Commonly Asked HubSpot Onboarding Questions
Are you curious about how HubSpot Onboardings work? Don't worry, we have you covered! This episode addresses common FAQs we encounter when assisting with HubSpot onboardings. Find out about the advantages and disadvantages of partner-led onboardings and learn how to maximize the process in our latest episode.
First Word
This cocktail is a last word riff that emerged from the Chartreuse shortage in 2022. As the herbal liqueur became scarce, bartenders and cocktail enthusiasts alike searched for creative alternatives. The First Word quickly found popularity within the online cocktail community.
Ingredients:
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1 oz gin
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1 oz Genepy (Amaro or Aperol)
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1 oz Luxardo maraschino
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1 oz lime juice
Directions:
Add ingredients to a cocktail shaker with ice and shake to chill. Strain into a chilled coupe.
Recipe Credit: summittsips
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Episode Transcript:
Rich: Hey, Caitlin.
Catelin: Hi.
Rich: So rumor has it we have promos running on Spotify right now.
Catelin: Oh my gosh.
Rich: Maybe people are hearing us, maybe we've got new listeners. So if we have new listeners, hey. Hi. I'm
Catelin: Caitlin.
Rich: I'm Rich. And we are your hosts. And sometimes the guests and the hosts, like today. Hey.
Catelin: Yes, for another riveting episode of Cocktails, Tangents, and Answers.
Rich: This one I kind of like. So one, I love the drink and it was my suggestion because I, I get, I didn't discover this drink. It's existed for years, but, um, I brought this drink into the realm of the podcast, let me just say. Um, so we'll get to that, but also I love that we're finally tackling like frequently asked questions from HubSpot onboarding.
Rich: Like, and this is kind of like the pre onboarding or the stuff that comes up when we start an onboarding, like these questions that we're like, okay, we'll just get through these. We should have a tip sheet that says, we know these are your questions, please read this and don't ask these questions. But they're good questions, like they're legit, um, things that if I was just like, Got an email from a random person at an agency and was told they were my onboarding specialist and do this do that do this I would probably have questions too.
Rich: Yeah.
Catelin: Yeah, it's like this is like our nope. It's okay. We've got you like pre precursor Like, and then we get to the good stuff, so.
Rich: Exactly.
Catelin: Yes. What is our cocktail today?
Rich: So our cocktail is a riff off of the last word. It is the first word. So I discovered this myself, um, clearly late to the party by a couple years, um, and Um, when, uh, I was at a bar in Sioux city, I was at the warrior hotel, uh, had a great bartender who I was like, I want an Aperol drink, but I don't want a spritz.
Rich: And he suggested the one, I can't remember the name of it, but it's the one you can do with like bourbon or whiskey or something. And I was like, Oh no, no, I'm not a bourbon or whiskey person. I can't remember what it is, but there is one. Um, Zach's probably going to furiously look it up and let us know what it is, but, um, yeah.
Rich: Um, yeah. So, he didn't have any real other ideas, and he was busy, so I googled, like, you know, Aperol drinks, and there were a whole bunch of them, and so this one came up, and it's, um, it came up because the first, last word, excuse me. Last word has chartreuse, which you don't like at all. No. Um, and there was a chartreuse shortage in 2022, which I also was not aware of.
Rich: There still is? There
Catelin: still, there still is. Yeah, I tried to buy some last week. Um, green chartreuse and yellow chartreuse, they're both made by this like colony of monks. And, yeah. Uh, in 2020 when everybody was home bartending they like bought it all, like bought it all up and the mugs were like Um, actually the Lord is more important.
Catelin: We will not be adjusting our production schedule. So the Gal at Spirit World in Omaha said, if you can find a bottle of chartreuse right now, you should buy it. And if you can, or if like the store will let you, you should buy too, because the demand is still really high, but the monks are like, nah, we're, we're good.
Catelin: So they're like, They're still, they're just making the same amount that they've always made.
Rich: So I will check my sources. I'm not going to name them here because now there's still a shortage. Um, but there's a place we go that every time you've been like, Hey, you know, Tyrell needs chartreuse. I've been like, Oh yeah.
Rich: And I produce chartreuse because they always have it. I mean, they never have like. 80 bottles, but they'll have like three or four bottles. Sometimes only green, sometimes only yellow. Um, but I will go look and I will let you know
Catelin: we're out of green. I'm told I don't drink it. I think it tastes like paint thinner, but
Rich: I could also, we don't go through it very fast.
