The account manager will have a checklist of first steps ,

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In addition, at mbudo we will help you take advantage of advanced functions and strategies to optimize your processes and achieve your marketing and sales objectives. We guarantee that we will get the most out of your investment and ensure a smooth transition to the new system. Lets dive into the  steps a HubSpot Agency Partner will take during a guided HubSpot onboarding .  key steps for advanced HubSpot CRM onboarding Step  Project Organization Understand the business – At the beginning of any project, a meeting will be held with all parties involved.


At mbudo, the first thing we do is create a meeting to understand the clients business Country Email List goals and processes . Any agency you work with should do this. Only then can a customized implementation and optimization strategy be developed. Develop a timeline  It is essential not to let time and tasks slip away as the days go by. including regular meetings, calendar deadlines, and giving shared access to tools and platforms such as the existing CRM, the new HubSpot CRM, media channels social and payment , your companys brand manual, etc.





This collaborative approach ensures that all participants have the resources and information they need to get started. Set up the team in HubSpot  Your agency partner will be in charge of setting up users, teams, and roles on the HubSpot platform. This process can be as simple as assigning default roles and standard permissions. However, in cases where greater customization is required, the agency adapts access based on the clients needs . Image_Blog Step  Technical setup Define account details  Partner agency members working on the project will set default account information for your company, meaning they will schedule details such as company name, contact information, and branding elements. . Additionally, they will ensure legal and GDPR compliance by configuring privacy settings, consent forms and the use of cookies.