Skip to content
Book a call

The HubSpot core

HubSpot is bought. Now somebody has to set it up properly.

A guided build of the hubs you have actually paid for, done module by module with your team in the room, so the portal is live and used rather than live and ignored.

Talk to us about this Run the free audit

A named specialist replies within one working day. No sales sequence.

What is HubSpot guided onboarding?

A structured setup of the HubSpot hubs you have licensed, run module by module with your team. It covers the data model, pipelines, properties, lifecycle stages, core automation and the training that makes it stick, so the portal is configured to the way you sell rather than to the demo.

What you get

What you get.

Scope and shape

Scope and shape.

Every engagement is scoped properly before it starts. This is the shape of a typical one.

Typical duration
Four to eight weeks Driven by how many hubs and how clean the data is
Who has to be in the room
A decision maker, plus one person per hub The single biggest cause of overrun is nobody being able to approve a process
What you supply
Current data, current process, access Messy is fine. Undocumented is fine. Absent is the problem
What it is not
A migration or a rescue Coming off another CRM is Migration. An existing portal in trouble is Portal rescue

Free, and yours to keep

Find out what is actually wrong with your portal.

An automated audit of data quality, workflows, unused licences and automation nobody owns. The findings are yours whether you engage us or not.

  • Portal health
  • Workflow audit
  • Data hygiene

Run the free audit

10,000 credits buys one of

HubSpot-sent emails
666
Workflow actions
3,333
AI service conversations
200
AI content pieces
10

How it runs

Scope. Configure. Train. Check back.

  1. 01

    Scope

    One workshop per hub to agree the process before we build to it.

  2. 02

    Configure

    Data model, pipelines, properties, automation and reporting, built in your portal.

  3. 03

    Train

    Role-based sessions against your real records, not a sandbox.

  4. 04

    Check back

    Two weeks after go-live we look at adoption and fix what people are avoiding.

Somebody with the same problem

What changed, and what it was worth.

All case studies

Already know you need this?

Skip the audit. Book 45 minutes.

Tell us what is going on and we come to the call having already looked at it. If we are not the right fit, we say so.

Book a call

Before you ask

The questions we get on this one.

We already did HubSpot onboarding with HubSpot. Why would we do this?

HubSpot’s onboarding teaches you the product. This configures the product to your business. They are different jobs, and the second one is where portals usually fail.

Can you do one hub now and another later?

Yes, and it is usually cheaper that way. The data model is done once and holds for every hub added afterwards.

Do we need Professional or Enterprise?

No. We scope to the tier you own and tell you plainly if something you want needs a higher one, rather than designing around an upgrade you did not agree to.

Talk to us about guided onboarding

Tell us what is going on.

One form, one reply, from the person who would do the work. No sequence, no SDR, no chasing.

  • A reply within one working day
  • From a dedicated specialist, not an account manager
  • No sales sequence unless you ask for one

Rather pick a time now?

Book a call

Protected by reCAPTCHA. We do not sell, share or rent your details.