Rich: I don't think anybody goes through chartreuse super fast. Um, maybe you're in home bartender. I mean, yeah,
Catelin: but,
Rich: um, but I could put some in a Mason jar and bring it to you too, which, oh
Catelin: my gosh,
Rich: I just bootlegged that thing up there.
Catelin: MVB, most valuable boss. Yep.
Rich: So there were a whole bunch of drinks that emerged in 2022, where they subbed the chartreuse for like an Amaro or an Aperol, which I didn't even know.
Rich: There were like 10 drinks that they did this with. Um, and it completely changes the drink. So this became a, from, from last word to first word.
Catelin: Yeah. And it is one ounce of gin.
Rich: Your favorite.
Catelin: One ounce. Uh, yes, correct. I might be able to do this. Uh, one ounce of gin, one ounce of Genope Amaro or Aperol as, uh, as Rich just pointed out, one ounce of Luxardo Maraschino, which I love.
Catelin: It's so good. And an ounce of lime juice. So you add all of those ingredients to a cocktail shaker with ice and shake her up until she's cold and then strain into a chilled coupe.
Rich: I bet you could
Catelin: probably garnish that with one of those Luxardo cherries too.
Rich: Oh yeah, a hundred percent. Or you could garnish it with, or we could use our freeze dried blood oranges would go well in this too.
Rich: Oh yeah. Yeah. That we keep in our freezer. We talked about that already though. Yeah, it was funny because I was going for an Aperol drink and the bartender was like, Oh, he's like, I have this really great Amaro. I have no idea which brand it was. It might've been Genepay. It might've been something else.
Rich: But he's like, He's like, it'll be a little bit more interesting with Amaro. And you know, Aperol is going to make it a little bit more Aperol y basically, like more citrusy, but Amaro will take it like to a nutty bitter place. And I was like, okay. Yeah,
Catelin: they're, they're a little, usually a little bit more like vegetal or like herbaceous.
Catelin: A lot of times they're made with like, like, um, there's one that's artichoke. I think that's, I can't remember what it is. Yeah. It's like an artichoke liqueur. Um, hold on. I can't find it.
Rich: Yeah, and I will say they, oh yeah, he did not have, there's so
Catelin: many MROs though.
Rich: He did not have a coop glass, but he had an oversized martini glass and he put it in that.
Rich: I always appreciate when it was big enough. Like I love a good coop glass, but I get bars. Don't always stock those though. I do feel interesting. If you're a high-end bar, in this day and age, you should have a good set of coop glasses.
Catelin: Yeah,
Rich: I feel like
Catelin: martini glasses are tippy. I don't like the center of gravity on a martini glass.
Rich: No, I think that, like in a margarita glass, same thing. Margarita glasses are always top heavy. Um, it's good for your first drink, it's not good for your fifth drink.
Catelin: That's correct.
Rich: Or if you're walking. I mean,
Catelin: third in my case, but yeah.
Rich: Yeah, if you're walking around a bar, um, yeah, the martini glass is not your friend.
Rich: Just put it in a rocks glass, you'll be fine.
Catelin: Yes. I have really like changed my tune. I like a margarita in a rocks glass. I don't want the
Rich: Oh, same.
Catelin: All the nonsense. So, we have, you
Rich: know those, um, I mean you get them at like Marshalls and Home Goods and all those places, but the, the thicker, like, glass with the bubbles in it and it's usually got a color around the rim.
Rich: Margarita glasses. Mm hmm. Mm hmm. Like they almost look like they're handmade, though I'm sure they're not.
Catelin: It reminds me of like Carlos O'Kelley's.
Rich: Yes, exactly. Yes. Um, which is now where that used to be back when I lived in Sioux city is now the sushi place we go to that's Ogawa. That used to be a Carlos O'Kelley's a long time ago.
Rich: Really? Mm hmm. In the nineties. Yep. Early nineties or the late nineteen hundreds. The late nineteen
Catelin: hundreds. Yes.
Rich: Um, so yeah, so we got some of that type of glass and that heavy weight, but they're like fat. Um, stemless wine glasses. Mm hmm. So, it's like this fat, round, like a rocks glass had a little bubble on the bottom.
