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Marketing Hub Onboarding

Get technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.

Marketing Hub Onboarding Overview

Marketing Hub Onboarding is designed for new customers using Marketing Hub software for the first time. We’ll guide you on how to flex your best Marketing Hub muscles: you’ll get recommendations on how to utilize your data in HubSpot, learn how to create automation and nurturing processes, and get best practices around lead generation and qualification — all with your business objectives in mind.

During Marketing Hub Onboarding, you may receive guidance on the following:



How your data lives in HubSpot
Lead capture and conversion paths
Segmenting your data
Email marketing
Traffic and website analytics
Content strategy
Automated lead nurturing and internal lead assignment setup
Consulting to migrate/import data from your CRM
Campaign setup and analysis
Calculated properties and custom reporting
Permissioning, team setup and managing multiple brands in HubSpot
Key Details


Setting: Remote

Legal Description


Setting: Remote

Legal Description

Want a look at what’s covered in onboarding? Check out this sample Marketing Hub Professional Onboarding plan that covers some of the most popular topics customers ask for. When you purchase onboarding, the goals and tasks will be aligned to your business needs.

Looking for more advanced help with Marketing Hub?

HubSpot Advanced Onboarding guides you through the considerations of a more sophisticated setup, while HubSpot Solutions Partners provide strategic consultation and hands-on support to execute your highly customized setup for you.

Both options provide you with strategic and technical guidance, but if you need additional help executing, you'll want to enlist a certified Solutions Partner.

Get More Information About Onboarding Services

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