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Sales Hub Onboarding

Get technical advice for setting up Sales Hub, plus actionable guidance to help you simplify and scale your sales process so you can close more deals. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.

Sales Hub Onboarding Overview

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

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



Productivity tools
Overview of your custom sales process in HubSpot
Customization of the CRM for your processes
Baseline reporting setup and review
Custom report setup and review
Onboarding your team (invite, permissions, and resources)
Standard sales automation setup
Turning on standard integrations (App Marketplace/native)
Consulting to migrate/import data from your CRM
Routing and managing multiple teams
Key Details


Setting: Remote

Legal Description


Setting: Remote

Legal Description

Want a look at what’s covered in onboarding? Check out this sample Sales 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 Sales 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.

When Wai Yan came onboard, she was quick to pick up the internal challenges we were facing and gave recommendations on areas to focus on to get the sales reps to buy in to HubSpot. She was attentive to the needs of our sales team and offered solutions to help them achieve their goals. The onboarding for reports was particularly challenging but Wai Yan was patient in helping us piece it together. Our colleagues now find that HubSpot is easy to use as it syncs with their emails. By using a proper CRM tool they discovered it helps them keep close tabs of their journey with their customers and understanding that by adopting sales best practices they can work more effectively.

Sylvia Seah

Marketing Manager

Cyberlogitec Global

Get More Information About Onboarding Services

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