The most successful onboarding programs are those that combine both strategy and tactical elements in their training programs. Our onboarding approach is to understand your goals and objectives and then formulate a prescriptive training program that focuses on both strategy as well as functionality. Here are two workbooks to download and fill out before we get started.
Guided exercises where we’ll map personas to your data attributes to trigger automation and further personalize messaging.
A Framework to map your content to the buyers journey and identify content to be created, repurposed or un-gated.
Workbooks to support building user journeys and related assets for workflows to nurture leads.
Guided exercises to map objectives to quantifiable goals and metrics to measure performance and campaign success.
Once you've got strategy under your belt, it's time to get hands on in the platform. We've curated a comprehensive list of reference materials from HubSpot to get you started. Our focus is to guide you to the content and materials you'll find most helpful in the first 90-days on the platform to get you going and using features that will help you demonstrate quick wins and show results.