This is the format that we follow for delivering the CRM Onboarding
|Louis Garcia - CEOemail@example.com||Leads Group Meetings|
|Creed Hostetter - Expertfirstname.lastname@example.org||Leads 1-2-1 Meetings|
Reach out to us via email for support.
The goal of CRM Onboarding is to acquaint the users with the various tools within the HubSpot ecosystem and provide practical steps to complete that will begin to make use of the tools within the company's marketing, sales, and service processes.
CRM Onboarding is a four-week program that covers the Marketing, Sales, and Service tools in HubSpot. We also show reports and dashboards that can be used for tracking measures in these areas.
Hubspert Knowledge Base
|Week #||Topic||Goals & Outcomes|
|Week 1||Marketing Tools||
|Week 2||Sales Tools||
|Week 3||Service Tools||
|Week 4||Reports and Dashboards||