Basic Onboarding

Hassle-free set up and assistance to get you started with HubSpot.

Meet the Team

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    Your Implementation Specialists will assist with technical setup and the launch of your first conversion path to get you on the path towards achieving your goals.

  • Basic Onboarding
  • Professional Onboarding
  • Enterprise Onboarding

Basic Onboarding

Designed for new customers using the Basic HubSpot software.


Our Basic Onboarding service is designed for new customers using the HubSpot Basic Marketing software. Set your inbound plans in motion with guidance from an Implementation Specialist, learning resources, and actionable projects. We will assist you with technical setup and the launch of your first conversion path. We will use the Inbound Methodology to teach you how to think strategically about your inbound efforts and implement the HubSpot software.

What's Included

  • One (1) discovery session and up to three (3) consulting session for assistance with technical setup and implementation of HubSpot tools and methodology
  • Full access to all of the HubSpot Support Team
  • Access to the abundance of resources from the HubSpot Academy Team

Key Details


Setting: Remote

Level: All Levels

Legal Description

Professional Onboarding

Enterprise Onboarding

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    You guys rock! You're fast, knowledgeable, informative, and willing to help. You always make me feel like I matter. Thank you!

    Amy Wingfield

    Marketing Manager

    Staff One

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    We spend a lot less time guessing about our marketing now that we have HubSpot. We can see our results and track our ROI. This way, we don't waste any time or money.

    Mark Stephens

    IDR Solutions

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