Get ONBOARDED by HubSpot Experts
- We drink our own Kool-Aid. We are HubSpot users and solution partners. We also run 2 HubSpot User Groups (HUGs).
- Get a customized onboarding and implementation plan that aligns with your company goals and operations.
- Get hands-on training for you and your team.
- Learn industry best practices.
Our Onboarding Process
How we get you and your team up and running
We understand how difficult it is to add to your tech stack and get everyone up to speed. That’s why we take the time to understand why you chose HubSpot and how your team plans to use it to create the best onboarding plan for your company. We want you and your team to love HubSpot and get all that you can from this new addition to your tech stack. We’ve found that following this process helps to ensure your company is off to a great start.
- Discovery + Strategy
- Set Up + Customization
- Process Automation
- Launch + Testing
- BONUS: Optimization (90-day support)*
* We offer 90-day post-onboarding support to companies that complete the recommended HubSpot certifications.
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Select your plan
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Self Start $1500
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Standard $3500
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Pro $7500
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| Kickoff Call |
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| Onboarding Strategy Session |
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| Portal Set Up (DIY) |
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| Portal Set Up (DWY) |
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| Portal Set Up (DFY) |
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| Automation Ideas |
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| Automation Recommendations |
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| Automation Set Up |
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| Launch + Testing (DIY) |
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| Launch + Testing (DWY) |
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| Launch + Testing (DFY) |
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| BONUS: Optimization (90-day support) |
DIY = Do it yourself
DWY = Done with you
DFY = Done for you
GET SUPPORT FOR 90 DAYS WHEN YOU COMPLETE YOUR HUBSPOT CERTIFICATIONS
We can draw a direct line from TRAINING TO ADOPTION AND IMPLEMENTATION.
ROI is important for every business! We have found that when our clients complete HubSpot certifications and have team members do the same, they are successful. We'd like to partner with you in your path to HubSpot adoption. If you complete the recommended certifications, we will provide support for 90 days after your onboarding with us is complete.
WE KNOW HUBSPOT
WE TAKE YOUR SUCCESS SERIOUSLY.
Our team invests heavily in our own training so that we can provide you with the most comprehensive HubSpot onboarding and training.
HubSpot Solutions
Partner Certified
HubSpot Client
Management Certified
Guided Client
Onboarding Certified
Delivering Client
Success Certified
HubSpot Marketing
Software Certified
CMS Implementation
Certified
HubSpot Sales
Software Certified
Marketing Hub
Implementation Certified
Service Hub
Software Certified
Sales Hub
Implementation Certified
HubSpot Objective Based
Onboarding Certified
HubSpot Platform
Consulting Certified
“
They were able to help us with all of the onboarding work we didn't have the bandwidth to do ourselves, and they have been phenomenal. I'm really looking forward to our next project with them!
Heather Hargraves
Marketing Communications Manager
Cold Chain Technologies
FAQs
See below for our most commonly asked questions and answers. If you have additional questions regarding the HubSpot onboarding services we offer, please contact us.
Onboarding is an opportunity to become more familiar with the software. In addition to getting a full tour of the platform, we’ll teach you how to use it effectively. This is also the best time to customize the platform for your business needs and goals.
We offer 90 days of support after onboarding is complete to those who complete the recommended HubSpot certifications. We recommend certifications based on the hubs included in your HubSpot subscription
Yes. If you are looking for a FULLY customized onboarding plan for your company, we recommend you select the White Glove option.
Data migration including contacts, companies, and deals is included in our Standard and above plans.
Some integrations are included in our Standard and above plans. Please see pricing table for details. We do not offer custom integrations but are happy to introduce you to integration experts within the HubSpot Partner Community.
We include some light marketing and/or sales strategy in our Standard and above plans. Please see pricing table for details. For a comprehensive marketing or sales strategy ask us about our Marketing or Sales Kickstarter.
