HubSpot Onboarding

HubSpot is an amazing platform in many ways - when you have configured it properly and it's up and running. But we don't want to lie, it does require some time to set it up correctly to make sure that your company and the users get the most out of it. Every business is different and has its own needs. That's the reason different HubSpot portals need different setups.

With our HubSpot Onboarding service, you get all the information you need to be able to set your account up the right way for you - and we’ll be there step by step.

You’ll finish the onboarding process with things like workflows, templates and pipelines all set up, ensuring your hubs are built for scalability and growth.

We often get the question about the differences between implementation and onboarding of HubSpot.

We usually explain an implementation as something that goes beyond onboarding, helping you define and build-out new processes, integrating complex systems or customising HubSpot at a deeper level. Therefore, our implementation service is more suitable for companies that have a larger need for more consultative and hands-on services.

Onboarding is more about starting with HubSpot where you do the hands-on work and we guide and support you. We usually say this is more suitable for companies who are looking for a quicker and cheaper way to get going but understand you’ll need to have resources available to execute what we teach and recommend.

There are many agencies offering HubSpot onboarding. When choosing Avidly you get to work with the HubSpot partner who has the most experience in rolling out the platform and the team with the most experts. We have been involved in over 900 portals and rolled out HubSpot over 300 times. 

We have 290 HubSpot experts working across 7 countries and have been awarded by HubSpot the Global Partner of the Year for the last 3 years (that means HubSpot really rates and trusts the work we do- which is a good sign 🙂).

We always start our onboardings with an online (or IRL if requested) meeting with you to listen to your needs and what you are aiming to use HubSpot for. This information helps us customise the onboarding to your needs.

We are comfortable rolling out HubSpot across many industries and we're sure yours is something we have done before too.

We have calls to discuss your requirements and work out what you need that way. These calls can also help up make sure we're all aware of the next steps. 

We'll always ensure you have everything you need to make the most of HubSpot, but we'll also reach out after 14 days to see if there's anything you're missing.

If you keep working with us to enhance further, we can help you administrate and provide more services in HubSpot to help you grow depending on your needs and outcomes.