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...or check out our FAQ.

FAQ

• What if my HubSpot setup requirements are a little more complex than the average business?
• What is the difference between implementation and tool onboarding?
• How quickly can we get started?
• What is the difference between onboarding with HubSpot and onboarding with BabelQuest?
• Can I choose the Basic onboarding package if I am getting an Enterprise subscription?
• Do you offer HubSpot CRM onboarding?
• What if we need support beyond onboarding?
• What do we need to prepare?
• What is involved in the 'Technical Setup'?
• What do you mean by a 'Personalised Self-Serve Success Plan'?

What if my HubSpot setup requirements are a little more complex than the average business?

That’s okay - you can still pick one of the onboarding packages above, we may just need to add some additional professional service days to make sure HubSpot is set up exactly how you need.

What is the difference between implementation and tool onboarding?

Onboarding will get you started and set you up for success - and depending on which package you choose, will provide you with the strategic guidance you need to unlock the value of HubSpot going forward.

An implementation is much more comprehensive, and totally customised. It would involve a review of how HubSpot fits into your wider business and goals, setting up your CRM, mapping your business processes and configuring the platform to align with them. Once configured, we’d commence a structured rollout process, training and supporting your teams along the way.

Think you need a full HubSpot implementation? Get in touch.

How quickly can we get started?

Once we’ve got everything we need from you, we’ll aim to have the technical setup completed within a week. 

What is the difference between onboarding with HubSpot and onboarding with BabelQuest?

The key difference is in the ‘doing’ - HubSpot will give you guidance on how to get started so you can do it yourselves, but where we can, we’ll do the work for you. And we charge the same price.

Can I choose the Basic onboarding package if I am getting an Enterprise subscription?

Yes, and you may want to choose to add some professional service days to make sure you get the most out of your HubSpot Enterprise subscription.

Do you offer HubSpot CRM onboarding?

HubSpot CRM lays the foundation for all Hubs - and is therefore included as standard in your subscription for free. Getting HubSpot CRM configured correctly so it is aligned across all Hubs will ensure you are set up for success and ensure you have data points to work from and report on. If you want us to work with you to scope and configure your CRM, you'll want to select our Elite package.

What if we need support beyond onboarding?

We’ve got lots of options available for you, from starter-level support packages that provide you with regular strategic guidance to get the most out of HubSpot, to full-service marketing retainers where we can act as an extension of your marketing team.

What do we need to prepare?

This is dependant on which Hub you are onboarding, but here are some things we might ask for to help us get you up and running as quickly as possible:

HubSpot onboarding checklist:

• • Access to the web server to update DNS records for email and web
  • Admin access to current CMS to add the HubSpot tracking code
  • Super Admin access to Social Media accounts, Google Analytics/Search Console and Ads accounts (Google, Facebook, LinkedIn etc.)
  • GDPR guidelines to hand, or a contact person in the legal department
  • List of users and email addresses
  • If using Outlook, Super Admin access to Email Client Configuration
  • Details of desired deal stages

What is involved in the 'Technical Setup'?

This will vary slightly depending on the Hub you are onboarding and the package you choose - but in each case:

• We'll start with a kick-off meeting with your team to present your onboarding plan and gather the details we need to get you set up
• Our team will go away and do the basic technical tool setup for you, such as setting your time zones, defining your physical address and email types, uploading your logo and favicon 
• We'll take you through what we've done and explain how to set up the tools which need to be done on an individual basis (like connecting email accounts, etc.)
• The technical setup will finish with a Q&A meeting, once you've had time to use the tools and have questions to ask!

What do you mean by a 'Personalised Self-Serve Success Plan'?

Once we know what your goals are with HubSpot, we'll use their project management tool to build a series of step-by-step 'projects' for you to complete which are aligned with what you want to achieve, and you'll be able to access them directly within your portal. The projects might be building your first campaign, configuring reports, designing workflows, using sales sequences...the list goes on!

Let's talk onboarding. Book a meeting now