HubSpot Onboarding
& Setup

Discover

No two businesses are the same. No two onboardings should be the same, either. 

That's why we'll start your HubSpot onboarding process with a strategic kick-off session. We'll ask lots of questions to better understand your business goals, what you're trying to achieve, and any challenges you're facing.

Configure

Once we’re all aligned, we’ll tailor the onboarding process to your needs. We’ll help you configure the Hub(s) you’ll be using in a series of one-on-one live working sessions with a dedicated HubSpot expert.

During these one-hour sessions, you’ll get all the technical support you need to set up HubSpot strategically and efficiently and connect any required integrations.

We’ll be with you every step of the way to answer any questions and provide clear guidelines, tasks, and milestones. We’ll work with you until your Hub(s) are fully set up and everyone on your team has clarity and confidence.

Learn

Supercharge your experience by combining the Hubmasters with your onboarding. It weaves together everything we've learned since starting with HubSpot in 2014.

You'll get daily working sessions, access to a private online community for revenue professionals, and ongoing support from our team.

We designed Hubmasters to enable you to hone the skills you developed during the onboarding, ask questions, receive expert advice, and continually improve your HubSpot processes for maximum efficiency.

Monitor

Our work doesn't stop with onboarding. After you're all set up, we'll continue to monitor how your Hubs are performing using custom reporting and real-time analytics. 

We'll help you make sense of all that data and how it fits into your business. At the end of the process, you'll be able to leverage the actionable insights to fine-tune your business processes for continued growth.

This is what data-driven consultancy is all about.