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Start strong with HubSpot onboarding

HubSpot is powerful from day one, but most new teams don’t unlock its full value without help. When onboarding is rushed or improvised, portals fill up fast, processes drift and bad habits sneak in early.

We’ve onboarded hundreds of teams, and we know what a clean start looks like. With our help, you’ll set HubSpot up correctly from day one and launch with a system your team actually understands and trusts.

Learn to use HubSpot

During onboarding, you could learn how to…

Smart CRM

âś“ Clean and import data

âś“ Customize lifecycle stages

âś“ Create custom properties

âś“ Manage contacts

âś“ Customize record layouts

âś“ Set user permissions

âś“ Build forms

âś“ Create reports

âś“ Set up native integrations

Marketing Hub

âś“ Create subscriptions

âś“ Send emails

âś“ Schedule social posts

âś“ Tag assets to campaigns

âś“ Build pop-up forms

âś“ Set up chat and bots

âś“ Use progressive fields

âś“ Personalize smart content

âś“ Connect paid ads

Sales Hub

âś“ Build shared playbooks

âś“ Create sales sequences

âś“ Manage pipelines

âś“ Schedule meetings online

âś“ Set up call tracking

âś“ Customize call outcomes

âś“ Automate tasks

âś“ Forecast pipeline revenue

âś“ Monitor rep productivity

Service Hub

âś“ Manage ticket pipelines

âś“ Connect support channels

âś“ Set up success workspace

âś“ Send feedback surveys

âś“ Write KB articles

âś“ Build customer portal

âś“ Optimize shared inbox

âś“ Create service playbooks

âś“ Create SLAs

Smart CRM

âś“ Clean and import data

âś“ Customize lifecycle stages

âś“ Create custom properties

âś“ Manage contacts

âś“ Customize record layouts

âś“ Set user permissions

âś“ Build forms

âś“ Create reports

âś“ Set up native integrations

Marketing Hub

âś“ Create subscriptions

âś“ Send emails

âś“ Schedule social posts

âś“ Tag assets to campaigns

âś“ Build pop-up forms

âś“ Set up chat and bots

âś“ Use progressive fields

âś“ Personalize smart content

âś“ Connect paid ads

Sales Hub

âś“ Build shared playbooks

âś“ Create sales sequences

âś“ Manage pipelines

âś“ Schedule meetings online

âś“ Set up call tracking

âś“ Customize call outcomes

âś“ Automate tasks

âś“ Forecast pipeline revenue

âś“ Monitor rep productivity

Service Hub

âś“ Manage ticket pipelines

âś“ Connect support channels

âś“ Set up success workspace

âś“ Send feedback surveys

âś“ Write KB articles

âś“ Build customer portal

âś“ Optimize shared inbox

âś“ Create service playbooks

âś“ Create SLAs




How much does HubSpot onboarding cost?

HubSpot Onboarding

HubSpot Sales Hub
Starting at
$1,500

HubSpot Onboarding

HubSpot Service Hub
Starting at
$1,500

FAQs about HubSpot onboarding

  • What will we learn during onboarding?

    Every HubSpot onboarding starts with the same foundation, but what comes next is built around your business. Our team designs a custom plan based on your goals, your tech stack, the products you purchased and the complexity of your organization.

    No generic checklists. Just a faster path to using HubSpot the way it was meant to work for you.

  • How long does onboarding take?

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

    That’s why we’ve created a 60-90-day program to get you up and running quickly without cutting any corners!

    For example, our Marketing Pro onboarding program includes 10 half-hour virtual training calls over the course of approximately three months. 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 we 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 us?

    Onboarding is a structured training program designed to get your team up and running independently.

    For hands-on help, we can tackle one-off setup items for an additional fee or provide a full concierge experience through our implementation services.

  • How much does onboarding cost?

    Costs vary based on the specific level of each Hub you’ve purchased.

    HubSpot Marketing Hub Onboarding (90-day program)

    • Professional: $3,000
    • Enterprise: $6,000

    HubSpot Sales Hub Onboarding (60-day program)

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

    HubSpot Service Hub Onboarding. (60-day program)

    • Professional: $1,500
    • Enterprise: $3,500
  • We’re long-time HubSpot users…can you (re)train existing users or new hires?

    Yes! As certified experts in HubSpot platform enablement, we’ll identify your unique challenges and develop a training program to increase user adoption of HubSpot, all while making sure everyone is using the platform according to your company’s rules.

    Whether that’s offering additional training sessions to existing users or onboarding new hires, we’ve got you covered.

  • Do I need to purchase HubSpot before onboarding?

    If you don’t already have an active subscription, we can demo the software, rightsize a subscription package and get an official quote from your HubSpot sales rep.

    You’ll want the software in place before we start our training sessions, but we can help you throughout the purchasing process!




Real results from real onboarding clients

Improved marketing and sales ops

53%
jump in closed won deals following HubSpot Marketing onboarding

Marketing Hub <> Salesforce integration

3,330
new leads through HubSpot forms

Migrating from Pardot to HubSpot

$12K
in subscription cost savings

Adopting new technology can be hard…and frustrating

HubSpot is a powerful and user-friendly platform, but without the proper training it’s easy for users to become overwhelmed.

This can lead to a low adoption rate, poor data, broken integrations and an inability measure ROI.

Pretty soon, the excitement of a new shiny tool will wear off and you’ll be left with a software program your team doesn’tďľ fully understand how to use.

That’s if they even want to use it at all.

Avoid HubSpot failure

Set up HubSpot the right way from the get-go

With the proper training partner, you’ll learn how HubSpot can seamlessly connect your data, teams and customers on one CRM platform that grows with your business.

We’ll show you how to set up HubSpot for success from day #1 so you can streamline your marketing, sales and service efforts in no time. (Hint: it involves a lot of planning before you start pushing buttons.)

The end goal? To teach you how to be as self sufficient as possible in the platform.

Learn from HubSpot experts



Hear from our HubSpot clients

Kiwi is a HubSpot encyclopedia! You got questions? They have (virtually) all the answers. Kiwi made our HubSpot onboarding incredibly informative and (more importantly for me) fun! If I could give them 10 stars, I would.
Lauren, Manager of Revenue Operations
Recycle Coach

Learn to use HubSpot like the pros

We’ll teach your team how to use HubSpot to its full potential during our customized (and fun!) onboarding program.

Get started