HubSpot Onboarding | The Easy Way to Get Started With HubSpot | Hubex

HubSpot Onboarding

You know growth, we know HubSpot. We help you shortcut your way to proficiency, allowing you to accelerate the growth of your company through HubSpot.


  Designated onboarding team with years of experience

  Ideal if you are new to HubSpot

  Only pay for what you need

Faster onboardings

You'll be in good company

HubSpot should work with you— not against you.

Implementing HubSpot can seem a bit overwhelming. Where to start, what are the pitfalls, and what about all your other commitments? You might even feel that it's not worth the hassle. But it doesn’t have to be that way.

With our do-it-together onboarding, we will guide you every step to make sure you get started the best way possible. No matter if you're a HubSpot superuser or if you've never used HubSpot before, we got you covered.


How we can help you get started


For pricing info, please check out our pricing page

What's included in the packages?

Baseline CRM setup

The baseline setup is typically initiated after the strategic workshop.

Some of the things we typically do:

  • Data import (.csv, .xls, .xlsx)
  • Initiate standard template setup
  • IP filtering
  • Time zone and currency setup
  • Standard branding setup

Included in:

Essential | Complete
HubSpot baseline setup

Strategic workshop

Your first onboarding session is a strategic workshop where we work together to set goals for the implementation, decide where to focus, and schedule your first onboarding workshop.

We'll discuss your:
  • Highest priority goals with HubSpot
  • Timeline
  • Organization (size, structure, industry)
  • HubSpot subscription
  • Current technology stack

Included in:

Essential | Guided | Complete

HubSpot workshops

About the onboarding workshops
  • Choose between open and set agenda workshops (any HubSpot Hub)
  • Each workshop is 60-90 minutes long
  • Individual homework between workshops*
  • Recommended group size is 1-4 people
  • The ideal time between workshops is 1-2 weeks
  • Workshops are done remotely over Google Meet
We recommend that each participant dedicates at least 3-5 hours for onboarding-related work and certifications between each workshop.

*Set agenda workshops only
Set agenda and open workshops
Set agenda workshop:
  • Pre-planned workshop from our workshop library
  • Includes presentation slides and homework for each participant
  • More structure and less flexibility
  • Recommended if you’re new to HubSpot
Open agenda workshop:
  • Flexible agenda focusing on anything you’d like within HubSpot
  • Less structure, and without slides and structured homework
  • Recommended if you already have a lot of experience with HubSpot and want to focus on a particular topic
Not sure what is the best fit for you? We’re happy to recommend a structure for you based on your situation.

Included in:

Guided | Complete
HubSpot onboarding flywheel
HubEx task dashboard

HubSpot implementation

How much can you expect us to do during a month?

During the onboarding, you can expect us to complete 4-8 tasks for you per month.

During the first month, we'd typically help you set up:

  • Templates for your blog listing and blog page
  • One landing page template
  • One thank you page template
  • One email template
  • One dashboard (with up to 3 custom reports)

Note: The limitation in the standard packages is that we work on one task at a time. Not sure if that's enough? Get in touch, and we'll tailor a package that fits your needs. 😊

Typical tasks we can help you with

Typical tasks include (but are not limited to):

  • Blog listing template setup
  • Landing page template setup
  • Email template setup
  • Custom dashboards & reports
  • Knowledge base setup
  • Automation and workflows
  • Database segmentation
  • Sales pipeline setup
  • Lead scoring setup
For how long will we help you?

The Essential Onboarding is a recurring engagement where we help you for as long as you want us to. 

The Complete Onboarding is a fixed-price project where we help you for three months. Should you need additional help after that, you can sign up for an ongoing subscription. 

Included in:

Essential | Complete
Ongoing HubSpot support

Ongoing HubSpot support


Once the onboarding is completed, you can either venture out on your own, outsource your marketing to an agency, or use our HubSpot Unlimited Subscription to get the most out of your HubSpot investment.


Learn more about our subscription-based services here.

Don’t just take our word for it — here’s what our customers have to say

No matter if you're a small business just getting started with HubSpot, or an established company that has been using HubSpot for years, we can help you get the most out of your HubSpot investment.

Hubex has smart people and valuable knowledge about Sales and marketing in Hubspot. It was great working together and getting us started with Hubspot.

Marte G.

Working with clever people is always enjoyable. Hubex is very knowledgeable, agile and customer-centred. I can truly recommend working with them.

Nils M. S.
Leith Executive Educaton

Common questions

What are your billing terms?

By credit card: Upfront payment (Stripe)

By invoice: Upfront payment (NET14)

What if I need to get onboarding on multiple HubSpot Hubs?

We currently support all HubSpot Hubs, i.e. Marketing Hub, Sales Hub, Service Hub, Operations Hub, CMS Hub.

If you're looking to get started with multiple Hubs at once we're more than happy to facilitate this. In this instance, you can either:

 - Buy multiple onboarding packages

 - Get a custom onboarding set up for you

You are welcome to get in touch with our friendly customer success team and we'll find a solution that works for you. Hit us up using the chat or our contact page.

Can I buy my HubSpot license through you?

Yes! We're happy to assist you in selecting the right package, negotiating the best terms and handle the communication with HubSpot.

What happens when I sign up?

Within a few minutes, you will get an email welcome email. In this email, there will be a link to an onboarding form. Please fill this out prior to the kick-off call. 

Your onboarding specialist will reach out by email to schedule your introductory onboarding call (phone or digital) within 1-2 working days of signing up. This call will focus on your situation, and how we best can support you.

Do you do custom integrations?

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

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.