--- title: "Enterprise: Managing On-Boarding Projects" description: A quick reference guide for Enterprise Product Specialists managing multi-stage client builds from intake through launch and optimization. --- [Skip to content](https://hubspot.logicalposition.com/migration/knowledge/enterprise-managing-on-boarding-projects#main-content) English Show submenu for translations ![LPLogo\_White\_Horizontal.png\]](https://hubspot.logicalposition.com/hs-fs/hubfs/LPLogo_White_Horizontal.png?height=40&name=LPLogo_White_Horizontal.png) - [Default HubSpot Blog](http://blog.logicalposition.com/) Open main navigation Close main navigation - [Default HubSpot Blog](http://blog.logicalposition.com/) - English Show submenu for translations - Go to logicalposition.com Go to logicalposition.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hubspot.logicalposition.com/migration/knowledge?hsLang=en) 2. [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en) 3. [Project Management](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#project-management) # Enterprise: Managing On-Boarding Projects ## A quick reference guide for Enterprise Product Specialists managing multi-stage client builds from intake through launch and optimization. ### **Managing Enterprise On-Boarding Projects** #### **Overview** Enterprise On-Boarding Projects manage the multi-stage build process for new enterprise clients. Unlike other departments, Enterprise Product Specialists handle multiple build stages (typically 2-3) and manage optimization projects concurrently after the first stage launches. **Key Difference:** You'll work on onboarding AND optimization at the same time once Stage 1 goes live. --- #### **How On-Boarding Projects Are Created** Your onboarding project is automatically created during order entry—you don't create it manually. It arrives in your queue already associated with: - The Service record for this build - The Company record for your client - The original Onboarding ticket --- #### **Pipeline Stages** Your project moves through these stages: 1. **Intake** – Initial audit and strategy discussion 2. **Build in Progress** – Active campaign building 3. **Build Review** – Team Lead review and approval 4. **Build Completed** – Stage ready for launch 5. **Onboarding Completed** – All stages complete **Important:** For multi-stage builds, you'll cycle through stages 2-4 multiple times (once per stage) before reaching final completion. --- #### **Stage 1: Intake** You'll receive two tasks in the Intake stage: **1. Perform Pre-Intake Audit** - Review the client's account before the intake call - Identify important items for AM to discuss with client **2. Meet with Account Manager to Discuss Build Strategy** - Schedule after the AM completes the intake call - Discuss build strategy and priorities - **When you mark this task complete, the project automatically moves to Build in Progress** --- #### **Stage 2: Build in Progress** ### **Your Build Tasks** When you complete the AM meeting task, new build stage tasks generate automatically (you may need to refresh to see them): - Audit and confirm account settings - Research and plan build strategy - Implement campaigns - Implement account attribution **Due Dates:** Tasks default to 5 business days from creation. **How to Manage Tasks:** Complete them progressively as you work, or batch-complete them all when your build is done—your choice. ### **Submitting for Review** Once all build tasks are complete, a new task appears: **Complete and Submit Build Notes**. **To submit your build:** 1. Fill out your Build Review Google Sheet as normal 2. Add the sheet link as a note in the project's activity feed 3. Mark "Complete and Submit Build Notes" task as complete 4. **Update "Build Review Status" property from blank to "Build Submitted for Review"** This triggers the pipeline to move to Build Review and notifies your Team Lead. --- ### **Stage 3: Build Review** Your Team Lead reviews your build and updates "Build Review Status" to one of three outcomes: #### **Build Changes Needed – Not Approved** - You receive a task to implement revisions - Project stays in Build Review stage - Make changes and resubmit by updating status back to "Build Submitted for Review" #### **Build Changes Suggested – Approved** - You receive a task to review optional suggestions - Pipeline moves to Build Completed - AM can launch these campaigns - Implement suggestions on your timeline #### **No Further Changes or Suggestions – Approved** - Pipeline moves immediately to Build Completed - AM can launch campaigns - No additional tasks created For more details on the Build Review process, see the separate "Managing Build Reviews in HubSpot" article. --- ### **Stage 4: Build Completed** Build Completed means this stage is ready for the AM to launch with the client—but you're not done building yet. #### **Moving to Your Next Stage** After Stage 1 is approved: 1. Locate the **"Stage to Build Status"** field on the project 2. Change it from "Build Stage 1" to "Build Stage 2" 3. Mark the "Update Stage Launch Status" task complete **What happens:** - Pipeline moves back to Build in Progress - Build Review Status clears (resets to blank) - New build stage tasks generate with 5-day due dates - You begin the cycle again for Stage 2 **For Stage 3:** Repeat the same process, changing "Stage to Build Status" from "Build Stage 2" to "Build Stage 3" #### **Completing Your Final Stage** After your last stage is approved and ready to launch, update **"Stage to Build Status" to "Stage Build Completed"** This moves the pipeline to Onboarding Completed and closes the project. --- ### **When Optimization Begins** **Optimization doesn't wait for all stages to complete—it starts after Stage 1 launches.