Acme Corp & whomso

Onboarding Plan for Acme Corp

Created 5th May•Edited 5th May

Hey team Acme, Here's a short onboarding plan for you to get going. We'll be helping along the way but we'll need your support to get to 100%.

Alex says...

I've added some key milestones for the onboarding plan below. If you think anything is missing, please let us know!

Onboarding call and implementation
This can be booked from here.
May 30, 2025
Sign off on our implementation plan
May 31, 2025
Pay the 10% upfront costs
Invoices are stored at this link.
Jun 2, 2025
Implementation complete
Jun 22, 2025
First QBR
This will be to review your progress and to see what we can do to reach your targets.
Aug 14, 2025

Configuring whomso in HubSpot – whomso documentation

Create collaborative spaces for prospects and customers from within HubSpot. Close and onboard faster than ever before, all without leaving your CRM!

https://whom.so/documentation/configuring-whomso-in-hubspot

In case you're looking for an answer and we can't answer right away...