Designed to get your team up and running smoothly in Hubly. Get the white-glove treatment with a custom Hub build-out, personalized workflows, and a bespoke one-on-one training led by a Hubly Workflow Expert.
We understand your business is complex, we take the time to gain a deep understanding of your unique needs to make Hubly work for you. Your onboarding team will help review the implementation timeline, define your business goals, and establish a definition of success.
Get started in Hubly by learning how to navigate your personalized Hub. We'll sync your clients from your CRM into Hubly so that you can activate their data to provide a customized service experience.
Review the custom-built workflows that were created specifically for your firm's needs. Learn how to leverage task functionality to optimize your workflows and work smarter.
Our training process is customized to your needs and designed to set you and your team up for long-term success at scale. Once the Hub is built out, your team will receive weekly training on how to use and effectively collaborate on Hubly.
Start leveraging Hubly as your single source of truth for your firm so that you can work more collaboratively, effectively delegate tasks, improve communication, and manage workloads.
We'll give your firm a few weeks to get into the flow of things before we reconnect with a check-in call. This call is to ensure that your team is fully optimizing Hubly to bring your firms productivity to the next level. We will answer additional questions and discuss best practices.
James estimates that his firm was losing out on $15K monthly revenue increase per month and knew that he needed to increase the firm’s onboarding capacity in order to keep up with demand for their services.
However, he needed to do so without foregoing the client care and effective processes he had worked so hard to develop over the years.
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