Logo - Full (Color)
Skip to content

Advanced and Premier Onboarding

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.

Who chooses Advanced or
Premier Onboarding?

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:

  • Additional technical help for data or website migrations and defining custom integrations between HubSpot and their sales and marketing stack
  • Advice on creating advanced strategies for implementing complex use cases and business processes in HubSpot
  • Consulting on merging HubSpot portals and/or business units into a single portal
  • Best practices for multiple teams using a single HubSpot portal
  • New tactics and strategies for marketing, sales, services, and operations teams
  • A higher-touch service with more frequent interactions for project management, consulting, troubleshooting, and multi-stakeholder management
  • Additional focus on deployment readiness, rollout, and long-term planning
  • Deliverable documentation to help with internal communications and training

What’s included?

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:


How your data lives in HubSpot and segmenting your data
Business process mapping and standard CRM customization for your processes
Productivity tools for your business needs
Content strategy, email marketing, and lead capture & conversion paths
Traffic and website analytics
Building a marketing to sales handoff process
Campaign setup, analysis, and custom reporting
Technical consulting

Custom integration support, template configuration, API review/troubleshooting, technical design review

Advanced HubSpot tool tactics

Lead Scoring, Smart Content, Calculated Fields, Programmable Email, HubDB, HubL, Custom Modules

Advice on implementation and use of native/3rd-party integrations
Merging HubSpot portals into a new portal
2 portals
More than 2 portals
Bringing business units together into a single portal
2 business units
More than 2 business units
Key Details


Setting: Remote

Meetings: 1-2 per week

Legal Description


Setting: Remote

Meetings: 2-3 per week

Legal Description


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.

Justin Headley

Marketing Manager


Get More Information About Onboarding Services

Want to learn more? We can help customize an onboarding plan that's right for you.