HubSpot Onboarding Services
Tailored HubSpot onboarding plans designed for you
What can we help you to overcome?
Poor user adoption
Misalignment between marketing and sales teams
Unfulfilled use of the HubSpot platform
Disorganised HubSpot onboarding process
How we work
We’ll first discuss your HubSpot requirements, the deliverables and major milestones to getting your account configured correctly. Most importantly, we’ll unpack what success looks like to you and work toward this.
We’ll explore the sales and marketing challenges you want to address and map out a prospective lead management process to overcome them. We cover the entire customer life cycle from reach and acquisition to conversion, retention and loyalty.
Architecture and strategy recommendation
The output of the discovery workshop will be your new lead management process, and we’ll update this following your feedback. We’ll ensure that all business touchpoints are aligned and working together cohesively.
Configuration and implementation
We’ll update and implement your HubSpot account in line with your new lead management process. We’ll also demo how we’ve set your account up and how to use the tools in line with your new lead management process
Training and change management
To help you effectively manage the change in platforms and drive user adoption, our team of qualified experts will provide you and your team with personalised training on how to get the most out of the HubSpot platform.
Ongoing HubSpot support
Once onboarded successfully, we’ll provide ongoing support and mentoring to further optimise your HubSpot platform and inbound marketing strategy.
Why onboard to HubSpot with us?
From zero to hero in 60 days
Regardless of your HubSpot license, our HubSpot onboarding plan will get you fully set up and using HubSpot within 60 days.
Tailored onboarding plan
We’ll tailor your HubSpot onboarding plan with our tried and tested process to onboarding. We’ll transition you with minimal disruption to your business.
Team training and user adoption
Once onboarded, we’ll ensure your team members are trained and empowered to be able to use every tool at their disposal.