HubSpot Onboarding
HubSpot is a customer relationship management (CRM) software that helps businesses manage and organize customer interactions. Whether you’re onboarding from an existing CRM or this is your first time using one, it’s important to start off on the right foot for CRM success.
Our HubSpot Onboarding Services allow you to tap into our HubSpot Partner expertise to guide your entire HubSpot experience and set up your HubSpot for success.
HubSpot Onboarding Benefits
HubSpot offers a suite of tools for marketing, sales, customer service, and operations, allowing businesses to engage with their customers across different channels throughout the entire sales cycle.
At Hivehouse Digital, we have over ten years of agency experience and have onboarding countless accounts for B2B and home services businesses. While simple to start, HubSpot is a powerful system that requires expertise to maximize its potential and ROI.
Why You Need HubSpot Onboarding Support
- Optimized from the Start: CRMs like HubSpot hold a lot of data and all of those contacts, marketing emails, landing pages, and more need an organizational plan. HubSpot Onboarding ensures that you’re set up for success from the very beginning.
- Expert Tips: Our team has countless HubSpot certifications and have been using the platform for years. We’re hear to give you all the expert tips to help you use it better and more efficiently.
- CRM Consulting: Is this feature worth it? Should we leverage the HubSpot SMS tool? How can we use HubSpot to better align our sales and marketing? Our HubSpot experts are standing by to answer the questions your business needs to know to succeed.
what to expect
How We Deliver
Process Overview
Process Overview
Our process is built on a foundation of transparency, collaboration, and exceptional service. This approach extends to our delivery of HubSpot onboarding and ongoing support.
Discovery
Our HubSpot Onboarding process begins with a thorough discovery phase, where we build an understanding of your business goals, challenges, and needs. With that information in mind, we can build a tailored HubSpot Onboarding plan tailored to your business.
HubSpot Setup and Data Migration
We’ll migrate your data and configure the platform to meet your needs. We’ll comb through the data to ensure accuracy and help add existing 3rd party integrations with your other software.
Ongoing Support
Once HubSpot Onboarding is complete, we’ll train your team and build a program that ranges from regular check-ins to assess progress and identify opportunities to fully executing your digital marketing and sales enablement via HubSpot. Whatever your HubSpot goals are, you can rely on our HubSpot experts to help you reach them.
HubSpot Onboarding Packages
Small
Starting at $2,000
Deliverables
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Portal Setup |
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Data Cleanup and Migration |
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Tracking Code Installation |
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Form Set Up |
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Email Set Up |
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Lead Handoff Process + Automation |
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Lead Scoring |
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Custom Reporting and Dashboards |
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Team Training |
Medium
Starting at $3,600
Deliverables
|
Everything in the Small package, plus |
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Email Templates |
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Playbook Creation |
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CTA Creation and Implementation |
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Landing Page Creation |
Large
Starting at $7,500
Deliverables
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Everything in Medium package, plus |
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Marketing Nurture Emails and Workflow(s) |
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Sales Emails and Sequence(s) |
Related Blogs
FAQs about HubSpot Support
HubSpot is designed to be user-friendly, even for those without technical expertise. HubSpot provides extensive support resources, including a knowledge base, community forum, and a customer support team that is available 24/7 to help you with any questions or issues you may have.
If you’re looking for personal one-on-one support, we offer HubSpot Support packages that are designed to help you make the most out of your account.
