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HubSpot Onboardings

Get up and running with HubSpot quickly and smoothly. Our expert onboarding specialists assist in buying, setting up, and implementing HubSpot across Sales, Marketing, Service, and CMS Hub. We provide customized training and consultations to meet your specific business needs. 

 

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HubSpot Onboardings

Ready to grow your business with HubSpot?

Experience a seamless and personalized onboarding process with our team, whether you're new to HubSpot or considering a switch. We'll assist you in purchasing the right package and ensure smooth technical and operational setup across Sales, Marketing, Service, and CMS Hub. With dedicated onboarding specialists, customized configurations, and ongoing support, you'll be empowered to understand and leverage HubSpot's powerful tools for business growth. Let us be your trusted partner on this exciting journey to unlock the full potential of your business with HubSpot.

In a Sales Hub Onboarding, we focus on these core elements:

  1. CRM Setup: Configuring the CRM system to align with your sales processes.
  2. Contact and Deal Management: Efficiently managing contacts and deals within the CRM.
  3. Email Integration: Integrating your email provider for seamless communication tracking.
  4. Sales Automation: Streamlining tasks with email sequences, templates, and automation.
  5. Reporting and Analytics: Utilizing sales reports and data-driven insights.
  6. Sales Enablement: Leveraging tools for document tracking, meeting scheduling, and call recording.
  7. Training and Best Practices: Equipping your team with skills and knowledge for success.

With these key elements, we ensure a comprehensive Sales Hub Onboarding experience that empowers your sales team to optimize processes, improve communication, and drive revenue growth.

In a Marketing Hub Onboarding, we focus on these core elements:

  1. Account Setup: Configuring your Marketing Hub account to align with your marketing goals.
  2. Contact Management: Organizing and segmenting contacts for targeted campaigns.
  3. Content Creation: Creating compelling content using Marketing Hub's tools.
  4. Campaign Setup: Setting up and executing effective marketing campaigns.
  5. Lead Generation: Implementing strategies to capture and nurture leads.
  6. Marketing Automation: Automating tasks and delivering personalized experiences.
  7. Analytics and Reporting: Measuring campaign performance and making data-driven decisions.
  8. Training and Best Practices: Equipping your team with skills and knowledge for success.

With these core elements, our Marketing Hub Onboarding ensures a strong foundation for impactful marketing, lead generation, and data-driven decision-making.

In Service Hub Onboarding, we focus on these core elements:

  1. Ticketing System Setup: Configuring the ticketing system for efficient support management.
  2. Knowledge Base Creation: Creating a comprehensive self-service resource for customers.
  3. Automation and Routing: Streamlining ticket assignment and notifications with automation.
  4. SLA and Reporting: Implementing SLAs and utilizing reporting tools for performance tracking.
  5. Customer Feedback and Surveys: Collecting customer feedback and measuring satisfaction.
  6. Live Chat and Conversations: Enabling real-time assistance through live chat and chatbots.
  7. Case Management: Organizing support cases effectively within Service Hub.
  8. Training and Best Practices: Equipping your team with skills and knowledge for exceptional customer service.

With these core elements, our Service Hub Onboarding ensures efficient support operations and exceptional customer experiences.

In CMS Hub Onboarding, we focus on these core elements:

  1. Website Setup: Configuring and customizing your website in CMS Hub.
  2. Content Creation and Management: Creating and managing website content using CMS Hub tools.
  3. Theme Customization: Customizing website themes for a unique online presence.
  4. SEO Optimization: Implementing SEO best practices for improved visibility.
  5. Mobile Responsiveness: Ensuring a seamless user experience on mobile devices.
  6. Performance and Security: Optimizing performance and enhancing website security.
  7. User Access and Permissions: Managing user access and permissions within CMS Hub.
  8. Training and Best Practices: Providing training and sharing best practices for effective website management.

With these core elements, our CMS Hub Onboarding ensures a well-designed, optimized, and secure website that effectively represents your brand.