Rich: Yeah. Um, but anyway, uh, I do like margaritas in those. And I still, we bought a case of the jalapeno limeade, which is probably gone now from Trader Joe's because it's seasonal. But we legit got a case of 12 bottles of that when it showed up. How many of those do you have
Catelin: left?
Rich: Uh, we actually have been, so we've been rationing it like we usually do, not realizing we have a ton left.
Rich: Uh, I think we have seven or eight of them left.
Catelin: Oh my gosh.
Rich: Um. You're rich
Catelin: in, in limeade.
Rich: We are. Um, cause that's my, that's my cheap margarita. And love. It's just limeade and tequila and Cointreau and we're good to go. Yeah. Um, but I did look at the expiration. They're good until like October of 2025. So we're good.
Rich: Oh, you're fine. Yeah. in a cool, dry place. Um, and that, oh, I guess we should say before we take a break, that recipe came from summit sips. com. So we love those people for having a recipe. They specifically recommend the Genepay Amaro. I feel like it's Genepay. Is it Genepay? Do we know? I have no
Catelin: idea.
Catelin: Genepay. So either we're making this look like Genepay or we're
Rich: making it look like Genepay. This Amaro bougier than it is. It seems very
Catelin: French. I
Rich: would think. Or Italian or something. Although Italian, it's going to be Gineppi Amaro.
Catelin: I want it to be Italian though. That's what I need. I do too.
Rich: Gineppi like Giuseppe.
Rich: Okay. So, I think that's kind of an intro. We did the cocktail. We talked about what's coming. We should probably just get into it, right?
Catelin: Yeah. Let's do it.
Rich: Okay.
Rich: Welcome back.
Catelin: We have some clarification.
Rich: We do, during the break. Zach found a YouTube. Yeah, Genepi. It is French. Genepi. Genepi. Genepi. Okay, so it's P Y, not Genepay.
Catelin: Yeah, please don't, uh, criticize my French pronunciation. Genepi. I'm just gonna
Rich: call it Genepi. It's fine. When you say
Catelin: Giuseppe, it reminds me of the Disney movie, Luca.
Rich: I haven't seen Luca yet. Is that the don't talk, is that the, we don't talk about Bruno one? No, that's Mere,
Catelin: that's, um, Encanto. Luca is set on the like Italian shoreline, and it's about like sea, sea monsters. And humans and how we're all the same. It's very sweet. Oh, okay. Yeah.
Rich: But, there's a Um, I've seen the one, um, the Dia de Muertos.
Rich: I've seen that one. With the boy. That
Catelin: is, um, oh my god. Coco. I
Rich: know. Coco, yes. So I've seen that one, but I have not seen Luca or the other one. Um. If he
Catelin: Yeah, I'm gonna need you to Step up. Yeah.
Rich: We have Disney Plus. I can watch it. Get to it.
Catelin: Uh, be, be prepared to weep it at, uh, Encanto, but that's okay.
Rich: Speaking of being prepared, if you're thinking about buying HubSpot, this next section will make you so prepared.
Rich: Here's what you your onboarding specialist will be so happy that you know these things. Um.
Catelin: Do like a role play? Do I have to do HubSpot onboarding? Okay.
Rich: Okay. So, yes. Yes and no. So you can skip it and just choose not to participate, which is, I don't recommend that. But onboarding in the professional enterprise hubs, when you buy one of those from HubSpot, it is mandatory and it does have an associated fee with it.
Rich: Again, you can pay the fee and never show up. Um, I would just say please tell your specialist you don't plan to show up so they're not like, Trying to get you to, you know, we don't want to try to keep making fetch happen. Um, but yeah, so it is mandatory and, and you should honestly do it. Like you learn things.
Rich: I still learn things sometimes and I'm the one doing the onboarding. Um,
Catelin: yeah,
Rich: so
Catelin: I. Just think like you don't know what you don't know. Correct. And so the time with a specialist is really valuable, even if it's just like, Hey, I need 20 minutes to ask these four questions. Can you show me where to find this?
Catelin: Or I've used HubSpot before, but. I can't quite remember, or I want a deeper understanding. Mm hmm. Like, there's so much opportunity that exists within it because it's not a pre set curriculum. Like we tailor the experience to your specific needs. And so Yep. You can get what you, you know, whatever you might want out of it, which is really valuable, I think.
