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- Products Products
- ## The HubSpot Customer Platform
All of HubSpot's marketing, sales, and customer service software on one agentic platform.
[Free HubSpot CRM](https://www.hubspot.com/products/crm?isVariant=b)
[Overview of all products](https://www.hubspot.com/products/get-started?isVariant=b)
- ### Marketing Hub
Marketing automation software
[Free and premium plans](https://www.hubspot.com/products/marketing?isVariant=b)
- ### Sales Hub
Sales software
[Free and premium plans](https://www.hubspot.com/products/sales?isVariant=b)
- ### Service Hub
Customer service software
[Free and premium plans](https://www.hubspot.com/products/service?isVariant=b)
- ### Content Hub
Content marketing software
[Free and premium plans](https://www.hubspot.com/products/content?isVariant=b)
- ### Data Hub
Data management software
[Free and premium plans](https://www.hubspot.com/products/data?isVariant=b)
- ### Revenue Hub
CPQ, billing, and payments software
[Free and premium plans](https://www.hubspot.com/products/revenue?isVariant=b)
- ### Smart CRM
AI-powered, flexible CRM software
[Learn more](https://www.hubspot.com/products/crm/ai-crm?isVariant=b)
- ### Agent Hub
Your central home for building and managing AI agents across the platform
[Learn more](https://www.hubspot.com/products/artificial-intelligence?isVariant=b)
- ### Small Business Bundle
The Starter edition of each product, built for startups and small businesses
[Learn more](https://www.hubspot.com/products/crm/starter?isVariant=b)
- ### AEO (Beta)
Answer engine optimization tools that track and improve your brand's visibility in AI results
[Learn more](https://www.hubspot.com/products/aeo?isVariant=b)
- ### HubSpot Marketplace
Connect your favorite apps to HubSpot
[See all integrations](https://ecosystem.hubspot.com/marketplace/apps?isVariant=b)
- Solutions Solutions
- By Use Case
- By Team Size
- Why HubSpot?
- ## Marketing
- ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?isVariant=b)
Convert visitors into contacts for your database.
- ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?isVariant=b)
Create campaigns with automation and AI.
- ## Sales
- ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?isVariant=b)
Generate a pipeline of high-quality prospects.
- ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?isVariant=b)
Streamline your process and close more deals faster.
- ## Customer Service
- ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?isVariant=b)
Support customers at scale with AI and a help desk.
- ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?isVariant=b)
Identify opportunities to improve customer health.
- ## Content
- ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?isVariant=b)
Easily craft content for your audience, with help from AI.
- ### [Manage content](https://www.hubspot.com/use-case/manage-content?isVariant=b)
Organize, update, and distribute content in one place.
- ## Startups & Small Businesses
- ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?isVariant=b)
Generate leads through content, AI, and automation.
- ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?isVariant=b)
Prospect smarter and automate payments.
- ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?isVariant=b)
Unify your team and data on one platform.
- ## Artificial Intelligence
- ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?isVariant=b)
Scale customer service with an AI customer agent.
- ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?isVariant=b)
Identify and engage high-value leads with an AI prospecting agent.
- ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?isVariant=b)
Get instant answers about your customers with an AI data agent.
## By Team Size
- ### For Small Businesses & Startups
HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?isVariant=b)
- ### For Enterprises
With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use.
[Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?isVariant=b)
## Why HubSpot?
- ### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
[Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?isVariant=b)
- ### Case Studies
Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better.
[See all case studies](https://www.hubspot.com/case-studies?isVariant=b)
- ### Spotlight: Product Updates
Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase.
[Explore product updates](https://www.hubspot.com/spotlight?isVariant=b)
- [Pricing](https://www.hubspot.com/pricing/marketing?isVariant=b)
- Resources Resources
- ## Featured Links
- [Spotlight: Product Updates](https://www.hubspot.com/spotlight?isVariant=b)
- [What's New in HubSpot](https://www.hubspot.com/new?isVariant=b)
- [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?isVariant=b)
- [Sustainability](https://www.hubspot.com/sustainability?isVariant=b)
- ## Community & Events
- [UNBOUND Event](https://unbound.hubspot.com/)
- [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers)
- [HubSpot Community](https://community.hubspot.com/)
- [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?isVariant=b)
- ## Partners
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions?isVariant=b)
- [Technology Partner Program](https://www.hubspot.com/partners/app?isVariant=b)
- [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?isVariant=b)
- [Education Partner Program](https://academy.hubspot.com/education-partner-program?isVariant=b)
- [Startup Partner Program](https://www.hubspot.com/startups/partners?isVariant=b)
- ## Education
- [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?isVariant=b)
- [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?isVariant=b)
- [HubSpot Blogs](https://blog.hubspot.com/)
- [Free Courses & Certifications](https://academy.hubspot.com/)
- [Ebooks, Guides & More](https://www.hubspot.com/resources?isVariant=b)
- [HubSpot Knowledge Base](https://knowledge.hubspot.com/)
- ## Tools
- [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?isVariant=b)
- [Developer Tools](https://developers.hubspot.com/)
- ## Services
- [Onboarding](https://www.hubspot.com/services/onboarding?isVariant=b)
- [Migration](https://www.hubspot.com/services/professional/migrations?isVariant=b)
- [Premium Support](https://www.hubspot.com/services/premium-support?isVariant=b)
- [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?isVariant=b)
- Products Products
- ## The HubSpot Customer Platform
All of HubSpot's marketing, sales, and customer service software on one agentic platform.
