HubSpot Onboarding Checklist 

Our template will help you assign and manage tasks on a timeline. 

Get organized before kicking off your HubSpot implementation. Our template includes:  

  • A comprehensive list of technical, strategic, and process-related tasks critical for onboarding
  • Notes explaining what each task involves
  • Spreadsheet for assigning deadlines to team members 

If you would like to talk to us about a personalized HubSpot Onboarding plan just for your company, we would love to connect with you! 

Need Help With Onboarding! Just Give Me The Checklist

What Our Customers Say About Their Onboarding Experience

  • Creative Side did a GREAT JOB. Within two months, we had new branding, a new website, and our first HubSpot campaign ready to go!"



    Oliver Morales

  • We've been with Creative Side for more than three years now. They introduced us to HubSpot, and they've been a valued partner ever since!"

    Brandi Kanya-Cornell

    Inbound Marketing Strategist

    Brandi Kanya Cornell

  • These guys not only got us set up with HubSpot, they also created automation that helps us collect contracts from customers!" 

    Jonathan Chaupin


    Jonathan Chaupin

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