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What is our agency's HubSpot onboarding process?

Through project management tools, research, and meetings we will come up with a strategy to accomplish your goals.

During our website kickoff call, we will get an in-depth understanding of your business and website goals as well as industry competitors, design preferences, sales process, and brand identity. From there, we will do research to make recommendations for your project and strategy.

We will define your main goals for the initial months and make sure we come up with a plan to execute them.

We use Monday.com to manage all project management with our clients, so you will be able to send tasks to our team directly in the tool.

We will schedule weekly meetings after that to keep the project moving forward, especially the first 3 or 4 months, after that, it might stay weekly, or go to twice a month or monthly depending on how much we need to interact with your team directly.

In these weekly meetings, we will go over our audits, strategy, tasks that need approval/discussion, and goals for the next week. We will also review Monday.com tasks and make sure everything keeps moving forward.

You can of course schedule special meetings with our team members to discuss specific projects or topics like website development.

Related Blog Article: Inbound Marketing With and Without HubSpot