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DIFM Onboarding: Timeline and Phases

This guide walks you through the phases of your DIFM onboarding and what to expect at each stage of your HubSpot implementation journey.

Timeline at a Glance

Phase

Timeline

Focus

Project Start

Weeks 1-2

Kick-off, orientation, foundational knowledge

Enable

Weeks 3-4

Strategy workshops, technical setup

Align

Weeks 5-8

Implementation, customization, weekly check-ins

Transform

Weeks 9-11

Training, reports & analytics, independence

Project End

Week 12

Final review, feedback, offboarding

Total Duration: Approximately 12 weeks

Timelines may vary based on your availability, feedback turnaround, and project complexity.

Project Start (Weeks 1-2)

Goal:

  • Finalize the priorities and milestones
  • Gain foundational knowledge of HubSpot

Activities:

  • Kick-Off Meeting
  • HubSpot Orientation + Campaigns overview

How You'll Be Using HubSpot:

  • Complete the initial setup
  • Understand core HubSpot functionalities

What We'll Deliver:

  • Project roadmap and milestones
  • Access to your HubSpot portal confirmed
  • Initial orientation complete

Enable Phase (Weeks 3-4)

Goal:

  • Establish a foundation for successful implementation
  • Begin using HubSpot tools

Activities:

  • Strategy Workshops (4-6 sessions depending on your plan)
  • Technical Setup

How You'll Be Using HubSpot:

  • Use HubSpot for initial data entry and process documentation

What We'll Deliver:

  • Completed Discovery Workshops
  • Strategy Document for your review and approval
  • Custom properties created
  • Technical foundation in place

Align Phase (Weeks 5-8)

Goal:

  • Fully integrate HubSpot's tools into your business processes
  • Ensure seamless operation and utility

Activities:

  • Implementation
  • Advanced Customization
  • Weekly Check-Ins (6-8 sessions depending on your plan)

How You'll Be Using HubSpot:

  • Use HubSpot for daily operations
  • Use advanced customizations and integrations

What We'll Deliver:

  • Full implementation based on approved Strategy Document
  • Workflows, automations, and customizations built
  • Regular progress updates via weekly check-ins

Transform Phase (Weeks 9-11)

Goal:

  • Master advanced features and analytics
  • Foster your independence and proficiency

Activities:

  • Training Sessions (4-8 sessions depending on your plan)
  • Reports & Analytics setup

How You'll Be Using HubSpot:

  • Independently use advanced features
  • Analyze data with custom reports

What We'll Deliver:

  • Personalized training tailored to your implementation
  • Custom reports and dashboards
  • Q&A sessions to address remaining questions

Project End (Week 12)

Goal:

  • Ensure all systems are operational
  • Confirm project closure

Activities:

  • Conduct a final review and gather feedback
  • Complete the offboarding process

How You'll Be Using HubSpot:

  • Confidently use all HubSpot systems independently

What We'll Deliver:

  • Final review of all deliverables
  • Offboarding call with next steps and resources
  • Project officially closed

Questions?

Reach out to your ThinkFuel Strategist if you have any questions about the timeline or what to expect at each phase.