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HubSpot onboarding plan
Is your company currently evaluating HubSpot?

Onboarding with HubSpot directly VS. HubSpot Partner

Accelerated and personalized HubSpot implementation services

HubSpot direct onboarding is guidance-based for setup and implementation, meaning your company still needs HubSpot experts to do the actual technical configuration, integrations, migrations, theme development. Even more important is broad stakeholder adoption, training and enablement to maximize your investment in HubSpot. 

We have completed over 200 HubSpot implementations, so we know what it takes to ensure a personalized and accelerated HubSpot onboarding and implementation experience.

We’ll help you maximize time to value in HubSpot through:

  • Technical consulting to ensure scalability
  • Customized business process mapping
  • Custom data migrations & integrations
  • Programible workflows, reports & themes
  • Pipeline scoring, automation & reporting
hubspot implementation services
Personalized HubSpot Migrations

HubSpot Migrations

Frictionless data, pipelines, workflows & website migrations

As a certified Advanced HubSpot Implementation partner, our HubSpot onboarding specialists provides a white-glove HubSpot onboarding plan ensures that your companies HubSpot onboarding experience is frictionless and accelerated. 

Below are common migrations we execute for customers:

  • HubSpot Growth Suite implementation
  • Sales & marketing workflow automation creation
  • Sales & marketing process mapping in HubSpot
  • Company & contact scoring, routing & nurturing
  • Wordpress to HubSpot migrations & growth-driven design
  • Landing page creation & A/B testing for conversions
  • Content personalization across the buyer's journey
  • Email template & nurture workflow creation
hubspot onboarding plan
Frictionless HubSpot Onboarding Experience

Setup & Implementation

Personalize your portal setup, migrations & integrations

Our team of HubSpot certified Advanced  Implementation specialists are deeply invested in Sales Hub, Marketing Hub, Service Hub, CMS hub and Operations Hub. Our HubSpot onboarding checklist and approach gets your company up and running with HubSpot in weeks, not months. We help companies effectively introduce the entire HubSpot CRM Suite to their team and train stakeholders to ensure your HubSpot instance is set up for success. 

Our advanced implementation helps to:

  • Accelerated portal setup and technical configuration
  • Tech stack discovery & how it integrates with HubSpot
  • Customize your CRM and data to align with your operations
  • Configure HubSpot to align with your sales process
  • Aligning your OKR's with HubSpot SMART Goals
hubspot onboarding checklist
Enablement and Knowledge Transfer

HubSpot Training

Advanced HubSpot training documentation, sessions & workshops

Once we have ensured that the technical HubSpot  configuration and implementation are working for unique business goals, we offer advanced training and enablement sessions for your team to ensure your team knows how to leverage HubSpot to it's maximum potential to help your company scale revenue quicker. 

Below are common training we execute:

  • HubSpot training documentation and knowledge transfer
  • HubSpot software training workshops and 1:1 sessions
  • Remote Sales and marketing alignment workshops
  • Implementation knowledge transfer to technical stake holders
  • Advise on scalable inbound methodologies and best practices
hubspot sales hub enterprise onboarding
Need external technologies synced with HubSpot?

HubSpot Integrations

Seamlessly integrate your external tech stack with HubSpot

The most common concern that new HubSpot customers have is regarding data integrations and how the software will work with their existing systems and sales processes. You're in good hands. We have every HubSpot Advanced Implementation certification offered, over 250 HubSpot certifications and we have logged thousands of hours in the weeds of Marketing Hub, Sales Hub, CMS Hub and Operations Hub. 

