With any new software, it can be hard to know where to start. You don’t want to miss any details. You need a smooth transition to your new software. Working with a HubSpot Platinum Solutions Partner means that you can rely on our experience.

There are a number of settings and processes that you need to have outlined before you start using HubSpot. Our proven roadmap ensures none of those details are missed and you get the maximum return for your investment as quickly as possible.

We'll work with you to create a bespoke plan so you can get started on generating inbound leads.

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Why use a HubSpot partner for onboarding?

HubSpot offers direct onboarding for all its products. But onboarding with HubSpot directly means you may not get as much support as if you would with a HubSpot Partner.

Onboarding directly with HubSpot usually includes weelky calls with a member of the HubSpot team where you'll be set homework to complete for the next call.

Onboarding with a HubSpot Partner means you get more hands-on support and have less homework to do yourself. We have listed some of the typical onboarding steps below to give you some idea of what you can expect:

  • setting up your tracking code for website analytics in Google Analytics
  • connecting your existing CRM to the HubSpot platform or setting up the HubSpot CRM
  • creating custom contact properties which are unique to your company to ensure your database is enriched and of a high quality
  • setting up sub-domains for your HubSpot pages to sit on
  • building landing pages, thank you pages, emails and contact forms
  • migrating your existing content (such as blog posts and content offers) across to HubSpot

Having the support of a partner that has helped onboard businesses just like yours means you can have peace of mind that the process will be seamless and nothing will be missed.

What happens when you onboard?

We'll start with a kick-off meeting to confirm your goals and how you will use HubSpot as a business. 

Using this information, we will create a plan to make sure your database is segmented correctly to work seamlessly with your marketing and sales teams.  

Your website and other marketing systems – such as social media and PPC – will be integrated fully with the HubSpot platform so you can use end-to-end reporting.

How long does it take to onboard?

The onboarding process usually takes around 90 days. But this can vary depending on whether there are migrations or integrations required and if your data is ready to go into HubSpot.

Onboarding with Intergage includes training for your team to ensure they are using the software correctly. As HubSpot is a significant investment, we want to work with you to ensure your teams use every inch of the software.

How much does onboarding cost?

Prices for onboarding vary depending on the package your business requires. The cost will depend on how you intend to use HubSpot and how much you want us to get involved.

Our onboarding packages start at £2,500 which is the same if you were to onboard directly through HubSpot. However, onboarding with a HubSpot Partner means you get much more support.

How much work will my business need to do?

As a HubSpot Partner we’ll do all the heavy lifting for you but you will need to do some work. HubSpot works as an add-on to your business so it is vital that everyone knows how to use it properly and is bought into using it. We'd recommend having a dedicated project manager from your business to help bed the software in from your end.

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