Onboarding Services

Technical setup and marketing campaign assistance to match your business needs.
We'll provide everything you need to hit the ground running and ensure your
first campaign with us is a success.

Basic Onboarding

Get help with your setup and learn how to launch a campaign with HubSpot Academy videos and live webinars.

Professional Onboarding

Work one-on-one with a HubSpot specialist who will assist with the implementation of software & build a project plan for launching your first campaign.

Enterprise Onboarding

Choose from a selection of Enterprise-grade Onboarding options designed to configure the full range of the HubSpot tools in conjunction with more advanced marketing strategy.

Learn more about our other onboarding options: Starter Kit Onboarding , Start-up Onboarding, Service Hub Professional Onboarding, Sales Professional Onboarding, or Agency Onboarding

Sales Professional Onboarding

What to Expect from HubSpot Onboarding

Watch our short video to learn more about the
Professional or Enterprise Onboarding experience.

Meet Our Team

  • Sam Whittle HubSpot
    Sam Whittle
    Implementation Specialist

    Sam is an inbound expert dedicated to helping marketers see tremendous growth. By matching his passion for technical implementation with his ability to project manage, Sam has helped countless customers achieve success with HubSpot.

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    Diana Liechty
    Implementation Specialist

    Diana is a project manager and consultant who has become the trusted resource for scores of clients looking to launch, re-haul, or optimize their digital marketing strategy using the HubSpot toolset.

  • Derek Pun HubSpot
    Derek Pun
    Implementation Specialist

    Derek is a passionate marketer and project manager who’s helped dozens of customers drive growth. His specialties include: lead generation and nurturing, growth hacking, SEO, and strategic email marketing.

  • nisha2-1.jpg
    Nisha Anand
    Implementation Specialist

    Nisha is an inbound marketer with a technical background. Nisha uses her HubSpot product expertise and project management skills to help customers embed HubSpot into their marketing process and drive real growth and results.

  • Kate-Walling-Headshot.png
    Having that personalized training and getting on-board quickly was a key part to our success early on.

    Kate Walling

    Sr. Marketing Manager


  • Getting HubSpot for our company was a wise decision and we already see great results from it. Our implementation specialist went above and beyond to get us on-boarded successfully and efficiently. They were well prepared and extremely knowledgeable about her work! Thank you HubSpot!

    Zola Enkhbold

    Director of Marketing


  • claes-friberg.jpg
    HubSpot is a great tool and it’s helping us to grow our business. We’ve enjoyed working with the onboarding and services teams, and they've both helped coach us to inbound marketing success.

    Claes Friberg



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