Custom Onboarding to Set You Up For Growth

Do HubSpot Right. The First Time

HubSpot is a powerful tool and software, capable of powering a range of sales, marketing, and support initiatives. Because of this range of use cases, no two businesses ever use HubSpot 100% like any other business.

Your business is unique. The way you’ll be using HubSpot is unique. Shouldn’t your onboarding plan be unique?

Here, we’ve spent years crafting custom HubSpot onboarding plans for our clients—designed to help them get up and running as quickly as possible so that they can begin realizing value from the tool. Because we’re in the business of helping you realize your strategic goals, and not of selling HubSpot, we’ll never recommend you upgrade just for upgrade’s sake; if and when we make a recommendation, it’s because we believe it’s the right move for your business.

We’re experienced in all areas of HubSpot’s use and implementation, including:

Marketing Hub

For growing website traffic, converting leads, and nurturing those leads to closed deals

Sales Hub

For simplifying and scaling your sales process in a clean, efficient way

Service Hub

For providing customer service and delight through every stage of their journey

HubSpot CRM

For managing your database of contacts, companies, and deals

HubSpot CMS

For creating blog posts, landing pages, and other content that will convert


Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt .

Want To Learn More? Book A Free Consultation.

Tell us more about how you plan to use HubSpot to support your marketing, sales, and support processes. Once we understand your goals, we can chat through the different ways we can help you achieve them. This free consultation  will include:

  • Initial recommendations about HubSpot and integrations
  • Discussions about your current processes
  • A complimentary overview of the Inbound Methodology and how HubSpot can support it

Account and Technical Setup

  • Installing the HubSpot Tracking Code on your website and subdomains
  • Filtering Out Internal Traffic
  • Establishing Your Email Sending Domain and CAN-SPAM
  • Importing Contacts, Companies, Deals, Tickets, Notes, etc.
  • Data Hygiene
  • Importing Marketing Opt-Out Lists (and other lists)
  • Creating Custom Properties in the CRM (as necessary)
  • Configuring Email
  • Connecting Various Social Channels (Facebook, Twitter, LinkedIn, Instagram)
  • Guiding You Through Integrations (as necessary)

Marketing Hub

  • Persona Development
  • Campaign Setup
  • Lifecycle Stage/Customer Journey Development
  • Lead Capture (Forms, Pop-ups, CTAs Landing Pages)
  • Lead Scoring
  • Lead Nurturing (Email, Social Media, Smart Content, Chat)
  • Blogging
  • Content Strategy & Development
  • Automation
  • Database Segmentation & List Creation

Sales Hub

  • Email Integration
  • Email Templates Development
  • Calendar & Meeting App
  • Live Chat/Chatbots
  • Deal Stage Development
  • Deal Pipeline Development
  • Video
  • Automation (Workflows, Sequences)
  • Documentation Library

What To Expect When Implementing HubSpot

Whether you’ve already purchased HubSpot and are looking to a partner who can help you quickly implement it, or you’re still considering your options, we can help.

Because the onboarding process can be rather varied from organization to organization, it’s difficult to speak generally about what an engagement with us will look like. That being said, it will usually include:

Here’s how it works:

1. We understand your business.

We begin all of our engagements with a deep-dive into your current sales, marketing, and support processes so that we can understand your business at a fundamental level.

Content Marketing Agency

2. We recommend a customized implementation plan.

Based on this understanding, we will make recommendations as to which tools within HubSpot we think you should leverage, as well as any third-party apps or integrations you may need for success.

3. We tackle all technical setup.

Everything involved in getting you up and running using HubSpot.


Email Writing

4. We outline quick wins.

How can we help you realize some immediate value from HubSpot? Most businesses can leverage a number of quick wins for some immediate ROI.


5. We map out a long-term plan.

We are proponents of the INBOUND METHODOLOGY. As such, we’ll help you create a long-term marketing, sales, and support STRATEGY that embraces inbound. This strategy will also include outlining when it might make sense to expand your use of HubSpot as your company grows.


Content Marketing Agency

6. If needed, we provide ongoing support.

Need someone to help you with the tactical side of HubSpot—building emails, designing CTAs, developing landing pages, etc.? We offer such support through our HUBSPOT SERVICES. Likewise, we can TRAIN YOUR TEAM so they are better equipped for the task at hand.


Content Packages

Basic Plan
Monthly SEO Keyword Research Research
2 Short or 1 Long SEO Blog
8 Social Media Posts/Month
2 Monthly Emails (Updates, Social Post Notify
Professional Plan
Monthly Content Topics / Calendar / Strategy
Montly Advanced SEO Keyword Research
4 Short or 2 Long SEO Blogs
1 Video Podcasts Per Month (15-30 minutes)
Premium Plan
Monthly Content Topics / Calendar / Strategy
Monthly Advanced SEO Keyword Research
8 Short or 4 Long SEO Blogs
2 Video Podcasts Per Month (15-30 minutes)
Content Marketing Agency

Lorem ipsum dolor sit amet, consectetur adipiscin

Lorem ipsum dolor sit amet, consectetur adipiscin Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Speak with an Expert for a Free Consultation

Receive a no-obligation consultation by submitting the form. You’ll speak with an experienced Strategist who can share more about our services and help you determine the best path forward.