Below are common integrations we execute for customers:

  • Technical consulting to ensure scalable HubSpot stack
  • Integration architecture, endpoint guidance and support
  • Custom API integrations and HubSpot app development
  • Custom workflow Extensions to create unique workflow actions 
  • Optimizing integration connectors and platforms like Salesforce
  • External database/data warehouse integrations

Personalized HubSpot Onboarding Checklist

hubspot marketing pro onboarding hubspot implementation partners
HubSpot Marketing Hub Onboarding
Personalized onboarding, implementation & training
Weekly inbound marketing strategy sessions Monthly
Weekly 1:1 training & team workshop sessions Monthly
Configure HubSpot tracking code to your website Guidance
Connect domain to HubSpot blog and landing pages Guidance
Integrate your existing CRM with HubSpot
Import and segment contacts in HubSpot CRM
Create custom HubSpot landing page templates
Create custom HubSpot system page templates
Create custom HubSpot blog templates
Migrate blog list & blog posts to HubSpot
Create custom HubSpot email templates
Create automated workflows for lead nurturing
Setup Salesforce integration with HubSpot
Setup advanced marketing reporting in HubSpot
Setup forms and auto responders in HubSpot
Guidance connecting your social media accounts
Setup realtime chat & bot automation
Create calculated properties for custom reporting
Create workflow Extensions for custom workflow actions
hubspot marketing onboarding hubspot onboarding checklist
HubSpot Sales Hub Onboarding
Import and create contacts in HubSpot CRM Limited
Assistance with adding HubSpot tracking code to your website
Assistance setting up email templates Limited
Guidance on Gmail and Outlook Integration with HubSpot
Mapping Custom Objects to HubSpot Objects
Migrating Parent/Child Relationships
Assistance with importing large databases Limited
In-depth sales process consulting 2 hours included
Consulting on how to best integrate with your existing systems 2 hours included
Guidance on integrating a BI tool (e.g. Grow, Databox)
Assistance with setting up advanced reporting in HubSpot
Assitance with implementing chatbot Limited
Access to team of full stack engineers for advanced integrations
White-glove, 1 on 1 onboarding, implementation and support.
hubspot implementation hubspot onboarding plan
HubSpot CMS Hub Onboarding
Guidance on best practices for Search Engine Optimization
Guidance on best practices for Conversion Rate Optimzation
Integrate your existing systems with HubSpot CMS
Connecting domains and subdomains to HubSpot Limited
Create HubSpot forms for landing pages, website pages and blogs Limited
Guidance on creating password protected pages Limited
Setup advanced reporting to track KPIs and site performance reporting Limited
Assistance with setting up localized content Limited
Migration of current website pages and blog posts
Development of modular website content blocks Limited
Guidance on utilizing HubDB for dynamic website pages
Guidance on utilizing HubDB for dynamic website pages 2 hours included
Access to team of full stack engineers for advanced integrations
White-glove, 1 on 1 onboarding, implementation and support.
hubspot onboarding partners hubspot sales pro onboarding
HubSpot Service Hub Onboarding
Adding users and setting up teams
Assistance with adding HubSpot tracking code to your website
Integrate your existing systems with HubSpot
Connecting subdomain to knowledgebase Limited
Assistance with defining Ticket Process
Create custom ticket properties Limited
Guidance on creating ticket based workflows Limited
Guidance on creating customer feedback campaigns
Migration of knowledge base articles from exisitng platform $25 per article
In-depth customer service process consulting 2 hours included
1 on 1 strategy session 2 hours included
Assistance with setting up forms for incoming tickets in HubSpot
Assistance with setting up advanced reporting in HubSpot

Marketing Hub

  • HubSpot Marketing Hub Onboarding
  • Personalized onboarding, implementation & training
  • Weekly inbound marketing strategy sessions
Monthly
  • Weekly 1:1 training & team workshop sessions
  • Import and segment contacts in HubSpot CRM
  • Configure HubSpot tracking code to your website

Guidance

  • Integrate your existing CRM with HubSpot
  • Connect domain to HubSpot blog and landing pages

Guidance

  • Create custom HubSpot landing page templates
  • Create custom HubSpot system page templates
  • Create custom HubSpot email templates
  • Create automated workflows for lead nurturing
  • Setup Salesforce integration with HubSpot
  • Setup advanced marketing reporting in HubSpot
  • Setup forms and auto responders in HubSpot
  • Guidance connecting your social media accounts
  • Setup realtime chat & bot automation
  • Migrate blog list & blog posts to HubSpot

$25 per post

  • Create calculated properties for custom reporting
  • Create workflow Extensions for custom workflow actions

Sales Hub

  • HubSpot Sales Hub Onboarding
  • Import and create contacts in HubSpot CRM

Limited

  • Assistance with adding HubSpot tracking code to your website
  • Assistance setting up email templates