- [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?isVariant=b)
- [__Overview of all products__](https://www.hubspot.com/products/get-started?isVariant=b)
- [
\
__Marketing Hub__
\
Marketing automation software](https://www.hubspot.com/products/marketing?isVariant=b)
- [
\
__Sales Hub__
\
Sales software](https://www.hubspot.com/products/sales?isVariant=b)
- [
\
__Service Hub__
\
Customer service software](https://www.hubspot.com/products/service?isVariant=b)
- [
\
__Content Hub__
\
Content marketing software](https://www.hubspot.com/products/content?isVariant=b)
- [
\
__Data Hub__
\
Data management software](https://www.hubspot.com/products/data?isVariant=b)
- [
\
__Revenue Hub__
\
CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?isVariant=b)
- [
\
__Smart CRM__
\
AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?isVariant=b)
- [
\
__Agent Hub__
\
Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?isVariant=b)
- [
\
__Small Business Bundle__
\
The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?isVariant=b)
- [
\
__AEO (Beta)__
\
Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?isVariant=b)
- [
\
__HubSpot Marketplace__
\
Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?isVariant=b)
- Solutions Solutions
- By Use Case
- ## Marketing
- [Generate leads](https://www.hubspot.com/use-case/generate-leads?isVariant=b)
- [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?isVariant=b)
- ## Sales
- [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?isVariant=b)
- [Close deals](https://www.hubspot.com/use-case/close-more-deals?isVariant=b)
- ## Customer Service
- [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?isVariant=b)
- [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?isVariant=b)
- ## Content
- [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?isVariant=b)
- [Manage content](https://www.hubspot.com/use-case/manage-content?isVariant=b)
- ## Startups & Small Businesses
- [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?isVariant=b)
- [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?isVariant=b)
- [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?isVariant=b)
- ## Artificial Intelligence
- [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?isVariant=b)
- [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?isVariant=b)
- [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?isVariant=b)
- By Team Size
- ## By Team Size
- 
### For Small Businesses & Startups
HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?isVariant=b)
- 
### For Enterprises
With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use.
[Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?isVariant=b)
- Why HubSpot?
- ## Why HubSpot?
- 
### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
[Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?isVariant=b)
- 
### Case Studies
Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better.
[See all case studies](https://www.hubspot.com/case-studies?isVariant=b)
- 
### Spotlight: Product Updates
Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase.
