Fortunately, Kongo can help you make the transition by walking you through the various steps involved and offering training and resources to make things easier.

Let’s go through the process.


Onboarding for the Marketing Hub

For marketing, we’ll set up the process by establishing 4 main workflows: strategy, design, content, and tech.

Strategy focuses on elements like personas, lead scoring, and campaign.

Design is about building out landing pages, email templates, and collateral layout.

Content is where you’ll write emails, social posts, and other assets.

The tech stage involves landing pages, platform integrations, and list set up.

Some set up activities could be:

  • Identify some content offers for each persona at each lifecycle stage
  • Develop a campaign plan around the first content offer
  • Launch the first campaign

During this process, we can take your existing workflows and automation and move them into HubSpot where they can be improved.


Onboarding for the Sales Hub

Migration and Integration

The first stage of onboarding for the sales hub involves data migration and existing CRM  integration.

Here, the main goal is to understand your current data model and how we can migrate that to HubSpot. Along with this, we’ll need an idea of how long the process will take.

This stage is based around taking an inventory of your existing CRM data, and asking questions like ‘what data or objects do you currently track?’, ‘what needs to be cleaned up?’, and ‘what data is up-to-date or outdated?’

After we’ve established this, we’ll do a small batch import test then handle the migration of objects (like contacts and companies), and their properties (like phone numbers and lifecycle stages), into HubSpot.

CRM Implementation

In the CRM implementation stage, we’ll be learning about your current sales process. The goal is to figure out which processes can be retired, and which can be either replicated or improved in HubSpot.

We’ll learn, for example, how your team currently sources new leads, how they make contact, and how they close, among other things.

We’ll also do a test run to see how steps like prospecting and connecting will work in HubSpot, and discuss with you what changes can be made. This will allow us to map your sales processes onto HubSpot and gain a clearer understanding of which systems can be integrated.

Pipeline Creation and Management

The pipeline is where we track the movement of leads through sales process information. Kongo can help define the pipeline’s stages and use the relevant data (how many prospects reach each stage, for example) to improve the sales process.

When helping you optimise your pipeline, we’ll ask questions like ‘do different services have different sales processes?’ and ‘at each major stage in your sales process, what ‘sub-stages’ occur?’

Sales Enablement and Automation

In this stage, we’ll map out a typical day for a sales person on your team. This allows us to suggest ways to improve efficiency and decide what can be automated.

For example, we might be able to automate lead assignment, notifications about stalled leads, task assignment, and much more.

We can also create and store key sales content like one-pagers and brochures to help your team on an ongoing basis.

Performance Measurement

Once the sales cycle has been completed with a pilot group, it’ll be possible to generate reports. This allows us to do things like set goals and quotas for teams, build revenue forecasting, and create custom event tracking.


In the final stage of the onboarding process, we’ll take what the pilot team learned in the previous steps and transfer that knowledge to everyone else on the sales team. This will typically take place over several regular training sessions.

In addition to that, we’ll strive to keep the training process ongoing. That means creating and providing resources for future hires, and putting a training infrastructure in place.

Platinum standard HubSpot onboarding Get on board