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Sales Hub Onboarding

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

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
  • Starter Kit
  • Suite

Professional

Designed for new customers using the Professional Suite software.

Sales Hub Professional Onboarding Overview

We begin with a discovery session, followed by a session each week with an Implementation Specialist within the first 60 days of purchasing the service. 

Your Implementation Specialist will discuss your current sales process and make recommendations based on best practices we’ve developed. You’ll receive actionable advice on how to close more deals using the HubSpot CRM and Sales Professional tools. 

This service is for you if:

You are looking to set up the HubSpot CRM and/or Sales Professional tools in order to simplify, measure, focus, and scale your sales process.

For established sales organizations looking for Premier Consulting Services to refine their sales process within the HubSpot CRM, we might recommend a more advanced consultation here

For assistance with technical migrations, please see our resource here.

 

This service may include, but is not limited to:

  • Strategic organization of your contacts and companies
  • Best practices for the Sales Professional tools (Calling, Templates, Sequences, Meetings, Messages, Notifications, Workflows, etc.) to help convert leads into more opportunities.
  • Deal management strategy to effectively move prospects from opportunity to customer
  • Lead generation tips using your HubSpot Marketing software
  • Guidance on the best reports to measure and track your success 

Key Details

Price:

Setting: Remote

Legal Description

Enterprise

Sales Hub Enterprise Onboarding Overview

Sales Hub Enterprise Onboarding is designed for new customers on the Sales 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 build pipelines and close more deals using the Sales 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 Sales 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 Sales Hub Enterprise features: Pipeline Management, Deal Management, Approval Management and eSignature
  • Assistance in setting up the HubSpot Enterprise features including: Single Sign-on, Teams, and Predictive Lead Scoring
  • Strategic guidance on the organization of your contacts and companies, reporting structure and deal management strategy.

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

Starter Kit

  • 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

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    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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