HubSpot onboarding
HubSpot, set up right the first time.
We build your portal around how you actually sell: clean objects, pipelines and lifecycle stages, with reporting from day one and a team that knows how to use it.
Book a call →30 minutes · No obligation
Who it is for
Starting fresh or starting over.
New to HubSpotYou have bought HubSpot and want it set up properly before bad habits set in.
Stalled rolloutYou started onboarding but adoption stalled and the setup does not match your process.
Scaling teamYou are adding reps, regions or products and the original setup no longer fits.
What is included
Everything a working portal needs.
Scoped to your hubs and your motion. Nothing generic.
- ✓Objects, properties and associations
- ✓Deal and ticket pipelines with clear stage definitions
- ✓Lifecycle stages and lead status
- ✓Lead routing and assignment
- ✓Forms, email and tracking setup
- ✓Dashboards for sales, marketing and leadership
You also get
- ✓A written process doc for each team
- ✓Role-based training sessions
- ✓User permissions and governance rules
- ✓A 30-day post-launch review
The plan
From kickoff to live.
A typical onboarding runs in four stages.
1Stage 1
DiscoveryWe map your funnel, team and tools and define your stages.2Stage 2
BuildWe configure the portal and import clean data.3Stage 3
TestYour team runs real scenarios before launch.4Stage 4
Launch and trainWe go live, train each role and review after 30 days.FAQ
Onboarding, answered.
How long does onboarding take?
It depends on your hubs, data and team size. We agree a plan after the discovery call, once we know your scope.
Do you import our existing data?
Yes. We clean and deduplicate it first, so you start with data you trust.
Will our team be trained?
Yes. Training is part of every onboarding, by role, with process docs your team keeps.
Onboarding
Start HubSpot on the right foot.
30 minutes. Tell us about your team and we will outline the setup we would build.
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