Hubflo Onboarding
Streamlined client onboarding with personalized experiences for every success package.
Launcht in 2-4 weeks*
t "Launch” means your portal is live with all essentials for onboarding and real user access. Enhancements, automations, and integrations can be added after launch.
Welcome to Hubflo Onboarding!
Your personalized onboarding experience starts here. You've made a great choice! Now let's get your team up and running smoothly with Hubflo.
What You'll Learn
Your Onboarding Roadmap
A clear breakdown of each phase in your Hubflo implementation journey.
Key Integrations & Automation
An overview of how we can connect Hubflo with your existing systems.
How We'll Work Together
Expectations for collaboration, communication, and successful launch.
Next Steps
Watch this welcome video
Schedule your first call - check your welcome email for the calendar link!
Get your onboarding portal link and get started!
Hubflo Onboarding Packages
Choose the perfect onboarding experience tailored to your business needs and goals.
- 1 Zoom Call
- Video Tutorials
- Chat Support
- Standard Support
- 2 Zoom Calls
- Basic Zapier Setup
- Up to 2 Forms/SmartDocs
- Priority Support
- Up to 3 Zoom Calls
- Advanced Zapier Setup
- Up to 4 Forms/SmartDocs
- Priority Support
- Unlimited Onboarding Calls
- Full Migration Assistance
- Custom Integrations
- Dedicated Manager
Client Portal Launch Process
Most of our clients are able to launch a first minimum viable version of their portal to a few customers within 2 to 4 weeks (4 to 8 weeks if you require a lot of customization).
Initial product discovery
You or someone from your team spends some time playing around with Hubflo (often during your trial).
Setup of your minimum viable portal
We start with a limited scope, usually 2-3 apps only (file sharing, forms, contracts or messaging) + the basics (branding, custom domain, etc.).
Beta test on 2-3 clients for a few weeks
We launch a first version to gather feedback from your clients.
Adjust & expand
We fine-tune your portal based on your clients' & team's feedback. We set up a few automations/integrations. You invite the rest of your client base.
Prepare for Your Kickoff Call
To make our kickoff call as productive as possible, please come prepared to discuss the following topics. This will help us understand your needs and create the best implementation plan for you.
We'll discuss your existing tech stack to ensure Hubflo integrates seamlessly with your current workflow.
Understanding your challenges helps us prioritize features and create solutions that address your specific needs.
We'll align Hubflo's features with your success metrics to ensure we're tracking what matters most to you.
Tell us about the tools you can't live without, and we'll explore integration options to keep everything connected.
This is the most important topic. Understanding your current process helps us design a Hubflo implementation that fits naturally into your workflow.
Your timeline helps us plan the implementation phases and set realistic expectations for your portal launch.
Hubflo Automations & Integrations
Connect Hubflo with your favorite tools and automate your workflows seamlessly using our Hubflo's native integrations, Zapier, Make.com, or our API.
Note: Zapier and Make.com require their own paid subscriptions, which are separate from your Hubflo plan.
Support & Tutorials
Get the help you need to make the most of your Hubflo onboarding experience.
Access our complete knowledge base with step-by-step guides, troubleshooting tips, and best practices for getting the most out of Hubflo.
Visit Knowledge BaseWatch our detailed video tutorials covering everything from basic setup to advanced features and integrations.
Watch Tutorials