Top 7 HubSpot Onboarding Mistakes to Avoid

Top 7 HubSpot Onboarding Mistakes to Avoid

Ranya Barakat

January 05, 2022

If you're having trouble implementing your new HubSpot software, don't worry, you've come to the right place to solve them.

In this article, we focus on common mistakes made during a HubSpot onboarding. However, the reality is many of these mistakes apply to various technologies, so take note and avoid them at all costs.
Onboarding seems to be a simple process where you only have to follow a few instructions. In reality, many moving parts were, if not aligned. It can always present problems.

Here are the mistakes to avoid during a HubSpot onboarding:

Setting unattainable expectations.

Starting a project without clearly communicating the goals and expectations will leave you and your team frustrated.

Always set clear expectations on the project's goal, metrics of success, how success is measured, deadlines, priorities, and communication methods and frequency, so everyone knows where they stand from day 1!

Remember that it is better to under-promise and over-deliver.


What is evident to you is probably not apparent to your team; by this, we mean that, even though you are running the onboarding process, this does not mean that you can take specific topics for granted. Remember that many concepts are still new and unfamiliar to those hearing about HubSpot for the first time.

Assumptions can lead you to ignore critical points in the process, add features that your team doesn't need, or even hinder the acceptance of the software. So on your first few meetings, ask questions and be open to answering all of the team's questions.

Leaving things up in the air

Ambiguity becomes friction between customer and provider, in this case, you and your team. Therefore, the more complete and transparent your action plan is, with dates of deliverables and responsibility assigned to each process, the more clarity your team will have and the better it will be to manage their expectations.

A clear onboarding project plan gives the stakeholders a detailed roadmap and protects the project from scope creep.

Like any contract, having everything in writing helps both parties feel secure and work under the best conditions.

Not following up

The first few weeks are crucial for implementing new software or systems, such as a CRM platform like HubSpot, so it is of utmost importance that you communicate constantly and clearly during this period.

At the project's launch, establish how the communication with the team will be, how often, who is involved, the milestones, and the metrics of success. Keep the project stakeholders well informed at all times.

Keep in mind that this is something entirely new for them, so even small advances that are insignificant to you will be greatly appreciated by them.

However, as the project progresses, they will probably ask you to reduce the frequency and quantity of check-ins.

Demonstrate quick wins

One of the keys to implementing and innovating in any company is quick wins, as they translate into almost immediate and easy-to-achieve wins to accelerate momentum and improve the customer's perception and everyone involved in the project.

Seeing immediate results (however minor they may be) engages the team with the new project and demonstrates your ability to provide value.

Forgetting to build a good relationship

Usually, when you are in the sales process, the relationship with the provider is perfect, there is excellent chemistry, and the decision-makers are delighted with you. However, you must not forget to establish a good relationship with the internal teams responsible for making the implementation work.

These collaborators are the pillars to carry out the daily activities. Therefore, you must not only win over the providers and your managers, but it is also essential that the operators have confidence in the project.

You can always turn to an ally!

Suppose, even with the above indicators, you are not sure that this account is the right one for your team or that you can run the onboarding process of such a powerful tool as HubSpot on your own. In that case, you can always turn to the support of a Hubspot partner who can do the heavy lifting for you. If you need help with your HubSpot onboarding, please book me.

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Ranya Barakat

Ranya is a serial entrepreneur with over 11 years of experience working on the HubSpot CRM. She is a tech geek with a passion for solving problems for customers. She loves pushing her sleeves up , and getting s*** done. When she is not running her Global services team, you can find her upside down on her yoga mat.

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