HubSpot
Onboarding

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Launch HubSpot faster with onboarding packages designed for every hub and skill level.
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What is HubSpot Onboarding?

It’s so much more than just a setup - it’s key to making HubSpot work for your business. We guide you in how to everything to fit your goals, train your team to use it the right way and make sure you’re set to run HubSpot like a pro.

A strong start means more leads, better customer acquisition and smoother operations from day one.

 

Our expert-led onboarding is built for businesses using Professional and Enterprise HubSpot products. With hands-on support, tailored strategies and step-by-step guidance, we’ll help you hit the ground running. Fast.

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Onboarded Services

Rapid Onboarding Solutions

  • 1

    Discovery & Goal setting

    It starts with getting to know your business, processes, challenges and goals. Together, we’ll define what success looks like for you and map out exactly how HubSpot can help you get there.a

  • 2

    The Plan

    Using findings from the discovery phase, we’ll put together a clear, actionable roadmap, making sure HubSpot is set up to fit your specific business needs.

  • 3

    Guided Technical Setup

    With step-by-step expert guidance, you’ll configure your HubSpot portal, including CRM setup, importing and cleaning data, creating pipelines and connecting essential integrations.

  • 4

    Customisation Support

    You’ll be shown exactly how to customise HubSpot to suit your needs, build workflows, automate processes, set up dashboards and design templates for emails, forms and landing pages.

  • 5

    Team Training & Enablement

    A full hands-on training will be provided to ensure your team understands how to use HubSpot effectively. Sessions are personalised to different roles, to make sure everyone gets the most from the platform.

  • 6

    Review & Next Steps

    As onboarding concludes, we’ll review your progress, address any final concerns and provide recommendations for ongoing optimisation. You’ll leave fully equipped to manage HubSpot confidently.

How much does it cost?

Professional Onboarding Options

£1310

Sales Pro

Close deals faster with a sales system onboarding built for growth. Get hands-on expert guidance to set up your CRM, build pipelines, deal stages and automation workflows. We’ll teach you to configure custom reports, email templates and train your team to optimise sales processes to drive growth.

£2600

Marketing Pro

Drive more leads and maximise ROI with Marketing Pro onboarding. You’ll get a guided setup for email marketing, workflows, landing pages and forms. We’ll also help you configure campaigns, reporting dashboards and train your team to use automation, analytics and lead nurturing to improve performance.

£1310

Service Pro

Deliver top-level client experience with Service Pro onboarding. A guided setup for ticket pipelines, automation workflows, knowledge bases and customer feedback tools. We’ll show you how to configure dashboards, streamline support processes and train your team to improve efficiency and customer service.

£8700

Pro Suite

Scale quicker and easier with HubSpot Professional Growth Suite onboarding which connects your Marketing, Sales and Service hubs. We guide you through CRM setup, workflows, reporting, campaigns and support tools. We’ll train your team to integrate every hub, so you can streamline operations and drive sustainable business growth right away.

How much does it cost?

Enterprise Onboarding Options

£3050

Sales Enterprise

Set your sales team up for success with enterprise-level tools to close bigger deals, faster. Get guided onboarding for CRM setup, advanced pipeline creation, custom deal stages and complex automation workflows. We’ll also help you configure tailored reporting, manage permissions and train your team to streamline processes, automate tasks and make data driven decisions.

£6090

Marketing Enterprise

Drive higher ROI with HubSpot’s most powerful tools. We’ll guide you through setting up advanced campaigns, automation flows, multi-brand asset management and account-based marketing, so everything runs the way it should from day one. You’ll get full support to configure custom dashboards, manage permissions and make sure your team knows exactly how to use HubSpot’s premium features.

£3050

Service Enterprise

Deliver faster, smarter support with Service Hub Enterprise onboarding. Get guided setup for advanced ticket pipelines, automation workflows, feedback tools and playbooks. We’ll help you set up advanced reporting, manage permissions and train your team to handle customer needs with ease.

£14780

Enterprise Suite

Connect your Sales, Marketing and Service hubs with HubSpot’s Enterprise Growth Suite onboarding. We’ll guide you through advanced setups, workflows and dashboards. Plus personalised training to help your team leverage enterprise tools, automate processes and create a system that drives efficiency and long-term growth.
Case Studies
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Our Track Record

SMEs we've helped achieve HubSpot excellence

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culture ai
VerifyMy
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longwall-security
Blackbridge
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VCC
ebuyer
Up Learn
Panaz
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norton-loxley
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myzone
Case Study Logo - Radcliffe and Co-1
Logo - CUSP White
Logo - Bike Shed White
Logo - White Verse One-1
logoicon
culture ai
VerifyMy
OSC-white
longwall-security
Blackbridge
Logo - Crest Leather
VCC
ebuyer
Up Learn
Panaz
Logo Case Study - Security Blue Team-2
Albion-Legal-White
norton-loxley
Logo - White Unitas
myzone
Case Study Logo - Radcliffe and Co-1
Logo - CUSP White
Logo - Bike Shed White

FAQ’s

General Information

What is included in HubSpot Onboarding?
HubSpot Onboarding gives you everything you need to set up and customise your portal. You get step-by-step expert guidance on CRM configuration, data migration, pipeline creation, automation and dashboard creation. Plus full personalised team training so you can start using HubSpot with confidence.

How long does the Onboarding process take?
It depends! Typically anywhere from 2-8 weeks depending on which Hubs you have subscribed to and how frequently your team is able to meet with us.

Do you setup our portal with Onboarding?

No, our onboarding is guided, meaning we teach and support you in setting up your HubSpot portal yourself. This approach ensures you fully understand the system and are confident to manage it yourself after onboarding is complete.

We offer HubSpot Implementation services which are completely done-for-you, but Onboarding is the more cost-effective route if you are confident your team can build things out once shown how. For more information view our HubSpot Onboarding Checklist.

Which HubSpot products do you provide Onboarding for?
We provide onboarding support for all HubSpot hubs, across Starter, Professional, and Enterprise plans. Whether you’re using one hub or the full suite, we’ll help you get the most out of your subscription. Find out more about the free vs paid HubSpot options.

Do you offer team training as part of Onboarding?
Absolutely! Team training is a core part of the onboarding process. We deliver fully personalised, hands-on training to ensure your team understands how to use HubSpot tools and HubSpot workflows effectively, no matter their role.

Do we need Onboarding if HubSpot is user-friendly?

While HubSpot is intuitive, setting it up strategically and aligning it with your business goals can be somewhat complex. Onboarding helps you avoid costly mistakes, optimise the setup from the start and have a clear understanding of how to use HubSpot to start seeing results faster.

How are you Onboarding services different to HubSpot's?

While HubSpot’s onboarding services are great for learning the basics, they follow a more standardised approach. Ours is built around your business, goals and challenges. We go way deeper - customising your setup, aligning it with your workflows and making sure your team knows exactly how to use it. Instead of showing you where things are, we help you build a system that fits your business from day one.

What are you waiting for?
Get in touch.

Over 170 successful HubSpot projects delivered for ambitious businesses like yours.
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