What should I expect from my Forbidden HubSpot project?
Understand the delivery stages, your responsibilities and how to keep your project moving.
Your Forbidden project brings your team and our consultants together to improve how you use HubSpot. Understanding the process and your role helps keep work moving and makes decisions easier.
Where to find your project details
Your agreement sets out the services you have purchased. Your Forbidden Customer Portal holds the project tasks, milestones and information you need during delivery.
Check these for your agreed scope, responsibilities and planned dates. Tell your project lead promptly if anything is unclear.
How your project will progress
The stages depend on your service, but may include:
- Kick-off and discovery: understanding your objectives, current processes and priorities.
- Planning and blueprint: agreeing how your HubSpot setup should work.
- Implementation: configuring the agreed solution.
- Testing and training: checking the setup and preparing your team to use it.
- Go-live and handover: moving into day-to-day use and confirming next steps.
Guided onboarding, optimisation projects and ongoing services may follow a different structure. Your project lead will explain which stages apply.
What we need from your team
Nominate a project owner who can coordinate your colleagues, provide information and arrange decisions.
Keep tasks up to date, attend the relevant sessions and review work when requested. Let us know early if a deadline is at risk.
Some work depends on access, information, approvals or another supplier. Delays to these items can affect later milestones.
How to stay informed
Use the Customer Portal to check progress and raise questions against the relevant task. Review meeting actions and flag anything that does not reflect your understanding.
Treat provisional dates as planning dates until they have been confirmed.
What can Forbidden help with?
Your project lead can explain the delivery approach, clarify responsibilities and help you understand the next steps. Any work outside your agreed scope will need to be reviewed before it is scheduled.
Further information
- Using the Forbidden Customer Portal
- Refer to your agreement and the project information in your Customer Portal.