Personalised HubSpot Onboardings.
Get strategic guidance as your team learns to implement the HubSpot software and ensure your portal is setup and optimised for your unique business needs.
Marketing Hub & Marketing Hub +
We offer onboarding for both Marketing Hub and Marketing Hub+. Our onboarding sessions are personalised to your processes and during these sessions we’ll offer best practices around lead generation and qualification.
During the Onboarding, you may also receive guidance on the following:
- How your data lives in HubSpot
- Lead capture and conversion paths
- Segmenting your data
- Email marketing
- Traffic and website analytics
- Content strategy
- Automated lead nurturing and internal lead assignment setup
- Campaign setup and analysis
Sales Hub
We offer onboarding for Sales Hub, this hub also includes Commerce Hub. Our onboarding sessions are personalised to your processes and during these sessions we’ll offer best practices around closing deals faster.
During the Onboarding, you may also receive guidance on the following:
- Using the sales productivity tools
- Customisation of the CRM for your sales processes
- Baseline reporting setup and review
- Custom report setup and review
- Standard sales automation setup
- Routing and managing multiple teams
Service Hub
We offer onboarding for Service Hub across all tiers. Our onboarding sessions are personalised to your processes and during these sessions we’ll offer best practices around offering exceptional customer support and delight.
During the Onboarding, you may also receive guidance on the following:
- Setting up intake channels
- Creating a customised ticket pipeline based on your process
- Standardised email and chat responses
- Helping customers self-serve through the knowledge base and/or customer portal
- Ticket automation
- Measuring customer experience
Bought more than one Hub? We’ll tailor onboarding to the relevant products you’ve purchased.
We work on a three month period for all onboardings, including onboarding more than one hub at a time. This timeline ensures that we have enough time to ensure your processes are optimised in HubSpot and we have time for testing and questions.
Onboarding other hubs.
The other hubs available with HubSpot require more technical setup and as a result would require additional scoping and setup.
Content Hub
Content hub included with marketing would form the Marketing hub+ package, excluding building of your website pages. For information on our website migration and building packages contact us.
Operations hub
This hub would not be purchased as a standalone. This hub is designed to allow your team to better manage the data and integrations within HubSpot. Setup of basic integrations (native) and standard workflows would be included in the above onboarding packages.
Building of custom integrations or custom coded workflows and data scoping would require scoping with our team.
Our Onboarding Process.
Our process is built to ensure a seamless and efficient onboarding from start to finish.
We begin by exploring your goals and conducting a needs analysis to form a detailed plan. Our team then configures the necessary setups, manages user requirements, and helps your teams establish or refine their processes.
We train your team thoroughly before deploying the solution, optimising and refining as needed, and offer strategic guidance throughout the three month period.
We also understand the importance of change management. As part of this process, we also create comprehensive documentation to assist in ongoing adoption. This ensures that your team is always up-to-date with the latest processes and tools, facilitating smooth transitions and sustained success.
