HubSpot Onboarding Specialists | UK Based HubSpot Onboarding Agency

HubSpot Onboarding Partner

What is HubSpot Onboarding?

Onboarding is the critical first step in your HubSpot journey—the moment where everything falls into place. It’s not just about setting up your CRM; it’s about building a system that aligns strategically and technically with your goals, training your team to use it confidently, and revolutionising how you work.

Think of HubSpot Onboarding as the launchpad for your success. A seamless implementation will lay the foundation for long-term growth, empowering you to drive lead generation, customer acquisition, and organisational efficiency.

Our best-in-class Onboarding packages cater to businesses using Starter, Professional, and Enterprise HubSpot products. With expert guidance, tailored strategies, and step-by-step support, we ensure your HubSpot setup is built to thrive from day one.

Onboarded Services

Rapid Onboarding Solutions

1

Discovery & Goal setting

We begin by working with you to understand your business, processes, and objectives. Together, we’ll define what success looks like and map out how HubSpot can support your goals.
2

The Plan

Using insights from the discovery phase, we’ll create a clear, actionable onboarding roadmap. This plan will guide you in setting up HubSpot effectively to meet your unique requirements
3

Guided Technical Setup

With our step-by-step guidance, you’ll configure your HubSpot portal, including CRM setup, importing and cleaning data, creating pipelines, and connecting essential integrations.
4

Customisation Support

We’ll show you how to customise HubSpot to suit your needs, such as building workflows, automating processes, setting up dashboards, and designing templates for emails, forms, and landing pages.
5

Team Training & Enablement

We provide hands-on training, ensuring your team understands how to use HubSpot effectively. Sessions are tailored to different roles, empowering everyone to get the most out of the platform.
6

Review & Next Steps

As onboarding concludes, we’ll review your progress, address any final questions, 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

Our HubSpot Sales Professional onboarding includes guided CRM setup, pipeline creation, deal stages, and automation workflows. We’ll teach you to configure custom reports, email templates, and train your team to optimise sales processes, empowering them to drive revenue growth effectively.

£2600

Marketing Pro

Our HubSpot Marketing Professional onboarding includes guided setup for email marketing, workflows, landing pages, and forms. We’ll help you configure campaigns, reporting dashboards, and train your team to use automation, analytics, and lead nurturing to enhance marketing performance and ROI.

£1310

Service Pro

Our HubSpot Service Hub Professional onboarding includes 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 deliver excellent customer experiences.

£8700

Pro Suite

Our HubSpot Professional Growth Suite onboarding combines Marketing, Sales, and Service hubs. We guide you through CRM setup, workflows, reporting, campaigns, and support tools. Your team gets training to integrate these hubs, streamlining processes and driving sustainable business growth.

How much does it cost?

Enterprise Onboarding Options

£3050

Sales Enterprise

Our HubSpot Sales Enterprise onboarding includes guided CRM setup, advanced pipeline creation, custom deal stages, and complex automation workflows. We’ll teach you to configure tailored reporting, manage permissions, and train your team to leverage enterprise-level tools for scalable, data-driven sales processes and revenue growth.

£6090

Marketing Enterprise

Our HubSpot Marketing Enterprise onboarding includes guided setup for advanced campaigns, automation workflows, multi-brand asset management, and account-based marketing tools. We’ll help configure custom dashboards, manage permissions, and train your team to utilise enterprise-level features, driving measurable ROI and scaling marketing performance seamlessly.

£3050

Service Enterprise

Our HubSpot Service Hub Enterprise onboarding includes guided setup for advanced ticket pipelines, automation workflows, customer feedback tools, and playbooks. We’ll show you how to configure advanced reporting, manage permissions, and train your team to deliver exceptional, scalable customer service at an enterprise level.

£14780

Enterprise Suite

Our HubSpot Enterprise Growth Suite onboarding integrates Sales, Marketing, and Service hubs. We guide you through advanced setups, workflows, and dashboards, with tailored training for your team to utilise enterprise-level tools, streamline operations, and scale your business growth with powerful, data-driven strategies.

Case studies

Success Stories

Open Study College

HubSpot Consultancy
- Education
Long-term consultancy project to transform use of HubSpot, rebuilding to be fit-for-purpose.
Up Learn

HubSpot Consultancy
- Education
Marketing Enterprise and Sales Professional Implementation for this scale-up logistics brand.
Better.co.uk

HubSpot Consultancy
- FinTech
Enhancing efficiency and visibility for CRM, Automation, Sales, Service, and Reporting.
Culture AI

HubSpot Consultancy
- Cyber
Complete rebuild of HubSpot, taking it from 'unusable' to the key growth engine in the business.

Our Partners

FAQ’s

General Information

What is included in HubSpot Onboarding?

Our HubSpot Onboarding services guide you through the entire process of setting up and customising your HubSpot portal. This includes step-by-step guidance on CRM configuration, data migration, pipeline creation, automation setup, dashboard creation, and team training. We ensure you’re fully equipped to use HubSpot effectively and confidently.

How does the Onboarding process take?

In short, it depends! Typically anywhere from 2 - 8 weeks depending on which Hubs you have subscribed to and how frequently your team are 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 empowered to manage it effectively after onboarding is complete.

We offer 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.

Which HubSpot products do you provide Onboarding for?

We provide onboarding support for all HubSpot hubs, including Starter, Professional, and Enterprise plans. Whether you’re focused on marketing, sales, customer service, or a combination, we’ll help you get the most out of your subscription

Do you offer team training as part of Onboarding?

Absolutely! Team training is a core part of our onboarding process. We deliver tailored, hands-on training to ensure your team understands how to use HubSpot tools and 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 complex. Our onboarding ensures you avoid costly mistakes, optimise your setup from the start, and have a clear understanding of how to use HubSpot effectively to drive results.

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, one-size-fits-all approach. Our onboarding services, on the other hand, are fully tailored to your business's unique needs, goals, and challenges.

We take the time to understand your processes, team structure, and objectives, ensuring your HubSpot portal is set up strategically and customised to support your specific workflows. Additionally, we guide you through the setup process, empowering you with the knowledge to manage HubSpot confidently. This personalised approach ensures long-term success and a system that’s truly built for your business.

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HubSpot Consultancy

HubSpot Implementation