Catelin: Yeah. And
Rich: I think that dovetails into kind of a sub question that comes with this, and I've had this a couple of times. You don't have to wait until you graduate onboarding to do things. We'll get into kind of how long onboarding takes. Um, but like if you in your first three weeks go through the training and work with your specialist and are ready to send out emails, you can send emails.
Rich: Uh, you can publish landing pages. You can start like taking sales calls, whatever you want to do. Yeah. Um, and I think the more of that you do during onboarding, like I love it when they're like, okay, we have a campaign we want to launch in six weeks and these are the steps to it, can we get that going?
Rich: Yeah. A hundred percent. Let's do all the things to make that campaign happen. Um, which is really great. Um, and then Yeah, I think too,
Catelin: like, to be like live beta testing it, right? So like you get A couple of salespeople in there, or you send your first marketing email and you kind of learn like, Oh, this worked really well.
Catelin: I don't quite have a comfort level with this piece. How do I adjust and, and make it better the next time? Like, it's just, you know.
Rich: Yeah. I always appreciate when people try stuff on their own, cause you can't really break it and then are like, I feel like I screwed this up and it's like, Nope, you just have to move this over here and you're good.
Rich: Um, I think the one, yeah,
Catelin: it's like, it also gives. People, like, the experience that they need to figure stuff out, when it's like, oh, I tried this, and I remember the steps that I took to get here, but I want to take it one step further, so then what do I do? And like, just deepening that. Understanding and like the, the tactile seeing and doing.
Rich: And one of the big ones I get is they'll create a marketing email into a one time send or a scheduled send. Cause those are easy, but then they're like, okay, now I want to follow this up in, uh, three days with a second email and then in seven days with a third email. And it's like, okay, let's talk workflows.
Rich: Let's make this happen for you where you can do it once and away it goes. Um, so I think the other, before we wrap up this question, do I have to do HubSpot onboarding? Um, There is a, I don't know, it's not really a loophole. It's just an opportunity. So you can waive HubSpot's onboarding. Um, if you have a partner like us do it, uh, with you or for you.
Rich: Um, and so basically you just tell your salesperson that you've got to have the partner like onboard and ready to go. There's a link you have to click that says, yes, I'm going to do this with the partner. Um, the partner will have their own fees. So sometimes those are more than HubSpot. Sometimes they're less than HubSpot.
Rich: Um, but they will also, um, you'll have opportunity to kind of go beyond the scope of a standard onboarding as well.
Catelin: Yeah.
Rich: So that, that is one way to kind of flip that a little bit.
Catelin: Is everybody who leads onboarding a HubSpot employee?
Rich: Nope. Next question. Okay, no, I won't leave it at that. Um, some are and some aren't.
Rich: So some of them are partners like us. We're a Platinum partner and we're certified in HubSpot onboarding. And maintain that certification. We have four people who do them. Um, HubSpot does have their own internal team who does onboardings as well. Um, and some folks get that and some folks are given to partners like us.
Rich: So, um, that happened a couple of years ago. I want to say it's about two years ago,
Catelin: um,
Rich: two or three. Yeah, it might've been three. They, partners have always been able to do onboarding. Like I said, when you, you know, see above. That you can have a HubSpot do HubSpot partner, do your onboarding. Um, they were starting to cut metrics and saw some really, really good success metrics and activation metrics and longevity metrics with, um, onboarding that was done through partners.
Rich: Part of that is probably because those people keep the partner or have that connection with them. So when they're ready to level up or they need to expand or go beyond, they've got a resource beyond like tech support that can help them. Um, So that's when they started this part, this program, um, where some partners do onboarding like us.
Rich: And it's, uh, it's great. We love it. Um, I think the other thing that's interesting about that is HubSpot's internal team can only go so far in the onboarding scope because that's what they're scoped to do. We're the same way we're scoped to do the exact same things, but if there's something outside of that, that you wanted or needed.
Rich: Like, you're like, Oh, like, I really need somebody to set up my Google ads. HubSpot's internal team isn't going to do that for you, but we can get you a quote to do that alongside like setting up all of your, um, your onboarding as well. So that's another advantage, um, but that does get confusing for people.
Catelin: Yeah. I mean, it's just like a, like any other agency scope, right? Like here's what we're scoped for. And if we want to go beyond that scope, then here's how we do that. And HubSpot doesn't necessarily have the capability to kind of step outside the realm of HubSpot awareness. And so if it is like I'm trying to integrate something or I need, you know, a special API set up or what, you know, those types of things, we have the.
