<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=118316065439938&amp;ev=PageView&amp;noscript=1">

Expert HubSpot Onboarding

A Solutions Partner for 6 years, we exclusively work with HubSpot. We provide the practical & strategic insights to get your Marketing Hub and Sales Hub set up and running in line with your goals and operations.

  • Align your HubSpot setup with your specific customer type and operational processes.
  • Get expert reports and visibility into both marketing and sales
  • Migrate data and get team members working effectively in short order

Don't allow partial implementation to hinder your growth

Ensure the right setup for the platform that you rely upon for successful sales & marketing.

top hubspot
cms implementation
abm
30 most
inbound
gold partner
growth driven design
martech cover
semrush certified agency
getgrowth_logo_rgb_horizontal_original color@2x

Complete 4 Step Onboarding

gold partner stack

As an experienced HubSpot solutions partner, we manage and launch HubSpot for our clients every day. We know that getting the set-up right is what allows your team to transition quickly and put all the powerful tools to work.

We use a proven onboarding process that aligns HubSpot to your goals, the process that you use for sales, and how you define success. We'll also show you insider tips to maximize how you implement these tools into your daily workflows for sales and marketing.

HubSpot onboarding is specially designed for those using HubSpot for the first time, but many companies didn't implement it effectively and can benefit from an onboarding process that improves how they use HubSpot, too. 

If you want your transition to HubSpot to create the growth outcomes that you signed up use our best-practice onboarding to improve your marketing and sales outcomes, strategic visibility and performance accountability for both marketing and sales.

Get Started

gold partner stack

We Use a Proven 4-Phase Process

  • Initial Set-Up

    Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed. 

    What we cover: 

    • Your HubSpot Goals
    • Kickoff Call
    • Stakeholder Alignment
    • Platform Audit
    • Integration Planning
    • Adding Team Members to HubSpot
    • Lead Qualification Criteria
    • Contact Property Management
    • Email Account Setup
    • Social Account Connections
    • 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 in future phases. 

    Length: 1 week

  • Lead Management

    Lead management is all about ensuring your CRM is tied into the Hubs you're using. 

    This phase includes: 

    • Defining Lifecycle Stages
    • Defining Deal Stages
    • Importing Contacts
    • Establishing Lead Scoring
    • Contact Segmentation
    • Building HubSpot Forms

    At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads. 

    Length: 2 weeks

  • Process Automation

    Phase 3 is all about taking your team's manual actions and automating them in HubSpot. 

    Process Automation includes: 

    • Establishing Your Lead Status
    • Mapping Your Nurturing Process
    • Developing Custom Workflows
    • Creating Templates and Sequences
    • Assigning Lead Ownership
    • Establishing Smart Content

    The goal is to let HubSpot do the heavy lifting for you. 

    Length: 2 weeks

  • Success Planning

    In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest. 

    This phase covers: 

    • Meetings Link Best Practices
    • Contact Record Upkeep
    • Team Q&A
    • Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
    • 90 Days of Support*
    • Success Planning

    Length: 1 week

Initial Set-Up

Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed. 

What we cover: 

  • Your HubSpot Goals
  • Kickoff Call
  • Stakeholder Alignment
  • Platform Audit
  • Integration Planning
  • Adding Team Members to HubSpot
  • Lead Qualification Criteria
  • Contact Property Management
  • Email Account Setup
  • Social Account Connections
  • 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 in future phases. 

Length: 1 week

Lead Management

Lead management is all about ensuring your CRM is tied into the Hubs you're using. 

This phase includes: 

  • Defining Lifecycle Stages
  • Defining Deal Stages
  • Importing Contacts
  • Establishing Lead Scoring
  • Contact Segmentation
  • Building HubSpot Forms

At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads. 

Length: 2 weeks

Process Automation

Phase 3 is all about taking your team's manual actions and automating them in HubSpot. 

Process Automation includes: 

  • Establishing Your Lead Status
  • Mapping Your Nurturing Process
  • Developing Custom Workflows
  • Creating Templates and Sequences
  • Assigning Lead Ownership
  • Establishing Smart Content

The goal is to let HubSpot do the heavy lifting for you. 

Length: 2 weeks

Success Planning

In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest. 

This phase covers: 

  • Meetings Link Best Practices
  • Contact Record Upkeep
  • Team Q&A
  • Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
  • 90 Days of Support*
  • Success Planning

Length: 1 week

Pricing Options

Select the best-fit option for effective onboarding and HubSpot implementation.
QuickStart (DIY + Support)

$1500 / one-time

  • Kick-off Consultation
  • Onboarding Workbook
  • Video Walkthroughs
  • 90 Days of Support*
Do-It-For-You

$5500 / one-time

  • Kick-off Consultation
  • Onboarding Workbook
  • Video Walkthroughs
  • Email Support
  • Contact List Import
  • Smart List Creation
  • Workflow Creation
  • 90 Days of Support*
White Glove Onboard

$9800 / one-time

  • Kick-off Consultation
  • Onboarding Workbook
  • Video Walkthroughs
  • Email Support
  • Contact List Import
  • Smart List Creation
  • Workflow Creation
  • Integration Support
  • Lead Scoring
  • Team Training Event
  • Optimization Audit
  • 90 Days of Support*
* IMPORTANT NOTE

Get 90 days of support with your HubSpot Certification

We want to help you master the power of HubSpot, so we offer an additional 90 days of support when you complete your certifications.  The best way for your 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 your team . 

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

Launch Right

Share your plans for HubSpot and learn how expert onboarding can help

About Your Call: We'll be excited to hear how you plan to use HubSpot for growth. We'll also explain how expert onboarding will put on a path to success.  

  • Your priorities for implementing HubSpot
  • Any questions about data imports or integrations
  • How to get started with onboarding, now.

Pick a time on the calender