---
title: HubSpot Onboarding and Implementation
description: How we set up and onboard clients for the HubSpot Customer Platform
image: https://clearboxstrategies.com/hubfs/Boilerplate/hs_logo.png
---

![two people doing hubspot service hub onboarding-May-23-2025-01-50-54-2108-PM](https://clearboxstrategies.com/hubfs/AI-Generated%20Media/Images/two%20people%20doing%20hubspot%20service%20hub%20onboarding-May-23-2025-01-50-54-2108-PM.jpeg "two people doing hubspot service hub onboarding-May-23-2025-01-50-54-2108-PM")

The Weeds

## Complete Implementation and Onboarding Checklist

 The following are the detailed tasks we complete on behalf of our clients during their implementation and onboarding. These tasks are based on an Enterprise subscription. Certain tasks may not make sense for your use case, or they may not be doable with a Pro or Starter subscription. Additional custom programming, event creation, modules, and training may be included as well.

![An organized office workspace featuring a large whiteboard filled with a detailed plan outlining the Crawl Walk Run strategy for implementing HubSpot tools in a flooring company The whiteboard includes timelines key phases and bullet points detailing](https://clearboxstrategies.com/hs-fs/hubfs/AI-Generated%20Media/Remix%20Images/An%20organized%20office%20workspace%20featuring%20a%20large%20whiteboard%20filled%20with%20a%20detailed%20plan%20outlining%20the%20Crawl%20Walk%20Run%20strategy%20for%20implementing%20HubSpot%20tools%20in%20a%20flooring%20company%20The%20whiteboard%20includes%20timelines%20key%20phases%20and%20bullet%20points%20detailing.jpeg?width=1344&height=768&name=An%20organized%20office%20workspace%20featuring%20a%20large%20whiteboard%20filled%20with%20a%20detailed%20plan%20outlining%20the%20Crawl%20Walk%20Run%20strategy%20for%20implementing%20HubSpot%20tools%20in%20a%20flooring%20company%20The%20whiteboard%20includes%20timelines%20key%20phases%20and%20bullet%20points%20detailing.jpeg "An organized office workspace featuring a large whiteboard filled with a detailed plan outlining the Crawl Walk Run strategy for implementing HubSpot tools in a flooring company The whiteboard includes timelines key phases and bullet points detailing")

### Marketing Hub Onboarding

**Onboarding kickoff call**

**   **Understanding client's marketing roles and goals

   Forms review

   CTAs overview

   Lists review

   Personalization & smart content overview

   Marketing emails overview

   Landing page overview

   Web page overview

   Blog overview

   Files overview

   SEO tools overview

   A/B testing overview

   Ads overview

   Campaigns overview

   Tracking URLs overview

   Social tools overview

   Workflows overview

   Chat overview

   Conversations overview

   AI tools overview

   Reporting overview

   Mobile app overview

   HubSpot Academy overview

   Recap, Q&A, and next steps

**Invite marketing team**

**Branding settings setup for logos, fonts, colors, etc.**

**Setup marketing emails**

**Setup basic marketing email template**

**Import opt-out lists from previously used system**

**Setup GDPR compliance settings**

**Setup CTAs**

**Setup tracking (HubSpot, GTM, GA)**

**Connect email sending domain**

**Setup lists**

**Setup buyer persona property**

**Setup marketing email sender(s) and resubscription email**

**Setup chat**

**Setup conversations**

**Setup SEO**

**Setup blog**

**Setup of blog subdomain**

**Setup of landing page subdomain**

**Setup of email web version subdomain**

**Setup of marketing forms**

**Setup basic native marketing integrations**

**Social media setup and settings configuration**

**Customize marketing dashboards (Lead Generation, Marketing Channel Performance, Website Analytics)**

**Setup limited access/member portal**

**Setup email approval**

**Setup customer journey analytics**

**Setup AI social inbox insights**

**Setup behavioral events**

**Setup Breeze AI for marketing**

**Onboarding wrap-up call**

**   **Review setup

   Integrations assistance

   HubSpot Academy review

   Q&A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

![Sales Hub Onboarding with HubSpot-1](https://clearboxstrategies.com/hs-fs/hubfs/AI-Generated%20Media/Images/Sales%20Hub%20Onboarding%20with%20HubSpot-1.jpeg?width=1344&height=768&name=Sales%20Hub%20Onboarding%20with%20HubSpot-1.jpeg "Sales Hub Onboarding with HubSpot-1")

### Sales Hub Onboarding

**Onboarding kickoff call**

   Understanding client's sales roles and goals

   Understanding a day in the life of client's salesperson

   Understanding what and how client sells

   Navigating the sales CRM

   User preferences (defaults, notifications, etc.)

