Delivering Services With Guided Client Onboarding

HubSpot Agency Partner Training

Learn why new client onboarding is so important and how your consulting team at HubSpot can help you develop this process.

 

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Lesson Description:

Having a clear onboarding process is critical for post-sales success and the engagement you're about to begin with a brand new client. You have kickoff calls to plan and run, stakeholders to involve, and expectations to meet. In this lesson, you'll learn why new client onboarding is so important and how your consulting team at HubSpot can help you develop this process.

Instructor
Headshot of Kevin_Dunn

Kevin Dunn,
Inbound Professor
HubSpot Academy

Kevin Dunn is the inbound professor on HubSpot Academy responsible for educating and inspiring HubSpot's community of agency partners. Outside of the orange walls at HubSpot, he's an avid New England sports fan and chaser of live music — and if you catch him at lunch, he's likely eating a burrito. He's not superstitious, but he is a little stitious.

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