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 customized to your company, goals, software, 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 the Marketing Hub software for the first time. Our customers enjoy our assistance advising on data migration, best practices around lead generation and qualification, as well as help creating automation and nurturing. With Marketing Hub Onboarding, we’re here to help you create a more sophisticated and personalized marketing approach in the HubSpot software.

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

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 Starter Professional Enterprise Advanced
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



Technical consulting




Business strategy consulting




Key Details


Setting: Remote

Legal Description


Setting: Remote

Legal Description


Setting: Remote

Legal Description


Setting: Remote

Legal Description


Would you like to know more information on what is covered during onboarding? Check out our sample plan of HubSpot Marketing Hub Professional Onboarding. This sample plan covers some of our most popular topics our customers ask for. When you purchase onboarding, the goals and tasks will be customized to your business needs.

Looking for more advanced help with Marketing Hub?

Check out our advanced onboarding services to see how our consultants can help. It’s designed for new customers on HubSpot’s marketing software who have more sophisticated marketing and sales needs.
  • tim-ryan
    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


  • Zola_Enkhbold
    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


  • anthony-hodge
    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


  • Dave Longwell
    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

Get More Information About Onboarding Services

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

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