HubSpot onboarding mistakes they should avoid

If you're having trouble implementing your new HubSpot software, you've come to the right place. In this article, we'll focus on common mistakes made during HubSpot onboarding. However, in reality, many of these mistakes apply to different technologies, so be sure to avoid them.

Onboarding seems like a simple process where you just need to follow a few instructions. In reality, there are many moving parts that are not aligned. This can always lead to problems. Here are the mistakes you should avoid during a HubSpot onboarding:

Setting Unfulfillable Expectations

If you start a project without clearly communicating the goals and expectations, you and your team will quickly become frustrated. Always set clear expectations about the project goal, success criteria, performance measurement, deadlines, priorities, and communication methods and frequency so everyone knows where they stand from day one!

Remember that it is better to under-promise and over-deliver than the other way around.

Acceptance

What comes naturally to you probably doesn't to your team. By this we mean that even though you are doing the onboarding process, you may not take certain 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 your team doesn't need, or even hinder adoption. So ask questions at your first meetings and be open to answering any questions the team may have.

Leaving things in limbo

Unclarity leads to friction between customer and provider, in this case between you and your team. So the more complete and transparent your action plan is, with deadlines for deliverables and assignment of responsibilities for each process, the more clarity your team will have and the better their expectations can be managed.

A clear onboarding project plan gives stakeholders a detailed roadmap and protects the project from scope creep. As with any contract, having everything in writing helps both parties feel secure and work under the best conditions.

Not pursued

The first few weeks are critical for implementing a new software or system, such as a CRM platform like HubSpot, so it's extremely important that you communicate constantly and clearly during this time. At the beginning of the project, determine how communication with the team will occur, how often, who will be involved, milestones, and success metrics. Always keep those involved in the project informed.

Remember that this is something completely new to them, so even small advances that are insignificant to you will be greatly appreciated by them. However, as the project progresses, they are likely to ask you to reduce the frequency and number of monitoring visits.

Demonstrate rapid success

One of the keys to implementation and innovation in any organization is quick wins, because they lead to almost immediate and easily achievable gains that accelerate momentum and improve the perception of the customer and everyone involved in the project. Immediate results (however minor) motivate the team for the new project and demonstrate that you are capable of adding value.

Forgetting to build a good relationship

When you are in the sales process, the relationship with the vendor is usually perfect, the chemistry is right, and the decision makers are excited about you. However, you must not forget to build a good relationship with the internal teams responsible for carrying out the implementation. These employees are the pillars in the execution of the daily activities. Therefore, you must not only convince the vendors and your managers, but also gain the operators' trust in the project.

You can always turn to an ally!

Let's say, despite the above indicators, you're not sure if this account is right for your team or if you can handle the onboarding process of such a powerful tool like HubSpot yourself. In that case, you can always enlist the support of a Hubspot partner who can do the heavy lifting for you.

One of the best things about inbound marketing is that it never leaves you alone. It's not some magical software that you have to put together yourself and figure out how it works, but a constant service that guides you all the way, from web optimization to content marketing to permanent lead conversion management.

Why can you increase the conversion rate this way?

Because the big difference between advertising - outbound marketing and inbound marketing is that the former is a chain of individual actions to achieve specific goals. The second, on the other hand, is a permanent strategy aimed at nurturing, converting and delighting customers on a permanent basis. It's a never-ending process because inbound isn't just about marketing, it's about marketing AND sales, and if you stop your inbound marketing strategy, you're not just stopping your marketing actions, you're stopping your sales.

This constant accompaniment now includes constant improvements and upgrades to meet the new challenges of the market. Considering that conversion is one of the main goals of inbound marketing, conversion rate optimization (CRO) has recently become an important tool for businesses.
Related Posts: How can a growth-oriented design strategy help you build better websites?

What is conversion rate optimization (CRO)?

If we assume that optimizing the various elements of your business website is the first step to improving your revenue through a lead conversion process, CRO will help your business further and create an experience for your visitors to convert them into customers.

Hubspot explains, "Conversions happen everywhere on your website - your homepage, your pricing page, your blog, and of course landing pages - and you can optimize all of them."

So this process of optimizing these conversions is exactly what conversion rate optimization is all about - for example, increasing the rate from 22.2% to 25.4% when converting visits to leads.

Tactics to increase conversion rate

Includes a set of tactics and actions to more accurately shape your brand's strategy for attracting potential customers. Essentially, it involves segmentation, content, and design.

Segmentation

Visitors come to your site for different reasons, and as they navigate, they develop different interests and look for what they need to satisfy their needs.

Some of them will be die-hard fans of your content, and they will probably share and comment on any content you offer, but they will never become customers. On the other hand, some visitors will directly close a deal with your company.

Every visitor is different, so your segmentation should start at the very first moment of the buyer journey. This will help you focus your efforts on the really important prospects and leads, optimize your resources, and waste less time on those who are not really interested in your services.

Content

Always try to avoid standardizing your content. In other words, don't write the same way every time. Instead, try replacing some keywords - from time to time - with synonyms that might catch the attention of a new kind of prospect. For example, Hubspot recommends replacing the term "eBook" with "whitepaper," using more descriptive language, or even shortening the text.

Design using a call-to-action as an example

Changing the design of your website is also a good CRO tactic to see how it affects your conversion rate. But again, we're not talking about big and sweeping changes, but rather small but well-analyzed improvements to your site to see what the results are. "As with content testing, design testing doesn't have to be about big, in-depth changes."

For example, just changing the color of the submit button on a landing page can impact the number of users who click on it, not to mention language, placement, shape, etc.," Hubspot explains.