   Contacts and companies overview

   Importing and exporting overview

   Deals overview

   Deal tags overview

   Tasks overview

   Prospecting overview

   Creating contacts and companies

   Customizing object views and record forms

   Sales workspace overview

   Pipeline overview

   Deal stage overview

   Lead scoring overview

   Lead rotation overview

   Company and deal scoring overview

   Deal summary overview

   Connecting emails and calendars

   Signature overview

   Emailing from CRM overview

   1-to-1 video messaging overview

   Meetings overview

   Handoff overview

   AI meeting assistant overview

   HubSpot Gmail/Outlook sales plugin overview

   Email tracking and logging overview

   Personalization token overview

   Email templates and snippets overview

   Sequences overview

   Documents overview

   Playbooks overview

   Calling overview

   Call transcription overview

   ABM tools overview

   LinkedIn Sales Navigator overview

   Forecasting and goals overview

   AI tools overview

   Reporting overview

   Mobile app overview

   HubSpot Academy overview

   Recap, Q&A, and next steps

**Invite sales team**

**Create custom sales properties (deals, products, tasks)**

**Import deals, notes, or other sales-specific objects**

**Customize sales user permissions**

**Setup deal pipelines**

**Setup deal stages**

**Setup deal currencies**

**Setup sequences**

**Setup task queues**

**Setup meetings tool**

**Setup templates**

**Setup snippets**

**Setup quotes**

**Setup product library**

**Import products**

**Setup goals**

**Setup lead scoring**

**Setup lead rotation**

**Setup basic sales workflows**

**Upload documents**

**Setup conversation routing**

**Setup calling**

**Setup ABM tools**

**Setup company and deal scoring**

**Setup playbooks**

**Setup email frequency controls**

**Setup basic native sales integrations**

**Customize sales dashboards & reports**

**Setup sales routing and managing multiple sales teams**

**Setup deal splits**

**Setup deal journey analytics**

**Setup recurring revenue tracking**

**Setup pipeline approval for deals**

**Setup lead form routing**

**Setup sales admin notifications**

**Setup Breeze AI for sales**

**Onboarding wrap-up call**

**   **Review setup

    Integrations assistance

    HubSpot Academy review

    Q&A

 

![two people doing HubSpot Marketing Hub Onboarding](https://clearboxstrategies.com/hs-fs/hubfs/AI-Generated%20Media/Images/two%20people%20doing%20HubSpot%20Marketing%20Hub%20Onboarding.jpeg?width=1344&height=768&name=two%20people%20doing%20HubSpot%20Marketing%20Hub%20Onboarding.jpeg "two people doing HubSpot Marketing Hub Onboarding")

### Service Hub Onboarding

**Onboarding kickoff call**

**   **Understanding client's service department

   Service Hub overview

   Shared inbox overview

   Mobile inbox overview

   Channel switching overview

   Conversational bots and chat overview

   Post-chat feedback overview

   Tickets overview

   Ticket tag overview

   Ticket pipeline overview

   Ticket routing overview

   Task overview

   Repeating task and task queue overview

   Conversation routing overview

   Documents overview

   Signature overview

   Emailing from CRM overview

   1-to-1 technical support overview

   1-to-1 video messaging overview

   Meetings overview

   Handoff overview

   AI meeting assistant overview

   HubSpot Gmail/Outlook sales plugin overview

   Email tracking and logging overview

   Personalization token overview

   Email templates and snippets overview

   Sequences overview

   Documents overview

   Calling overview

   Call transcription overview

   Help desk overview

   Customer portal overview

   KB overview

   Coaching playlists overview

   Customer feedback survey overview

   Custom surveys overview

   SLAs overview

   Service playbooks overview

   Goals overview

   AI tools overview

   Reporting overview

   Mobile app overview

   HubSpot Academy overview

   Recap, Q&A, and next steps

**Setup conversation and inbox**

**Setup chat/chatbots**

**Setup post-chat feedback**

**Setup meetings**

**Setup ticket pipeline**

**Setup customer portal**

**Setup KB**

**Import KB articles**

**Setup help desk**

**Setup coaching playlists**

**Setup ticket automation**

**Setup sequences**

**Setup handoffs**

**Setup customer feedback surveys**

**Setup custom surveys**

**Setup SLAs**

**Setup goals**

**Setup service playbooks**

**Setup help desk automation**

**Setup service workflows**

**Setup URL mappings**

**Setup service routing and managing multiple service teams**

**Setup capacity limits**

**Setup service admin notifications**

**Customize service dashboards and reports**

**Onboarding wrap-up call**

**   **Review setup

   Integrations assistance

   HubSpot Academy review

   Q&A