hubspot onboarding services

Our HubSpot onboarding services are perfect for those who thrive on immersive and personalized learning experiences.

Get a Custom Quote Now

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Need for speed? Onboarding in 30, 60 or 90 days

Typically, it takes 90 days for HubSpot led onboarding, plus an additional 2-3 week window to be scheduled.

Not with us. We can expedite your journey as early as this week—and you can be fully onboarded in 30 days.

Let's go

Onboarding

marketing hub

With proper onboarding, teams can fully understand and utilize all features of the software, allowing them to create effective marketing strategies and drive results.

Pro

$3k

Enterprise

$6k

Pro includes:

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

Enterprise includes everything in Pro plus:

Calculated properties and custom reporting
Permissioning, team setup and managing multiple brands in HubSpot

Ready to get started?
Let's talk

All Marketing Hub Onboarding consists of access to an accredited onboarding specialist to assist with the setup and/or implementation of your Marketing Hub subscription. The onboarding support will consist of phone conversations, a project management system, email-based support, and activities that are related to the setup and/or implementation of your subscription. Marketing Hub Onboarding is delivered remotely via Zoom.

*Marketing Hub Enterprise onboarding includes assistance with the creation of up to one (1) campaign utilizing the HubSpot tools and methodology.

Delivery Period: 30-90 days from purchase
Last Modified: October 5, 2023

Onboarding

sales hub

With effective onboarding, sales teams can gain a comprehensive understanding of the Sales Hub software and leverage its full range of features. Enabling them to drive tangible results.

Pro

$2k

Enterprise

$3k

Pro includes:

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)

Enterprise includes everything in Pro plus:

Custom report setup and review
Consulting to migrate/import data from your CRM
Routing and managing multiple teams

Ready to get started?
Let's talk

All Sales Hub Onboarding consists of access to an accredited onboarding specialist to assist with the setup and/or implementation of your Sales Hub subscription. The onboarding support will consist of phone conversations, a project management system, email-based support, and activities that are related to the setup and/or implementation of your subscription. Sales Hub Onboarding is delivered remotely via Zoom. If you would benefit from additional services, we will offer you a free no obligation consultation and quote for those services.

Delivery Period: 30-90 days from purchase
Last Modified: October 5, 2023

Onboarding

service hub

With professional onboarding, teams can seamlessly navigate and employ the powerful features of HubSpot's Service Hub to deliver top-notch customer service. Boost team productivity and enhance the overall customer experience.

Pro

$1k

Enterprise

$2k

Pro includes:

Setting up intake channels
Scheduling meetings
Creating a customized ticket pipeline
Reporting on productivity and closed tickets
Live chat implementation
Standardized email and chat responses
Helping customers self-serve through the knowledge base
Ticket automation
Measuring customer experience

Enterprise includes everything in Pro plus:

Managing multiple teams
Developing support playbooks
Creating custom dashboards

Ready to get started?
Let's talk

All Service Hub Onboarding consists of access to an accredited onboarding specialist to assist with the setup and/or implementation of your Service Hub subscription. The onboarding support will consist of phone conversations, a project management system, email-based support, and activities that are related to the setup and/or implementation of your subscription. Marketing Hub Onboarding is delivered remotely via Zoom.

If you would benefit from additional services, we will offer you a free no obligation consultation and quote for those services.

Delivery Period: 30-90 days from purchase
Last Modified: October 5, 2023

Onboarding

content hub

Once your website is built by our team we'll help you master the Content Hub. From the art of creating dynamic web pages to personalizing content for different visitors your team will be Content Hub rockstars in no time.

Pro

$2k

Enterprise

$3k

Pro includes:

How your data and website live in HubSpot
Optimizing your website and blog
Content strategy
Lead capture and conversion paths
Traffic and website analytics

Enterprise includes everything in Pro plus:

CMS Memberships
Custom reporting to track KPIs, site performance reporting, reporting by brand domain
Website speed and security best practices/tools
Content partitioning
Dynamic page testing

Ready to get started?
Let's talk

All Content Hub Onboarding consists of access to an accredited onboarding specialist to assist with the setup and/or implementation of your Content Hub subscription. The onboarding support will consist of phone conversations, a project management system, email-based support, and activities that are related to the setup and/or implementation of your subscription. Content Hub Onboarding is delivered remotely via Zoom.

Content Hub onboarding does not include the setup or configuration of a custom website, template, custom development or page implementation services. If you would benefit from additional services, we will offer you a free no obligation consultation and quote for those services.

Delivery Period: 30-90 days from purchase
Last Modified: April 9, 2024

experience matters

We only employ highly skilled, experienced HubSpot experts.

It's the way we roll. 😎

Kim

CCO

Steve

VP of HubOps, HCT

Beverley

VP of Marketing

Adam T.

Business Strategist, HCT

Oscar

Account Strategist - HubOps, HCT

HubSpot Accredited

Did you know only 3% of all HubSpot Solution Partners are accredited by HubSpot?

HubSpot accreditations are awarded to the solution partner organizations that support the success of HubSpot customers at the highest levels of quality, service, and strategic insight.

Accreditations are different than HubSpot Certifications. We've got those too.

Content Experience

CRM Implementation

Custom Integration

Content Experience

CRM Implementation

Custom Integration

Content Experience

CRM Implementation

Custom Integration

Content Experience

CRM Implementation

Custom Integration

Data Migration

Onboarding

Platform Enablement

Solutions Architecture

Data Migration

Onboarding

Platform Enablement

Solutions Architecture

Data Migration

Onboarding

Platform Enablement

Solutions Architecture

Data Migration

Onboarding

Platform Enablement

Solutions Architecture

HubSpot certifications

We are certifiably good in all things HubSpot 🙌

Actual Meds

What our clients say

"We've only been working with the team for a less than a year, but we've already received tremendous value from the breadth of their team and portfolio."

Andrea Williams Director of Marketing

hubspot onboarding services

Need for speed? Onboarding in 30, 60 or 90 days

marketing hub

Pro

Enterprise

Pro includes:

Enterprise includes everything in Pro plus:

Ready to get started?

sales hub

Pro

Enterprise

Pro includes:

Enterprise includes everything in Pro plus:

Ready to get started?

service hub

Pro

Enterprise

Pro includes:

Enterprise includes everything in Pro plus:

Ready to get started?

content hub

Pro

Enterprise

Pro includes:

Enterprise includes everything in Pro plus:

Ready to get started?

experience matters

HubSpot Accredited

HubSpot certifications

explore HubSpot use cases

building a marketing automation foundation for a fast-scaling adtech company

Case Study: Flexible onboarding for a complex commercial real estate client

Case Study: Scaling a Franchise Business with HubSpot

Case Study: How a research company turned sales chaos into a streamlined HubSpot system

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