hubsell onboarding process requires up to three sessions during which 1) your technical setup and segmentation strategy is done, 2) segmentation process and content creation is initiated and 3) content creation is finalised and campaign is launched.

Session 1 focuses on the following two main topics: 

Technical setup

  1. creating your company account in hubsell
  2. creating your user accounts
  3. connecting your email accounts with your user accounts
  4. adding your email signatures to the user accounts
  5. connecting your social media accounts
  6. connecting your company CRM with your company account

Segmentation strategy

  • the industry you are targeting
  • the country you are targeting
  • the seniority levels you are targeting
  • the departments you are targeting

Feel free to ask your customer success manager any questions to speed up your onboarding process.

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