Meet the Team

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    Chris Cortez

    IMPLEMENTATION SPECIALIST

    Your Implementation Specialist will work alongside you to support your sales and marketing strategy and business objectives, making sure you have all the resources and advice you need to effectively use the HubSpot sales and marketing tools.

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    Kathleen Knapp

    SEO Guru

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    Al Gator

    Sales Associate

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  • sg-defaults_testimonial-avatar-1.svg

    Kathleen Knapp

    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg

    Al Gator

    Sales Associate

    Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit. Duis aute irure dolor in reprehenderit in voluptate velit.

  • sg-defaults_testimonial-avatar-1.svg

    Kathleen Knapp

    SEO Guru

    Lorem ipsum dolor sit amet, consecte tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

  • sg-defaults_testimonial-avatar-2.svg

    Al Gator

    Sales Associate

    Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit. Duis aute irure dolor in reprehenderit in voluptate velit.

  • CRM Training

CRM Training

Discover the best way to get the CRM to work for you and your sales team.

Quick Start Consultation Overview

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.

Completing the Quick Start Consultation will help you:

  • Complete the essential configuration of the software.
  • Understand the basics required to collect and engage leads, build and manage a deal pipeline, and/or create a helpdesk for answering support tickets.*
  • Feel empowered to be a self-sufficient user of the product.

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to self-serve resources.

The Quick Start Consultation includes, but is not limited to:

  • One hour of call(s) with an Implementation Specialist and 30 minutes of email support including a custom task list with resources for your needs.   from an Implementation Specialist
  • Access to HubSpot’s extensive self-guided learning tools including the HubSpot Academy & Knowledge Base
  • Completion of the essential configuration of the software

If you’re looking for more hands-on support to help you maximize your return on investment with HubSpot, consider a professional-level onboarding specific to the product(s) of choice. Below is an overview of the primary differences between the Quick Start Consultation and our Professional Onboarding package(s).

Quick Start Consultation

Professional Onboarding

  • Up to 1.5 hours of total human-led service over 30 days
  • Ideal for customers who do not require extensive help & seek self-sufficiency in HubSpot
  • Helps customers see success lightning fast by focusing on their primary use case
  • Up to eight (8) hours of onboarding assistance over 60 days for Sales & Service Hub
  • Up to sixteen (16) hours of onboarding assistance over 90 days for Marketing Hub
  • For customers looking for additional guidance, extensive advice on best practices and strategic implementation of the product
  • Helps customers accomplish their primary use case, and go on to complete additional use cases driven by the customer's goals & priorities
  • Guided onboarding from product orientation through realized value such as leads collected, deals generated & tickets answered
  • In-depth direction on how to best integrate HubSpot into your tech-stack

 

*Not intended to be a fully inclusive list of features. Please see Product and Services Catalog for detailed list of features available in each product line.