Purpose
Onboarding focuses on introducing users to HubSpot's platform, tools, and best practices. It's about getting users familiar with the system and ensuring they understand how to use it effectively.
Processes
This includes training sessions, setting up accounts, configuring permissions, teaching platform navigation, setting up workflows, reports, and dashboards, and providing data migration guidance if needed.
Outcome
The goal of onboarding is to make users comfortable and proficient with HubSpot so they can start using it independently and effectively from the outset.