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HubSpot Onboarding

HubSpot onboarding to ensure future success

Sales, Service, Marketing and Ops Hub onboarding that follow all the best practices and are in tune with how your business works.

As an ever-changing and growing platform, HubSpot needs to be brought in to your business in both the most effective way but also so that it can be shaped over time.

That's why a proper onboarding partner is vital.


That's how many times our fully accredited team has served HubSpot's customers

HubSpot's a complex platform. Amazing; but complex.

That's why you need to be certain that you've had your company and your team - and yourself - go through a fully effective Hubspot onboarding process.

Whether it's for Marketing, Sales, Service or Operations Hub - or all of the above in an onboarding of the 'Growth Suite' - it's not worth risking an ineffective setup.

Onboarding now: Your company

You can be sure your business has brought HubSpot in effectively when an experienced team has been there to do it for you. We are experts in all the HubSpot ‘Hubs’- Marketing, Sales, CRM, Service and CMS, with a global team who's ready to partner with you, no matter the size of your onboarding project.



Our process for HubSpot onboarding



It's vital we get to know each other and understand what you're trying to achieve. That's why all HubSpot onboarding projects start with enough of a  discovery process to make this happen.



Our team will work to fully understand your intricacies and particular ways of working - before planning how to make sure their HubSpot experience is leveraged to set up the platform to best suit you.



Once this is done and all proper testing and feedback is completed successfully, your final sign-off and agreed level of user training will bring the onboarding project to a close.

HubSpot onboarding in all the Hubs

Sales Hub

Make sure your HubSpot Sales Hub is optimised for future success with an accredited partner completing your HubSpot Sales Hub onboarding.

This ensures:

  • You're confident your Sales Hub and CRM align with your ways of working
  • Your sales team can leverage HubSpot's industry-leading automation and AI features
  • Your management can see how the team's performing, report and forecast at both micro and macro levels of detail



Marketing Hub

Make sure your HubSpot Marketing Hub is optimised for easy and effective marketing once you take back the keys.

A HubSpot Marketing Hub onboarding project makes sure:

  • You have the smoothest possible workflow for delivering marketing content and user interactions are all fed back into your CRM
  • You're clear about which channels are performing well and which need more attention
  • You can focus on more timely, business-critical or even passion projects because the day-to-day of marketing is handles by HubSpot's automation features

CRM & Service Hub

With the CRM at the core of all its Hubs, it's fair to say that a company's HubSpot portal can only function as effectively as its CRM data allows.

And best-serving customers being the smoothest route to success in today's world means that a healthy CRM and properly onboarding Service Hub go hand-in-hand.

  • You'll have reliable, clean CRM data that can also inform your customer service teams as well as marketing or even your front-end website
  • You can work efficiently, leveraging all of HubSpot's capabilities because your CRM is geared towards serving Sales, Marketing and CMS effectively
  • Your teammates will have safe frameworks to follow that make sure you don't need to keep rebuilding your HubSpot infrastructure because your onboarding was done correctly in the first place
Revival Beds

How we modernised the entire sales process of Revival Beds using HubSpot

With the installation of HubSpot, Revival Beds was enhancing its marketing efforts. In order to handle the inevitable increase in leads, the whole sales side was being fully digitised and modernised too. The solution was to fully utilise the Sales Hub in order to get the most benefit out of using HubSpot Marketing.

B&B Press

Enabling B&B Press to sell better has grown their revenue from £3.8m to £5m

By using the CRM and reporting tools, we created visibility and easy-to-reach data for the B&B Press sales team. This helped the team see precisely where leads were at in the Buyer’s Journey so they knew when the time was right to try and close the deal.


Global Partner of the Year - 4 years in a row

Out of the thousands of HubSpot agencies out there, we were officially named HubSpot Partner of the Year for the EMEA region in 2018 – a title that meant a great deal to us all after four years of hard work keeping hold of our UK HubSpot Partner of the Year crown.


Proven Elite HubSpot Partner

Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognise us for our understanding of the platform and our ability to implement the best solutions for our customers.


HubSpot's Partner Directory

It's easy for us and HubSpot to say we're good at what we do, but it's important that you hear that from companies like yours too who are using our services to help them grow. You can see reviews from over 200 customers about their experiences in the HubSpot's Partner Directory.