[Explore product updates](https://www.hubspot.com/spotlight?isVariant=b)
- [Pricing](https://www.hubspot.com/pricing/marketing?isVariant=b)
- Resources Resources
- ## Featured Links
- [Spotlight: Product Updates](https://www.hubspot.com/spotlight?isVariant=b)
- [What's New in HubSpot](https://www.hubspot.com/new?isVariant=b)
- [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?isVariant=b)
- [Sustainability](https://www.hubspot.com/sustainability?isVariant=b)
- ## Community & Events
- [UNBOUND Event](https://unbound.hubspot.com/)
- [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers)
- [HubSpot Community](https://community.hubspot.com/)
- [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?isVariant=b)
- ## Partners
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions?isVariant=b)
- [Technology Partner Program](https://www.hubspot.com/partners/app?isVariant=b)
- [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?isVariant=b)
- [Education Partner Program](https://academy.hubspot.com/education-partner-program?isVariant=b)
- [Startup Partner Program](https://www.hubspot.com/startups/partners?isVariant=b)
- ## Education
- [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?isVariant=b)
- [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?isVariant=b)
- [HubSpot Blogs](https://blog.hubspot.com/)
- [Free Courses & Certifications](https://academy.hubspot.com/)
- [Ebooks, Guides & More](https://www.hubspot.com/resources?isVariant=b)
- [HubSpot Knowledge Base](https://knowledge.hubspot.com/)
- ## Tools
- [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?isVariant=b)
- [Developer Tools](https://developers.hubspot.com/)
- ## Services
- [Onboarding](https://www.hubspot.com/services/onboarding?isVariant=b)
- [Migration](https://www.hubspot.com/services/professional/migrations?isVariant=b)
- [Premium Support](https://www.hubspot.com/services/premium-support?isVariant=b)
- [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?isVariant=b)
- About About
- [About Us](https://www.hubspot.com/our-story?isVariant=b)
- [Careers](https://www.hubspot.com/careers?isVariant=b)
- [Contact Us](https://www.hubspot.com/company/contact?isVariant=b)
- [Investor Relations](https://ir.hubspot.com/)
- [Management Team](https://www.hubspot.com/company/management?isVariant=b)
[Start free or get a demo](https://www.hubspot.com/products/get-started?isVariant=b)
[Log in](https://app.hubspot.com/login?isVariant=b)
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- [日本語](https://www.hubspot.jp/services/onboarding/customer-platform?isVariant=b)
- [Deutsch](https://www.hubspot.de/services/onboarding/customer-platform?isVariant=b)
- [English](https://www.hubspot.com/services/onboarding/customer-platform?isVariant=b)
- [Español](https://www.hubspot.es/services/onboarding/customer-platform?isVariant=b)
- [Português](https://br.hubspot.com/services/onboarding/customer-platform?isVariant=b)
- [Français](https://www.hubspot.fr/services/onboarding/customer-platform?isVariant=b)
- High Contrast
- [Customer Support](https://help.hubspot.com/)
- [Contact Sales](https://offers.hubspot.com/contact-sales?isVariant=b)
# Customer Platform Onboarding
Get technical and strategic guidance on setting up your HubSpot suite of software to grow. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.
Request more information
Menu
Scroll Left Scroll Right
- [Onboarding](https://www.hubspot.com/services/onboarding?isVariant=b) Show Submenu
- [Customer Platform](https://www.hubspot.com/services/onboarding/customer-platform?isVariant=b)
- [Marketing Hub](https://www.hubspot.com/services/onboarding/marketing-hub?isVariant=b)
- [Sales Hub](https://www.hubspot.com/services/onboarding/sales-hub?isVariant=b)
- [Service Hub](https://www.hubspot.com/services/onboarding/service-hub?isVariant=b)
- [For Partners](https://www.hubspot.com/services/onboarding/partner?isVariant=b)
- [HubSpot Academy: Guided Onboarding](https://www.hubspot.com/academy/guided-onboarding?isVariant=b)
- [Onboarding Foundations for Partners](https://www.hubspot.com/onboarding-foundations-for-partners?isVariant=b)
- [Migration Services](https://www.hubspot.com/services/professional/migrations?isVariant=b)
## Select Currency
- USD $
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## Customer Platform Onboarding Overview
Customer Platform Onboarding is designed for new customers using HubSpot’s full Customer Platform for the first time. We’ll guide you through best practices, give recommendations on how to utilize your data in HubSpot, and help you optimize the functionality that HubSpot offers – all with your business objectives in mind.
## When buying Enterprise Customer Platform, use the table below to evaluate whether the Enterprise or Premier onboarding option is best for your business.
Professional Enterprise Premier
How your data lives in HubSpot and segmenting your data
Automated lead nurturing and internal lead assignment setup
Consulting to migrate/import data from your legacy systems
Data quality best practice
Creating a customized ticket pipeline
Live chat implementation
Baseline reporting setup and review
Includes custom reporting
Business process mapping and standard CRM customization for your processes
Optimizing your website and blog
Custom reporting to track KPIs, site performance reporting, reporting by brand domain
Content partitioning
Best practice for managing multiple business units in HubSpot
Creating custom dashboards
Advice on implementation and use of native/3rd-party integrations
Programmable automatic with Operations Hub
Advanced HubSpot tool tactics
Consulting through the setup of multiple business units
Maximum 2 business units
Custom integrations
Bringing business units together into a single portal
Key Details
Price: CAD13,000
Setting: Remote
[](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)[Legal Description](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)
Price: CAD22,100
Setting: Remote
[](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)[Legal Description](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)
Price: CAD31,200
Setting: Remote
[](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)[Legal Description](https://legal.hubspot.com/hubspot-product-and-services-catalog?isVariant=b)
View all rows View fewer rows
Previous Next
- 
> Making the decision to go with HubSpot to help YouEarnedIt promote "Happiness at Work" is one of the best business decisions I've made as a marketing professional. The support, training, account management, and overall product experience have exceeded my expectations.
