HubSpot Onboarding

We teach companies how to use their brand-new HubSpot portals

As a partner agency accredited in HubSpot Onboarding, we have first-hand experience successfully onboarding new customers to the Pro and Enterprise levels of HubSpot Marketing, HubSpot Sales, HubSpot Service and HubSpot CMS.

During our 90-day program, we’ll help you set personalized onboarding goals and teach you how to use the highest-priority tools within your new tech stack. At the end of our training, your team will be confident in how to use your own HubSpot portal to grow traffic, convert leads and achieve your sales and marketing goals.

During onboarding, you could learn how to…

HubSpot CRM

  • Clean and import data
  • Customize lifecycle stages
  • Set up lead scoring
  • Create custom contact, company and deal properties
  • Manage marketing contacts
  • Set up user permissions and content partitioning
  • Implement GDPR requirements
  • Create forms and notification workflows
  • Create reporting dashboards
  • Connect apps

HubSpot Marketing

  • Create email subscription types
  • Send one-off and recurring marketing emails
  • Create landing and thank you pages
  • Schedule social media posts
  • Tag marketing assets to campaigns
  • Create pop-up forms
  • Set up live chat and/or chatbots
  • Implement dependent, hidden and progressive form fields
  • Use smart content to personalize marketing outreach
  • Connect Google, Facebook and LinkedIn ad campaigns

HubSpot Sales

  • Create multiple sales pipelines
  • Customize deal stages and close probabilities
  • Create a deal and progress it through the pipeline
  • Enter new contacts into the CRM
  • Set up forecasting
  • Schedule follow up tasks
  • Log calls and notes
  • Build sales playbooks
  • Use sequences for automated outreach
  • Customize scheduling calendars
  • Send customized quotes
  • Accept online payments

HubSpot Service

  • Set up a help desk and ticketing
  • Send feedback surveys
  • Write knowledge base articles
  • Create a customer portal
  • Optimize a shared inbox
  • Build service playbooks
  • Use conversation intelligence
  • Create SLAs
  • Automate customer service
  • Make outbound calls with VoIP software

HubSpot CMS

  • Install a theme from the marketplace
  • Build pages using the drag n’ drop editor
  • Optimize your website and blog
  • Create a content strategy
  • Capture leads
  • Analyze traffic patterns
  • Create memberships
  • Partition content
  • Set up A/B testing
  • Use smart content

FAQs about HubSpot onboarding

  • What will we learn during onboarding?

    While all brand-new HubSpot accounts need to do some similar set up items, beyond that our HubSpot experts will design an onboarding plan customized for you based on:

    • Your highest priority goals with HubSpot
    • The size and complexity of your organization
    • The HubSpot products you purchased
    • Your current technology stack, and how it integrates with HubSpot


    In other words, we’ll focus on what’s most important to YOU to make sure you’re up and running as quickly as possible.

    Need a landing page ASAP but won’t be blogging in the near future? We’ve got you! Big into email, but not interested in chatbots? No problem.

  • How long does onboarding take?

    HubSpot is a robust software program that can’t be mastered in a day or even a week.

    For example, our Marketing Pro onboarding program includes 10 hours of instruction time over the course of approximately three months. Most commonly, that’s one 1-hour virtual meeting every week or one 2-hour virtual meeting every other week. You’ll also have 1-3 hours/week of “homework” to complete between lessons.

  • Who from your agency will lead onboarding?

    Our agency holds an elite HubSpot Onboarding Accreditation and is a long-time member of their Partner Scaled Onboarding program.

    As such, we have multiple employees who are skilled at training brand-new users on how to use HubSpot. Your exact HubSpot expert will be assigned when you sign the contract, based on availability.

  • What tasks will I need to do during onboarding?

    Think of onboarding as going to HubSpot 101 in college. As your professor, we’ll develop a lesson plan and teach virtual classes weekly/bi-weekly. In between, we’ll assign you homework to set up the tools we’ve taught you how to use in the previous lesson. This means you’ll need to dedicate another 1-3 hours/week on average to set up tasks on your own.

    If you need technical help between sessions, we encourage you to use HubSpot’s in-app support tools, including live chat, knowledge base, etc., but we’re also available to answer bigger picture questions via email.

  • Can’t you just set up all the tools for me?

    If you sign on with our agency for an ongoing retainer, HubSpot will waive the mandatory onboarding fee. Otherwise, we’re required to teach someone on your team how to use the tools so you can be self-sufficient going forward.

    If you’d like us to actually “do” the work as well, we’re happy to quote these add-on projects separately. This could include things like:

    • Creating custom contact/company properties
    • Building landing page and email templates
    • Setting up lead scoring
    • Connecting integrations
    • Creating static/active lists
    • Creating email subscription types
    • Creating custom reporting dashboards
    • The list goes on!
  • How much does onboarding cost?

    Costs vary based on the specific level of hub purchased.

    HubSpot Marketing Hub Onboarding

    • Professional: $3,000
    • Enterprise: $5,000

    HubSpot Sales Hub Onboarding

    • Professional: $1,500
    • Enterprise: $3,000

    HubSpot Service Hub Onboarding

    • Professional: $1,500
    • Enterprise: $3,000

    HubSpot CMS Hub Onboarding

    • Professional: $1,000
    • Enterprise: $2,000

Why do companies love working with us for HubSpot onboarding?

We loved our experience onboarding to HubSpot with Kiwi Creative. They are a wealth of information, extremely detailed and helped immensely to keep us organized. Our rep skillfully moved us through the 90-day program making sure we touched on everything we needed to know before our time was up. The follow-up emails after our meetings continue to be a great ongoing resource for us to use time and time again.
Tara, VP Revenue Operations
Wily Global

Our Accolades, Accreditations & Affiliations

HubSpot Platinum Solutions Partner badge
HubSpot Top Digital Agency in Cleveland in 2019 badge
HubSpot Onboarding Accredited - Kiwi Creative
HubSpot Platform Enablement Accredited - Kiwi Creative
HubSpot CRM Implementation Accredited - Kiwi Creative
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Kiwi Creative is one of the top five most innovative HubSpot Partners in 2021 badge
Google Partner badge
Hotjar partner badge
GD USA 2021 winner badge
woman-owned business badge
Cloud Software Association logo
2021 Weatherhead 100 badge
Goldman Sachs 10,000 Small Businesses Alumni badge