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HubSpot Onboarding & Implementation

HubSpot packs a punch. The secret to success with the platform is configuring its myriad functionalities to your business, your team, and your customers, fast.

Together, we'll ensure that your HubSpot onboarding and implementation reflects the unique nature of your business and supports your short and long-term goals from day one.

Unlimited helped us implement HubSpot and integrate it with our diverse marketing tool stack. We are delighted with the service and support we got [...] and highly recommend them.

HubSpot Partner Onboarding Done Right

01

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.

02

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.

03

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.

04

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.

HubSpot Onboarding - Proposed Timeline

Weeks

Live Sessions

Async Work

Data Import and Migration

CRM Enablement

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Week 9

Week 10

Week 11

Week 12

Week 13

Week 14

Week 15

Week 16

Week 17

Project Kickoff

Training Session 1: HubSpot Orientation & Setup

Training Session 2: Data Discovery 1

Training Session 3: Data Discovery 2

Training Session 4: Contacts capture and management

Training Session 5: Marketing tools & automation

Training Session 6: Content & SEO

Training Session 7: Sales Tools & Automation

Training Session 8: Reports & Analytics

Training Session 9: Sales Hub Reports & Analytics

Training Session 10: TBD

Training Session 11: TBD

Training Session 12: TBD

Training Session 13: TBD

Training Session 13: Review & Prep for Full-team Training

Training Session 15: Full-Team Marketing Hub Training

Training Session 16: Full-Team Sales Hub Training

Section 1: HubSpot Orientation & Setup

Data work 1

Data work 2

Section 2: Contacts capture and management

Section 3: 
Marketing tools & automation

Section 4: Content & SEO

Section 5: Sales Tools & Automation

Section 6: Reports & Analytics

TBD

TBD

TBD

TBD

TBD

Review the Handbook to prepare for the Marketing Hub team training

Review the Handbook to prepare for the Sales Hub team training

TBD - depends on progress made in Data Discovery sessions


TBD - depends on progress made in Data Discovery sessions

Bank of time to be used for building out workflows and other work


Bank of time to be used for building out workflows and other work

Choose Your HubSpot Onboarding Plan

From one-on-one working sessions and continued technical consulting to support with integrations, data migrations, and analytics, we'll help you turn HubSpot into a powerful growth engine for your business.

Marketing Hub

  • Plan Feature Strategic kickoff session
  • Plan Feature One-on-one working sessions on technical setup, configuration, and HubSpot training
  • Plan Feature Ongoing technical consulting
  • Plan Feature Single point of contact for all your questions

Starting at $2,950

Sales Hub

  • Plan Feature Strategic kickoff session
  • Plan Feature One-on-one working sessions on technical setup, configuration, and HubSpot training
  • Plan Feature Ongoing technical consulting
  • Plan Feature Single point of contact for all your questions

Starting at $2,950

Service Hub

  • Plan Feature Strategic kickoff session
  • Plan Feature One-on-one working sessions on technical setup, configuration, and HubSpot training
  • Plan Feature Ongoing technical consulting
  • Plan Feature Single point of contact for all your questions

Starting at $2,950

Speak to an Onboarding Specialist

Join the Hubmasters Community

HUB masters

Education

Daily Group Working Sessions

Pick the brains of real HubSpot experts about Hubs enablement, integrations, automation, sales and marketing process optimization, and more.

Networking

Private Online Community

Join an exclusive community of revenue and marketing professionals like you who use HubSpot to excel in their daily work and careers.

Support

Ongoing Technical Consulting

Get technical support and expertise from our team when and as you need it to continually upgrade your skills and optimize your HubSpot processes.

Learn More About Hubmasters

Explore More CRM & HubSpot Solutions

HubSpot Support

CRM Migrations

CRM Integrations

Diamond Partner Badge

We Take HubSpot Further

As a certified HubSpot solutions partner, we've helped clients across multiple industries build innovative solutions on the HubSpot platform, align marketing and sales, launch high-performance websites and boost growth. Want in?