Services / Onboarding
Your team, actually using HubSpot, in two weeks.
For teams that bought HubSpot Starter and don’t know where to begin. Four guided sessions, setup included — your CRM up and running without a drawn-out project.
✓ Flat price ✓ No hourly billing ✓ HubSpot Starter only
Onboarding or Implementation — which one's yours?
Onboarding and Starter are two different services for two different moments. Here’s the difference, straight.
Onboarding fits if:
- You're still figuring out whether HubSpot is right for your company.
- Your sales team is between 1 and 10 people.
- You need HubSpot working now — no long project.
- Your sales process doesn't need complex automation yet.
- You bought HubSpot Starter or CRM Suite Starter.
Look at Professional if:
- You need automated workflows or lead scoring.
- Your sales team runs on email sequences.
- You need more than one pipeline, or custom reports.
- You'll be operating across more than one Hub (Marketing + Sales, say).
- You already had a first run at HubSpot and outgrew it.
Three sessions, your portal configured, your team trained.
Every session has a clear goal. No “alignment” calls, no unnecessary check-ins.
Diagnostic and base setup
We review your portal's current state and lay the technical foundation.
- Portal review and detection of misconfigurations
- Domain connection and tracking code
- User, role, and permission setup
- Notification and preference configuration
Data structure and pipeline
We build the data architecture that makes everything else make sense.
- Custom contact, company, and deal properties
- Sales pipeline mapped to your process
- Base segmentation lists
- Data import (up to 1,000 contacts from CSV)
Sales tools
We set up the tools your team will use day to day.
- Email templates with personalization
- Snippets and documents with tracking
- Individual meeting links per rep
- Forms with simple automated notifications
Training and go-live
Your team learns to use what we built. They run it on their own from here.
- Live training for the whole team
- Basic tracking dashboards
- Custom usage guide for your portal
- 15 days of post-onboarding support kicks in
What people ask us most about Onboarding.
What's the difference between Onboarding and Implementation Starter?
Two services for two different moments. Onboarding is lighter — we guide you and configure the portal alongside you in collaborative sessions. It's the right call if your case is fairly simple and you want to be up and running fast. Implementation Starter ($2,500) goes deeper: we build everything ourselves — migrated data, complex pipelines, integrations — with a more robust technical deliverable. If you're not sure, we'll sort it out together on the diagnostic call.
Do I need to already have HubSpot?
Yes — Onboarding is for teams that already bought HubSpot Starter. If you haven't bought it yet, we'll help you pick the right tier on the diagnostic call first.
What if more complex requirements come up during the process?
If we hit something that's outside Starter's scope — complex automation, integrations, custom objects — we'll flag it and point you to the right service. We won't quietly stretch the scope and surprise you later.
Do the sessions need the whole team present?
No. The training session works best with the full team, but the setup sessions only need whoever owns the HubSpot decisions. And since every session is recorded, anyone who misses one can catch up.
What happens after the 15 days of support?
Most teams are self-sufficient by then. If you want ongoing help maintaining and evolving the portal, that's what Managed Services is for — but it's optional, not a default.
Ready to get your HubSpot live?
Book a 30-minute diagnostic. We'll tell you honestly whether Onboarding is what you need — or if there's a better path.
Free diagnostic · Reply within 24 hrs