Hubspot Onboarding Checklist
Smooth onboarding creates lasting relationships. This Hubspot Onboarding Checklist transforms confusing starts into confident beginnings that set everyone up for success. Whether people, systems, or services, build the repeatable process that scales excellence. Stop reinventing onboarding and start perfecting it.
Account Setup & Access
□ Create HubSpot account
□ Set up user accounts
□ Configure user permissions
□ Set up teams
□ Configure account defaults
□ Set timezone and currency
□ Add company information
□ Upload company logo
□ Configure domain settings
□ Set up email sending domain
□ Verify domain ownership
□ Enable security features
CRM Configuration
□ Customize contact properties
□ Set up company properties
□ Configure deal properties
□ Create custom properties
□ Set up pipelines
□ Configure deal stages
□ Create lead statuses
□ Set up lifecycle stages
□ Configure record customization
□ Set up associations
□ Create custom objects
□ Import existing data
Marketing Hub Setup
□ Set up email templates
□ Create email signature
□ Configure subscription types
□ Set up forms
□ Create landing pages
□ Configure CTAs
□ Set up lead scoring
□ Create lists and segments
□ Configure workflows
□ Set up social media accounts
□ Create blog
□ Configure SEO settings
Sales Hub Configuration
□ Set up email tracking
□ Configure email templates
□ Create email sequences
□ Set up meeting scheduler
□ Configure quotes
□ Create playbooks
□ Set up calling features
□ Configure sales automation
□ Create deal templates
□ Set up forecasting
□ Configure commission tracking
□ Enable conversation intelligence
Service Hub Setup
□ Configure ticketing system
□ Set up ticket pipelines
□ Create ticket statuses
□ Set up SLAs
□ Configure knowledge base
□ Create feedback surveys
□ Set up live chat
□ Configure chatbots
□ Create help desk
□ Set up customer portal
□ Configure automation
□ Enable reporting
Integration Setup
□ Connect email (Gmail/Outlook)
□ Integrate calendar
□ Connect social media
□ Set up Zoom/Teams integration
□ Configure Salesforce sync
□ Connect accounting software
□ Integrate with Slack
□ Set up Zapier connections
□ Configure API integrations
□ Connect analytics tools
□ Set up payment processing
□ Enable app marketplace
Data Migration
□ Audit existing data
□ Clean and prepare data
□ Map fields to HubSpot
□ Create import templates
□ Test import process
□ Import contacts
□ Import companies
□ Import deals
□ Import tickets
□ Verify data accuracy
□ Set up data sync
□ Archive old system
Team Training
□ Schedule admin training
□ Train marketing team
□ Train sales team
□ Train service team
□ Create user guides
□ Set up practice portals
□ Conduct role-specific training
□ Teach best practices
□ Review workflows
□ Practice common tasks
□ Test knowledge
□ Provide certification paths
Automation Setup
□ Create marketing workflows
□ Set up lead nurturing
□ Configure sales automation
□ Create service automation
□ Set up internal notifications
□ Configure task creation
□ Build email sequences
□ Set up lead routing
□ Create data management workflows
□ Configure re-engagement campaigns
□ Test all automation
□ Document workflows
Reporting Configuration
□ Set up marketing dashboards
□ Create sales reports
□ Configure service analytics
□ Build custom reports
□ Set up attribution reporting
□ Configure goals
□ Create team dashboards
□ Set up email reporting
□ Schedule automated reports
□ Configure alerts
□ Enable analytics tools
□ Train on reporting
Launch Preparation
□ Complete all setup
□ Test all features
□ Verify integrations
□ Train all users
□ Document processes
□ Create SOPs
□ Set up support system
□ Plan go-live
□ Communicate launch
□ Monitor adoption
□ Gather feedback
□ Optimize setup
How the Hubspot Onboarding Checklist works
Define what you’re onboarding and success criteria. Input timeline and resource constraints. The AI generates a phased hubspot onboarding checklist with clear milestones and validation points. Track progress, identify bottlenecks, and continuously improve. Export templates for consistency.
Poor onboarding compounds into massive problems. Early confusion becomes lasting frustration, missing steps create future failures, and bad experiences spread faster than good ones. This checklist ensures systematic success from the start. It’s how professionals build scalable excellence.
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