HubSpot Onboarding
Expert guidance through your initial HubSpot setup and configuration
Get Started Right with HubSpot
The first 90 days with HubSpot are critical. Our onboarding service ensures you build a solid foundation that aligns with your business goals and sets you up for long-term success.
We'll guide you through the initial setup, configuration, and training to ensure your team can hit the ground running with HubSpot's powerful tools.
Our Onboarding Process
1. Discovery & Planning
We start by understanding your business goals, processes, and requirements to create a tailored onboarding plan.
2. Account Setup & Configuration
We'll set up your HubSpot portal, configure user permissions, and establish the basic infrastructure for your teams.
3. Data Migration & Integration
We'll help you migrate essential data from your existing systems and integrate HubSpot with your tech stack.
4. Training & Knowledge Transfer
We'll train your team on HubSpot's features and provide documentation to ensure everyone can use the platform effectively.
5. Launch & Optimization
We'll help you go live with HubSpot and provide initial optimization to ensure you're getting the most value from day one.
What's Included
Portal Setup & Configuration
Complete setup of your HubSpot portal with proper settings and configurations.
User Management
Creation of user accounts with appropriate permissions and access levels.
Basic Property Setup
Configuration of essential contact, company, and deal properties.
Pipeline Configuration
Setup of sales pipelines and deal stages aligned with your sales process.
Initial Data Migration
Migration of essential contacts, companies, and deals from your existing systems.
Team Training
Basic training sessions to get your team comfortable with HubSpot's core features.
Ready to Get Started with HubSpot?
Our HubSpot onboarding service will help you build a solid foundation for your revenue operations and ensure you get the most value from your investment.