[Client] [Hubs] · [industry] · [X] users
[Client] live on [Hubs] in [X] weeks, with the whole team using it from launch
[Result] [One or two sentences on the challenge, what we did and the measurable outcome.]
HubSpot set up around how your business sells, markets and serves, so your team is using it properly from the first week.
Whether you’ve just bought HubSpot or you’re bringing a new team or Hub onto it, we design the portal around your process, connect your tools and train your people, to a fixed plan and a fixed price.
Trusted by teams getting started on Marketing, Sales, Service and Content Hub
The licence is signed, there’s a kick-off call, and the team is told to start using it. Properties get created as people need them, the pipeline copies the old spreadsheet, and the tools you’re paying for stay switched off. Six months later the data is messy, nobody trusts the reports, and HubSpot feels like extra admin.
Generic onboarding teaches the software. It doesn’t cover how your business works: your sales stages, the handoff from marketing to sales, the reports your leadership team needs each week. That part decides whether the team adopts it.
Properties, pipelines and lists are created as needed, so the portal reflects whoever set it up rather than how you sell.
Sequences, workflows, reporting and service tools sit untouched because nobody had time to set them up.
Without training on their own process, reps go back to inboxes and spreadsheets within a few months.
HubSpot onboarding is the structured set-up of your HubSpot portal around your business: account settings, CRM structure, the Hubs you’ve bought, integrations with your other tools and training for each team, so HubSpot is in daily use from launch. Done properly, it has five parts.
How your teams sell, market and serve today.
Properties, lifecycle stages, pipelines and permissions mapped to your process.
Each Hub you’ve bought set up and connected to your other tools.
Role-based sessions for admins, managers and users.
A check after go-live to fix whatever isn’t being used.
We start with your process, then set up the platform to match it. You get a portal built around your stages and handoffs, a team that knows how to use it, and the documentation to keep it in shape as you grow.
Scoped to the Hubs and seats you’ve bought. Here’s what onboarding covers.
Users, teams, permissions, domains, tracking code, email sending and security settings.
Properties, lifecycle stages, deal and ticket pipelines, and record views that match how you work.
Forms, lists, email templates, lead scoring and your first nurture workflows.
Pipelines, sequences, meeting links, quotes, playbooks and rep dashboards.
Ticket pipelines, shared inbox and chat, knowledge base and customer feedback.
Email, calendar and your key business tools connected, plus a clean import of your existing contacts and companies.
Adding a Hub or a new team to an existing portal? We onboard those too, without disturbing the teams already working in HubSpot.
Each phase ends with a sign-off, so you see the portal take shape and your team is involved well before launch.
We meet each team lead to map how leads, deals and customers move through your business today. We agree goals, the Hubs and features in scope, how success will be measured and a go-live date. You get a written onboarding plan and a fixed price.
We design the CRM around your process, covering properties, lifecycle stages, pipelines, teams and permissions. You review and sign off the design before we build anything.
We configure each Hub, connect your inbox, calendar and key tools, import your existing contacts and companies, and build the first workflows, templates and dashboards.
Role-based training for admins, managers and users, in your own portal with your own data. We go live, then hold an adoption review 30 days later to fix whatever isn’t being used.
Timing note: A single Hub for a small team typically goes live in 4–6 weeks. Multi-Hub onboarding for larger teams with several integrations runs 8–12 weeks. We confirm the timeline in discovery.
We map how your business runs before we change a setting, so the portal fits your stages and handoffs rather than a template.
Sessions use your data and your pipelines, so each team practises the work they’ll actually do on Monday morning.
As a HubSpot Diamond Solutions Partner we’ve set up portals across Marketing, Sales, Service and Content Hub, and we bring that pattern library to yours.
A 30-day adoption review, then optional ongoing support, so the set-up keeps pace as your team and processes change.
Here’s what the portal tends to look like a few months after launch, with and without structured onboarding.
Different teams and Hubs, the same outcome: a portal set up around how the business works, and a team using it from launch.
[Client] [Hubs] · [industry] · [X] users
[Result] [One or two sentences on the challenge, what we did and the measurable outcome.]
[Hubs] · [industry] · [X] users · [X] weeks
[Hubs] · [industry] · [X] users · [X] weeks
Rated [X]/5 from [X] verified reviews on the HubSpot Solutions Partner Directory. See all our reviews.
“[Quote, ideally mentioning how quickly the team got going and that HubSpot fits the way they work.]”
[Name], [Title], [Company] · HubSpot onboarding
“[Quote, ideally mentioning how quickly the team got going and that HubSpot fits the way they work.]”
[Name], [Title], [Company] · HubSpot onboarding
Onboarding pricing depends on the Hubs in scope, the number of users and teams, and how many tools need connecting. We scope it in discovery and give you a fixed price and a go-live date before work starts.
As a guide:
One Hub, up to [X] users, few or no integrations.
From €[X]
Two or more Hubs, [X]–[X] users, 1–3 integrations.
From €[X]
Several teams or business units, custom objects and multiple integrations.
Scoped in discovery
If you have deals, activity history and automation to bring across, see our HubSpot Migration Services.
Most onboarding projects go live in 4 to 12 weeks, depending on how many Hubs, users and integrations are in scope. A single Hub for a small team is usually 4–6 weeks. We confirm the timeline in discovery.
HubSpot’s onboarding teaches the software and covers the essentials. We design the portal around your process, connect your other tools and train each team on its own workflows. The two work well together.
Yes. We review what’s already set up, design the new team’s pipelines and permissions to fit alongside it, and train the new users without disrupting the teams already working in HubSpot.
A project owner on your side, an hour with each team lead during discovery, admin access to HubSpot and the tools we’re connecting, and time for your team to attend training.
Yes. Importing contacts and companies from spreadsheets or a simple tool is part of onboarding. If you’re moving from another CRM with deals, activity history and automation, that’s a migration, and we scope it separately.
We hold an adoption review 30 days after launch to check usage and fix what isn’t working. After that you can continue with ongoing support or training, or run the portal yourselves using the admin guide.
Book an onboarding call. Tell us which Hubs you’ve bought and how your teams work, and we’ll come back with an onboarding plan, a go-live date and a fixed price before you commit to anything.
No obligation. You’ll get a written onboarding plan whether or not you work with us.