This is what one of our customers says about us:

“Under the old system I knew we’d had say 400 leads, but I didn’t know anything else. But, with HubSpot, me and the team can now see how many brochures have been requested, how many product samples, which products people are interested in and more.”

Adrian Leary, Marketing Manager, Revival Beds

Want to take the next step with the CRM that does it all?

Level up your selling power with HubSpot’s Smart CRM and industry-leading Sales Hub. Book a chat at a time that suits you...


HubSpot ROI Calculator


FAQs for the HubSpot ROI Calculator


How does HubSpot obtain the customer data used in the ROI calculator?

HubSpot collects data as customers interact with them via their websites or use HubSpot’s subscription services. What they collect, how they use the information they collect, how they share that information, and how customers can manage their information are all described in their Privacy Policy.

What types of customer data are used in the ROI calculator?

The data utilized in the ROI calculator falls into two categories:

HubSpot collects Personal Data from customers when they submit web forms or interact with our websites, for example subscribing to a HubSpot blog, signing up for a webinar, or requesting customer support. HubSpot also collects Personal Data when customers sign-up for a HubSpot account, create or modify user information, set preferences, or provide any other related information to access or utilize our Subscription Service. 

Usage data includes metrics and information regarding customers’ use and interaction with the Subscription Service such as what product features they use the most, when an object (like a ticket) is created and closed, and how often certain features (like workflows) are triggered in their account.

To ensure HubSpot maintains the privacy of their customers’ data, they use anonymization to remove or modify personally identifiable information, so that data cannot be associated with any one individual. HubSpot employs three standard anonymization techniques to customer outcomes data: attribute suppression, generalization and aggregation.

Which HubSpot customers are included in the data used in the ROI calculator?

The data used in this calculator is based on aggregated data from HubSpot customers globally who owned Marketing or Sales Hub Professional or Enterprise for at least 12 months between January 2019 and April 2022. 

In order to be included, the sample for each metric Marketing Hub customers also met the following criteria:

  • Website traffic - must have installed the HubSpot tracking code on website.
  • Marketing leads - must have activated the forms feature.
  • Website conversion rate - must have installed the HubSpot tracking code on website and activated the forms feature.

Sample sizes for each region and industry cohort and metric vary.  But, in order to ensure data privacy and accuracy, HubSpot does not share aggregated data from customer cohorts with sample sizes that do not reach their established cohort size threshold. In these cases, they default to the use of the global value for that metric.

How is the average improvement for each metric determined?

The average improvement for each metric reflects customer performance 12 months post-purchase compared to the average set in the first month after purchasing Marketing Hub or Sales Hub.

The exception is web-conversion rate in which customer performance 12 months post-purchase is compared to the average set in the first three months post-purchase.

HubSpot believes it is critically important to ensure the average improvement values used in this calculator reflect the experience of HubSpot’s customers as accurately as possible. Therefore, before analyzing customer’s data, they screen the data to check for errors, missing data and data distribution. They also employ statistical techniques to identify outliers and clean data so that unusual values do not distort monthly averages. In the case of highly skewed distributions, they use the median value as opposed to the mean because medians are found to be the best measure of central tendency in the case of skewed data.

What does HubSpot (or the partner) do with the data I enter in the calculator?

If cookies are enabled, HubSpot locally stores your selected:

  • Industry
  • Currency
  • Region

These items are cleared whenever you clear your cookies, and are scoped to the current browser being used (e.g., you can’t pick up in Safari where you left off in Chrome).  These properties are not being used to identify you in any way. HubSpot only uses these fields to provide you results based on data that best aligns to you (i.e., your industry or region) and presented in your currency. Everything else you enter into the calculator is saved in-memory while you are interacting with the app. Any data not listed above is cleared as soon as you close your tab/browser window. For more information on how HubSpot uses cookies, please refer to their Cookie Policy.

Avidly's privacy policy can be found here.

Am I guaranteed to see the results I obtain from this calculator?

The data used in this calculator is based on aggregated data from many thousands of HubSpot customers globally.

Please keep in mind that results for individual businesses, including your own as well as HubSpot’s, may differ based on their own markets, customer base, industry, geography, stage, and/or other factors. Therefore, we (and HubSpot) cannot guarantee you will see the exact results you obtain from the ROI Calculator if you purchase Marketing Hub or Sales Hub.