BZ HubSpot Onboarding Policies

Meeting Schedule & Cadence

Your signed quote should state the total number of meetings we will hold over the course of the project. These meetings are held once a week for 30 minutes in order to optimize training time. We request that meetings are held at the same time each week to avoid scheduling conflicts.

Expiration Dates

Due to the high velocity of onboarding customers, we cannot extend your contract for more than 2 extra weeks. Our expiration date allots 10 extra days from our estimated timeline to accommodate conflicts, out of office, etc. Any meetings remaining by this expiration date with expire along with the project, so we recommend choosing a recurring meeting time that works for you throughout the duration of your onboarding. We will make an effort to reschedule your meeting if a conflict occurs, but availability cannot be guaranteed.

Rescheduling Policy

To streamline our engagement, we schedule recurring onboarding calls for the same time each week throughout the duration of your onboarding. If you need to reschedule an onboarding call, we ask that you inform your onboarding specialist 24 hours ahead of time. Same-week rescheduling is subject to the specialist's availability.

Multiple Reschedule Requests - Customers who reschedule their onboarding meetings 3x or more maybe subject to losing that meeting.

No-Show Policy

If you no-show a scheduled onboarding meeting – meaning you fail to join the meeting within 10 minutes of its start time – we offer a one-time grace period in which we will reschedule this meeting prior to your timeline expiration (same-week rescheduling is subject to the specialist's availability). Any subsequent no-shows after this will count as a meeting in your onboarding program, and you will not be able to reschedule it.