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HubSpot
Onboarding
Your CRM should work for you, not the other way around. Our HubSpot Onboarding service is tailored to ensure your CRM implementation or restructuring aligns seamlessly with your business goals. Whether you're starting fresh or optimizing your current setup, we'll make sure HubSpot is customized to drive the results you need.
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Implementing a CRM like HubSpot is just the start. To fully unlock its potential, you need a strategic partner to guide you through setup, process optimization, and customization. Our expert team ensures your CRM not only functions but thrives, helping you automate workflows, track leads efficiently, and scale with confidence.
Who is a HubSpot Onboarding For?
This service is perfect for you if:
New to HubSpot:
We’ll help you set up and customize it to fit your business needs.
Already using HubSpot but need restructuring:
We’ll optimize and improve your current setup to align with your processes.
Or maybe you’re looking for:
How does our HubSpot Onboarding work?
Our onboarding process is divided into three key phases to ensure your CRM is perfectly aligned with your business goals.
Week 1:
Defining ObjectivesIn this phase, we clearly define your company’s specific objectives, which will guide the CRM setup. These goals need to be concrete, like “enabling the sales process” or “setting up marketing campaigns,” and should be tied to 3 specific use cases, such as “creating a pipeline” or “automating emails for leads.” We avoid broad goals like “increase sales” to maintain focus and effectiveness.
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Marketing HUB
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Sales HUB
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Service HUB
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Use Case 1
Create 2 emails and a landing page
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Use Case 2
Set up a lead form and segmentation list
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Use Case 3
Build an automated email workflow for the contact list
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Use Case 1
Install tracking code on the website
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Use Case 2
Replace current forms and CTAs with HubSpot-native ones
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Use Case 3
Create a dashboard with traffic and conversion reports
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Use Case 1
Define lead scoring system and create required contact properties
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Use Case 2
Configure lead scoring calculated property in HubSpot
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Use Case 3
Create 3 segmented lists based on lead scoring
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Use Case 1
Define lead qualification criteria and set up lead object in HubSpot
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Use Case 2
Build a lead assignment workflow to track response times and escalate leads
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Use Case 3
Report on uncontacted leads and response times
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Use Case 1
Define and build a sales pipeline
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Use Case 2
Create a 1:1 email automation for lead call scheduling
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Use Case 3
Set up tags to identify stalled deals
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Use Case 1
Set sales goals in CRM
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Use Case 2
Build a dashboard for managers and directors
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Use Case 3
Build a dashboard for sales reps
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Use Case 1
Define and create a ticket pipeline and properties
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Use Case 2
Configure escalation workflow with tasks and notifications to internal teams
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Use Case 3
Create user support report: response time, rating, and closure time
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Use Case 1
Automate a satisfaction survey
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Use Case 2
Build an NPS survey for current customers
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Use Case 3
Set up a dashboard with survey results
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Use Case 1
Create a knowledge base
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Use Case 2
Migrate FAQ articles
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Use Case 3
Report on knowledge base usage and effectiveness
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What’s an objective?
It’s a specific goal related to CRM functionalities, like “enabling the sales process” or “setting up marketing campaigns,” concrete enough to be achieved with 3 use cases.
What’s a use case?
These are the specific HubSpot functionalities that will be implemented to achieve your goal, like “creating a pipeline” or “email automation for leads.”
Weeks 2-7:
Implementation and TestingOnce objectives are set, we proceed with implementing the defined use cases. This is a detailed process, and we’ll have regular follow-up meetings to review progress. You’ll have the opportunity to get involved in some tasks if you wish, and learn how to manage your new CRM.
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Week 8:
Training and SupportThe success of a CRM relies on your team adopting the tools and finding value in using them effectively. In this phase, we offer:
Personalized Training:
Tailored sessions based on your team’s needs. All sessions are recorded for future reference.
Educational
Materials:
Links to HubSpot Academy resources or training videos on HubSpot functionalities.
Support:
Post-implementation assistance to address any issues or questions (available in Professional and Enterprise packages only).
