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Onboarding & Implementation

HubSpot Sales & Marketing

Committed to your priorities.

Our onboarding services are designed to guide you through every stage of your journey. When you opt for onboarding with HubSpot, we work with you to develop a personalized plan that focuses on helping you achieve your most important objectives as quickly as possible.

Sales Hub Onboarding

Starting at $3000

Sales Hub Onboarding Overview

Sales Hub Onboarding is designed for new customers using Sales Hub software for the first time. We’ll guide you on how to flex your best Sales Hub muscles: you’ll get recommendations on utilizing your data in HubSpot, learn how to create prospecting and nurturing processes, and get best practices around closing deals faster — all with your business objectives in mind.

  • Typically, our customers complete onboarding within two months

Marketing Hub Onboarding

Starting at $5000

Marketing Hub Onboarding Overview

Marketing Hub Onboarding is designed for new customers using Marketing Hub software for the first time. We’ll guide you on how to flex your best Marketing Hub muscles: you’ll get recommendations on utilizing your data in HubSpot, learn how to create automation and nurturing processes and get best practices around lead generation and qualification — all with your business objectives in mind.

  • Typically, our customers complete onboarding within three months

Product_Logo_OneLine_Sales_Hub  
During Sales Hub Onboarding, you may receive guidance on the following:

 

PROFESSIONAL ENTERPRISE
Productivity tools
Overview of your custom sales process in HubSpot
Customization of the CRM for your processes
Baseline reporting setup and review    
Onboarding your team (invite, permissions, and resources)
Standard sales automation setup
Turning on standard integrations (App Marketplace/native)
Consulting to migrate/import data from your CRM  
Routing and managing multiple teams   
  Starting at $3000 Starting at $5000

Sample Sales Hub Professional Onboarding Plan

Account and Tech Setup

To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Connect your personal email inbox
  • Set up your personal profile & settings
  • Invite your team
  • Create custom properties to store your data
  • Import your contacts, companies, deals, and notes into HubSpot
  • Review existing CRM & lead management system(s)
  • Install HubSpot tracking code on your website
  • Set up your deal currencies
  • Set up external system integrations

Get More Information About Onboarding Services

Want to learn more? We can help find the onboarding plan that's right for you.

Product_Logo_OneLine_Marketing_Hub  
During Marketing Hub Onboarding, you may receive guidance on the following:

 

PROFESSIONAL ENTERPRISE
How your data lives in HubSpot
Lead capture and conversion paths
Segmenting your data    
Email marketing    
Traffic and website analytics
Content strategy
Automated lead nurturing and internal lead assignment setup
Consulting to migrate/import data from your CRM
Campaign setup and analysis
Calculated properties and custom reporting  
Permissioning, team setup and managing multiple brands in HubSpot  
  Starting at $5000 Starting at $7500

Sample Marketing Hub Professional Onboarding Plan

Account and Tech Setup

To set you up for inbound marketing success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including: 

  • Invite your team members
  • Connect your subdomains and configure your settings
  • Install the HubSpot tracking code and filter out your internal traffic
  • Set up your email sending domain and CAN-SPAM
  • Import your contacts, companies, deals, tickets, and notes
  • Import your marketing opt-out lists
  • Configure email types
  • Connect your social accounts
  • Consider integrations

Learn More

Have a question? Want to learn more? Book a meeting to ensure you've got everything you need to succeed with HubSpot.

Get More Information About Onboarding Services

Want to learn more? We can help find the onboarding plan that's right for you.