Create the Ideal Client Onboarding Process | Strategic HubSpot Tutorial скачать в хорошем качестве

Create the Ideal Client Onboarding Process | Strategic HubSpot Tutorial

In this strategic HubSpot tutorial, learn how to effectively onboard new clients into your HubSpot portal using proven frameworks, automation, and project management strategies that drive adoption, satisfaction, and retention. What You’ll Learn in This Video 1. Why Client Onboarding Matters Understand the role onboarding plays in client satisfaction and long-term retention Identify common pain points that result from poorly structured onboarding processes 2. The Gist’s Proven Onboarding Framework Step-by-step approach for onboarding new clients in HubSpot Key phases: Kickoff, Setup, Enablement, and Handoff Align internal and client-side teams to timelines and deliverables 3. Building Your Onboarding Infrastructure in HubSpot Use HubSpot Projects to manage onboarding tasks Set up standardized emails, forms, and meeting types Automate repetitive steps with workflows and task queues 4. Client Communication and Transparency Create shared dashboards to track progress Maintain transparency with automated status updates and meeting cadences Empower clients with access to shared knowledge base articles and training resources 5. Measuring Success and Ensuring Accountability Define key onboarding KPIs: time-to-value, NPS, client health score Build feedback loops to continuously improve onboarding Use CRM properties to monitor progress and flag delays This tutorial is ideal for HubSpot admins, client success managers, and agencies that want to deliver consistent, scalable, and high-impact onboarding experiences that make clients stick. 00:00 - Introduction and Overview 00:48 - Sales Pre-Onboarding Process 02:15 - Launch Client Onboarding 03:40 - Make Clients Active and Optimize Handoffs 05:25 - Workflow Automation for Onboarding 06:28 - Onboarding Email and Communications 07:14 - Garner Client Feedback Through Surveys 08:03 - Automation Based on Client Feedback 08:49 - Closing Thoughts These videos are brought to you by The Gist, an organic growth agency and Certified HubSpot Solutions Partner based in Buffalo, New York. 🔗 The Gist: https://www.thegistinbound.com/ 🔗 HubSpot Implementation Solutions: https://www.thegistinbound.com/hubspo... 🔗 Subscribe to Insights: https://www.thegistinbound.com/subscr...