HubSpot Onboarding for Free Accounts

Use HubSpot Free with Maximum Impact

Get the most out of your free HubSpot and maximize the benefit for your business.

Launch well

Expert HubSpot Onboarding

A Solutions Partner for 8 years, we exclusively work with HubSpot. We bring expert insights that make HubSpot even more valuable than you had hoped.

Free onboarding for free Hubs for qualified clients.
Onboard all Hubs with a focus on Marketing, CMS, Sales and Service.
Technical skill for integrations, migrations and complex set-up.

Get started quickly and reach your growth goals.

We help you build for success.

Our Proven Process

Marketing Free - Initial Set-up
Marketing Set-Up

The process is all about getting the tools you've signed up from HubSpot operational. This phase begins with our kick-off call and provides the support you need for success.

What we cover:
- Your HubSpot Goals
- Platform Audit
- Adding Team Members to HubSpot
- Contact Property Management
- Email Account Setup
- HubSpot Tracking Code
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 2 Meetings
Sales Free
Sales Set-Up

We'll help you get the sales tools you're using from HubSpot operational. This phase begins with our kick-off call and helps you get your sales tools operational.

What we cover:
- Your Sales Goals
- Platform Audit
- Adding Sales Team Members to HubSpot
- Contact Property Management
- Meeting and Sales Email Account Setup
- Deal Pipeline
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 2 Meetings
CMS Free
CMS Set-Up

We'll help you get the website tools you've signed up for from HubSpot operational. This phase begins with our kick-off call and helps you get your CMS website tools ready for content and publishing.

What we cover:
- Your theme choices
- Platform Audit
- Adding Team Members to HubSpot
- Creating a landing page
- Meeting and Sales Email Account Setup
- Using forms
- Website publishing requirements
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 1 Meeting

Marketing Set-Up

The process is all about getting the tools you've signed up from HubSpot operational. This phase begins with our kick-off call and provides the support you need for success.

What we cover:

Your HubSpot Goals
Platform Audit
Adding Team Members to HubSpot
Contact Property Management
Email Account Setup
HubSpot Tracking Code

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 2 Meetings

Sales Set-Up

We'll help you get the sales tools you're using from HubSpot operational. This phase begins with our kick-off call and helps you get your sales tools operational.

What we cover:

Your Sales Goals
Platform Audit
Adding Sales Team Members to HubSpot
Contact Property Management
Meeting and Sales Email Account Setup
Deal Pipeline

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 2 Meetings

CMS Set-Up

We'll help you get the website tools you've signed up for from HubSpot operational. This phase begins with our kick-off call and helps you get your CMS website tools ready for content and publishing.

What we cover:

Your theme choices
Platform Audit
Adding Team Members to HubSpot
Creating a landing page
Meeting and Sales Email Account Setup
Using forms
Website publishing requirements

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success.

Length: 1 Meeting

* IMPORTANT NOTE

We offer 90 days of support with your HubSpot Certification

We want to help every client master the power of HubSpot, so we offer an additional 90 days of support when you complete your certifications. The best way for clients to make the most of the tools is to complete HubSpot certifications.

HubSpot's certifications are a powerful way to equip and empower everyone on every team.

Because of this, we prioritize helping you find and enroll in the right courses - all of which are included with your HubSpot license.

Plus, Quarterly Reviews for 12 Months

We'll provide a quarterly review of ways you can optimize your HubSpot use, plus bring you up to speed with new features and opportunities.

Get the full benefit

Let's talk about your goals to see how HubSpot can help you get there more effectively

About Your Call: We'll be excited to hear about your goals. We'll be straightforward about the best ways to implement your new HubSpot tools and how you can create the greatest internal benefit and external impact.