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HUBSPOT ONBOARDING PROJECT
SUPPORTCLONE YOUR OWN COPY OF THIS BLUEPRINT TO EDIT AND CUSTOMIZE IT.
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ONBOARDING OVERVIEW & CHECKLISTTHE GIST PAGEHERE
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VIDEO INSTRUCTIONSHERE
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Simply put, we're going to use this sheet to track all onboarding tasks and make sure nothing slips through the cracks.
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CHECK WHEN COMPLETE
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GETTING STARTED
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STRATEGY + PLANNING
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TASKREFERENCEASSIGNED TODONE?NOTES
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Sign AgreementN/AClient
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Schedule Kickoff MeetingN/AThe Gist
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Complete Intake QuestionnaireN/AClient
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Schedule Weekly Recurring MeetingN/AThe Gist
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Finalize HubSpot Onboarding PlanN/AThe Gist + Client
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CLIENT HOMEWORK
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TASKREFERENCEASSIGNED TODONE?NOTES
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SMART GoalsHEREClient
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Buyer PersonasHEREClient
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Solutions OverviewHEREClient
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Competitor ListN/AClientIs there anything we should know about certain competitors?
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Platform AlignmentHEREThe Gist + Client
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PropertiesHEREThe Gist + Client
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WorkflowsHEREThe Gist + Client
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MarketingHEREThe Gist + Client
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Sales EnablementHEREThe Gist + Client
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Customer EngagementHEREThe Gist + Client
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ReportsHEREThe Gist + Client
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PORTAL SETUP
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TASKREFERENCEASSIGNED TODONE?NOTES
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Initiate template setup projectHEREThe GistWebsite needs to be live.
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Set up accountN/AThe Gist
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Invite team (users)HEREThe GistEmail us a list of users by name, email address and role.
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Connect social accountsHERETBDClient must provide The Gist with admin access to accounts, or connect themselves.
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Confirm time zoneHEREThe Gist
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Connect domainsHEREThe GistNeed collaboration with web/IT manager (DNS settings).
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Add email sending domainHEREThe GistNeed collaboration with web/IT manager (DNS settings).
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Define physical address and email typesHEREThe Gist
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Upload logo and faviconHEREThe Gist
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Configure blog settingsHEREThe Gist
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Add tracking codeHEREThe GistNeed collaboration with web/IT manager.
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Filter out internal IP addressesHEREThe GistNeed collaboration with web/IT manager.
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Replace existing forms with HubSpot formsHEREThe Gist
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Find and complete any potential integrationsHEREThe Gist
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CRM FOUNDATIONS
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TASKREFERENCEASSIGNED TOCOMPANIESCONTACTSDEALSTICKETSNOTES
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Create custom propertiesHEREThe Gist
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Required properties when creating recordsHEREThe Gist
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Customize view when creating recordsHEREThe Gist
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Customize left sidebar viewHEREThe Gist
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Import and/or sync contactsHEREThe Gist
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Create custom object filteringHEREThe Gist
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List segmentationHEREThe Gist
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Automatically associate contacts and companies?HEREThe Gist
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Automatically sync ownership?HEREThe Gist
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Automatically fill companies with insights?HEREThe Gist
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MAREKTING HUB
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TECHNICAL SETUP
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TASKREFERENCEDO?ASSIGNED TODONE?NOTES
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Initiate template migrationHEREThe Gist
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Connect ads accountsHEREThe Gist
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Set up lead syncingHEREThe Gist
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Add pixels to websiteHEREThe Gist
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Calculate ROI for adsHEREThe Gist
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Configure email settingsHEREThe Gist
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Set email color picker favoritesN/AThe Gist
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Create email subscription preferences pagesHEREThe Gist
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Set email subscription typesHEREThe Gist
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Set email tracking settingsHEREThe Gist
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Set up transactional emailHEREThe Gist
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Configure forms settingsHEREThe Gist
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Connect social media accountsHEREThe Gist
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Customize social publishing timesHEREThe Gist
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Set social media email notificationsHEREThe Gist
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Create social follow iconsHEREThe Gist
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Configure Google AMPHEREThe Gist
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Integrate with Google AnalyticsHEREThe Gist
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Integrate with Google Tag ManagerHEREThe Gist
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Create system pagesHEREThe Gist
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STRATEGIC BUILDOUT