6 key steps in an advanced HubSpot onboarding

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Step 5: Custom reports
Reporting is one of the most important aspects of a HubSpot project. In addition to the efforts in implementation, execution, and all the small day-to-day activities, it is important to define how to measure the results or impact of all these actions. HubSpot Reports allows the creation of reports to capture data and visualize it in one place, so you can make better decisions for your company and your customers.

HubSpot dashboards are groups of interrelated reports. As an agency partner, mbudo helps you build a series of reports around your database contacts, website and landing pages, email campaigns, deals, and any malta telegram number database other metrics relevant to your business operations. These reports can be set up for different time periods, comparing past data and choosing your preferred data visualization method. Making future decisions based on concrete data will help your business thrive. If you're interested in learning more, check out our ultimate guide to HubSpot reporting .



Step 6: Training and practice
Personalized training on your HubSpot implementation is absolutely crucial to your team being able to properly use the tool and maximize its performance. At mbudo, our HubSpot training covers a complete guide on how to navigate each area of ​​HubSpot , as well as the specifics of setting it up in the Marketing, Sales, or Service Hub. The duration is tailored to work needs and requirements. Participants have time to ask questions and resolve concerns, in this way, we train your team to use HubSpot at an optimal level for the continued success of your project.


At mbudo we will be happy to accompany you in this process and we guarantee a successful, rewarding and positive onboarding experience. Get in touch with us to learn more about our HubSpot onboarding services.