Lessons Learned from 85 HubSpot Onboardings

In this episode of the RevOps Hero Podcast, host Chris Strom is joined by ClearPivot teammate Andrew Chao Daongam to break down what companies need to know before, during, and after onboarding with HubSpot.

With over 80 successful onboardings under his belt, Andrew shares practical insights on:

✅ The 3 main types of HubSpot onboarding projects

✅ Setting realistic expectations for guided onboarding

✅ The most common goals—and common mistakes—for Sales, Marketing, and Service Hub onboardings

✅ Why your internal process mapping must come before system configuration

✅ How to avoid deliverability disasters in email marketing

✅ What to plan before you buy HubSpot to get quicker wins

Whether you’re migrating from another CRM, building your first RevOps stack, or adding HubSpot into an existing system, this episode is full of tactical guidance to help your team succeed from day one.