Tim Ryan
Director of Happiness Marketing
YouEarnedIt
- 
> 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 onboarded successfully and efficiently. They were well prepared and extremely knowledgeable.
Zola Enkhbold
Director of Marketing
[BidMed](https://www.bidmed.com/?isVariant=b)
- 
> We think of HubSpot as the extra full-time employee on our digital marketing team that we rely on daily.
Anthony Hodge
Global Content & Digital Marketing Communications Manager
[Randstad](https://www.randstadusa.com/?isVariant=b)
- 
> HubSpot's services have been a huge reason for our marketing success. It was important that we hit the ground running when we started using HubSpot. HubSpot's onboarding professionals and tech support helped us transition and launch our campaigns while we got up to speed on the robust toolbox that HubSpot offers. Thanks to their attentive, dedicated support teams, we didn't miss a beat in our communication with new and existing contacts.
David Longwell
Director of Marketing
[Rent Like a Champion](https://rentlikeachampion.com/?isVariant=b)
## Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.
Request more information

Back
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## Popular Features
- [All Products and Features](https://www.hubspot.com/products?isVariant=b) All Products and Features
- [HubSpot AEO](https://www.hubspot.com/products/aeo?isVariant=b) HubSpot AEO
- [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting?isVariant=b) Free Meeting Scheduler App
- [Agent Hub](https://www.hubspot.com/products/artificial-intelligence?isVariant=b) Agent Hub
- [Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking?isVariant=b) Email Tracking Software
- [AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer?isVariant=b) AI Content Writer
- [AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator?isVariant=b) AI Website Generator
- [Email Marketing Software](https://www.hubspot.com/products/marketing/email?isVariant=b) Email Marketing Software
- [Lead Management Software](https://www.hubspot.com/products/crm/lead-management?isVariant=b) Lead Management Software
- [AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent?isVariant=b) AI Prospecting Agent
- [Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder?isVariant=b) Free Website Builder
- [Landing Pages](https://www.hubspot.com/products/marketing/landing-pages?isVariant=b) Landing Pages
- [Free Online Form Builder](https://www.hubspot.com/products/marketing/forms?isVariant=b) Free Online Form Builder
- [Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder?isVariant=b) Free Chatbot Builder
- [Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat?isVariant=b) Free Live Chat Software
- [Marketing Analytics](https://www.hubspot.com/products/marketing/analytics?isVariant=b) Marketing Analytics
- [Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages?isVariant=b) Free Landing Page Builder
- [Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting?isVariant=b) Free Web Hosting
## Free Tools
- [See All Free Business Tools](https://www.hubspot.com/free-business-tools?isVariant=b) See All Free Business Tools
- [AI Search Grader](https://www.hubspot.com/ai-search-grader?isVariant=b) AI Search Grader
- [AI Search Sensor](https://www.hubspot.com/aeo-sensor?isVariant=b) AI Search Sensor
- [Make My Persona](https://www.hubspot.com/make-my-persona?isVariant=b) Make My Persona
- [Email Signature Generator](https://www.hubspot.com/email-signature-generator?isVariant=b) Email Signature Generator
- [Free Business Templates](https://www.hubspot.com/resources/templates?isVariant=b) Free Business Templates
- [Software Comparisons Library](https://www.hubspot.com/comparisons?isVariant=b) Software Comparisons Library
- [Website Templates](https://ecosystem.hubspot.com/marketplace/website?isVariant=b) Website Templates
## Company
- [About Us](https://www.hubspot.com/our-story?isVariant=b) About Us
- [Careers](https://www.hubspot.com/careers?isVariant=b) Careers
- [Management Team](https://www.hubspot.com/company/management?isVariant=b) Management Team
- [Board of Directors](https://www.hubspot.com/company/board-of-directors?isVariant=b) Board of Directors
- [Investor Relations](https://ir.hubspot.com/) Investor Relations
- [Blog](https://blog.hubspot.com/) Blog
- [Sustainability](https://www.hubspot.com/sustainability?isVariant=b) Sustainability
- [Contact Us](https://www.hubspot.com/company/contact?isVariant=b) Contact Us
## Customers
- [Customer Support](https://help.hubspot.com/) Customer Support
- [Join a Local User Group](https://www.hubspot.com/hubspot-user-groups?isVariant=b) Join a Local User Group
## Partners
- [All Partner Programs](https://www.hubspot.com/partners?isVariant=b) All Partner Programs
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions?isVariant=b) Solutions Partner Program
- [Technology Partner Program](https://www.hubspot.com/partners/app?isVariant=b) Technology Partner Program
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