Implementation
Complete HubSpot Implementation Checklist
Complete HubSpot Implementation Checklist
Comprehensive 50-point checklist covering every aspect of HubSpot setup from initial configuration to go-live.
PDF
12 pages
4.9 rating
2.1k downloads
What's Included
Pre-Implementation Planning
Account Setup & Configuration
User Management & Permissions
Data Migration Strategy
Integration Setup
Email & Marketing Configuration
Sales Pipeline Setup
Reporting & Analytics
User Training Plan
Go-Live Checklist
Preview
Complete HubSpot Implementation Checklist
Pre-Implementation Planning (Week 1-2)
Business Requirements Analysis
☐ Define business objectives and KPIs
☐ Identify key stakeholders and project team
☐ Document current processes and workflows
☐ Assess data quality and cleanup requirements
☐ Plan integration requirements with existing tools
Technical Preparation
☐ Verify HubSpot subscription tier and features
☐ Plan user roles and permission structure
☐ Identify custom properties needed
☐ Plan data migration strategy
☐ Schedule implementation timeline
Account Setup & Configuration (Week 2-3)
Initial Account Setup
☐ Complete HubSpot account creation
☐ Configure company information and branding
☐ Set up user accounts and permissions
☐ Configure security settings and two-factor authentication
☐ Set up notification preferences
Domain and Email Configuration
☐ Connect and verify domain
☐ Set up emai
Business Requirements Analysis
☐ Define business objectives and KPIs
☐ Identify key stakeholders and project team
☐ Document current processes and workflows
☐ Assess data quality and cleanup requirements
☐ Plan integration requirements with existing tools
Technical Preparation
☐ Verify HubSpot subscription tier and features
☐ Plan user roles and permission structure
☐ Identify custom properties needed
☐ Plan data migration strategy
☐ Schedule implementation timeline
Account Setup & Configuration (Week 2-3)
Initial Account Setup
☐ Complete HubSpot account creation
☐ Configure company information and branding
☐ Set up user accounts and permissions
☐ Configure security settings and two-factor authentication
☐ Set up notification preferences
Domain and Email Configuration
☐ Connect and verify domain
☐ Set up emai
☐ Verify HubSpot subscription tier and features
☐ Plan user roles and permission structure
☐ Identify custom properties needed
☐ Plan data migration strategy
☐ Schedule implementation timeline
Account Setup & Configuration (Week 2-3)
Initial Account Setup
☐ Complete HubSpot account creation
☐ Configure company information and branding
☐ Set up user accounts and permissions
☐ Configure security settings and two-factor authentication
☐ Set up notification preferences
Domain and Email Configuration
☐ Connect and verify domain
☐ Set up emai
☐ Complete HubSpot account creation
☐ Configure company information and branding
☐ Set up user accounts and permissions
☐ Configure security settings and two-factor authentication
☐ Set up notification preferences
Domain and Email Configuration
☐ Connect and verify domain
☐ Set up emai
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4.9
FormatPDF
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