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Marketing Hub Onboarding

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

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Meet the Team

  • Diana

    Diana Liechty

    Implementation Specialist

    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.

  • Caitlin Siegrist

    Caitlin Siegrist

    Customer Success Manager

    Your CSM will serve as your long-term point of contact, offering strategic advice and addressing all account related questions.

  • Professional
  • Enterprise
  • Quick Start Consultation
  • Suite

Professional

Designed for new customers using the Professional Suite software.

Marketing Hub Professional Onboarding Overview

Professional Onboarding is designed for new customers on the Marketing Hub Professional software. With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.

This service may include, but is not limited to:

  • An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
  • Your Implementation Specialist shall provide:
    • Assistance with the technical setup associated with HubSpot Marketing Hub Professional.
    • Advice and guidance on integrating your existing CRM or other systems with HubSpot
    • Guidance on developing, managing and executing one (1) inbound campaign
  • You will also receive on-going access to resources including:
    • The HubSpot Support Team
    • Certification courses, documentation, and training programs from the HubSpot Academy Team
    • The HubSpot Customer Success team

Key Details

Price:

Setting: Remote

Legal Description

Marketing Hub Onboarding Checklist

View a Sample Marketing Hub Onboarding Checklist

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Enterprise

Marketing Hub Enterprise Onboarding Overview

Marketing Hub Enterprise Onboarding is designed for new customers on the Marketing Hub Enterprise Software who want a personalized implementation experience.

Your Implementation Specialist will discuss and evaluate your current process and make recommendations based on best practices we have developed. You will receive actionable advice on how to execute campaigns, generate traffic and convert leads using the Marketing Hub Enterprise tools.

This service may include, but is not limited to:

  • Access to an assigned Implementation Specialist for the first 90 days from the start of your Marketing Hub Enterprise subscription
  • A discovery session to uncover existing systems and processes in-place at your organization
  • Assistance with setting up your HubSpot instance including the Marketing Hub Enterprise features: Advanced Reporting, Multi-language Content, Custom Events and more
  • Assistance in setting up the HubSpot Enterprise features including: Single Sign-on, Teams, and Predictive Lead Scoring
  • Strategic guidance on inbound marketing and campaign management

As a HubSpot Enterprise customer you will also receive ongoing access to the following resources:

    • The HubSpot Support Team
    • Certification courses, documentation, and training programs from the HubSpot Academy Team
    • The HubSpot Customer Success team

Key Details

Price:

Setting: Remote

Legal Description

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Quick Start Consultation

Suite

Key Details

HubSpot official services description

  • Amy_Hervey.jpg
    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

  • markstephens.png
    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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