Complete Implementation and Onboarding Checklist
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
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
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