HubSpot Onboarding

Laying the foundations of HubSpot success.

Discover our onboarding process

Bespoke onboarding to suit your unique needs

Onboarding into any software is a pretty personal thing – no two people learn the same way, and no two teams use HubSpot in the same way.

As a result, we tailor every single onboarding session to meet your unique needs, either showing your people how to complete HubSpot tasks, handling it all on your behalf, or a mixture of the two.

By taking the time to learn what makes your business tick, we’ll ensure you get the most out of your time onboarding with our specialists.

Here’s how it works

Our onboarding process

Gather requirements

We’ll sit down with your team on a kick-off call, learning all about your business, how you use HubSpot (or plan to use it!), and align goals and KPIs before taking the next steps.

This part of the process is essential, as it informs everything we do throughout the rest of your onboarding.

HubSpot Onboarding Costs

The key to HubSpot success is getting it set up right.

Our HubSpot specialists work with your team, getting you up to speed and ensuring you make the most out of the platform in the long term.



All packages include:

    Guided Onboarding

    Ideal for businesses who:

    Guided onboarding is best for those who need help and guidance of ‘how’ to set up HubSpot for success, but want their team to conduct the necessary tasks.

    What's included*
    • Discovery meeting
    • Team sessions led by a HubSpot expert
    • Tasks set and work review
    • Full handover
    Guided Onboarding starts at £700 + VAT depending on your HubSpot subscription

    *option to buy additonal


    Consultancy Led Onboarding

    Ideal for businesses who:

    Consultancy led onboarding is perfect for businesses with limited internal resources and want all of the onboarding to be handled by a HubSpot partner. 

    What's included*
    • Discovery meeting
    • All tasks completed by Catalyst
    • Full walkthrough and explanation of what has been completed
    • Full handover
    Consultancy Led Onboarding starts at £1000 + VAT depending on your HubSpot subscription

    *option to buy additonal


    Book your onboarding today

    The sooner you complete your onboarding, the sooner you’ll start to see true value from HubSpot. 

    HubSpot themselves recommend us to their customers. Learn why by clicking the link below and having a chat with a member of our specialist HubSpot team.

    We had a great experience onboarding with Catalyst, who were always happy to help and get to the bottom of any questions we had. We feel confident moving forward with HubSpot now we've completed our onboarding and have a good understanding of the platform's capabilities
    Tissino - Lauren Mason

    Growth is the aim of the game……Here’s a selection of happy clients!

    University of Cambridge Logo
    HubSpot Partner Agency - Catalyst
    HubSpot Partner Agency - Catalyst
    HubSpot Partner Agency - Social Media 92
    HubSpot Partner Agency - Catalyst
    Purbeck Insurance Logo
    Lauralu Logo
    Premier Labels Logo
    HubSpot Partner Agency - Tissino
    HubSpot Partner Agency - Catalyst
    Catalyst Marketing Agency - HubSpot Lead gen Guide

    Our latest guide

    Learn how to set up HubSpot for lead generation in as little as 30 days by downloading this free guide.

    Download guide

    Award-Winning Inbound Marketing

    Helping our friends at Purbeck grow better with inbound marketing.

    increase in applications

    Purbeck have renewed for four years straight with Catalyst. The reason? We’re consistently delivering results.

    From onboarding them onto HubSpot and creating their website through to segmented and behavioural based email workflows, content, PPC and SEO. We have it all covered.

    And the results speak for themselves. Read more about their journey with us.

    Get HubSpot onboarding support

    When you’re ready to get started, book a HubSpot discovery call with our specialists.

    We’ll answer any questions and guide you in the right direction.