Catelin: Either the knowledge or the connections to other partners or vendors to help make that happen.
Rich: 100%. And that's, I think, one of the other things is like, you know, integrations. Yeah, integrations are part of onboarding. Just showing you where they are, helping you get them set up in a basic way. But deep diving and troubleshooting an integration issue isn't necessarily a part of onboarding.
Rich: Yeah. It can be with a custom onboarding, or like Kaitlin said, it can be, you know, A separate scope with us or with a partner outside of the onboarding scope.
Catelin: Yeah.
Rich: Um, and if you've worked with an agency before, like scopes of work are pretty common. Um, and if you want to do something outside of what your agency is hired to do, then, uh, you need a new scope.
Catelin: You got to pay for that. Thank you.
Rich: You do. I mean, that is kind of how we pay employees and keep things going and keep the lights on.
Catelin: Only kind of.
Rich: And buy plants, apparently. We buy a lot of plants.
Catelin: My most recent plant was free, just so you know. Oh, that's good. Thanks to my beautiful florist, Becky. She gave me a little propagation.
Catelin: Shout
Rich: out to Becky. I
Catelin: know, she's a doll. Uh, why does it take 60 or 90 days to get through onboarding?
Rich: So, I mean, if you want to go through all of the setup steps and all of the guides we give you and just hammer through that in a week and get it done yourself, go for it. Um, we've done custom onboarding. I
Catelin: physically don't think that it's possible for one person without previous, like, deep HubSpot experience to set up a full portal and like start using it in a week, unless that is their only job.
Catelin: And they've done it, like, many times before, just like the sheer amount of information that you would have to absorb in your brain would be so overwhelming, like, I'm sleepy, I need to go take a nap, just thinking about it. You know, and we've
Rich: done, we've done a custom onboarding, I know, in like about three weeks, three or four weeks.
Rich: Um, but that, we've got four or five people, yeah, working on it separately, concurrently. Um, so generally what happens with these is you either meet weekly or bi weekly. So if you're doing service or sales pro, you would meet bi weekly. Um, with marketing hub, you would meet weekly for generally somewhere in that 90 day term.
Rich: Um, and you don't have to go the whole 90 days or 60 days. You can actually graduate early. It's totally fine. We're great with that. Um, but it gives you time to do things in between the meetings. So you just get 45 minutes with a specialist every week or every other week. And so in between there, like you got homework, sorry, but you do, um, and there's stuff you need to do.
Rich: And so it gives you time to get that stuff set up so that you can make the most of that time with your onboarding specialist. Um, and I've seen people who are like, Oh, I want to meet weekly, not bi weekly for sales or service. And then we get into the first like week, the, or the second week and they're like, Hey, can we push this off to next week?
Rich: Cause I'm not quite ready yet. I haven't been able to do everything that you did. And yeah, of course, because these people, like you guys have jobs, we have jobs, like you've got other stuff you need to do. That's not just like to Caitlin's point, you weren't hired full time to set up HubSpot in two weeks.
Rich: Um, but you could prioritize it to set up whatever you want as fast as you want. Um, if you've got a form fill that you want to automate a sequence on in sales, we can get that set up in the first week or two. Like we can actually talk through it in the first week and you can have it ready to go by week two.
Catelin: I think the other thing that people forget is that it's really easy to let the perfect be the enemy of the good in HubSpot Setup that it doesn't have, like, it can be iterative, right? So, like, get your baseline stuff done and then build on that. And so if we get through the first 60 days and it's like, okay, I feel like I've got a good foundation.
Catelin: What do I want to do for the next 30 days with you? And how do I iterate on our initial build out? But it doesn't have to be perfect, straight out of the gate.
Rich: Yeah. And that's, I always encourage people to, when they create a marketing email, even if it's just got fake copy, cause they're like, Oh, I need to get this to my copywriter and then it has to be proofread and everything yet.
Rich: That's great. Just send it to me because I'm not going to judge it. It gets you used to like, There is a little bit of hesitation on that. Oh my God, I'm going to send out a marketing email now. All these people are going to get it. What if I get spammed? Um, and it's like, no, let's just ease that up. You can send it to me.
