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Get the most out of HubSpot, faster.

Work with an expert HubSpot onboarding partner.

Skip the heavy lifting.

Figuring out the HubSpot CRM and putting it to optimal use can be daunting. HubSpot’s massive knowledge library is helpful, but there’s a faster way to get the platform up and running exactly as you want.

As HubSpot onboarding experts, we can take the heavy lifting off your plate and set up HubSpot to do what you got it for. And more.

We’ll help you customize, optimise, and automate your processes. We’ll also help you make reporting easy and train your teams.

HubSpot Onboarding Services

CompositeLayer
CompositeLayer (1)
CompositeLayer (2)
CompositeLayer (3)

Setting up your lead flow & deploying end-to-end marketing processes

$1500

Benefits

CRM data import
CRM data import

Marketing team training
Marketing team training

Lead scoring set-up
Lead scoring set-up

Interactive chatbot creation for lead gen
Interactive chatbot creation for lead gen

Connecting ad accounts
Connecting ad accounts

5 Marketing workflows set-up
5 Marketing workflows set-up

5 Custom report creation
5 Custom report creation

Defining & implementing your lead flow with automation & advanced reporting

$3000

CN Basic Plus

CRM schema definition & set-up
CRM schema definition & set-up

Lead journey definition & automation
Lead journey definition & automation

Marketing automation & workflows
Marketing automation & workflows

Analyzing ads & optimizing ad campaigns
Analyzing ads & optimizing ad campaigns

Advanced custom reporting
Advanced custom reporting

Customer journey documentation
Customer journey documentation

CompositeLayer (3)

Setting up your lead flow & deploying end-to-end marketing processes

$450

Benefits

CRM set-up & data import
CRM set-up & data import

Sales process implementation
Sales process implementation

Sales team training
Sales team training

Sales enablement tools
Sales enablement tools

sales goals $ forecasting
sales goals $ forecasting

sales automation workflows
sales automation workflows

sales analytics with 5 custom reports
sales analytics with 5 custom reports

Defining & implementing your lead flow with automation & advanced reporting

$750

CN Basic Plus

Expert consulting for sales
Expert consulting for sales

Process definition End to end deal pipeline
Process definition End to end deal pipeline

Implementation
Implementation

Custom objects defintion & creation
Custom objects defintion & creation

Advanead reports creation
Advanead reports creation

Sales process documentation
Sales process documentation

CompositeLayer (3)

Setting up your lead flow & deploying end-to-end marketing processes

$1500

Benefits

CRM data import
CRM data import

Marketing team training
Marketing team training

Lead scoring set-up
Lead scoring set-up

Interactive chatbot creation for lead gen
Interactive chatbot creation for lead gen

Connecting ad accounts
Connecting ad accounts

5 Marketing workflows set-up
5 Marketing workflows set-up

5 Custom report creation
5 Custom report creation

Defining & implementing your lead flow with automation & advanced reporting

$3000

CN Basic Plus

CRM schema definition & set-up
CRM schema definition & set-up

Lead journey definition & automation
Lead journey definition & automation

Marketing automation & workflows
Marketing automation & workflows

Analyzing ads & optimizing ad campaigns
Analyzing ads & optimizing ad campaigns

Advanced custom reporting
Advanced custom reporting

Customer journey documentation
Customer journey documentation

CompositeLayer (3)

Setting up your lead flow & deploying end-to-end marketing processes

$1500

Benefits

CRM data import
CRM data import

Marketing team training
Marketing team training

Lead scoring set-up
Lead scoring set-up

Interactive chatbot creation for lead gen
Interactive chatbot creation for lead gen

Connecting ad accounts
Connecting ad accounts

5 Marketing workflows set-up
5 Marketing workflows set-up

5 Custom report creation
5 Custom report creation

CompositeLayer (4)

Defining & implementing your lead flow with automation & advanced reporting

$3000

CN Basic Plus

CRM schema definition & set-up
CRM schema definition & set-up

Lead journey definition & automation
Lead journey definition & automation

Marketing automation & workflows
Marketing automation & workflows

Analyzing ads & optimizing ad campaigns
Analyzing ads & optimizing ad campaigns

Advanced custom reporting
Advanced custom reporting

Customer journey documentation
Customer journey documentation

Unlock opportunities,

get more value.

Audit your HubSpot accounts at a granular level and get better results across the board with our in-depth auditing guide.

HubSpot Onboarding Process

Kick-Off
Kick-Off

We begin with understanding your business goals and tailoring a HubSpot onboarding plan that aligns with your needs.

Process Definition
Process Definition

We explore your current lead journey and sales process, identifying gaps and defining improved processes.

Implementation
Implementation

We help you set up new and improved processes across hubs using custom properties and automation workflows.

Documentation
Documentation

We create documentation of schema, processes, and SOPs for future use. We also record all calls for successive training and create a training plan for new joinees

It’s not just our moms who say this. Our partners think so too!

Questions? We’ve got answers.

That’s tough to say at this stage. The cost of onboarding depends on how many hubs you need onboarding for. For more clarity, let’s get on a call.
That’s tough to say at this stage. The cost of onboarding depends on how many hubs you need onboarding for. For more clarity, let’s get on a call.
That’s tough to say at this stage. The cost of onboarding depends on how many hubs you need onboarding for. For more clarity, let’s get on a call.
That’s tough to say at this stage. The cost of onboarding depends on how many hubs you need onboarding for. For more clarity, let’s get on a call.
That’s tough to say at this stage. The cost of onboarding depends on how many hubs you need onboarding for. For more clarity, let’s get on a call.