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.
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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.
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Typically, our customers complete onboarding within three months
During Sales Hub Onboarding, you may receive guidance on the following:
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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
Connect with Prospects on their Terms
What we’ll cover:
- How are you currently communicating with prospects? What process works best for your team?
- What communication channels do your prospects prefer to use?
- How do prospects schedule meetings with your sales team?
- How are your sales reps emailing prospects?
What we’ll guide you on:
- Set up live chat on your webpages.
- Learn how to use conversations to answer your prospects’ questions.
- Connect your email and calendar so you can use the meetings tool to let prospects book time with you.
- Use email scheduling to send to prospects at their preferred times.
- Email prospects directly from the CRM.
Automate your Sales Process
What we’ll cover:
- What does your current sales process look like? Where are there areas of improvement?
- What territories or regions do your teams cover?
- What are the different stages of your deal pipelines?
- What daily tasks do your sales reps complete?
- How are leads automatically assigned or rotated to sales reps?
What we’ll guide you on:
- Creating deal stages to automate the pipeline process.
- Customize deal pipelines to fit your sales process.
- Adding tasks so that sales reps can more efficiently execute daily objectives.
- Automating how leads are rotated to sales reps.
- Confirm that the deal stage properties are ready.
- Set up workflow extensions to automate sales processes.
- Explore how other tools integrate with HubSpot.
Personalize your Outreach at Scale
What we’ll cover:
- How are you currently personalizing your outreach?
- How would your personas prefer outreach?
- How do you follow up with prospects that don’t respond?
- How can you optimize communication with prospects to get higher response rates?
- How are you sending and receiving quotes from closed deals?
What we’ll guide you on:
- Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work.
- Using personalization tokens in emails to send emails faster.
- Remove back-and-forth communication when setting up meetings by using the meetings tool.
- Set up quotes to get deals closed faster.
- Set up your product library to include the items that you sell.
Complete Onboarding and Transition
As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Support and Maintenance Services.
Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.
During Marketing Hub Onboarding, you may receive guidance on the following:
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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
Capture and Convert Leads
What we’ll cover:
- Who are your personas?
- Who are your current customers?
- How are you currently capturing leads on your website?
- Do you have any forms on your website currently? If so, what type of information are you collecting?
- Are you currently running Facebook, Google, or LinkedIn Ads? If so, what is your ad strategy?
- What factors are important when qualifying your leads?
- What qualifies a contact as a Marketing Qualified Lead? Or as an opportunity?
What we’ll guide you on:
- Create personas to better understand the different audiences in your customer's database.
- Explore forms and pop-up forms for quick wins.
- Create custom properties that will help you qualify leads when filling out forms.
- Define each Lifecycle Stage based on your own qualifications.
Engage and Nurture Your Leads
What we’ll cover:
- How are you currently assigning leads?
- How quickly do you assign leads?
- Do you currently have any email automation in place? If yes, what is the process?
- How many emails are you sending a lead?
- How are you currently segmenting contacts (e.g. customers, leads, opportunities etc.)?
What we’ll guide you on:
- Map out a nurturing process flow that considers the tools you’re using.
- Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage.
- Create your first welcome flow series for a new lead.
Automate and Personalize Your Marketing
What we’ll cover:
- Do you currently have any email automation in place? If yes, what is the process?
- What are your current marketing efforts?
- What planned marketing campaigns do you have coming up?
- How do you currently segment your contacts?
- What else are you currently automating? What efforts would you like to automate?
- Are there different segments that need to get different information?
What we’ll guide you on:
- Find manual tasks that can be automated in HubSpot. Develop workflows, lists or smart content to save time via automation.
- Explore smart content to add value to your target audiences.
- Connect your social and ad tools, and automate tasks.
- Use custom properties to build target lists. See how we can translate that into a marketing email with smart content or into a targeted workflow.
Complete Onboarding and Transition
As we approach the completion of your onboarding, we'll work with you to determine what your next goals will be after onboarding. You’ll be transitioned to a HubSpot customer success owner who will be there to ensure you’re thriving in HubSpot. If you’re looking for more hands-on strategic or technical consulting help after onboarding, you can check out our Support and Maintenance Services.
Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.