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HubSpot Onboarding

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Our Proven HubSpot Methodology

Setting businesses up for success from the very start.

Our HubSpot Onboarding Program is built to establish a clean, scalable foundation that aligns your CRM, marketing, sales, and service tools from day one. We focus on smart setup, clear data structure, and real-world workflows so your team can actually use HubSpot effectively—not just log into it. The result is a system that supports growth, adoption, and measurable results from the very beginning.

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Pricing

Basic Onboarding

For brand new, small teams.

  • Portal Setup
  • Users & Permissions
  • Contact/company property setup
  • Pipeline creation
  • Forms & lists
  • 2 core workflows
  • 2 two-hour customized training sessions

$2,500

Buy Basic Onboarding

Growth Onboarding

For companies serious about using HubSpot properly.

  • Everything in Basic Onboarding
  • Data import & cleanup
  • Lifecycle stage & lead status mapping
  • 6 core workflows
  • Email templates & sequences
  • Reporting dashboards
  • Sales pipeline automation
  • 4 two-hour customized training sessions
  • 30 days of post-launch support

$5,500

Buy Growth Onboarding

Pro Onboarding

For teams that want HubSpot to run like a machine from day one.

  • Everything in Basic and Growth Onboarding
  • Full data architecture planning
  • Advanced automation strategy
  • Lead scoring
  • Marketing & Sales alignment setup
  • Integration setup (Zapier, forms, CRM, etc.)
  • Custom reporting suite
  • SOP documentation
  • 60 days of post-launch support

$9,000

Buy Pro Onboarding

 

Our HubSpot Onboarding Philosophy

 

Built With You, Not Just For You

We don’t disappear behind a project plan and hand you a finished portal. Our onboarding process is highly collaborative, with live working sessions that walk your team through decisions, setup, and strategy in real time. Every session is recorded, shared with your entire team, and designed to build confidence — not dependency — so everyone understands how and why your HubSpot is built the way it is.

HubSpot Onboarding Plan
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Documented, Repeatable, and Scalable

Great systems don’t live only in someone’s head. Every onboarding includes clear documentation and SOPs that explain how your HubSpot works, how automations behave, and how to maintain the system moving forward. Each team member also receives copies of our HubSpot 28 Day Onboarding Challenge and the HubSpot Rapid Delivery Blueprint, giving you proven frameworks you can reference long after onboarding is complete.

Efficient Handovers, Real Support

We believe onboarding should feel supportive, not transactional. Throughout your onboarding, we stay accessible, proactive, and flexible — often jumping in to help solve adjacent HubSpot challenges without nickel-and-diming every small request. Our goal is a smooth handover where your team feels empowered, supported, and ready to use HubSpot effectively from day one.

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FAQs

HubSpot Onboarding FAQs

We know choosing the right HubSpot onboarding partner comes with important questions. Below are answers to the most common things teams ask before getting started.

Most onboarding projects take between 30–90 days, depending on the package and the complexity of your portal, data, and integrations. We focus on moving efficiently without cutting corners.

 

Yes. All live training sessions are recorded and shared, and we encourage multiple team members to attend. This ensures consistent understanding across sales, marketing, and operations.

 

Absolutely. We provide SOPs, process documentation, and recorded sessions so your team always has a reference for how your HubSpot is structured and maintained.

 

We’re intentionally flexible during onboarding and often assist with related needs without strict line-item billing. For ongoing support, we offer monthly HubSpot Administration plans that pick up seamlessly after onboarding.

 

Yes. Many clients come to us with partial setups or legacy data. We specialize in cleaning, restructuring, and aligning HubSpot so it works properly — even if it’s been misused in the past.

 

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