HubSpot Onboarding

Once we’ve got everything we need from you, we’ll aim to get started within a week. 

The key differences: familiarity and flexibility. We onboard a lower number of customers onto HubSpot than HubSpot themselves. Naturally, this means we get to know our customers and their businesses a little better and can provide more personalised advice. We’re also more flexible because we offer a wide variety of HubSpot services which you can usually add as you go along.

Yes - but you might be able to get a discount if you are onboarding the entire Growth Suite.

HubSpot CRM lays the foundation for all Hubs - and is therefore included as standard in your subscription for free. Getting HubSpot CRM configured correctly so it is aligned across all Hubs will ensure you are set up for success and ensure you have data points to work from and report on. If you want us to work with you to scope out what your business needs from HubSpot CRM, you’ll want some extra consultancy.

We’ve got lots of options available for you, from ongoing support which gives you access to expertise across our team when you need it, full-service marketing partnerships where we can act as an extension of your marketing team, to help building your website on HubSpot.

This is dependant on which Hub you are onboarding, but here are some things we might ask for to help us get you up and running as quickly as possible:

HubSpot onboarding checklist:

• Access to the web server to update DNS records for email and web
• Admin access to current CMS to add the HubSpot tracking code
• Super Admin access to Social Media accounts, Google Analytics/Search Console and Ads accounts (Google, Facebook, LinkedIn etc.)
• GDPR guidelines to hand, or a contact person in the legal department
• List of users and email addresses
• If using Outlook, Super Admin access to Email Client Configuration
• Details of desired deal stages

You’ll be assigned to a dedicated HubSpot Onboarding and Support Specialist. Once we know what your goals are with HubSpot, we'll use the project management tool to build a series of step-by-step 'projects' for you to complete which are aligned with what you want to achieve, and you'll be able to access them directly within your portal. The projects might be building your first campaign, configuring reports, designing workflows, using sales sequences...the list goes on!