HubSpot Onboarding Services
Whether you're looking to drive growth through automation or improve collaboration between sales and marketing, our objective-based approach ensures you get the most out of HubSpot and enhance user adoption.
Who is it for?
The onboarding process is crucial if you plan to implement any of HubSpot's Pro or Enterprise Hubs.
Whether implemented by HubSpot's direct team or a Solutions Partner, the onboarding process is designed to customize the platform to your needs and help your team get the most out of HubSpot.
- Marketing Pro: Automate your acquisition and conversion processes.
- Sales Pro: Automate your sales outreach process, enhance your sales pipeline, and simplify your sales rep's daily activities.
- Service Pro: Improve customer support operations with a self-serve approach.
How We Do It
Our onboarding approach empowers you by focusing on mapping your revenue processes and your customers' journey. The methodology allows you to optimize every touch point and create value for long-term success.
The objective-based approach ensures that each phase of the onboarding process is aligned with your business goals, allowing you to see results in the shortest time possible.
Onboarding Process and Milestones
Before you go with HubSpot
Is it the right tool for your team?
Strategic Plan
What does success look like?
Getting ready to implement
Use Cases and Team Activity.
Objective-based Onboarding.
Your First Quick-Win
HubSpot Marketing Onboarding
Who is it For?
Marketing teams looking to improve and automate their acquisition and conversion strategies.
Onboarding Goal
Establish processes to help your team increase qualified traffic, boost conversions, and drive revenue.
Features covered:
- Data Model, Traffic, and Website Analytics
- Conversion Paths and Contact Segmentation
- Email Marketing and Automation
- Inbound Strategy
HubSpot Sales Onboarding
Who is it For?
Sales teams looking to automate their prospecting process and improve pipeline management.
Onboarding Goal
Create a sales enablement ecosystem that lets your sales rep reach prospects at the right time and with the right message.
Features covered:
- Prospecting Workspace
- Sales Pipeline
- Sales Analytics
- Sales Content
HubSpot Service Onboarding
Who is it For?
Service teams looking to deliver an exceptional customer experience and boost retention.
Onboarding Goal
Bring context to every customer touch point and improve ticket management and customer satisfaction.
Features covered:
- Help Desk Workspace
- Service Pipeline
- Service Analytics
- Service Channels
E-commerce
For e-commerce companies looking to implement HubSpot Marketing Pro or Service Pro.
Shopify, WooCommerce and BigCommerce Supported.
- Technical Setup
- Data Modeling & Migration
- Website Integration
- Store Integration
- Acquisition KPI Dashboard
- Conversion KPI Dashboard
- Retention KPI Dashboard
- 1 Free Quarterly Platform Audit
Professional
For Marketing Hub Pro, Sales Hub Pro, Service Hub Pro, and Content Hub Pro.
All onboarding projects include weekly strategy calls, team training sessions, and access to our video resources.
Estimated Time 8 weeks.
- Technical Setup
- Data Modeling & Migration
- Website Integration
- 1 RevOps Process*
- Acquisition KPI Dashboard
- Conversion KPI Dashboard
- Retention KPI Dashboard
- 1 Free Quarterly Platform Audit
$4,500 CAD
Enterprise
For Enterprise Marketing Hub, Sales Hub, Service Hub, and Content Hub.
All onboarding projects include weekly strategy calls, team training sessions, and access to our video resources.
Estimated Time 16 weeks.
- Technical Setup
- Data Modeling & Migration
- Website Integration
- 2 RevOps Processes*
- Acquisition KPI Dashboard
- Conversion KPI Dashboard
- Retention KPI Dashboard
- 1 Free Quarterly Platform Audit
$8,000 CAD
Frequently Asked Questions
How long does the onboarding process take?
The implementation plan's time frame will be customized based on your business goals and the number of revenue processes you intend to establish in HubSpot. Typically, this process can take 45 to 90 days. The timeline may also be affected by additional factors, such as the number of tools being migrated from another CRM or marketing software.
What level of HubSpot experience do I need to get started?
All levels are welcome! Whether you have experience with other marketing or sales software or technology is not your thing. We'll help you familiarize yourself with the platform and show how it can add value to your daily activities.
Can the onboarding process be customized?
Yes! Customization is at the heart of our onboarding services. We consider where you are as a company, where you want to grow, your current tech stack, revenue processes, and your team's familiarity with this type of software.
What happens after the onboarding is complete?
When we finish implementing and handing it off to your team, we'll schedule an assessment to measure usage and address any questions.