A tailored onboarding plan at your terms combining hands-on implementation, consulting, and access to HubSpot tech and inbound experts.
A clean 1:1 transmission of all your customer data, without you having to worry about losing any information in between.
Building custom connectors that create a seamless flow of information and solve issues in communication, data sharing, and management.
Improving and supporting your API performance to make sure everything is running smoothly and securely.
A detailed account of CRM & Hub tools you need to begin working toward your goals faster and get optimal results.
Preparing and delivering training session materials for you to come back to and review anytime you need.
Providing guidance on best practices in HubSpot and sales strategies to scale and grow your business.
Our personalized training services, supplemented by technical support, creates the Ultimate HubSpot onboarding experience.
Our onboarding services are tailored to your specific requirements regarding HubSpot software and your team's exact needs. As opposed to onboarding delivered by HubSpot, which is only limited to consulting, we supplement our consulting onboarding services with hands-on implementation where our HubSpot tech and inbound experts provided all the necessary services to get your HubSpot working for your business.
Onboarding entails the full HubSpot experience (think: the tech and the theory). It best suits those who are running short of time and want to get started quickly without getting into the nitty-gritty of doing everything by themselves. In the end, you get the customization of HubSpot for your business. Ultimately, the onboarding is constructed to save you time and money while eliminating the additional workload on your end.
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Kick off meeting | 10 days | 7 days |
Meeting schedule | every 2 weeks | every week |
Onboarding type | Only Guidance |
Guidance + Hands-on
Implementation |
Custom integrations | ❌ | ✅ |
Custom website, blog, and email templates | ❌ | ✅ |
Data migration | ❌ | ✅ |
Automations | ❌ |
✅
(between 1 and 5)
|
Tech set-up | ❌ |
✅
(between 1 and 5)
|
Third-party API integrations | ❌ |
✅
(between 1 and 5)
|
TECHNOLOGY
We specialize in comprehensive technical solutions to challenging problems of our clients.
STRATEGY
Creative and visionary at heart, we can help you design an ecosystem that is focused on scalability and growth.
SUPPORT
We’ve got your back in the entire process. Our team understands your pain points and gets you the help you need.