Well, it’s crucial because it helps you plan adequately. What’s more, a partner who breaks up the process into various phases is more likely to succeed since it’s easier to handle one phase at a time without losing track of the progress. Besides, it’s easier to identify and rectify mistakes if the implementation process is broken down into sub-processes such as initial assessment, data setup, process automation, and more.

4. Find the Partner’s Case Studies

Assuming the HubSpot onboarding partner you are interested in isn’t new in this field, they will more than likely have former customers. In that case, you can use their history to check if they have a proven track record of success helping businesses like yours.

But why does this matter? Simply because if an onboarding agency has experience setting up and optimising HubSpot for businesses in your industry, they are more likely to get everything right, and will save a lot of time for you.

Experience Success With RevPartners

The bottom line here is that HubSpot is a platform that powers up your business to offer the best services and keep converting prospects into customers. For you to do that effectively, however, you should team up with a powerful HubSpot onboarding agency.

RevPartners is one of the leading providers in this field. With a highly capable team and all the tools you need to make your onboarding process a breeze, you no longer have to worry about inefficient business processes. Visit revpartners.io today to learn more and start your journey to success!