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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:

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 Advanced Premier
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

Advanced HubSpot tool tactics

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.