Guided HubSpot Onboarding

Our Guided Onboarding program offers personalized, hands-on assistance to help you get the most out of your HubSpot investment.

What's included?

Guided Onboarding Programs

We'll help you set up your HubSpot account, streamline your operations in HubSpot, and increase productivity.

Marketing Hub

During the onboarding sessions, we’ll guide you on:

  • Setting up HubSpot’s GDPR tools
  • Importing your contacts
  • Setting up your first HubSpot forms and CTAs
  • Setting up automated marketing emails to nurture your inbound leads
  • Setting up your first marketing reports and dashboards
Sales Hub

During the onboarding sessions, we’ll guide you on:

  • Customizing HubSpot for your sales process
  • Setting up the sales productivity tools
  • Setting up your sales pipeline(s)
  • Setting up core sales automation
  • Setting up your first sales reports and dashboards
Service Hub

During the onboarding sessions, we’ll guide you on:

  • Setting up HubSpot’s GDPR tools
  • Importing your contacts & tickets
  • Setting up your ticket pipeline and support inbox
  • Setting up ticket automation to stay on top of your customer requests
  • Setting up your first service reports and dashboards.

What our customers say

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