Your HubSpot Implementation Checklist
A step-by-step guide to getting your new HubSpot portal set up right.
Did You Just Purchase HubSpot? Set It Up Right with Our Free Checklist! 📝
HubSpot is designed to help your business grow better, but proper setup is crucial for success.
Our checklist ensures your HubSpot implementation is:
- Smooth: Follow our step-by-step guide for stress-free setup
- Complete: Includes guidance on 18 crucial HubSpot setup tasks
- Efficient: Clear instructions, time estimates, pro tips, and more to make sure no time is wasted
This 18-step checklist was developed by our certified implementation experts. We've put each task in the most logical order, along with recommendations, expert tips, and more. This is the same setup process we've perfected for paying clients - today, it's our gift to you.
Don't Just Take Our Word For It...
"As someone who personally has helped over 200+ companies get onboarded to the HubSpot platform over the last several years, I can say having the help of a checklist to follow and a willing partner to keep you accountable is crucial."
-Former HubSpot Onboarding Specialist