** After your Stage 1 is approved, the AM will: 1. Launch Stage 1 campaigns with the client 2. Update "Enterprise Staged Launch" field on the **Service record** to "Stage Launch 1" 3. This automatically creates your Optimization Project **Your signal:** You'll receive a task from the new optimization project indicating Stage 1 campaigns are live and ready for optimization. **Managing Both:** While you're building Stage 2 or 3, you'll simultaneously be optimizing Stage 1 campaigns. This is unique to the Enterprise workflow. --- ### **Stage 5: Onboarding Completed** Once your project reaches Onboarding Completed, it's closed. You don't interact with it for day-to-day work—you're now fully managing the account through optimization projects. The closed project remains accessible for reference if needed. --- ### **Critical Fields Reference** #### **Pipeline Stage** (System-Managed) Shows your current workflow stage. Updates automatically—you don't change this directly. #### **Build Review Status** (Your Action Required) Controls the review process: - Blank = No review in progress - **Build Submitted for Review** = You've submitted (this moves pipeline to Build Review) - **Build Changes Needed - Not Approved** = Revisions required - **Build Changes Suggested - Approved** = Optional suggestions provided - **No Further Changes or Suggestions - Approved** = Fully approved **Resets to blank each time you start a new build stage.** #### **Stage to Build Status** (Your Action Required) Tracks which stage you're working on: - Build Stage 1 - Build Stage 2 - Build Stage 3 - Stage Build Completed **Change this field to move between stages.** It triggers the creation of new build tasks and returns the pipeline to Build in Progress. #### **Enterprise Staged Launch** (AM Manages) Shows which stages the AM has launched with the client: - Stage Launch 1 = Creates your optimization project - Stage Launch 2 = Second stage live - Stage Launch 3 = Third stage live --- ### **Quick Navigation Tips** **From Customer Success Dashboard:** - Filter by "Onboarding" projects - Click project name to open **From Company Record:** - Navigate to Projects section - All associated projects appear here **From Service Record:** - Find associated onboarding project in Projects section - Click to open **Using Service Bridge Navigation:** Projects connect to Services which connect to Companies—this creates a two-click path to related records. --- ### **Common Questions** **Q: When do I start optimizing?** A: After Stage 1 launches. You'll receive an optimization project task indicating campaigns are live. **Q: How do I know which stage I'm on?** A: Check the "Stage to Build Status" field on your project. **Q: Do I need to create a new project for each stage?** A: No. You use the same onboarding project and cycle through the stages by updating the "Stage to Build Status" field. **Q: What if my Team Lead requests changes?** A: Implement the revisions, update your build sheet, and resubmit by changing "Build Review Status" back to "Build Submitted for Review." **Q: How do I close the onboarding project?** A: After your final stage is approved, update "Stage to Build Status" to "Stage Build Completed." This automatically closes the project.   - [Account Managers](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#main-content) - [Submitting Quickbase Requests from HubSpot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#submitting-quickbase-requests-from-hubspot) - [HubSpot Co-Pilot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#hubspot-co-pilot) - [Quick Guides](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#quick-guides) - [On-Boarding](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#on-boarding) - [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#main-content) - [Project Management](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#project-management) - [Dashboard & Navigation](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#dashboard-navigation) - [Support Teams](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#main-content) - [Data Feed](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#data-feed) - [Code Install](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#code-install) - [Creative Services](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#creative-services) - [Default HubSpot Blog](http://blog.logicalposition.com/) [![LP Logo\_Color\_Horizontal](https://hubspot.logicalposition.com/hs-fs/hubfs/LP%20Logo_Color_Horizontal%20(2).png?width=2501&height=609&name=LP%20Logo_Color_Horizontal%20(2).png "LP Logo_Color_Horizontal")](http://logicalposition.com) logicalposition.com Help Center Copyright © 2026, Logical Position