HubSpot's New User Onboarding

July 19, 2017
User onboarding

HubSpot CRM is a “free forever” product that helps teams generate demand for their premium sales and marketing team solutions. HubSpot makes it easy to get started with the product, funneling users through surveys and product tours seamlessly. Let's see how they do it:

How Hubspot CRM onboards new users: onboarding survey to collect basic information, navigation that sets clear expectations, sample data that helps users get through the "blank state", and a strong push to verify the email address, a crucial step in reaching the "aha!" moment when users first receive value from Hubspot.