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    // free guide · hubspot onboarding checklist

    Free guide: how to successfully onboard your HubSpot CRM

    Up to 70% of CRM projects fail to deliver on their goals (Best Practices LLC, 2005), and it’s rarely the tool’s fault. More often, it comes down to how the CRM is set up from day one. Here are the 45 factors that make all the difference.

    // free checklist

    Get the free guide

    7 steps, 45 checkpoints

    // references we are proud of

    Malt
    aneo
    Check and Visit
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    Dassault Systèmes
    This is Blind Test
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    Miller Graphics
    Preview of the HubSpot onboarding checklist by if/else agency

    // hubspot onboarding · our 7-step action plan

    45 checkpoints for a successful rollout

    1. Strategic framework 6 points
    2. CRM fundamentals 9 points
    3. Marketing Hub 9 points
    4. Sales Hub 9 points
    5. Automations 4 points
    6. Adoption & training 5 points
    7. Ongoing management 3 points
    Get the free guide

    // the same problem, every audit

    An underutilized CRM is never just about the tool

    These three situations recur at most of the companies we audit, and they all trace back to the same root cause: an onboarding process that was rushed.

    Our checklist in the guide helps you avoid these three pitfalls right from the start.

    Access the free guide

    1

    Inconsistent data

    Duplicate properties, fields left blank, inaccurate reports. No one trusts the CRM anymore.

    2

    Pipelines out of touch with reality

    Vague steps, interpreted differently by each sales rep. Forecasts no longer mean anything.

    3

    Teams that bypass the tool

    Without engagement or training from the start, HubSpot becomes a burden rather than a tool for growth.

    // it’s not the tool that’s the problem, it’s the method

    Why so many companies struggle to get the most out of their HubSpot

    A CRM like HubSpot is only as good as the way it’s set up from the start. Without upfront thinking around data, customer journeys, and business processes, the tool ends up as little more than a contact database, one that gets filled in but never becomes a true driver of sales performance.

    What’s usually missing is the initial framework: no big-picture view, no clear strategy from day one. Decisions get made case by case, with no guiding principle, and inconsistencies pile up until the tool becomes a daily headache to work with.

    The direct consequence for teams: a confusing CRM, unreliable data, work methods that vary from person to person, and automated workflows that no longer match the company’s priorities.

    Ultimately, users disengage, adoption stays low, and managing the business becomes a real challenge. HubSpot is up and running… but it isn’t driving growth.

    70%

    of CRM projects fail to meet the objectives set at the start (Best Practices LLC, 2005)

    47%

    of newly created records contain at least one critical error (Nagle, Redman and Sammon, Harvard Business Review, 2017)

    15 to 25%

    of revenue: what poor-quality data can cost (Thomas Redman, MIT Sloan Management Review, 2017)

    Making my onboarding a success

    // our clients attest to our expertise with hubspot

    Over 100 companies have already entrusted us with their web and marketing projects

    • Brand identity and web design
    • CRM implementation, integrations, and architecture
    • HubSpot CMS development (website, landing pages, blog)
    • Software synchronizations and API connections
    • Marketing automation, customer acquisition, and sales performance
    • Tracking and data
    “We brought in if/else agency to implement HubSpot within our company. The tool is incredibly powerful, but it really needed the support of a serious agency to be properly set up. Having an outside perspective on our organization was also key to rethinking our processes and starting off on the right foot. Thank you, if/else agency (a huge thank you to Oussama for managing the project, and to Garance and Luc for their support throughout).”

    Audrey Lucas

    BGYB
    “if/else agency deployed our HubSpot CRM, customizing the interfaces and user journeys to fit our business as closely as possible. if/else listened to and understood our specific business needs, and proactively suggested ways to adapt the tool to how we work. […] if/else agency is a technically experienced HubSpot integrator that listens to its users' needs.”

    Philippe Rusu

    CR System
    “[…] The team demonstrated excellent listening skills and a keen understanding of our challenges. We highly recommend if/else agency for the quality of their support, their professionalism, and their ability to integrate effectively into a project team.”

    Xavier Lagrange

    EFREI

    // free guide · 7 steps, 45 checkpoints

    Don’t let a rough start derail your CRM.

    Get the free guide