Limited

  • Guidance on Gmail and Outlook Integration with HubSpot
  • Mapping Custom Objects to HubSpot Objects
  • Migrating Parent/Child Relationships
  • Assistance with importing large databases

Limited

  • In-depth sales process consulting

2 hours included

  • Consulting on how to best integrate with your existing systems

2 hours included

  • Guidance on integrating a BI tool (e.g. Grow, Databox)
  • Assistance with setting up advanced reporting in HubSpot
  • Assitance with implementing chatbot

Limited

  • Access to team of full stack engineers for advanced integrations
  • White-glove, 1 on 1 onboarding, implementation and support.

CMS Hub

  • HubSpot CMS Hub Onboarding
  • Guidance on best practices for Search Engine Optimization
  • Guidance on best practices for Conversion Rate Optimzation
  • Integrate your existing systems with HubSpot CMS
  • Connecting domains and subdomains to HubSpot

Limited

  • Create HubSpot forms for landing pages, website pages and blogs

Limited

  • Guidance on creating password protected pages

Limited

  • Setup advanced reporting to track KPIs and site performance reporting

Limited

  • Assistance with setting up localized content

Limited

  • Migration of current website pages and blog posts
  • Development of modular website content blocks

Limited

  • Access to team of full stack engineers for advanced integrations
  • White-glove, 1 on 1 onboarding, implementation and support.

Services Hub

  • HubSpot Service Hub Onboarding
  • Adding users and setting up teams
  • Assistance with adding HubSpot tracking code to your website
  • Integrate your existing systems with HubSpot
  • Connecting subdomain to knowledgebase

Limited

  • Assistance with defining Ticket Process
  • Create custom ticket properties

Limited

  • Guidance on creating ticket based workflows

Limited

  • Guidance on creating customer feedback campaigns
  • Migration of knowledge base articles from exisitng platform

$25 per article

  • In-depth customer service process consulting

2 hours included

  • 1 on 1 strategy session

2 hours included

  • Assistance with setting up forms for incoming tickets in HubSpot
  • Assistance with setting up advanced reporting in HubSpot
Free HubSpot Implementation Quote

HubSpot Onboarding Plan

How long does it take to onboard HubSpot?

Learn how "DO IT FOR ME" approach to HubSpot implementation can greatly accelerate how your company leverage HubSpot and provide significant impact on your overall HubSpot ROI.

hubspot implementation services

Onboarding

 hubspot onboarding

GROW

 hubspot sales pro onboarding

SCALE
Role Consultative Co-Pilot Full Service
Post-Purchase Kickoff 10 Days 5 Days 2 Days
Meeting Cadence 2 Per Month 1 Per Week 2 Per Week
Training Type Guidance Guidance + Playbooks + Training Full Implementation + Training
Data Migrations 1 Dataset Up to 5 Datasets
Template Development Emails + Pages Blog + Pages + Emails
3rd Party Integrations 5 Integrations Up to 15 Integrations
Custom API Integrations Up to 4 Custom API's
Automations Sales Automation Sales & Marketing Automation
Completion 3 Objectives Over 90 Days 3 Objectives Over 60 Days 5 Objectives Over 90 Days
Role
Post-Purchase Kickoff
Meeting Cadence
Training Type
Data Migrations
3rd Party Integrations
Template Development
Custom API Integrations
Automations
Completion

 

Talk to a HubSpot Onboarding Specialist

How much does HubSpot onboarding cost?

Book time to see how our accelerated HubSpot implementation services can be personalized to your companies unique sales process across HubSpot CRM, Sales Hub, Marketing Hub, Service Hub and Operations Hub.

OR

 

Need personalize HubSpot implementation?

Free HubSpot Onboarding Quote

Book time for a free personalized HubSpot onboarding plan and needs for custom implementation services to streamline HubSpot implementations, migrations, integrations and training.
Free HubSpot Implementation Plan

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Contact Us

(310) 975-7637

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1639 11th Street, Suite 111
Santa Monica, CA 90404

AUSTIN
13341 W. US HWY 290, Bldg 2
Austin, TX 78737

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