Get advanced, in-depth technical and strategic guidance on using HubSpot to grow your business. With an onboarding plan customized to your company, goals, software, and tech stack, we’re here to help you—every step of the way.
Our more advanced onboarding offerings are for new or upgrading Enterprise customers who have more sophisticated business needs. This package is ideally suited to customers who require:
During your first 120 days, your onboarding specialist will lead you in setting up the technical components of HubSpot and any systems integrations, all while guiding you to incorporate inbound techniques into your marketing and sales programs. Your onboarding specialist will create a customized project plan to get you fully up and running, completely integrated, and comfortable executing in your HubSpot software. Your onboarding specialist’s plan will include topics like:
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How your data lives in HubSpot and segmenting your data |
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Business process mapping and standard CRM customization for your processes |
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Productivity tools for your business needs |
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Content strategy, email marketing, and lead capture & conversion paths |
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Traffic and website analytics |
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Building a marketing to sales handoff process |
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Campaign setup, analysis, and custom reporting |
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Technical consulting |
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Advanced HubSpot tool tactics |
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Advice on implementation and use of native/3rd-party integrations |
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Merging HubSpot portals into a new portal |
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Bringing business units together into a single portal |
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Key Details |
Price: Setting: Remote Meetings: 1-2 per week |
Price: Setting: Remote Meetings: 2-3 per week |
The entire HubSpot family was very helpful and knowledgeable. Our Inbound Consultant is extremely passionate about her work, and she genuinely wanted myself as a marketer, as well as our entire company, to succeed.
Want to learn more? We can help customize an onboarding plan that's right for you.