Foundational Onboarding: Timeline and Phases

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.

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1. Marketing Hub Foundational Onboarding

Core Sessions: 12 + 2 Empowerment Packages + Strategy Sessions

Project Start (Weeks 1–2) 

• • Kick-Off Meeting (1 hr)

  • HubSpot Orientation + Campaigns (1 hr)

  • Homework / Prep: 1–3 hrs

Enable Phase (Weeks 3–4)

• • Strategy Workshops (4–6 sessions depending on plan)

  • Technical Setup (subdomains, tracking, branding, user permissions)

  • Homework / Prep: 1–3 hrs

Align Phase (Weeks 5–8)

• • Implementation & Advanced Customization

  • Weekly Check-Ins (6–8 sessions depending on plan)

  • Homework / Prep: 1–3 hrs

Transform Phase (Weeks 9–11)

• • Training Sessions (4–8 sessions depending on plan)

  • Reports & Analytics setup

  • Open Q&A sessions

  • Homework / Prep: 1–3 hrs

Project End (Week 12)

• • Final Feedback & Project Closure Meeting (1 hr)

  • Offboarding Meeting (1 hr)

  • Homework / Prep: 1–2 hrs

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2. Sales Hub Foundational Onboarding

Core Sessions: 6 + 2 Empowerment Packages

Project Start (Weeks 1–2)

• • Kick-Off Meeting (1 hr)

  • HubSpot Orientation (1 hr)

  • Homework / Prep: 1–3 hrs

Enable Phase (Weeks 3–4)

• • Strategy Workshops / Technical Setup (2–3 sessions)

  • Focus on pipelines, deal stages, inbox & calendar connections

  • Homework / Prep: 1–3 hrs

Align Phase (Weeks 5–8)

• • Implementation & Customization

  • Weekly Check-Ins (2–3 sessions)

  • Use HubSpot for daily sales operations, automation, and reporting

  • Homework / Prep: 1–3 hrs

Transform Phase (Weeks 9–11)

• • Training / Reports & Analytics (2–3 sessions)

  • Open Q&A

  • Homework / Prep: 1–3 hrs

Project End (Week 12)

• • Final Review & Offboarding (1 hr each)

  • Confident independent use of all Sales Hub tools

  • Homework / Prep: 1–2 hrs

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3. Service Hub Foundational Onboarding

Core Sessions: 6 + 2 Empowerment Packages

Project Start (Weeks 1–2)

• • Kick-Off Meeting (1 hr)

  • HubSpot Orientation (1 hr)

  • Homework / Prep: 1–3 hrs

Enable Phase (Weeks 3–4)

• • Strategy Workshops / Technical Setup (2–3 sessions)

  • Focus on ticket pipelines, knowledge base setup, client portal

  • Homework / Prep: 1–3 hrs

Align Phase (Weeks 5–8)

• • Implementation & Customization

  • Weekly Check-Ins (2–3 sessions)

  • Use HubSpot for daily service operations and automation

  • Homework / Prep: 1–3 hrs

Transform Phase (Weeks 9–11)

• • Training / Reports & Analytics (2–3 sessions)

  • Open Q&A

  • Homework / Prep: 1–3 hrs

Project End (Week 12)

• • Final Review & Offboarding (1 hr each)

  • Confident independent use of all Service Hub tools

  • Homework / Prep: 1–2 hrs

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Questions?

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