HubSpot Onboarding

Onboard your company
in HubSpot for scalability and growth

HubSpot can help your company grow, scale and a lot more. It can align sales, marketing, operations, web and customer service or can be implemented as stand-alone hubs depending on your needs. Our service for HubSpot Onboarding gets you started smoothly and quickly as you will benefit from the experience and processes we have built up from the 300+ HubSpot rollouts we have done to date.

SALES

MARKETING

SERVICE

SALES - Price €3,105.00

Avidly_people_FIN-HKI_12

Week 1

Kick-off session to set the stage and understand your needs

Avidly_people_FIN-HKI_121

Week 2

Best practice setup of your account defaults
Guided session where we configure key views on Contacts and Companies in your CRM and what data points you need to track

Week 3

Guided session to setup your sales pipeline

Avidly_people_FIN-HKI_21

Week 4

Guided session to import Contacts & Companies to HubSpot

Woman-behind-screen

Week 5

Guided session with your sales team to setup email and calendar integrations, meeting links and intro to HubSpot sales efficacy tools
Setup of sales dashboards and reports

Week 6

Interactive training session with your sales team on key functions and features of the HubSpot CRM and Sales Hub

Damien-Stine-computer-2

Week 7

Post go-live coaching sessions to help understand how things are working in practice so we can tune your CRM and provide additional coaching and direction.

MARKETING - Price €3,105.00

people-at-a-talk

WEEK 1

Kick-off session to set the stage and understand your needs
Best practice setup of your account defaults
Guided session to configure key views on Contacts and Companies in your CRM and what data points you need to track

person-using-laptop

WEEK 2

Guided session to show you how to create the essential marketing assets including emails, forms, adding your social accounts, setting up subscriptions and ad accounts and building a landing page

people-talking-at-desk

WEEK 3

Guided session to import Contacts & Companies to HubSpot

WEEK 4

Guided session on how to build out a nurture wokflow in HubSpot

Avidly_people_FIN-HKI_56

WEEK 5

Set up of marketing dashboard and reports

Avidly_people_FIN-HKI_26

WEEK 6

Interactive training session with your marketing team on key functions and features of the HubSpot CRM and Marketing Hub

Damien-Stine-computer-2

WEEK 7

Post go-live coaching sessions to help understand how things are working in practice so we can tune your CRM and provide additional coaching and direction

SERVICE - Price €2,530.00

WEEK 1

Kick-off session to set the stage and understand your needs
Best practice setup of your account defaults
Guided session to configure key views on Contacts and Companies in your CRM and what data points you need to track.

WEEK 2

Guided session to set up your ticket pipeline

Work-shop-postit

WEEK 3

Guided session to import Contacts & Companies to HubSpot

WEEK 4

Guided session with your service team to setup live chat and chat flows, surveys, your team inbox and snippets.

Smiling-at-the-desk

WEEK 5

Set up of service dashboard and reports

Woman-behind-screen

WEEK 6

Interactive training session with your service team on key functions and features of the HubSpot CRM and Service Hub

WEEK 7

Post go-live coaching sessions to help understand how things are working in practice so we can tune your CRM and provide additional coaching and direction

What is 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.

Onboarding vs. implementation

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.

Why choose Avidly?

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.

Are there any companies you can't complete work for?

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.

Is there any follow-up after the onboarding is completed?

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.