You'll be in good company
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.
Ideal if you haven't used HubSpot before, or want more hands-on help with setting things up in your HubSpot portal.
HubSpot baseline CRM setup
1 x Strategic workshop
3 x HubSpot workshops
1 x Follow up Q&A call
Chat & email support
Designated CSM meeting link
The baseline setup is typically initiated after the strategic workshop.
Some of the things we typically do:
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:
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 include (but are not limited to):
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.
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.
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.
Working with clever people is always enjoyable. Hubex is very knowledgeable, agile and customer-centred. I can truly recommend working with them.
By credit card: Upfront payment (Stripe)
By invoice: Upfront payment (NET14)
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.
Yes! We're happy to assist you in selecting the right package, negotiating the best terms and handle the communication with HubSpot.
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.
No. At this point in time, we don't offer custom integrations and setup of 3rd party integrations.
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.