Hubspot Onboarding

SERVICES

Hubspot Onboarding

Do you know how to get the most out of HubSpot? Our experts do. We’ll get you set up for success with a seamless onboarding service.

onboarding-1

Your HubSpot
onboarding partner

HubSpot is an incredible platform, but only if you’re using it correctly.

If your team lacks the technical know-how to leverage the most out of HubSpot, we’re here to fill in the gaps. Our comprehensive onboarding service is tailor-made for your business, ensuring you get maximum results with minimum hassle.

Just starting out on your HubSpot journey? As your HubSpot onboarding agency, we’ll guide you through every step. Aiming to optimise your current setup? Our experts drill down into the details to deliver a flawless experience.

onboarding-partner

What is HubSpot onboarding?

HubSpot onboarding is a combination of
implementation support, training and guidance designed to help businesses get the most value from their investment in HubSpot.

Onboarding Options

We offer two different onboarding options which are available across all of the HubSpot Hubs. Onboarding packages can be all guided or all hands on or a combination of the two.

A customised and integrated HubSpot platform will uplift business productivity and kickstart growth across all areas of your organisation.

OPTION ONE

Guided Onboarding

A guided approach where we show you how HubSpot works and you implement it.

A dedicated onboarding manager will issue an onboarding plan for you to work through over a period of 6 - 8 weeks. Every two weeks they will show you different areas of HubSpot and will suggest which areas your teams should focus on in order to get the best value from HubSpot.

OPTION ONE

Hands On Onboarding

A hands on approach where we show you how HubSpot works and implement it with you.

A dedicated onboarding manager will issue an onboarding plan for you to work on together over a 90 day period. They will show you how to use HubSpot but will also assist with the implementation of HubSpot.

Tailoring your onboarding

Once you know what onboarding option you want to take, the next step is to match onboarding to the HubSpot products you are purchasing.

Quattro-HubSpot-Advanced-Implementation-Certified

Onboarding Pricing

We offer HubSpot onboarding packages to support all Pro and Enterprise level HubSpot products.

Marketing Hub
Marketing Hub Pro
Marketing Hub Enterprise
Guided Onboarding
(exVAT)

£2,600

£6,090

Hands On Onboarding
(exVAT)

£3,973

£9,897

Sales Hub
Sales Hub Pro
Sales Hub Enterprise

£1,310

£3,050

£3,379

£6,248

Service Hub
Service Hub Pro
Service Hub Enterprise

£1,310

£3,050

£3,379

£6,248

Content Hub
Content Hub Pro
Content Hub Enterprise

£1,310

£1,740

£3,973

£14,347

Platform (all Hubs)
Platform Hub Pro
Platform Hub Enterprise

£8,700

£14,780

£16,535

£37,920

Marketing Hub
Marketing Hub Pro
Guided Onboarding
(exVAT)

£2,600

Hands On Onboarding
(exVAT)

£3,973

Marketing Hub Enterprise
Guided Onboarding
(exVAT)

£6,090

Hands On Onboarding
(exVAT)

£9,897

Sales Hub
Sales Hub Pro
Guided Onboarding
(exVAT)

£1,310

Hands On Onboarding
(exVAT)

£3,379

Sales Hub Enterprise
Guided Onboarding
(exVAT)

£3,050

Hands On Onboarding
(exVAT)

£6,248

Service Hub
Service Hub Pro
Guided Onboarding
(exVAT)

£1,310

Hands On Onboarding
(exVAT)

£3,379

Service Hub Enterprise
Guided Onboarding
(exVAT)

£3,050

Hands On Onboarding
(exVAT)

£6,248

Content Hub
Content Hub Pro
Guided Onboarding
(exVAT)

£1,310

Hands On Onboarding
(exVAT)

£3,973

Content Hub Enterprise
Guided Onboarding
(exVAT)

£1,740

Hands On Onboarding
(exVAT)

£14,347

Platform (all Hubs)
Platform Hub Pro
Guided Onboarding
(exVAT)

£8,700

Hands On Onboarding
(exVAT)

£16,535

Platform Hub Enterprise
Guided Onboarding
(exVAT)

£14,780

Hands On Onboarding
(exVAT)

£37,920

Complete the form to book an onboarding needs assessment

To help specify an onboarding plan that matches your HubSpot subscription and the time and resources available within your team, book an onboarding assessment

  • Strategic advice on the best plan to support your HubSpot subscription
  • Guidance selecting the best onboarding option
  • Detailed insights into the onboarding process and how it is delivered
  • Custom pricing options 

Book a Demo today for a tour of HubSpot CRM customised specifically for manufacturing companies today.

