HubSpot Onboarding | Expert Help in HubSpot | Hubex

Guided HubSpot Onboarding

Expert Guidance and Best Practices to Help You Get Started With HubSpot.

HubSpot is packed with features and capabilities, but it can take time to learn how to use them all effectively. Let us save you time and frustration.

  Fast and cost-effective

  Experienced onboarding team

  Only pay for what you need


You'll be in good company

Professional Advice and Best Practices

HubSpot is an all-in-one marketing, sales, and customer service software that can streamline your operations, increase productivity, and ultimately, help you grow your business. However, getting started with HubSpot can be a daunting task. That's why we've created a guided HubSpot onboarding program that can help you save time and resources while gaining the knowledge you need to succeed.

Typical Guided Onboarding Timeline


Week 1

Getting started: You'll have a kick-off with your onboarding specialist and outline the ideal onboarding plan to ensure you get started in the best way possible.

Week 2-4

Workshops: You'll have a series of workshops focusing on the three key milestones identified during the kick-off call.

Week 5

Completion: You can now either venture out on your own or keep working together either by adding more workshops or through our subscription.

Expert Guidance and Support Every Step of the Way

With our Guided HubSpot Onboarding program, you'll work one-on-one with a dedicated onboarding specialist. They'll help you set up your account, configure key settings, and show you how to use the features that are most relevant to your business. You'll also receive access to our onboarding resources, including tutorials, best practices, and troubleshooting guides. 

Satisfied businessman relaxing in his office

Get More Value from HubSpot Sooner

Our Guided HubSpot Onboarding program is designed to help you get more value from HubSpot, sooner. With the guidance of our team, you'll avoid the common pitfalls and roadblocks that can slow down your progress. You'll also learn how to use HubSpot in a way that's tailored to your specific needs and goals.

Experienced Onboarding Team

Don't just take our word for it -- join close to 100 other satisfied customers who have successfully onboarded with us. With our Guided HubSpot Onboarding program, you'll be able to streamline your onboarding process, get expert guidance and support, and start seeing results from HubSpot faster.


Frequently Asked Questions

Our guided onboarding is developed side by side with several HubSpot reps and is designed to closely emulate the guided onboarding from HubSpot, with a few key differences:

It's faster: We'll have the kick-off within days, and you'll be up and running within a month.

We offer additional hands-on help if you need: If you're also looking for hands-on help importing your data and setting up your portal and/or website in HubSpot, you'd typically need to find a separate vendor for this. This takes time and is typically not very cost-effective.

We've done it a lot: While years of experience don't tell the whole story, it can at least be an indication. Your onboarding team has over six years of experience each working with HubSpot on a daily basis with a large number of clients.

You're more than welcome to contact your onboarding specialist should you have specific questions. 

Should you need more help later on, you can either purchase a standalone workshop or subscribe to our subscription service. 

Yes! Through our guided onboarding, we can spend time during the workshop to help you with your import and share best practices to make sure your import is as clean as possible. 

With our implementation support services, we can also do the import for you (if you provide us with the data). 

Note that the import will only be as good as the data you provide from the current system. If you want help with an import, please get in touch to make sure we are aligned in terms of expectations!

Yes! If importing the data from a spreadsheet is not going to cut it for you (typically as you're looking to import activities such as meetings and calls), we might just be able to help through our CRM migration service. 

Please get in touch with us to discuss.

CRM Import: You provide us with a spreadsheet with key data. This should following the best practices outlined in the following post

CRM Migration: Best suited if you are not able to export your data into a spreadsheet, or need "timeline-based items" such as emails, meeting notes, and other activities. 

If you're looking for a migration we're happy to discuss how to best assist you. Note that migrations are not included in our standard packaging and is priced separately.

No. At this point in time, we don't offer custom integrations and setup of 3rd party integrations.

We are however happy to assist you in installing integrations from the HubSpot marketplace. 

Still have questions? Don't worry,
we got your back!

Our onboarding specialists are ready to answer any question you might have to make sure you got everything you need to be successful with HubSpot. You can also browse more commonly asked onboarding questions in our FAQ.