Rich: I'm not going to report it as spam. Like, you'll be fine. You can see what it looks like. Send it to yourself, but not as a test, like send it as a legit, like, as if you were sending it to other people. Um, it gets people used to that. Oh, it doesn't have to be perfect. Like it needs to just be good enough.
Rich: It's always sounds bad, but that's kind of true. It needs to be good enough to accomplish what you want and fit your brand and work for you, but it doesn't have to be like pixel perfect. Jesse's going to kill me for saying that, but, um, your logo should be pixel perfect. A hundred percent. I'm talking to you city of Vesalia.
Rich: Um, but yeah, if you haven't seen that, um, ask Jesse about it, Caitlin, the city of Vesalia logo, like quagmire, it became just a nightmare. They hired an agency to do it. They hired an agency to do it, and they got it, and then everybody was up in arms because it was missing a building, and it was missing this thing, and it didn't have this thing.
Rich: So then, of course, they just scrapped it, and that agency got paid, presumably, so they're like, whatever. Um, and did a contest.
Catelin: Oh, not a contest.
Rich: A contest where a lot of things were happening in the crook of a bee. Um, and some of them were, um, yeah. Um, anyway, so they chose a logo and, um, of course, the community now, or the design community has gone in and found where, like, this color is peeking out from under another color, the masking isn't right, this is off by three pixels, etc.
Rich: It's, um, anyway. Look it up. You can probably just Google it. Visalia, V I S A L I A, Visalia, California. It's part of the Central Valley. Um, I've been there actually several times. Uh, you drive through it if you're going from San Francisco to Fresno. Got it.
Catelin: Visalia. Oh no.
Rich: Um, oh, some of the ones that were submitted were, um, were fun.
Rich: Okay. So anyway, um,
Catelin: A tangent for you all. Doesn't, yes, doesn't have to
Rich: be perfect, is I think where we were.
Catelin: And will my onboarding specialist just do everything for me?
Rich: Sure, why not? No, no, no. Um, so the HubSpot onboarding, uh, that you buy through HubSpot is a guided onboarding. So it's where your specialist, like us, will guide you.
Rich: We'll walk you through it. We'll talk you through it. You'll do a screen share. It'll be great. Or we'll do a screen share in our demo hub and we'll demonstrate it for you. But nope, we will not build that workflow for you. We're not allowed to, because the idea is that we're not going to be there forever.
Rich: Right? So you've got to learn to set that up for yourself and to be able to do it yourself. Um, again, the caveat to that. Is, um, if you hire a partner, an onboarding partner like us to do your onboarding, you can do a custom onboarding or a white glove onboarding and Zach will post, um, a link that'll kind of show you the difference between what a HubSpot onboarding is and what a custom onboarding is.
Rich: But the big one is the answer to this question is yes. If you pay us, we can set everything up for you if we're doing a custom onboarding. Um, and we have seen that come up. Um, my favorite is when we get like three weeks into onboarding and they're like, I am never going to have time to do any of this. Is there just any way you can set this up for me?
Rich: Can you just do this?
Catelin: Can you just take it over? Yes.
Rich: It's like, let me send you a quote. I will send you a quote and we'll get that done. Um, we also run into after the onboarding where it's like, Hey, so, I know we did the workflow and I set up my demo workflow, blah, blah, blah. I've drawn a workflow in Visio or wherever, and, uh, some sort of a flow chart program of what I need built, but I just, I don't have time.
Rich: I got to do a conference or something. Can you just build this for me? And it's like, you bet we will send you a quote. You sign the quote, you pay us and we will do the workflow for you. Um, but that's a big one. I don't know. How many times do you think you're asked like, well, can you just do it for me?
Catelin: I not.
Catelin: As often anymore, I think, because we do a pretty good job of, like, setting the stage of what to expect on our first call. That said, I always leave the door open to say, like, if you are unsure, if you need extra help, we can provide those services. So, like, I don't get, I don't get asked for, like, out of scope stuff as frequently, but I do still get the question of, like, Yep, I, it's too much?
Catelin: Here you go.
Rich: Yeah, I've had a couple that have gone off the rails on scope. I've had. Um, but we stayed within the hours and we still got activated and got everything done. Yeah. But, um, yeah, in hindsight I should have been like, yeah, I can do that for you. Let me give you a quote. Um, but it was just like, in the moment, you're just like, Oh man, if we could just solve this problem, we can actually move on and it's, it's a sticking point.
