What We Mean by “Onboarding”

HubSpot onboarding isn’t implementation—and we don’t treat it like it is.
We guide teams through setup, configuration, and best practices so they can own their portal from Day One.

What's Included in Our HubSpot Onboarding

Tailored by Hub. Focused on what business owners actually need.
We guide you through core setup, clean data migration, and feature activation—built for real usage, not just a checklist.

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Marketing Hub Onboarding

Marketing onboarding is designed for companies that want to modernize lead capture and campaign tracking:

  1. Connect and authenticate your email sending domain
  2. Create lead forms and configure lifecycle stages
  3. Build foundational lists and email templates
  4. Launch basic nurture workflows tied to real-time triggers
  5. Set up key dashboards: lead gen, channel performance, website analytics.

Ideal for teams moving off Mailchimp, ActiveCampaign, or handling fragmented lead processes.

Marketing Hub
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Sales Hub Onboarding

For sales teams, we help operationalize deals and daily activity tracking:

  1. Connect personal inboxes to HubSpot’s CRM
  2. Configure meeting links and sync calendars
  3. Customize deal pipeline and stages to match your actual sales process
  4. Define call types, outcomes, and task queues
  5. Create views, reports, and filters for day-to-day deal and contact management

Helps teams eliminate pipeline chaos and bring accountability to the sales floor.

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Hub
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Service Hub Onboarding

Set up streamlined support workflows and customer retention insights:

  1. Configure ticket pipeline and statuses
  2. Create feedback surveys and customer support automations
  3. Set up a Knowledge Base (if applicable)
  4. Use views and reports to monitor resolution time and customer satisfaction

Recommended for teams transitioning from shared inboxes or scattered ticketing tools.

Service Hub
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Content Hub Onboarding

We’ll help you align your content strategy with your brand and goals:

  1. Connect and configure your blog and landing page domains
  2. Customize your website theme and global modules
  3. Set up key pages with branding and layout support
  4. Organize your content library and SEO tools

Especially useful for organizations ready to take control of their website and content without hiring a dev team.

Content Hub

What Makes Our Onboarding Different

Discover how our expertise, commitment to quality, and client-focused approach make us the 
trusted choice for turning your vision into reality.

01

Unlimited support calls during onboarding

02

Guided training on HubSpot’s AI features and native agents

03

Structured onboarding plan with transparent progress tracking

04

Tailored guidance based on your portal, people, and priorities

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When to Choose Onboarding

Our onboarding is a strong fit for:

  • Owner-operator businesses and lean teams

  • Companies with 3–50 employees

  • Organizations that have scaled themselves into complexity

  • Clients needing guidance on CRM adoption, but who still want to be hands-on

  • Teams exploring native AI, automation, and lifecycle reporting within HubSpot

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We work especially well with:

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Financial Services
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Startups
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SaaS
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Healthcare
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Professional Services

When Not to Choose Onboarding

If any of these sound familiar, onboarding might not be the right fit:

  • “We just want someone to build everything for us.”

  • “We don’t have time to learn this ourselves.”

  • “We’re migrating from another system and want all our workflows recreated.”

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Support Hours

Buy a flexible block of hours (10, 25, or 50) for execution support without jumping straight into implementation. Great for when you need help—but not a full overhaul.

Implementation

Custom setup with deeper integrations, automation, and architecture. Implementation is right when you want to delegate configuration entirely.

Pricing (Non-Discounted)

Here’s how our onboarding rates compare with HubSpot’s standard pricing:

HubSpot Product
Marketing Hub Pro
Sales Hub Pro
Sales Hub Enterprise
Service Hub Pro
Service Hub Enterprise
CRM Suite Pro
Content Hub Pro
$3,000
$1,500
$3,500
$1,500
$3,500
$10,000
$1,500
$3,000
$1,500
$3,500
$1,500
$3,500
$10,000
$1,500

Let’s Make HubSpot Work for You

Whether you’re just getting started or looking to reboot your CRM with intention, we’ll help you implement HubSpot the right way—so it works for your people, not against them.

Book a Consultation

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