HubSpot onboarding built for consultancies

Choosing HubSpot is an investment in smarter, more efficient growth—but to get the full value, you need a setup that aligns with how consultancy firms win business.

Unlike generic onboarding programs, our consultancy-first approach ensures your HubSpot implementation:

✅ Matches your sales and marketing processes—not a one-size-fits-all setup.
✅ Enables consultative, high-value selling—not transactional sales tactics.
✅ Automates relationship-based marketing—not mass-market lead generation.
✅ Supports long sales cycles and multiple stakeholders—not quick, impulse-driven decisions.

We offer structured, expert-led onboarding for CRM, Marketing Hub, Content Hub and Sales Hub, designed specifically for consultancies looking to optimise their operations.

How we compare to HubSpot's own onboarding

HubSpot’s standard onboarding is product training, not a tailored implementation. While they’ll guide you through feature setup, they won’t align it to your business model, process, or team structure.

✅ We don’t just show you how HubSpot works—we configure it to work for you.
✅ We bring deep consultancy experience to ensure your CRM and automation mirror real-world processes.
✅ We go beyond basic onboarding to build scalable, repeatable systems from day one.

And unlike many HubSpot Solutions Providers, our approach is:

✔ Modular – Choose onboarding for CRM, Marketing Hub, Content Hub, or Sales Hub individually—or all together.
✔ Process-Driven – We follow a proven methodology to create a structured, efficient onboarding experience.
✔ Playbook-Led – Your team leaves with practical, repeatable frameworks for marketing and sales success.
✔ Cost-Effective – We offer greater depth and value than HubSpot’s onboarding, at a commercially competitive rate.

Our HubSpot onboarding options

Our Onboarding Service Includes:

1️⃣ Portal Setup & Configuration

  • User Roles & Permissions: Establishing appropriate access levels for your team.
  • Domain Connection: Integrating your business domains for seamless communication.
  • Tracking Code Installation: Implementing tracking to monitor visitor interactions.
  • Email Sending Configuration: Authenticating email domains to ensure deliverability.
  • GDPR & Data Privacy Settings: Configuring compliance settings to protect client data.

2️⃣ CRM & Data Management

  • Contact & Company Import: Migrating existing data into HubSpot.
  • Pipeline Setup: Designing sales pipelines that reflect your consultancy's processes.
  • Custom Properties: Creating fields specific to your business needs.

3️⃣ Tool Integration & Activation

  • Email & Calendar Sync: Connecting Gmail, Outlook, or other email services.
  • Form & Lead Capture: Setting up forms to gather and segment leads effectively.
  • Third-Party Integrations: Linking essential tools like Slack or project management software.

4️⃣ Automation & Reporting

  • Workflow Automation: Establishing automated processes for routine tasks.
  • Lead Routing: Setting rules to assign leads to the right team members.
  • Dashboard Configuration: Creating reports to track key performance indicators.

5️⃣ Training & Support

  • Live Walkthrough: A 60-minute session to familiarize your team with the setup.
  • Q&A Session: Addressing any immediate questions or concerns.
  • Post-Onboarding Checklist: Providing a guide to ensure continued success.

 

Investment: £1,500 (one-time fee)

Why choose us?

Unlike HubSpot’s own onboarding (which is generic product guidance) or other Solutions Providers (who often take a one-size-fits-all approach), we bring:

✔ Deep Consultancy Experience – We know how consultancies generate and convert leads and we tailor your HubSpot setup accordingly.
✔ A Process-Driven Approach – Our structured onboarding ensures smooth adoption, with minimal disruption to your team.
✔ Playbook-Driven Execution – Even though Marketing Hub & Content Hub don’t have in-built Playbook features, we embed repeatable frameworks into your workflows.
✔ A Focus on Revenue Outcomes – This is not just a HubSpot setup—it’s a revenue-generating system designed to get you ROI fast.
✔ Commercially Competitive Pricing – More depth and value than HubSpot’s onboarding at a price point designed for consultancy firms.

Want to discuss which onboarding package is right for you? Let’s chat!

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