Onboarding Foundations

Choose your own onboarding path with a series of on demand workshops that teach you how to get the most out of different HubSpot tools.
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Why Onboarding Foundations?

You have objectives, we have options.

As an experienced team with a strategy in place, you can bypass the topics you don't need and focus on the ones you do with the modular format of Onboarding Foundations.  

So if you're ready, we'll help you get set. Then, all that's left to do is go. 

 

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Flexible

On demand content giving you the flexibility to choose what works best over the course of 90 days.
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Action-oriented

Workshops that allow you to learn and check items off your list so that you can get up and running in HubSpot. 

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Targeted

A modular format streamlines the onboarding process by empowering your team to get exposure to the tools most relevant to their roles. 

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Scalable

With your team onboarded in the topics that matter to them, you scale knowledge and usage of HubSpot from the very beginning.

Onboarding Foundations: Workshops Overview

Choose your own onboarding path with a series of workshops that teach you how to get the most out of different HubSpot tools.
 
Jump to a section: 
 

Getting Started

Getting Started & CRM Setup with white space

Setup & CRM

- Account setup
- Account defaults
- Email connection
- Data migration
- Integrations
- CRM structure

Sales Hub

Sales Rep Productivity Tools with white space

Sales Rep Productivity

- Meeting links
- Snippets
- Templates
- Sequences
- Documents
- Tasks

Pipeline Management and Automation with white space

Pipeline Management & Automation

- Pipeline automation
- Deal automation
- Sequences
- Workflows

Reporting on Sales performance with white space

Sales Reporting

- Types of sales reports
- Forecasting tools
- Common reports
- Dashboards

Marketing Hub

Content Marketing & Capturing Leads with white space

Content Marketing & Lead Capture

- Domains and landing pages
- Capturing data via forms
- Custom properties

Segmentation & Marketing Emails with white space

Segmentation & Marketing Emails

- Types of lists
- List filters
- Building an audience for emails
- Sending emails to lists

Lead Development & Nurturing with white space

Lead Nurturing & Lead Development

- Defining a lead nurture process
- Audience segmentation
- Nurturing automation

Reports & Analytics for Markters with white space

Marketing Reporting & Analytics

- Types of reports
- Dashboards
- Custom reports
- Tracking web traffic

Service Hub

Customer Service Channels and Ticket Management with white space

Customer Service Channels & Ticket Management

- Tickets, ticket pipeline and automation
- Support channels including shared inbox, live chat, chatbots, forms, and calling

Create a Sales to Service Handoff Process

Create a Sales to Service Handoff Process

- Building on Momentum Driven from Sales
- Cultivating an Onboarding Pipeline
- Turning Customers into Promoters

Setting Up a Customer Success Workspace

Setting Up a Customer Success Workspace

- The Customer Success Workspace
- HubSpot Customer Health Scoring
- CS productivity tools

Pricing

What's included in one learner license of Onboarding Foundations?

You'll have 90 days of unlimited access to onboarding workshops specific to:

  • Learning the tools and best practices for Marketing, Sales, and Service Hub (Professional)
  • On demand workshops created by HubSpot experts 
Cost for two licenses Each Additional License
List Price - United States

$600
$250
List Price - Canada

$800 
$250
List Price - Europe

€590
€250
List Price - United Kingdom

£530
£220
List Price - Singapore

$840
$350
List Price - Australia

$870
$360

Pricing applies to new customers only. Existing customers pay per license, please contact training@hubspot.com for more information.
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Your 90-day access begins on the date of purchase. For more information, visit our Product and Services Catalog.

Frequently Asked Questions

Get answers to frequently asked questions.

Reach out to your Sales Rep or Customer Success Manager.

You will get an email prompting you to create a username and password. These login credentials will allow you access to the workshop library where you can watch a variety of different workshops on various HubSpot tools. You will have access to these workshop for 90 days.

No, but if you attend 1-2 workshops a week, you'll finish before the 90 days expire!

No. Licenses must be bought together to receive the discount. Discounts are only available to new customers.