• Lead new clients through the account setup process for Core, Train, and the Branded App products. • Assist in the initial collection of necessary business information to facilitate Website onboarding. • Deliver comprehensive onboarding through a flexible mix of 1:1 consultations, group training sessions, and Intercom support. • Educate clients on specific workflows and best practices designed to help them achieve their individual business objectives. • Actively monitor onboarding progress within HubSpot, proactively following up with clients to identify and remove any obstacles or blockers. • Collaborate closely with the Support and Operations teams to pinpoint and resolve gaps, ensuring a streamlined and effective onboarding journey. • Identify and act on early indicators of potential client churn, escalating these signals appropriately to the Support or Operations teams. • Provide immediate "how-to" chat support to address questions from clients during the critical onboarding phase.