Scopes and Prices
- For businesses and companies
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Sales
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Marketing & Marketing+
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Service
Standard | Advanced | Elite | |
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Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Historical data migration |
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Number of Objectives to Achieve | 3 | 4 | 5 |
Business Property Creation |
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Deal Pipeline |
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Meeting Links |
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Standard Quote Template* |
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Task Setup |
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1-to-1 Email Automation |
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Sales Goals and Forecast |
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Playbooks |
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Prospecting Tool |
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Invoices and Payment Links |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows |
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coded workflows also supported |
Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
Custom Objects |
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Up to 2 | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
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End User Training | 3 hours | 5 hours | 5 hours |
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$3.500 USD | $6.500 USD | $9.000 USD |
Standard | Advanced | Elite | |
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Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
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Historical data migration |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 3 | 4 | 5 |
Property Creation |
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Segmentation List |
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Blog Template* |
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Ad Account Connection |
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Social Media Account Connection |
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Task Setup |
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Landing Page Template* |
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Email Template* |
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Forms |
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CTA Creation |
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Blog Migration |
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Conversational Bot |
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Content Reuse (Content Mix) |
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Campaign Creation |
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Lead scoring |
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A/B Testing and Smart Content |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows |
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coded workflows also supported |
HubDB |
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Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
Custom Objects |
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Up to 2 | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
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End User Training | 3 hours | 5 hours | 5 hours |
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$3.500 USD | $6.500 USD | $9.000 USD |
Standard | Advanced | Elite | |
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Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Historical data migration |
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Number of Objectives to Achieve | 3 | 4 | 5 |
Ticket Property Creation |
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Ticket Pipeline |
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Meeting Links |
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Standard Knowledge Base Template* |
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Task Setup |
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1-to-1 Email Automation |
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Support Inbox Connection |
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Surveys |
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Playbooks |
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Goals |
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Conversational Bot |
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Knowledge Base Article Migration* |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Customer Portal Setup |
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Workflows |
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coded workflows also supported |
Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
Custom Objects |
|
Up to 2 | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
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End User Training | 3 hours | 5 hours | 5 hours |
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$3.500 USD | $6.500 USD | $9.000 USD |
The scopes mentioned above are a reference for what you can receive. Our team will focus solely on what makes sense to achieve the defined objectives.
*Does not include scopes outside of those described here.
*Templates will be created using HubSpot’s template library and modules.
Custom integrations are sold separately
- For businesses and companies
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 3 |
Business Property Creation |
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Deal Pipeline |
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Meeting Links |
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Standard Quote Template* |
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Task Setup |
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1-to-1 Email Automation |
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Sales Goals and Forecast |
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Playbooks |
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Prospecting Tool |
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Invoices and Payment Links |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows |
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Reports | Up to 10 Standard |
Custom Objects |
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Up to 5 Hours Post-Implementation Support** |
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End User Training | 3 hours |
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 4 |
Business Property Creation |
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Deal Pipeline |
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Meeting Links |
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Standard Quote Template* |
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Task Setup |
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1-to-1 Email Automation |
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Sales Goals and Forecast |
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Playbooks |
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Prospecting Tool |
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Invoices and Payment Links |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows |
|
Reports | Up to 10 standard or custom |
Custom Objects | Up to 2 |
Up to 5 Hours Post-Implementation Support** |
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End User Training | 5 hours |
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 5 |
Business Property Creation |
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Deal Pipeline |
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Meeting Links |
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Standard Quote Template* |
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Task Setup |