Why you need HubSpot onboarding

Working with a HubSpot onboarding solution partner will ensure a smooth, strategic, and effective onboarding experience. Tap into our expertise to gain insights, best practices, and proven strategies that only experience can deliver.

You’ll get an efficient and scalable setup. Our experts know the fastest way to configure and customise HubSpot, avoiding any costly mistakes. And you can rest assured that you’re using HubSpot to its full potential, getting the max out of your investment. 

Our experts know the fastest way to configure and customise HubSpot, avoiding any costly mistakes.

Ensuring fast & effective HubSpot implementation

Take full advantage of our efficiency and speed. Our specialists rely on proven methodologies and best practices to streamline the implementation process. We’ll minimise downtime and accelerate the launch timeline. With our HubSpot guided client onboarding, you can count on a rapid transition to full utilisation. 

Avoiding costly mistakes in CRM setup

The journey to CRM success can be a rocky path. There are many pitfalls to trip you up along the way. Avoid the frustrations of overcomplicated setups, incompatibility with existing systems and lack of understanding from your team. Our experts are fully aware of common pain points, and how to avoid them. 

How proper onboarding increases ROI and productivity

Successful implementation doesn’t end with setup. If you want to get the most out of HubSpot, your team must have full buy-in. User adoption is crucial to maximise ROI and long-term success. Our hands-on training ensures your team has the capability, and the enthusiasm, to adopt the tools and integrate them into their daily workflows. 

A Typical Onboarding Timeline & Process

Onboarding is typically delivered over 90 days with an MVP implementation complete within four to six weeks.

Our aim with HubSpot Onboarding is to unlock the value of HubSpot from day one. During Process discovery we will determine your goals for the hubs you’ve purchased, and then build a tailored onboarding plan just for you. 

A typical onboarding plan includes the following stages.
Month 1
Month 2
Month 3
CRM Implementation
Training & Support
1.
Process Discovery

The process discovery step is our opportunity to do a deep dive into your processes and data structure.

2.
CRM Architecture Planning

After the discovery process we will create
a data model and CRM architecture for
your consideration.
These recommendations are based upon best practice and experience.

We will mock-up the data model in HubSpot for you to review before importing a single row of data for you to
explore and test.

3.
CRM Implementation

During CRM implementation we complete the roll-out of the data model, complete the configuration of the HubSpot CRM and migrate the remainder of your data.

Beta testers explore the setup to test its robustness and adjustments are applied to the configuration as necessary

4.
Process Configuration

During process configuration we complete the sales setup with custom filters, views and cards, reporting dashboards and sales assets.

Operational processes are also configured during this stage.

Beta testers explore the setup to test its robustness.

5.
Operations & Process Training

Based on the process configuration a custom training plan is created for your approval, this includes an internal adoption comms workshop.

Training sessions detail the core HubSpot functions that delegates need to grasp in order to fulfill their roles, the objectives of the training and the assessment criteria.

6.
Hyper care

Following the training we remain on hand to provide responsive support.

During this period we liaise with your customer success manager at HubSpot to brief them on the CRM configuration and the work that has been done. We also arrange a handover call.

What to expect from HubSpot onboarding

Step-by-step onboarding process

Onboarding is a complex process, so we take it one step at a time.

Once we’ve identified your goals, we’ll build a series of stages to get you up and running. Each step, whether it’s configuring the setup or designing workflow, runs at your pace for an achievable plan that you feel fully confident in.

Timelines, milestones, and success metrics

We believe in schedules. When you receive your onboarding plan, it will contain timelines detailing the key phrases such as setup, data migration, and training. We track our progress with well-defined milestones, and define what success looks like – whether it’s improved user adoption or improved lead conversion.

