Get hands-on help with setting up your HubSpot instance for optimal performance, without the hassle.
Fast and cost-effective
Experienced onboarding team
Only pay for what you need
You'll be in good company
Implementing HubSpot can feel overwhelming, but with our help, you can launch your HubSpot instance quickly and efficiently while freeing up internal resources.
Our expert team provides customized implementation plans, workshops, and hands-on support to help you maximize HubSpot's power and generate leads and opportunities in less time.
Our structured program is designed to streamline the HubSpot launch process for your organization. We provide a clear roadmap and step-by-step guidance, so you can get up and running quickly.
This means you can start capturing and engaging leads in less time, without having to spend valuable resources figuring out how to use HubSpot on your own.
We'll share best practices and expert insights to help you avoid mistakes and maximize HubSpot's power.
We'll help you identify the most important features and functionalities to focus on, so you can achieve your business goals more effectively.
In addition to the core set of workshops from the Guided Onboarding, we offer additional workshop sessions that provide more time for strategy and training.
These sessions are designed to help you deepen your understanding of HubSpot and develop more advanced skills. You'll learn how to create targeted campaigns, track metrics and analyze data, and much more.
We provide hands-on assistance through a customized project plan that is tailored to your specific needs. Our team of HubSpot experts will work closely with you to understand your business goals and help you achieve them.
This means you'll have the support you need to set up HubSpot for optimal performance, without having to worry about the details.
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.
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. While we'll be guiding you and helping you with the setup, we can't do it without your input. In addition, there are parts of the setup (such as making changes to external systems/websites) that are not included in our services.
We recommend that you reserve at least 3-5 hours per week during the initial month for workshops, brainstorming, and internal discussions.
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! 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.
Note that while we help you with imports as a part of the Launch Pad, migrations are not included unless specifically mentioned in the order form.
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.
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.