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1-to-1 Email Automation |
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Sales Goals and Forecast |
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Playbooks |
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Prospecting Tool |
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Invoices and Payment Links |
|
Historical Data Import (Excluding Data Mining) |
|
Marketplace App Installation |
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Workflows | coded workflows also supported |
Reports | up to 15 standard or custom |
Custom Objects | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
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End User Training | 5 hours |
Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 3 |
Property Creation |
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Segmentation List |
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Blog Template* |
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Ad Account Connection |
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Social Media Account Connection |
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Task Setup |
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Landing Page Template* |
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Email Template* |
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Forms |
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CTA Creation |
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Blog Migration |
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Conversational Bot |
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Content Reuse (Content Mix) |
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Campaign Creation |
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Lead scoring |
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A/B Testing and Smart Content |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows |
|
HubDB |
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Reports | Up to 10 Standard |
Custom Objects |
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Up to 5 Hours Post-Implementation Support** |
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End User Training | 3 hours |
Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
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Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 4 |
Property Creation |
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Segmentation List |
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Blog Template* |
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Ad Account Connection |
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Social Media Account Connection |
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Task Setup |
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Landing Page Template* |
|
Email Template* |
|
Forms |
|
CTA Creation |
|
Blog Migration |
|
Conversational Bot |
|
Content Reuse (Content Mix) |
|
Campaign Creation |
|
Lead scoring |
|
A/B Testing and Smart Content |
|
Historical Data Import (Excluding Data Mining) |
|
Marketplace App Installation |
|
Workflows |
|
HubDB |
|
Reports | Up to 10 standard or custom |
Custom Objects | Up to 2 |
Up to 5 Hours Post-Implementation Support** |
|
End User Training | 5 hours |
Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
|
Current Process Diagnosis and New Process Design/Optimization |
|
Number of Objectives to Achieve | 5 |
Property Creation |
|
Segmentation List |
|
Blog Template* |
|
Ad Account Connection |
|
Social Media Account Connection |
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Task Setup |
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Landing Page Template* |
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Email Template* |
|
Forms |
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CTA Creation |
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Blog Migration |
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Conversational Bot |
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Content Reuse (Content Mix) |
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Campaign Creation |
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Lead scoring |
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A/B Testing and Smart Content |
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Historical Data Import (Excluding Data Mining) |
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Marketplace App Installation |
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Workflows | coded workflows also supported |
HubDB |
|
Reports | up to 15 standard or custom |
Custom Objects | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
|
End User Training | 5 hours |
Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
Current Process Diagnosis and New Process Design/Optimization |
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Number of Objectives to Achieve | 3 |
Ticket Property Creation |
|
Ticket Pipeline |
|
Meeting Links |
|
Standard Knowledge Base Template* |
|
Task Setup |
|
1-to-1 Email Automation |
|
Support Inbox Connection |
|
Surveys |
|
Playbooks |
|
Goals |
|
Conversational Bot |
|
Knowledge Base Article Migration* |
|
Historical Data Import (Excluding Data Mining) |
|
Marketplace App Installation |
|
Customer Portal Setup |
|
Workflows |
|
Reports | Up to 10 Standard |
Custom Objects |
|
Up to 5 Hours Post-Implementation Support** |
|
End User Training | 3 hours |
Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
Current Process Diagnosis and New Process Design/Optimization |
|
Number of Objectives to Achieve | 4 |
Ticket Property Creation |
|
Ticket Pipeline |
|
Meeting Links |
|
Standard Knowledge Base Template* |
|
Task Setup |
|
1-to-1 Email Automation |
|
Support Inbox Connection |
|
Surveys |
|
Playbooks |
|
Goals |
|
Conversational Bot |
|
Knowledge Base Article Migration* |
|
Historical Data Import (Excluding Data Mining) |
|
Marketplace App Installation |
|
Customer Portal Setup |
|
Workflows |
|
Reports | Up to 10 standard or custom |
Custom Objects | Up to 2 |
Up to 5 Hours Post-Implementation Support** |
|
End User Training | 5 hours |
Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
Current Process Diagnosis and New Process Design/Optimization |
|
Number of Objectives to Achieve | 5 |
Ticket Property Creation |
|
Ticket Pipeline |
|
Meeting Links |
|
Standard Knowledge Base Template* |
|
Task Setup |
|
1-to-1 Email Automation |
|
Support Inbox Connection |
|
Surveys |
|
Playbooks |
|
Goals |
|
Conversational Bot |
|
Knowledge Base Article Migration* |
|
Historical Data Import (Excluding Data Mining) |
|
Marketplace App Installation |
|
Customer Portal Setup |
|
Workflows | coded workflows also supported |
Reports | Up to 15 standard or custom |
Custom Objects | Up to 5 |
Up to 5 Hours Post-Implementation Support** |
|
End User Training | 5 hours |
The scopes mentioned above are a reference for what you can receive. Our team will focus solely on what makes sense to achieve the defined objectives.
*Does not include scopes outside of those described here.
*Templates will be created using HubSpot’s template library and modules.
Custom integrations are sold separately
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What makes us different?
Success stories
Plans just to your needs
Essential plan
We'll help you migrate your marketing, sales, or service processes and adapt them appropriately to the HubSpot ecosystem according to your company's needs. You'll have 10 joint implementation sessions (learn-by-doing) where you'll learn firsthand how to do it.
Time: 90 days, but don't worry, your Hub will be ready to use in the first 10 business days of the project.
Professional plan
We'll help you migrate your marketing, sales, or service processes and adapt them appropriately to the HubSpot ecosystem according to your company's needs. You'll have 20 joint implementation sessions (learn-by-doing) where you'll learn firsthand how to do it.
Time: 90 days, but don't worry, your Hub will be ready to use in the first 10 business days of the project.