New to HubSpot? Let’s make sure you start off right.
Buying HubSpot is the easy part. Figuring out exactly how it should work for your business is where things get interesting.
I’ve been a certified HubSpot Solutions Partner since 2014, and I love helping businesses start with a clean, thoughtful HubSpot setup instead of discovering six months later that their CRM doesn’t quite match the way their team actually works.
My HubSpot onboarding projects start at $1,500 and are customized around your business, your team, and the HubSpot products you’ve purchased.
What is HubSpot onboarding?
HubSpot onboarding is the process of getting your new HubSpot account configured and ready for your team to actually use.
But I think good onboarding should go beyond showing you where all the buttons are.
Before we start building, I want to understand your business.
How does a lead become a customer? What does your sales process look like? What information does your team need to track? What are you trying to automate? What other systems are involved? What does leadership want to be able to report on?
Then we can make decisions about how HubSpot should be configured.
The goal isn’t just to get you “onboarded.”
It’s to give you a HubSpot portal that makes sense for the way your business works.
How is your onboarding different from HubSpot’s onboarding?
HubSpot’s own onboarding is primarily guidance-based. They’ll provide resources, recommendations, and direction to help you get started, but that isn’t the same as having someone actually build and customize your HubSpot portal for you.
My onboarding is execution-based.
I’ll work with you to understand your business, configure HubSpot around your processes, build what we’ve agreed on, and train your team on the system we’ve created.
I’m not just going to give you a checklist of things you need to build.
I’m going to help you build them.
What can be included in HubSpot onboarding?
Every onboarding project is different because every business is different.
Depending on the HubSpot products you’ve purchased and what your team needs, your onboarding might include things like:
- CRM configuration
- Contact and company properties
- Custom properties
- Deal pipelines and stages
- Lifecycle stages
- Lead management
- Data imports
- Lists and segmentation
- Marketing email setup
- Forms
- Workflows and automation
- Sales processes
- Sequences
- Reporting and dashboards
- Integrations
- User setup
- HubSpot training
We’ll figure out what you actually need rather than working our way through a generic checklist.
Can you customize HubSpot around our existing business processes?
Yes. In fact, that’s the point.
I don’t believe you should redesign a perfectly good business process just because somebody configured your CRM a certain way.
We’ll talk through how your team operates today, what works, what doesn’t, and what you want HubSpot to help improve.
Then I’ll configure the system around those needs.
Sometimes that means a fairly straightforward CRM setup. Other times we’re talking about sophisticated workflows, unusual data relationships, integrations, or custom objects.
Those are usually the projects where I start having the most fun.
Can you migrate our existing data into HubSpot?
Yes.
If you’re moving from another CRM, spreadsheets, or a combination of systems, we can determine what data actually needs to come into HubSpot and how it should be structured before we import it.
This is a really important step.
Importing years of messy or unnecessary data into a brand-new CRM is a great way to make your brand-new CRM messy on day one.
I’d rather think through the data first.
Do you provide HubSpot training as part of onboarding?
Yes.
I want the people who will actually use HubSpot to feel comfortable using what we’ve built.
Training can be customized for different teams and roles, so your sales team doesn’t need to sit through an hour about marketing email settings they’ll never touch, and your marketing team doesn’t need a deep dive into sales tools they won’t use.
We’ll focus on how your HubSpot portal works and what each team actually needs to know.
Can you help us buy HubSpot?
Yes, and I’d actually prefer that you talk to me before you buy it if you have the opportunity.
As a HubSpot Solutions Partner, I can help you think through which HubSpot products and subscription levels make sense for what you’re trying to accomplish.
HubSpot has a lot of products, features, and tiers. More isn’t automatically better.
I’d rather help you figure out what you’ll actually use before you start paying for it.
Can you waive HubSpot’s onboarding fee?
For eligible HubSpot purchases, yes.
If you purchase HubSpot and let HubSpot know you’re working with me for onboarding, they can waive the mandatory onboarding fee.
That means instead of paying HubSpot just to satisfy the onboarding requirement, you can put that investment toward customized, hands-on help configuring the platform around your business.
If you’re considering a HubSpot purchase, reach out before you buy and I can help you understand your options.
How much does HubSpot onboarding cost?
My HubSpot onboarding projects start at $1,500.
The final cost depends on what you’ve purchased, the complexity of your business processes, how much configuration is required, whether we’re migrating existing data, and how much training and implementation support your team needs.
I’ll give you a clear scope and price before we get started.
How long does HubSpot onboarding take?
You’ll often hear 90 days mentioned as a typical HubSpot onboarding timeline, and that’s a good benchmark for many implementations. But onboarding can also be much shorter or much longer depending on the scope.
A straightforward setup may only take a few weeks, while a more complex implementation involving multiple teams, pipelines, integrations, large data migrations, custom objects, or sophisticated automation can take several months.
Your team’s availability matters too. Good onboarding is collaborative, so I’ll need your input to understand your processes, review decisions, provide data, and make sure what we’re building reflects how your business actually operates.
Before we begin, I’ll give you a realistic timeline based on the specific requirements of your onboarding project.
What happens after onboarding?
Sometimes onboarding ends and your team takes it from there.
Sometimes we get everything built, start using it, and immediately come up with ten more things we want HubSpot to do.
Both are perfectly fine.
If you need additional help later, we can tackle another one-off project. And if you reach the point where you need regular strategy, optimization, and hands-on HubSpot support, I also offer ongoing HubSpot consulting.
You don’t have to decide that upfront.
First, let’s get HubSpot set up right.
Thinking about buying HubSpot?
Talk to me before you buy.
I’ll help you think through what you actually need, whether I can help you save on HubSpot’s required onboarding fees, and what it would take to configure the platform around your business.
Let’s talk about your HubSpot onboarding.