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 haven't used HubSpot before

  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.

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How we can help you started

 

For detailed information and pricing info, please check out our pricing page

What's included in the onboarding package?

HubSpot onboarding plan

Onboarding plan

Your first onboarding session is a kick-off call where you'll meet your onboarding specialist.

Together, you'll set goals for the implementation, decide where to focus, and schedule your first onboarding workshop. 

Baseline portal setup

After the kick-off, you can lean back and relax for a few days while we start with the baseline setup of your HubSpot portal.

Some of the things we typically do:

  • Essential account and CRM setup
  • Contact import (.csv, .xls, .xlsx)
  • Basic landing page/template migration
HubSpot baseline setup
HubSpot onboarding flywheel

Onboarding workshops

The onboarding packages contains a set number of onboarding workshops.

Click on the following links for a few sample onboardings of our Marketing Hub, Sales Hub, and Service Hub onboardings.

Setup assistance

If you've purchased the Complete Onboarding, you will have full access to our team of HubSpot specialists through our Unlimited Services for a duration of three months starting from the day of purchase. 

We will be adding tasks together on an ongoing basis, but you are also free to add tasks yourself should you need a few extra hands between the workshops. 

HubEx task dashboard
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.

Netlife_logo
Marte G.
Netlife

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

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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.