Operations Hub enhances the functionality of your HubSpot CRM by enabling data syncing, data quality management, advanced automation, and custom reporting. It empowers you to streamline workflows, automate manual tasks, maintain data integrity, and gain valuable insights to drive better decision-making.

While we currently do not have a specific onboarding process dedicated to Operations Hub, we provide comprehensive guidance and support for its implementation as a natural part of the rest of the onboardings. Stay tuned for updates on our Operations Hub onboarding offerings, as we work towards helping you harness the full potential of this powerful tool within the HubSpot CRM suite.

 

3 Levels of Onboarding

Basic, Diamond & Elite

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Basic Onboarding

Light-touch, guided onboarding in 1-2 weeks 
depending on your availability.  We offer information about HubSpot and its core functions, and provide a light-touch guided onboarding with access to our best practice methods and documents. This is recommended for companies with a degree of technical knowledge, experience from HubSpot or want to do a full DIY HubSpot Portal setup.

Get Started with HubSpot
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Diamond Onboarding

Personalized onboarding between 3-6 weeks depending on your availability. The Diamond package provides a collaborative onboarding performed with our professionals, where we cover implementation/training of the portal set up with understanding of your core processes in your business. This is recommended for companies with some in-house capacity, and those who are familiar with using digital tools but want to benefit from support using new software.

Get Started with HubSpot
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Elite onboarding

Personalized onboarding in 3-8 weeks
depending on your availability. The Elite onboarding is performed by our HubSpot and Strategic professionals, where we deliver and hand over HubSpot ready for action for companies that want to maximize the use of HubSpot. This is recommended for companies with strong ambitions or have an established use of CRM, marketing automation or service tools in other systems to be moved to HubSpot.
Get Started with HubSpot

This is what you can expect:

Our aim is to help you get the most out of HubSpot. Your time is precious, so we strive to keep the process lean and quick. We adapt the workshops to fit the needs of your company. Our process includes technical workshops, set-up, workflow strategy, coaching, and Q&A.

 

01

Welcome & Planning

An introductory meeting where together we align on goals and expectations.

02

Onboarding Meetings

Practical workshops and meetings where our specialists learn the ins-and outs of your needs to set up HubSpot to your expectations, whilst involving your team where possible to add knowledge transfer.

03

Training and Q&A

Training of users and management, a final Q&A where our specialists will assist you in answering any questions you have related to the use of your HubSpot portal, and a handover to our HubSpot Customer Success Team.

Schedule a HubSpot Demo

Experience HubSpot firsthand. Schedule a demo to explore Sales Hub, Marketing Hub, Service Hub, and CMS Hub. Transform your business, secure buy-in from stakeholders, and streamline sales, amplify marketing efforts, elevate customer service, and optimize website management. Schedule a demo today and unleash the potential of HubSpot's powerful hubs for your business growth.

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Frequently Asked Questions

Discover the perfect HubSpot Onboarding package tailored to your unique needs - because there's a package for everyone. Download our HubSpot Pricing Packages now. 

Download our HubSpot Onboarding Packages

 

It's faster. It's cheaper. It's tailor-made and we actually do the onboarding directly in your portal. While the guided onboarding HubSpot offer is just that, guided. No hands-on implementation. 

Once we have onboarded you and your team, mapping your needs and securing workflows in HubSpot, we guide you through all the nitty-gritty tech-related stuff to get your systems ready to rock. 

We also work out what integrations or migrations you need to align HubSpot with your existing systems during this phase.

Want to know more about integrations?

Explore HubSpot Integrations

We're lighting fast and we have a dedicated department that only works with HubSpot and is ready to get started right away. 

Ready to take the next step?

Your needs are unique. Let's start with a conversation to discuss your needs, and to find out how we can best help you. Book an appointment directly in my calendar, or use the contact form / phone for a pleasant chat.

Katrina Thunem Katrina Thunem
VP HubSpot & Tech
+47 453 12 253   katrina.thunem@amestogrowth.com