As a Hubdoc Partner, we want to provide you with the materials you need to help your small business clients be successful using Hubdoc.
This guide provides suggested next steps if you have already:
- Signed up for your free VIP Hubdoc account
- Seen a demo of Hubdoc and are familiar with its key features and functionality
- Completed all relevant Hubdoc certification courses (congrats!)
As a result, you are:
- Ready to start bringing clients on to Hubdoc
- Looking for tips/best practices to better communicate the value of Hubdoc to your clients
- In need of resources to help your clients get started on Hubdoc
We’re here to help! In this resource stream, you’ll find a number of tips and materials to assist your clients as they get ramped up on Hubdoc. Click on any of the resources below to get started!
Which clients should you add to Hubdoc first? Click here to learn how to create your first Hubdoc cohort!
How should you introduce Hubdoc to your clients? What are some of the benefits you should share? Click here for information.
What do your clients need to know before they start submitting documents to Hubdoc? Click here to find out!
You're ready to start onboarding! Here's what you need to know before, during, and after your client onboarding session.
Note: If you’re looking for a particular piece of information that you can’t find in this guide, check out our Helpdesk, and don’t hesitate to reach out to our support team for assistance!