HubSpot Agency

Our average onboarding time is 6 weeks to be fully set up. However, this is dependent on a number of factors: the number of Hubs purchased, migrations needed, integrations requested, and the number of team members trained, to name a few. We can confirm this following a discovery meeting, where we’ll set a schedule for both parties to agree to.

The short answer: HubSpot requires you to have onboarding.

Our answer: HubSpot is an extremely powerful tool, however it is easy to feel overwhelmed. Onboarding allows you to get it right from the start; you’ll be set up to harness its power from day one. Onboarding ensures that you build a process that is unique to your business. There are many available tools that you can use within the platform. If you skip onboarding, you’ll likely be unaware of useful tools that you can use to streamline your processes – your HubSpot partner will help you find these tools.

HubSpot offers over 1,000 native integrations. Chances are, there’s already an integration with the software or app you need to connect with. If you have a bespoke platform you wish to integrate with HubSpot, you can always speak to a partner to search for a solution. Custom API can be built to start the communication between the 2 platforms – there are very few limitations as to what can integrate with HubSpot.

We offer onboarding for the Marketing, Sales, Service and CMS Hubs. However, as a Marketing agency, our services extend to so much more than just HubSpot. If you’re looking to improve your marketing strategy, have a chat with our specialists!

Every partnership is unique – you have specific requirements that HubSpot must need. In our discovery meeting, your dedicated HubSpot onboarding specialist will take the time to get to know you as a business. They’ll assess your existing processes, any challenges you face and the goals you want to achieve. We’ll use this information to benchmark where you are, and what we need to do in HubSpot to help drive your success.

At the end of your onboarding, we’ll refer back to these initial notes, ensuring that your goals have been met and that you’re fully ready to make the most out of your HubSpot.

We have 2 approaches: Guided Onboarding and Consultancy Onboarding.

Our Guided Onboarding takes a ‘show me’ approach, where our experts will walk you through your chosen HubSpot tools and teach you best practices and how to get the most out of them.

On the other hand, our Consultancy Onboarding is a more hands-off approach from you. We’ll build your environment for you, and ensure you know how to use it properly. This allows us to set HubSpot up as you want it, and helps us plan to target your needs.

HubSpot implementation and onboarding is complete when you know what you need to do in order to achieve your goals, never before.

We’ll agree deliverables at the start of our relationship, and won’t stop until they’re met. Also, HubSpot’s reporting is fantastic for tracking the growth of your company. We’ll set these up, allowing you to watch as your portal grows from day 1.

Many of our onboarding clients choose to keep us around, either to be used as a resource (making edits to your portal as your business grows), or for support.

We offer ongoing support packages that can be tailored to your needs. You can either keep us on a light-touch basis, or on a full management basis. The latter gives you full confidence to take HubSpot forward, knowing that you’ve got a specialist by your side every step of the way.

It’s perfectly normal for hurdles to slow businesses down when implementing HubSpot.

Any problems that you face, or are unable to plan for, can be rectified, and it’s our job to do so. We’ll search for solutions that solve your specific issue. We can also identify the initial cause to help ensure that it doesn’t hapen again.

Transparency, for us, is key. There will be no hidden costs or fees when onboarding with us. We use a cost matrix to provide you with an accurate budget for the goals highlighted during your discovery meeting.

If you have a new process that needs to be implemented that is in addition to your original needs, we will always be up front when adjusting the budget.