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DIFM Onboarding: What Success Looks Like & Expected Outcomes

By the end of your DIFM onboarding, you'll have a fully implemented HubSpot portal tailored to your business. Here's what you can expect to achieve.

Your Expected Outcomes

A Turnkey HubSpot System

At the end of your onboarding, you'll have:

  • A fully configured HubSpot portal aligned with your business processes
  • Workflows and automations built to save you time
  • Custom properties and pipelines tailored to how you work
  • Reports and dashboards to track what matters most

Confidence and Independence

By the end of the program, your team will:

  • Understand how to navigate and use HubSpot daily
  • Know how to create and manage contacts, companies, deals, and tickets
  • Be able to run reports and analyze data
  • Feel confident using the tools we've built for you
  • Know where to find help if you get stuck (LMS videos, HubSpot Knowledge Base, ThinkFuel support)

What Success Looks Like at Each Phase

After Project Start (Weeks 1-2):

  • You understand the project roadmap and milestones
  • You have foundational knowledge of HubSpot
  • Your portal access is confirmed and ready

After Enable Phase (Weeks 3-4):

  • Your current processes are documented and mapped to HubSpot
  • The Strategy Document is approved and ready for implementation
  • Custom properties and technical foundation are in place

After Align Phase (Weeks 5-8):

  • Your HubSpot portal is fully built and configured
  • Workflows, automations, and customizations are live
  • Your team is using HubSpot for daily operations

After Transform Phase (Weeks 9-11):

  • Your team is trained on all relevant HubSpot features
  • Reports and dashboards are set up and being used
  • You're independently managing HubSpot with confidence

After Project End (Week 12):

  • All deliverables are complete and reviewed
  • You have the resources and knowledge to continue on your own
  • Project is officially closed with a clear path forward

How We Measure Success

We consider your onboarding successful when:

  • ✅ All deliverables in your Scope Document are complete

  • ✅ Your team is actively using HubSpot for daily operations

  • ✅ You feel confident navigating and managing HubSpot independently

  • ✅ Reports and dashboards are providing actionable insights

  • ✅ You know where to find help and resources when needed

What Comes After Onboarding?

After your handoff call, you're fully equipped to use HubSpot on your own. But we're still here if you need us for ongoing support. Ask your Strategist about ongoing support options during your offboarding call.

Questions?

Reach out to your ThinkFuel Strategist if you have any questions about what success looks like for your project.