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Trazado 1722
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Do you want to be part of our team?

 

Partner of the year HubSpot

 

 

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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.

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 can help you!

New to HubSpot:

We’ll help you set up and customize it to fit your business needs.

Optimize your current HubSpot's set up!

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:

Ongoing HubSpot Support
HubSpot Integrations

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.

1 2 3
1

Week 1:

Defining Objectives

In 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.

  • HubSpot's Marketing HUB Marketing HUB
  • HubSpot's Sales HUB Sales HUB
  • HubSpot's Service HUB Service HUB
Sample objectives
Create digital assets for the first marketing campaign
Connect and track detailed website performance
Build a lead scoring system to segment the database
Emails and landing page creation Emails and landing page creation

Use Case 1

Create 2 emails and a landing page

Set up a lead form Set up a lead form

Use Case 2

Set up a lead form and segmentation list

Automated email workflow Automated email workflow

Use Case 3

Build an automated email workflow for the contact list

Install tracking code on the website Install tracking code on the website

Use Case 1

Install tracking code on the website

HubSpot Forms and CTAs HubSpot Forms and CTAs

Use Case 2

Replace current forms and CTAs with HubSpot-native ones

Traffic and conversion reports Traffic and conversion reports

Use Case 3

Create a dashboard with traffic and conversion reports

Lead scoring system Lead scoring system

Use Case 1

Define lead scoring system and create required contact properties

Calculated properties Calculated properties

Use Case 2

Configure lead scoring calculated property in HubSpot

Lists based on lead scoring en_marketing-hub-mobile_3_3

Use Case 3

Create 3 segmented lists based on lead scoring

Sample objectives
Create a lead assignment workflow with escalation for uncontacted leads
Automate follow-up for new leads to support the sales process
Track detailed sales process and performance
Lead qualification Lead qualification

Use Case 1

Define lead qualification criteria and set up lead object in HubSpot

Lead assignment workflow Lead assignment workflow

Use Case 2

Build a lead assignment workflow to track response times and escalate leads

Report on uncontacted leads en_sales-hub-mobile_1_3

Use Case 3

Report on uncontacted leads and response times

Sales pipeline Sales pipeline

Use Case 1

Define and build a sales pipeline

1:1 email automation 1:1 email automation

Use Case 2

Create a 1:1 email automation for lead call scheduling

Deal's tags Deal's tags

Use Case 3

Set up tags to identify stalled deals

Sales goals Sales goals

Use Case 1

Set sales goals in CRM

Sales dashboard for managers Sales dashboard for managers

Use Case 2

Build a dashboard for managers and directors

Dashboard for sales reps Dashboard for sales reps

Use Case 3

Build a dashboard for sales reps

Sample objectives
Capture and manage tickets with internal team escalations
Capture and measure customer feedback
Enable a self-service system
Ticket pipeline Ticket pipeline

Use Case 1

Define and create a ticket pipeline and properties

Notifications workflows for internal teams Notifications workflows for internal teams

Use Case 2

Configure escalation workflow with tasks and notifications to internal teams

User support dashboard User support dashboard

Use Case 3

Create user support report: response time, rating, and closure time

Automate a satisfaction survey Automate a satisfaction survey

Use Case 1

Automate a satisfaction survey

Build an NPS survey for current customers Build an NPS survey for current customers

Use Case 2

Build an NPS survey for current customers

Set up a dashboard with survey results Set up a dashboard with survey results

Use Case 3

Set up a dashboard with survey results

Create a knowledge base Create a knowledge base

Use Case 1

Create a knowledge base

Migrate FAQ articles Migrate FAQ articles

Use Case 2

Migrate FAQ articles

Report on knowledge base usage and effectiveness Report on knowledge base usage and effectiveness

Use Case 3

Report on knowledge base usage and effectiveness

+
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.”

2

Weeks 2-7:

Implementation and Testing

Once 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.

Planning
Implementation

Let’s Talk

3

Week 8:

Training and Support

The 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

Personalized Training:

Tailored sessions based on your team’s needs. All sessions are recorded for future reference.

