Guided HubSpot

Maximize the Value of HubSpot
with Expert Guidance

A Smooth and Efficient Start

Our Guided Onboarding program offers personalized, hands-on assistance to help you get the most out of your HubSpot investment.

We'll help you set up your HubSpot account, streamline your operations in HubSpot, and increase productivity.

What's Included in the
Guided HubSpot Onboarding?

Starting at €1499
Guided Marketing
Hub Onboarding

During the onboarding sessions, we’ll guide you on:

  • Setting up HubSpot’s GDPR tools
  • Importing your contacts
  • Setting up your first HubSpot forms and CTAs
  • Setting up automated marketing emails to nurture your inbound leads
  • Setting up your first marketing reports and dashboards
Starting at €1499
Guided Sales
Hub Onboarding

During the onboarding sessions, we’ll guide you on:

  • Customizing HubSpot for your sales process
  • Setting up the sales productivity tools
  • Setting up your sales pipeline(s)
  • Setting up core sales automation
  • Setting up your first sales reports and dashboards
Starting at €1499
Guided Service
Hub Onboarding

During the onboarding sessions, we’ll guide you on:

  • Setting up HubSpot’s GDPR tools
  • Importing your contacts & tickets
  • Setting up your ticket pipeline and support inbox
  • Setting up ticket automation to stay on top of your customer requests
  • Setting up your first service reports and dashboards.

Why Choose our Guided Onboarding?


Customized for Your Business.

Our onboarding specialists will work closely with you to understand your unique business processes and tailor the onboarding experience to your specific needs.

Satisfied businessman relaxing in his office

Accelerate Adoption.

We'll help you avoid common pitfalls and roadblocks, enabling your team to start using HubSpot effectively in less time.

Young people meeting with digital tablet

Experienced Team.

Join over 100 other satisfied customers who have successfully onboarded with us. Our team's extensive experience ensures a smooth onboarding process.


Ongoing Support.

Access our onboarding resources, including tutorials, best practices, and troubleshooting guides, to continue learning and growing with HubSpot.

Frequently Asked Questions

What's the difference between your onboarding and HubSpot's?

Our Guided Onboarding is developed in collaboration with HubSpot reps, offering a similar experience with a few key differences:

  • Faster kick-off and completion: You'll be up and running within a month.
  • Additional hands-on help: If needed, we can assist with data imports and portal setup, which would otherwise require a separate vendor.
  • Extensive experience: Our onboarding team has over six years of experience working with HubSpot and numerous clients.
What if I need extra help during or after the onboarding?

We offer ongoing support options, such as our Quick Assist plan, which provides continuous guidance and assistance for optimizing your HubSpot experience.

What if I need onboarding on multiple HubSpot Hubs?

Our Guided Onboarding program can be tailored to accommodate multiple HubSpot Hubs. Contact us to discuss your specific needs and pricing options.

What if I have specific needs and want a custom onboarding package?

We can create a custom onboarding package to meet your unique requirements. Schedule a consultation to discuss your needs and explore our Custom Onboarding options.

Can you help me migrate from another CRM?

Yes, we can help you migrate your data from other systems to HubSpot and/or integrate HubSpot with your other SaaS-solutions*. Please schedule a consultation to discuss your specific needs. 

* Not included in the Guided Onboarding.

Ready to Optimize Your HubSpot Experience?

Contact us to explore our services and discuss your onboarding needs.