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 Gold partner means that we have done it many times before. We know where there could be issues and what processes need to be in place for successful onboarding.

We can work with you to create a step-by-step onboarding plan so you can complete the transition seamlessly.

Why use a Hubspot Partner?
What happens when you onboard?
How long does it take to onboard?
How much does onboarding cost?
How much work will I need to do?

Why use a HubSpot partner?

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

Some steps of onboarding on to HubSpot are simple but many are more complex. So relying on a team of experts will make this process quick and simple. Here are the typical onboarding steps:

  • 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

What happens when you onboard?

Every agency will have a different process for onboarding HubSpot. We have a team of HubSpot experts that will support you through the process.

We will start by meeting with you to confirm your goals and how you will use HubSpot as a business.

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

We will make sure your website and other marketing systems – such as social media and PPC – are 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 involved.

This includes training for your team to ensure they are using HubSpot 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?

Onboarding with HubSpot’s marketing software starts at £2,500 – whether you chose to go through a HubSpot Partner or through HubSpot directly.

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

Speak to one of our HubSpot specialists to find out more.

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.

Talk to a HubSpot Specialist below