HubSpot Onboarding & Implementation

Custom HubSpot Onboarding packages to ensure your team is set up for success on HubSpot.

Platform Enablement Accredited-Feb-03-2023-11-34-49-2582-AM (1)

HubSpot Onboarding Customized for You

Moving from another CRM, sales or marketing tool suite to HubSpot requires process management, goal alignment, and training to ensure your team actually uses the new platform and that they're using it how you want them to. When you work with a HubSpot Onboarding specialist you will have a better likelihood of platform adoption across your entire organization.

HubSpot Onboarding Accredited

HubSpot Training & Consulting

Our team lives and breathes HubSpot. We are Certified HubSpot Trainers, HubSpot Approved Onboarding Specialists, and our team has numerous certifications and accreditations between us. We've even won a HubSpot Impact Award for a website we built on HubSpot CMS.

Our onboarding team can pass these skills over to you and your team. Working with our team can ensure your team knows how to use HubSpot, confidently and independently.

We offer HubSpot Onboarding, Implementation Support and Training on:

  • HubSpot CRM - managing contacts, companies, and tasks. Logging emails and tracking conversations. Creating custom properties. Best practices.
  • HubSpot CMS - adding and editing content and templates in the HubSpot CMS. How to create campaigns and track on performance. Implementing Smart content in Marketing Pro.
  • HubSpot Sales - creating templates, sequences and automating admin tasks. Creating and managing deals. Shared conversations inboxes, lead rotation, & aligning the sales team. Sales reporting.
  • HubSpot Marketing - building workflows, personalizing content, creating campaigns & SEO topic clusters, lead scoring, and lead attribution. Building meaningful marketing reports.
  • HubSpot Service - automating ticket creation, syncing ticket systems, creating a knowledge base and rolling out NPS strategies.
  • HubSpot Reporting - creating meaningful reports for each department and stakeholder. We will set up dashboards and discuss how to build custom reports.

Your Team Needs Training

HubSpot's "Guided Onboarding" will give you the checklist you need to get your portal set up, but it won't include the 1:1 training and hands-on support that many businesses need to customize their portals to reflect their business operations.

If your team doesn't know how to use HubSpot, they won't us it at all and will go back to their old platforms or create new ways to work around HubSpot. Or worse, they misuse HubSpot and create a CRM that has inaccurate data. This results in a CRM that's messy and leaves your sales and marketing processes disjointed and can hurt your sales and marketing initiatives instead of helping them.

With our trainings you will:

  • Align your team around WHY you're using HubSpot
  • Allow each team member to see the benefit to their role and their department
  • Create agreed-upon contact, company, and deal properties
  • Document & standardize your processes
  • Remove friction & increase accountability between sales, marketing & service teams by creating clear responsibility
  • Ensure you have the right reports and dashboards to show business intelligence for those who need it

Client Testimonials

Marketing Operations Training

Tanya is a truly strategic, all-around digital marketer and marketing operations pro. She understands her customer needs and priorities and comes with a big picture strategic digital marketing plan while not neglecting the tactics and details. On top of that, her analytical skills are like no other. We had her analyze a very complex data set, after a short time, she came back with operational recommendations on how to clean the data and how to market to the different groups.

HubSpot Sales Training

Tanya went above and beyond in developing an understanding of our business and how to apply HubSpot for maximum effectiveness. Never impatient with us, she assisted our staff with no understanding of the system on how to use it effectively. Highly recommended! 

HubSpot Onboarding Pricing

We offer two different types of onboarding:

Guided HubSpot Onboarding

If you've got the resources to do the heavy lifting, we've got the plan to get you onboarded into HubSpot and using the tools in no time! With Guided Onboarding we'll act as your 'personal trainer' or accountability coach and give you a personalized plan that you can follow.

Guided HubSpot Onboarding starts at $3000 and varies depending on which Hub we're onboarding.

Personalized HubSpot Onboarding with 1:1 Training

Not sure where to start? Need help with integrations, migrating contacts, or building templates? We've got you covered! Our personalized HubSpot Onboarding gives you hands-on support for all your onboarding needs.

Personalized HubSpot Onboarding starts at $5000 and varies depending on which Hub we're onboarding, if we are setting up custom HubSpot integrations, and how many different training sessions we'll need to hold for your team. 

Let's Get Started!