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Guided HubSpot boarding

Structured support to get you off to a good start with HubSpot

  • Have you just bought HubSpot, or do you want to structure your current usage?

Guided HubSpot Onboarding is a package designed to help you implement HubSpot efficiently, step by step, without relying entirely on a partner for execution.

Cheetah guides you.
Your team builds.
We validate, structure and optimize.

AImeyour CRM.

What is guided HubSpot boarding?

The principle is clear: we show you how to do it, explain why, and validate your work, while your team executes in the portal.

This model allows you to quickly become autonomous, while ensuring that your implementation is in line with your objectives.

Guided HubSpot onboarding is a structured accompaniment that combines :

  • Short, targeted workshops

  • Strategic coaching

  • Recommendations based on HubSpot best practices

  • Validating your configurations

  • Support between sessions

Who is HubSpot onboarding for?

This formula is ideal for organizations that :

Wish to implement HubSpot within a controlled budget

Want to really understand their portal

Want to retain internal control over execution

Have a small marketing, sales or service team

Want to avoid an improvised layout

It's just as well suited to new HubSpot licenses as it is to portals that are already active but have little structure.
Support format

Guided HubSpot onboarding is generally based on :

  • 8 structured 30-minute meetings
  • content tailored to your licenses: CRM, Sales Hub, Service Hub or Marketing Hub
  • coaching based on HubSpot best practices
  • punctual support between meetings, according to the established framework

Sessions are short, concrete and action-oriented.

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Depending on your needs and level of maturity, we can work on :

  • Lightweight data structuring and cleansing

  • CRM and pipeline configuration

  • Validating your configurations

  • Setting up basic automations

  • Best practices in qualification and pipeline management

  • User onboarding

  • Internal organization and responsibilities

  • Setting up essential reports

  • Activating priority functions

  • Essential connections

    Emails, calendars, Teams, forms

Examples of topics covered

The aim is to get you up and running quickly, with a solid foundation.

What's included
  • structured guided workshops
  • strategic advice and recommendations
  • validation of your configurations
  • clear direction on best practices
  • follow-up between meetings to clarify specific points
What's not included
  • complete portal implementation by Guépard
  • advanced technical development
  • complex custom integrations
  • massive data cleansing

These elements can be added later as blocks of hours.

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HubSpot onboarding and artificial intelligence
Even in a guided format, we integrate a reflection on artificial intelligence.
We help you to :

Structuring your data for use by AI

Understanding the basics of Breeze in HubSpot

Gradually activate relevant functions

Avoid automating without a solid foundation

Good onboarding prepares your organization for the future evolution of HubSpot.
Why choose Guépard for your HubSpot boarding?

Guépard has been a HubSpot partner for over 10 years and has supported more than 200 organizations.

Our team is bilingual and has real experience in the field: several members have used HubSpot as customers before becoming partners. So we understand what's at stake for users.

We believe that good onboarding should :

  • empower your team
  • clarify processes
  • simplify your daily life
  • prepare you for growth
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Marketing Sales CRM Operations CMS (Website - Blog) Services

  • Marketing Hub

    Put your marketing team back in control of lead generation by enabling them to quickly launch multi-channel campaigns, segment audiences, organize content and maximize visibility with automated emails.

    Key features :

    • Drag-and-drop editor for landing page creation
    • Automated newsletter and email creation and delivery
    • Blogging tools
    • Social media management
    • SEO optimization
    • Management and creation of ads on Google ADs, Facebook Ads and LinkedIn Ads

  • Sales Hub

    Gone are the days of complicated Excel spreadsheets and CRMs! Your sales reps will quickly adopt this tool, enabling them to easily track their opportunities.

    Key features :

    • Create, customize and automate sales pipeline(s)
    • Automatic synchronization of e-mails sent and received via Gmail or Outlook
    • Synchronization of calls and appointments
    • Creation of tasks
    • Quote creation with electronic signature
    • One-to-one e-mail templates that draw data from CRM

  • Services Hub

    The relationship with your customers doesn't end when they sign your contract! Offer them a unique customer experience with support tickets, satisfaction surveys, automated discussion channels and a powerful knowledge base.

    Key features :

    • Customer service tracking pipeline(s) and ticket creation
    • Sending satisfaction surveys and polls
    • Customer area
    • Interactive knowledge base
    • Live chat and chatbots
    • Priority management, routing of requests to the right people and control of Service Leval Agreements

  • CMS Hub

    Can you build a website on HubSpot? Imagine a website that personalizes your visitors' user experience using data from your CRM. Your developers AND your marketing people will be delighted.

    Key features :

    • Drag-and-drop editor for marketers
    • Design tools for developers
    • No need to worry about hosting issues and plugin updates
    • Powerful API
    • Easy management of multilingual content
    • Web development sandbox and staging tools
    • Automatic redirects

  • Operations Hub

    If the other Hubs are our Avengers, the Operation Hub is a bit like our Agent Coulson. He may not be front and center, but he's the glue that holds all the Hubs together. He's the glue that holds all the Hubs together, making sure they all do their best and more! He's also the one who keeps everything organized. Intriguing, isn't it? We'll be happy to tell you more about it in a demo!

    Key features :

    • Full data synchronization and exclusive integrations
    • Programmable automations (code)
    • Data cleansing automations
    • Data grouping for customized reports
Frequently asked questions
What's the difference between guided boarding and turnkey implementation?
Guided onboarding lets you keep execution in-house, with a structured framework and expert validation. Turnkey implementation involves execution mainly by Guépard.
How long does a HubSpot boarding take?

The standard format includes several meetings spread over several weeks, enabling structured progress without operational overload.

Does onboarding include artificial intelligence?
Yes, we cover the basics to get your portal ready to take advantage of Breeze and HubSpot's AI capabilities.
Is your team bilingual?
Yes, the entire Guépard team is bilingual (French and English), which enables us to support organizations throughout the French-speaking world, as well as English-speaking teams.