Professional Onboarding

Personalized setup and campaign assistance for getting started quickly.

Meet Our Team

  • 2376cd5e0846f6a63685602facdde278.jpeg

    Sam Whittle, Implementation Specialist

    Your IS will serve as a project manager during your first 90 days to help you with technical set-up and launching your first campaign. They will make sure you have everything you need to get started with HubSpot as quickly as possible.

  • Head_Shot-1.jpg

    Andrew Godlewski, Customer Success Manager

    Your CSM will connect you with the resources you need to leverage the platform, review your account, and develop a strategy to achieve your goals.

  • Professional Onboarding
  • Enterprise Onboarding

Professional Onboarding

For new customers on the Professional software suite who want a more personalized training experience.

Professional Onboarding Overview

Professional Onboarding is designed for new customers on the HubSpot 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.

What's Included

  • 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 the Professional HubSpot Software and any other HubSpot products purchased at the same time
    • 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


Setting: Remote

Level: All Levels

Legal Description

Enterprise Onboarding

Key Details

  • Kate-Walling-Headshot.png
    Having that personalised training and getting on-board quickly was a key part to our success early on.

    Kate Walling

    Sr. Marketing Manager


Request More Information

Not too sure what it is you're looking for? We can help find the Service that is right for you.