HUBSPOT ONBOARDING

HubSpot onboarding, built right the first time

HubSpot is powerful when it reflects the way your business actually works. We take you out of trial-and-error mode and into a clean, reliable system that supports sales, marketing, and service from day one. You get clear workflows, consistent data, and training that makes your team confident and self-sufficient.

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Who this is for

We onboard HubSpot for scaling B2B teams who want clean foundations, clear workflows, and confident adoption. Common industries include:

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SaaS and technology

CRM and lifecycle built for trials, demos, renewals, and reporting you can trust.

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IT Managed Service Providers (MSPs)

Pipelines and automation for enquiries, quoting, onboarding, and renewals across accounts.

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Professional services (including accounting)

Simple lead-to-engagement workflows, consistent handoffs, templated comms, and visibility.

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Higher education

Enquiry-to-enrolment journeys with segmentation, automated comms, and intake reporting.

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Manufacturing and technical industries

Structured deal stages for long cycles, spec capture, stakeholders, and follow-up automation.

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Financial services and advisory firms

Referral-to-client workflows with clean data structure, pipeline clarity, and performance reporting.

Our onboarding follows a proven structure, then we tailor the details to your workflow, handoffs, and reporting needs so HubSpot fits the way your team works. We keep the structure consistent and tailor the setup to your process, not a generic template.

What’s included in HubSpot onboarding

We’ve worked across hundreds of HubSpot portals over the last decade. A successful onboarding comes down to getting the foundations right, then enabling your team to run it confidently.

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discovery

Discovery

We learn how you sell and deliver, then map the customer journey from first touch to retention. We define lifecycle stages, handoffs, and reporting needs so the HubSpot build is clear and measurable.

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Implementation

If you decide you need implementation support, we configure HubSpot to match your workflow. That includes CRM structure, pipelines, properties, lifecycle stages, automations, integrations, and dashboards. Where relevant, we also set up nurtures, marketing-to-sales handover, and sales enablement assets so your team is ready to execute.

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Training

We train your team to use HubSpot confidently and maintain it in-house. You get practical guidance, clear documentation, and a system that stays simple enough to manage as you grow.

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Adoption check-ins

After go-live, we schedule regular check-ins over the following 12 months to review adoption and make sure HubSpot still fits your workflow. These sessions focus on usage, reporting confidence, and small refinements. Ongoing build work is available separately if you need it.

Our onboarding follows a proven framework, with flexibility where it matters.

The items below are commonly included, and we scope the final build based on your workflows, priorities, and outcomes.

01

Process mapping and discovery

We map your workflows and goals, so the build reflects how your team actually operates.

02

CRM setup and data migration

A clean HubSpot CRM, with your key data migrated accurately so your team starts with confidence.

03

Contact, company, and deal record structure

A record structure built around how you sell, so information is easy to find and easy to trust.

04

Pipeline setup and deal stages

Pipelines and stages aligned to your real sales process, giving consistent tracking and clearer forecasting.

05

Core properties and data governance basics

The right properties, named and governed properly, to keep your data clean and your reporting reliable.

06

Automated workflows

Practical automation that removes busywork, improves follow-through, and keeps your process consistent.

07

Email templates and foundational marketing assets (where relevant)

Branded templates and core assets that let you launch quickly, while keeping everything simple to maintain.

08

Dashboards and reporting

Dashboards that show what matters most, so decisions are based on visibility, not guesswork.

09

Core integrations

Key integrations connected correctly, so HubSpot fits your stack and reduces double-handling across tools.

10

Team training for adoption

Hands-on training that builds confident ownership, so your team uses HubSpot properly from day one.

 Hubs we support

Marketing Hub

Starter + Pro + Enterprise

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Content Hub

Starter + Pro + Enterprise

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Sales Hub

Starter + Pro + Enterprise

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Service Hub

Starter + Pro + Enterprise

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Timeline and post-launch support

Most onboardings run for 8 to 12 weeks, depending on the Hubs in scope and the complexity of your current setup and data. If you are working to a deadline, we can prioritise what is needed for a clean go-live first, then phase the rest in after launch.

After go-live, we check in with you throughout the year to make sure adoption stays strong and the system keeps improving. These check-ins focus on usage, data quality, workflow refinements, and reporting, so HubSpot continues to deliver value as your team grows.

If work comes up between check-ins, you can add support hours as needed or move to a retainer for more hands-on optimisation and delivery.

Why choose us

You work directly with specialists. No layers. No handoffs. 
 
 

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HubSpot Solutions Partner

Recognised by HubSpot for onboarding and optimisation expertise.

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10+ years of hands-on delivery

Experience across hundreds of portals and the major HubSpot Hubs.

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A proven onboarding structure

A repeatable method that creates clarity, consistency, and adoption.

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Built for real workflows

We design around how your team works, not generic templates.

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Long-term focus

We stay close after go-live to ensure HubSpot continues to perform as your team scales

Choose your onboarding option


Guided setup and training

You do the build in-house with expert guidance, clear setup direction, and structured training so your team launches with confidence and consistency.

From $1,800

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Done-for-you onboarding

We design and implement the core HubSpot setup for you, migrate what matters, and train your team so adoption sticks from day one.


From $4,750


Advanced onboarding and rollout

Built for complex portals and multi-team rollouts, with deeper governance, more advanced automation, and a phased launch plan that scales with you.

Typically $12,000+

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What clients say

“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”

Pearce, A.
FOUNDER.

Let’s get HubSpot set up properly

Book a free discovery call and we’ll map your onboarding, scope, and timeline.