Skip to content

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.

MARKETING

CRM

SALES

SERVICE

MARKETING - Price €3,105.00

people-at-a-talk

WEEK 1

Onboarding call to understand your business and needs
person-using-laptop

WEEK 2

  • Default settings (time zone, physical address, logo, favicon, GDPR) 
  • Email sending domain
  • Landing page template
people-talking-at-desk

WEEK 3

  • Connect ad accounts, tracking code and search console
  • Create essential lists
  • First landing page created
Behind-worker

WEEK 4

  • Social media setup
  • Nurture workflow framework
  • CTA setup
Avidly_people_FIN-HKI_56

WEEK 5

  • Marketing dashboard
  • Email template
  • Top of the funnel form creation
Avidly_people_FIN-HKI_26

WEEK 6

  • Lead scoring
  • Campaign setup
  • Pop up to drive to the landing page
Damien-Stine-computer-2

WEEK 7/8

  • Training session

CRM - Price €2,990.00

Avidly_people_FIN-HKI_12

WEEK 1

  • Onboarding call to understand your business and needs
Avidly_people_FIN-HKI_121

WEEK 2

  • Default settings (time zone, physical address, logo, favicon, GDPR)
  • DNS settings
  • Subscription setup
Video-meeting

WEEK 3

  • Receive your data
  • IP exclusion
  • User level defined and setup
Avidly_people_FIN-HKI_21

WEEK 4

  • Validate for import
  • Setup custom properties
Helene-computer-6

WEEK 5

  • Setup custom properties
people-at-a-talk

WEEK 6

  • Data import
  • CRM dashboard
Damien-tv-2

WEEK 7/8

  • Training session

SALES - Price €2,645.00

Avidly_people_FIN-HKI_50

WEEK 1

  • Onboarding call to understand your business and needs
Meeting-room2

WEEK 2

  • Default settings (time zone, physical address, logo, favicon, GDPR)
  • Meeting link setup for the first user
Hubspot-notebook

WEEK 3

  • Sales process defined
  • Email templates and Snippets
Desk

WEEK 4

  • Pipeline setup
  • Tasks and document showcase and first setup
Playing-table-tennis

WEEK 5

  • Sales dashboards
  • Sequence creation
Avidly_people_FIN-HKI_02

WEEK 6

  • Deal automation
  • Chrome extension + Google Suite integration or Outlook plugin
Meeting-room3

WEEK 7/8

  • Training session

SERVICE - Price €2,530.00

We-want-you

WEEK 1

  • Onboarding call to understand your business and needs
Discussion

WEEK 2

  • Default settings (time zone, physical address, logo, favicon, GDPR)
  • Live chat setup
Work-shop-postit

WEEK 3

  • Service process defined
  • Chat bot creation
Seminar

WEEK 4

  • Inbox setup
  • NPS survey setup
Smiling-at-the-desk

WEEK 5

  • Ticket pipeline setup
  • Snippet setup
Woman-behind-screen

WEEK 6

  • Knowledge base demo
  • Service dashboard
Speaker2

WEEK 7/8

  • Training session
HubSpot_ImpactAwards_2021_GlobalPartnerOTY3-1

Global Partner of the Year X3

Out of thousands of HubSpot agencies, we were officially named HubSpot Partner of the Year three times in a row (2019, 2020 and 2021) – a title that shows our expertise and knowledge in HubSpot.

elite-horizontal-color2

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.

Stars

HubSpot's Partner Directory

It's easy for us to say we're good at what we do, but it's important to also hear it from companies like yours who are using our services to help them grow. See reviews from +200 customers in HubSpot's Partner Directory.

Frequently asked questions

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. 

Want help getting started with HubSpot?

Our HubSpot experts can help your teams get up and running in the platform, no matter which hub you want to use. Get in touch with us as the first step towards your new HubSpot setup. 

Team up with Avidly