Rich: Um, but yeah, and I think the whole kickoff with what onboarding is, what onboarding isn't, those two slides are really, really important. Um, and also like, there's all these resources that aren't us, like HubSpot's knowledge base is incredible. Yes. We use it all the time. Like I used it yesterday. I'll probably use it at least two or three times today.
Rich: Um, just to find stuff and get through stuff and figure out how to do stuff, especially with the new hubs, right? Like content hub is new. The podcast thing is new. Like there's all kinds of new stuff in there. Um, so I know Zach is in their knowledge base all the time as he looks for content for us and just using HubSpot for it.
Rich: So, I mean, is that, is that an episode? I'm seeing the time. We're like looking good. Yeah, I think we did it. Like. He's going to be like, you're like perfect on this episode, it's going to come out right at 30 minutes. We're perfect. That's the note we're
Catelin: getting. Yes.
Rich: We are. So, go have a first word before you have the last word.
Rich: We're going to have a first word. Um, and just, I think the key with this is ask your onboarding specialist if you have a question. They're going to tell you what you can and can't do. Yep. And, um, what's, uh, what is what.
Catelin: Yes. Thank you again for listening. Uh, we would love to hear from you. If you have a question you'd like to send our way, you can go to ctapodcast.
Catelin: live to shoot us a message, or even better, leave us a voice message on our hotline at 402 718 9971. Your question will probably make it into a future episode. Mm
Rich: hmm. So, my friend uh, Needle did listen and he uh, Admitted that, uh, he was like, I love it, you called me out, and I'm calling you out again, but he did not call.
Rich: As far as I know, no voicemail has come through, right, Zach? Like, we don't have a voicemail. Um, so next time I see him, they'll be up, they'll be back for the Husker games when those start, which is, I guess the first one is the end of August. I'm like, what? Football season is soon. But, um, I will Travis Kelsey
Catelin: returned to, uh, training camp.
Catelin: So Fair enough. That's why I know that football has started because So the Swifties
Rich: are all aware trading season has started. Um, so maybe when he's here, I'll make him get on his phone and call in a question for us. I'll just stand there and be like, dial this number. Um, no, anyway. And maybe one of the people who hears our promo and starts listening to this will decide to call us and ask us a question.
Rich: Um, all right. So with that, um, we do have another episode coming up in two weeks as we do them. Cause honestly, if we tried to do this weekly, I would probably explode. Uh huh. That's too much. Yeah. We would be sick of ourselves. Oops. Yeah, probably. Uh, so we are doing, getting a little late in the summer for this, but a coconut guava margarita.
Rich: Okay. Which is probably, I'm guessing, a margarita that has coconut and guava juice in it, but I mean, maybe it's different. Um, but Zach will tell us, and we're going to debunk some marketing myth. So I can't wait to see what myths we have. We did one of these, gosh, was it like a year ago or two years ago? I mean, early on when we were doing the podcast, we've been doing this two years.
Rich: Factor fiction.
Catelin: Here we go.
Rich: Yep. Is this a contest, Zach, where we have to guess if it's a myth or not? Are we actually just stating a myth and debunking?
Catelin: I'll make it a contest.
Rich: We're just stating a myth and debunking. Okay. Or Zach may rework this into a contest before we record it, uh, in a couple of weeks, actually in a week, I think is when we're recording this next Tuesday.
Rich: So, um, so yeah, so to stay tuned for that and enjoy a last word, um, Google like Aperol instead of chartreuse or Amaro instead of chartreuse and cocktails. There's a whole bunch out there. I want to try like all of them at some point. Um, but, uh, yeah. And I guess we'll do a little flight.
Catelin: Yeah.
Rich: Oh, we could do.
Rich: They're kind of complex to do flights, although, if you had enough people doing the same if you
Catelin: had enough people. Yeah, you just do a little. Like when we
Rich: did our tasting thing that we did on social media. Um, or I just give all the recipes to your in home bartender and he makes me a flight of
Catelin: them.
Catelin: Totally possible. Yeah. Um,
Rich: yeah, too bad I was just there and I could have done that, but I didn't. Actually, we were kind of busy, so.
Catelin: Right.
Rich: Uh, yeah, we're done. Time's up.
Catelin: Okay. Bye, Caitlin. Bye. See you next time.