HubSpot Onboarding done differently.
We’ve been using HubSpot since 2014, so take advantage of our many years in the field with our guided HubSpot onboarding program.
Our clients all agree that our HubSpot onboarding process is not your run-of-the-mill, cookie-cutter operation. No two onboardings are the same because no two businesses are the same. The focus of our HubSpot onboardings surrounds you and your business’ needs.
These are some of the ways we have positively impacted and assisted our clients during this process and these are what you would experience as our client.
A strategic consulting session
A consulting-focused kickoff to make sure we’re all aligned and can hit the ground running.
One-on-one live working sessions
One-hour working sessions with a true HubSpot expert, to help you set up HubSpot strategically and efficiently. Includes technical consultations to help you set up HubSpot and integrations properly.
We teach in context
This means that we evaluate your business needs for the Hub(s) you will be utilizing and we tailor your onboarding to suit your specific needs. Basically, we don’t teach you what HubSpot should do, we teach you what you could do with HubSpot.
Communication & Responsiveness
Anyone that has ever led, overseen, or taken part in a project understands the importance of effective and responsive communication. The onboarding process is no different as we strive for daily communication with our clients to ensure that the project runs smoothly.
Clear Guidelines
When you partner with us, you will have clear guidelines, clear tasks, and clear milestones that will be critical to the success of your project. We’ll work with you to make sure you and your team fully understand the project and what is required of you. You won’t be left in the dark.
We will provide clarity where it is needed and brevity when time is short.
Change Management
Whenever a new program is introduced into a team or business, it’s not always met with open arms. At times there is apprehension in learning a new system and migrating crucial data, so we will work with you to get your team on board with HubSpot and to make sure they have all the tools they need to be successful.
Included in your onboarding
The HubMasters Program
Our HubMasters Program is designed to supplement your onboarding experience AND support you after your onboarding has concluded. It consists of:
Daily group working sessions: These sessions are run by experts in the field and are focused on HubSpot Hubs enablement, integrations, automation, and sales & marketing process optimization.
Community: You will have access to a dedicated and private online group with a community of marketing professionals.
Support: You'll receive support from our team during our working sessions and in the community. You are not alone.
Here's what you can expect from our Program:
Hone in on and improve the skills that were developed during the duration of the Onboarding.
Bring in your questions and receive expert guidance and advice.
Improve processes developed by you and your team to ensure that you are working at maximum efficiency.
Continue to reinforce common language between your team.
Bring in your questions and receive expert guidance and advice.
Improve processes developed by you and your team to ensure that you are working at maximum efficiency.
Continue to reinforce common language between your team.
Here are some examples from actual sessions:
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You're building a complex workflow and need help optimizing it.
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You need help creating custom properties.
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You find that an integration is not working the way you had intended.
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Your sales team is not using Sales Hub properly.
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You need advice on getting the most out of HubSpot.
Gain from our experience
We balance both active working sessions as well as customized technical consulting to focus on integrations, migrations, and analytics to support and develop your sales & marketing teams.
Marketing Professional Hub
Starting at $2,950A strategic kickoff to make sure we’re aligned and support you in the most meaningful way.
One-on-one working sessions, focusing on technical setup and configuration and HubSpot training. With each session, you will gain more clarity and move towards your goals.
Technical expertise: Throughout your onboarding, we will advise and work with your team to make sure your HubSpot is strategically and technically configured in the best way and that your data is set up properly.
A single point of contact: When working with us, you will always have a single point of contact, who partners with you to understand your perspective, goals, and needs.
HubSpot Sales Hub
Starting at $2,500A strategic kickoff to make sure we’re aligned and support you in the most meaningful way.
One-on-one working sessions, focusing on technical setup and configuration and HubSpot training. With each session, you will gain more clarity and move towards your goals.
Technical expertise: Throughout your onboarding, we will advise and work with your team to make sure your HubSpot is strategically and technically configured in the best way and that your data is set up properly.
A single point of contact: When working with us, you will always have a single point of contact, who partners with you to understand your perspective, goals, and needs.
Service Hub
Starting at $1,500A strategic kickoff to make sure we’re aligned and support you in the most meaningful way.
One-on-one working sessions, focusing on technical setup and configuration and HubSpot training. With each session, you will gain more clarity and move towards your goals.
Technical expertise: Throughout your onboarding, we will advise and work with your team to make sure your HubSpot is strategically and technically configured in the best way and that your data is set up properly.
A single point of contact: When working with us, you will always have a single point of contact, who partners with you to understand your perspective, goals, and needs.
What our clients say...
"Creative Problem Solving, Excellent Service"
Jennifer Posti, Marketing Manager
"Unlimited Tech Solutions is a knowledgeable and effective team to work with. They thought outside the box to find a solution for our HubSpot integration needs and were able to work with the various platforms that our company is currently on to leverage the marketing tools in HubSpot. They went above and beyond to assist us with getting to know HubSpot tools better, configuring third-party platform integrations, and establishing data workflows to leverage detailed reports out of HubSpot."
"Knowledgable, Professional, and Caring"
Vahagn Sarksyan, Sr. Director, Acquisition
"UTS helped us implement HubSpot and integrate it with our diverse marketing tool stack. During the onboarding process, Corne & the team leveraged their solid knowledge of HubSpot to fulfill all our team's requests around building complex and multi-dimensional reports in HubSpot. We are delighted with the service & support we got from UTS, and we highly recommend them."
"Everything you need in one neat package!"
Pam Gunther, Owner & CEO
"We have been working with Unlimited Tech Solutions for several months and have generally found them to be very knowledgeable, patient and supportive. Their services are enabling us to scale our small business for growth in a way that is sensitive to our budget and abilities. Tom and his team are highly skilled to listen to our concerns and needs, provide solutions and alternatives and are there, with us, every step of the way."
"Organized, knowledgeable, and friendly!
Kat Jovey, Customer Success
The team at Unlimted Tech Solutions were wonderful with our CRM migration and training. They went above and beyond to help us make sure we had clean data, they were also friendly and punctual on calls and they even make us a training deck and best practices document to help get our team onboarded in the smoothest fashion. They were super organized with Asana and really clear at communicating our "homework" each week to make the transition seamless. Highly recommend hiring them! They won't disappoint.
What will success look like for you?
- You start your day and can quickly review how your numbers are performing, what needs attention, and which levers to pull.
- You can plan strategically and make fact-based decisions through actionable, easy-to-access HubSpot-based data.
- You have control of your various sales & marketing tools, and your team understands how they work together.
- You can produce meaningful reports that paint a clear picture of all the marketing efforts you've been working on.
- Your team speaks the same language, is motivated, and works together to achieve the same goals.
- HubSpot is customized for your business, not the other way around.