Educational Materials

Educational
Materials:

Links to HubSpot Academy resources or training videos on HubSpot functionalities.

Support

Support:

Post-implementation assistance to address any issues or questions (available in Professional and Enterprise packages only).

Once the service ends, we can continue to support you with Ongoing HubSpot assistance. View our plans! View Plans

Scopes and Prices

  • For businesses and companies
  • Service HUB Sales
  • Marketing HUB Marketing & Marketing+
  • Service HUB Service
Standard Advanced Elite
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 3 4 5
Business Property Creation
Deal Pipeline
Meeting Links
Standard Quote Template*
Task Setup
1-to-1 Email Automation
Sales Goals and Forecast
Playbooks
Prospecting Tool
Invoices and Payment Links
Historical Data Import (Excluding Data Mining)
Marketplace App Installation
Workflows 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**
End User Training 3 hours 5 hours 5 hours
Price $3.500 USD $6.500 USD $9.000 USD
Standard Advanced Elite
Initial Setup: Contact and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 3 4 5
Property Creation
Segmentation List
Blog Template*
Ad Account Connection
Social Media Account Connection
Task Setup
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 coded workflows also supported
HubDB
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**
End User Training 3 hours 5 hours 5 hours
Price $3.500 USD $6.500 USD $9.000 USD
Standard Advanced Elite
Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 3 4 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 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**
End User Training 3 hours 5 hours 5 hours
Price $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

 

Explore our Custom API integrations here

  • For businesses and companies
Standard Advanced Elite
Standard
icon send Price
$3.500 USD
Let’s Talk
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 3
Business Property Creation
Deal Pipeline
Meeting Links
Standard Quote Template*
Task Setup
1-to-1 Email Automation
Sales Goals and Forecast
Playbooks
Prospecting Tool
Invoices and Payment Links
Historical Data Import (Excluding Data Mining)
Marketplace App Installation
Workflows
Reports Up to 10 Standard
Custom Objects
Up to 5 Hours Post-Implementation Support**
End User Training 3 hours
Advanced
icon send Price
$6.500 USD
Let’s Talk
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 4
Business Property Creation
Deal Pipeline
Meeting Links
Standard Quote Template*
Task Setup
1-to-1 Email Automation
Sales Goals and Forecast
Playbooks
Prospecting Tool
Invoices and Payment Links
Historical Data Import (Excluding Data Mining)
Marketplace App Installation
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
Elite
icon send Price
$9.000 USD
Let’s Talk
Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 5
Business Property Creation
Deal Pipeline
Meeting Links
Standard Quote Template*
Task Setup
1-to-1 Email Automation
Sales Goals and Forecast
Playbooks
Prospecting Tool
Invoices and Payment Links
Historical Data Import (Excluding Data Mining)
Marketplace App Installation
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
Standard Advanced Elite
Standard
icon send Price
$3.500 USD
Let’s Talk
Initial Setup: Contact and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 3
Property Creation
Segmentation List
Blog Template*
Ad Account Connection
Social Media Account Connection
Task Setup
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
Custom Objects
Up to 5 Hours Post-Implementation Support**
End User Training 3 hours
Advanced
icon send Price
$6.500 USD
Let’s Talk
Initial Setup: Contact and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
Number of Objectives to Achieve 4
Property Creation
Segmentation List
Blog Template*
Ad Account Connection
Social Media Account Connection
Task Setup
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
Elite
icon send Price
$9.000 USD
Let’s Talk
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
Task Setup
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 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
Standard Advanced Elite
Standard
icon send Price
$3.500USD
Let’s Talk
Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions
Current Process Diagnosis and New Process Design/Optimization
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
Advanced
icon send Price
$6.500USD
Let’s Talk
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
Elite
icon send Price
$9.000USD
Let’s Talk
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

 

Explore our Custom API integrations here

 

 

Let's talk!
We work with agile methodologies to ensure the process is straightforward and efficient.
 
I need a HubSpot Onboarding

What makes us different?

Aspect
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Onboarding offered by HubSpot
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Other Partners
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Triario
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training

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.

Talk to sales

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.

Talk to sales