HubSpot Onboarding: What to Expect

Bananaco’s HubSpot onboarding is designed to build a strong foundation for long-term success.

Our Process

Phase 1: Discovery

• Business goals review

• Tech stack audit

• Data assessment

• KPI alignment

Phase 2: Build

• CRM setup

• Pipeline configuration

• Property architecture

• Workflow automation

• Reporting dashboards

Phase 3: Enablement

• Team training

• Documentation

• Governance framework

• Go-live support

By the end of onboarding, your system is optimized, documented, and built for scale.