Hands-on vs. hands-off approaches

We personalise our onboarding to suit you. If you already have the in-house knowledge, our hands-off approach will be the best option. We’ll step in to sort the technical elements where needed. Our hands-on service takes it all off your hands. We’ll do it all for you, creating the perfect HubSpot that aligns exactly with your business.

The risks of self-onboarding

HubSpot offers a lot of resources to guide you through the onboarding process. But how do you know where to start? It’s all too easy to lose focus and end up with a disjointed onboarding. You also need to consider if you have the resources available. Who has time to take the lead? And who’s up to the task of customising the platform to your needs?

How expert guidance saves time & reduces frustration

The biggest advantage of using a HubSpot partner? You’ll get a tailored onboarding plan that addresses your exact needs. It’ll work seamlessly and effectively from day one, with no tinkering required. You’ll also get up and running much faster. Our experts have a deep understanding of the platform and can implement it quickly and efficiently.

Choosing the right HubSpot onboarding partner

What should you look for in a HubSpot onboarding partner? It’s a big decision that will impact your HubSpot experience and, ultimately, your bottom line.

Get it right, and you’ll have a seamless system that attracts visitors, converts leads, and is a delight to use. But to get to this end goal, you need to invest in specialist knowledge and expertise to leverage the platform to your advantage.

Hubspot onboarding: HubSpot Direct vs. Solutions Partner

There are two main routes to onboarding: using HubSpot’s in-house onboarding or opting for a partner agency. They offer two very different experiences.

Solutions partners offer a wide range of services tailored to your needs above an beyond guided onboarding

HubSpot Direct Onboarding

A structured, 90-day onboarding programme that trains your team to use the platform.

It’s a one-size-fits-all Guided approach that covers the essentials. Be aware that it doesn’t include any hands-on implementation support or industry experience. Onboarding is based around a vanilla setup of HubSpot.

Solutions Partner Onboarding

A structured, 90-day onboarding programme tailored to the needs of your business, delivered with a extensive industry experience. Onboarding includes training and guidance but also hands-on support.

Solutions partners offer a wide range of services tailored to your needs above an beyond guided onboarding, including setup, customisation, strategic planning, implementation, training and support.

What to look for in a HubSpot onboarding partner

Selecting the right partner is crucial if you want to maximise HubSpot’s powerful tools from day one. So what should you be looking for when you’re drilling down into HubSpot onboarding services?

target_orange

Experience and expertise

You need a partner with deep-dive experience in the hubs you’ll be working with. Nothing beats real-life expertise, so check their client portfolio and case studies.

services_orange

Full range of services

Opt for a partner that offers a comprehensive range of services, from technical setup, CRM configuration and integration with your systems to ongoing training and support.

team_orange

Personalised approach

The big plus of working with a partner is getting a service that’s tailored to your needs. Partners with experience in your industry will be able to address specific challenges.

team_orange

Ongoing support

It’s all very well getting you up and running, but what happens if you hit a roadblock further down the line? Opt for a partner that provides continual support after the initial onboarding.

team_orange

Client communication

You’ll be talking with your chosen HubSpot onboarding Partner a lot, especially during the initial setup. Make sure your communication styles are a good fit, and you have a defined point of contact.

How a certified HubSpot partner can elevate your business

HubSpot onboarding solution partners can transform your outcomes. As masters of the platform’s complexities, they offer more than technical expertise. You’ll also get strategic insights that are personalised to fit the unique needs of your organisation.

Quattro-HubSpot-Advanced-Implementation-Certified

Customised solutions

Want to boost lead generation? Increase sales conversions? Enhance customer engagement? A HubSpot partner will work to identify your business goals, and then create tailored solutions that deliver on them.

Ongoing optimisation

The digital landscape doesn’t stand still, and neither should your HubSpot setup. Your partner can continuously monitoring and optimise your platform, ensuring it’s scaling in line with your business growth.

Competitive edge

HubSpot onboarding partners have access to all the good stuff. They get exclusive resources and insights directly from HubSpot, which means you benefit from the very latest tools and innovations available.