Once you sign an implementation agreement, we’ll schedule a kickoff meeting to begin planning your implementation. We’ll review the details of your project, key milestones, and our implementation processes. 

After chatting about your business needs, we’ll design your HubSpot implementation, plan customizations, and establish a process to train your core team members. 

Once the designs are finalized, we’ll build out and configure your marketing automation software according to your organizational needs. These configurations often include user roles, subscription center, lead lifecycle process, and the groundwork to using email campaigns. 

You’ll have a chance to test-drive the software before it’s fully rolled out to your team. If you’d like to swap or update features, this is the time to make those suggestions!  

Welcome to your go-live date! As your organization begins to use the software, we’ll help train admins and end-users so that everyone has a chance to grow comfortable with HubSpot Marketing Hub.