API Integrations, Website Development, and Website Migration
Don’t just set up HubSpot. Train your team actually to use it.
We combine setup, onboarding, and hands-on training to make sure your sales and marketing teams know exactly how to use HubSpot to drive results, not confusion.
Most companies buy the CRM, plug it in, and hope their team figures it out. But without proper onboarding, it quickly turns into:
A CRM no one updates
HubSpot auto-logs emails and activity.
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Confusing pipelines and dashboards
HubSpot shows clean, customizable sales stages.
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Missed follow-ups and manual work
HubSpot automates tasks and timely follow-ups.
Broken deal pipelines
Leads stall or vanish, disrupting your sales flow.
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Unused properties
Irrelevant fields clutter CRM and slow down users.
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Messy contact records
Bad data leads to confusion and missed opportunities.
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Reps that don’t trust or use the system
Low confidence causes poor adoption and tracking.
Supported HubSpot Hubs for Onboarding
We offer tailored onboarding and training across the key HubSpot Hubs, ensuring your team is set up to succeed, regardless of how you’re using the platform.
Sales Hub
Marketing Hub
Service Hub
If you’re using multiple hubs together, we structure onboarding sessions by role and use case, so every team member knows what to do in HubSpot.
HubSpot Onboarding Plans
Built for HubSpot Professional & Enterprise Plans
Choose onboarding by hub — or go all-in for full-funnel alignment and implementation.
All plans below reflect a 30% limited-time discount
Sales Hub Onboarding
For sales teams who need structure, automation, and clarity
3–4 Weeks
$1,400
$2,000
Kickoff Calls- Sales pipeline setup (stages + probability)
- Lifecycle mapping (Lead → MQL → SQL → Won)
- Sales sequences, email templates
- Fundamental automation triggers for follow-ups
- Sales performance dashboards
Marketing Hub Onboarding
For marketing teams launching smart, data-driven campaigns
2– 5 Weeks
$1,750
$2,500
- Contact segmentation (personas, lifecycle, behaviour)
- Forms, UTM tracking, and campaign associations
- Lead scoring + list logic.
- Email tool setup and send optimisation
- Attribution and campaign performance dashboards
Service Hub Onboarding
For customer success teams, building scalable support ops
1–2 Weeks
$1,400
$2,000
- Ticket pipeline setup (SLAs, priorities, teams)
- Knowledge base structure + tagging logic
- Feedback surveys: NPS, CSAT, CES
- Routing rules for live chat and ticket inbox
- Dashboards for resolution time, agent load, and CSAT trends
All-in-One Hub Onboarding
For teams using Sales + Marketing + Service Hubs
5–9 Weeks
$4,900
$7,000
- Complete onboarding of all 3 Hubs
- Lifecycle alignment: lead → deal → customer → support
- Lead scoring, campaign tracking, and ticketing logic.
- Funnel and attribution dashboards
- Internal documentation + walkthrough recordings
- Portal governance: roles, views, naming conventions
Full HubSuite Onboarding
For high-growth orgs with all hubs + complex teams or integrations
6 – 10 Weeks
- Sales, Marketing & Service Hub onboarding + advanced logic
- Multi-team configuration (geo, pipeline, business units)
- Complex deal routing, campaign tracking, ticket logic
- Lifecycle & MQL-SQL automation with lead scoring
- Attribution + revenue impact dashboards for all hubs
- Clean data structure across the entire CRM
- Portal documentation, filters, SOPs, best practices
Client Feedbacks
Results That Speak for Themselves
Don't Just Take Our Word for It—See How We've Helped Businesses Grow with CRM, Design, and Automation Solutions
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Overall, Shubham did an Amazing job! We were looking for someone with web development experience to build out our webpage. Shubham built the page out quickly and was very open to helping us with edits. In addition, Shubham was very friendly and patient throughout the entire process and ensured that we were satisfied with the work. Thank you!
Shubham was very prompt in his communication before and all throughout the project. Would highly recommend him as he went above and beyond for us getting our marketing site revamped. Would 100% work with him again in the future!
API Integrations, Website Development, and Website Migration
Shubham was highly communicative and willing to try different solutions to meet our front- and back-end needs in HubSpot. We appreciated working with him and would recommend him for any kind of complex HubSpot project
API Integrations, Website Development, and Website Migration
Frequently Asked Questions
We have already started using HubSpot. Can you still help us onboard?
Absolutely. We often work with teams who have a partial or messy setup. We’ll audit what you have, identify gaps, and rebuild your CRM so it works the way your team sells, markets, and supports.
Do you migrate data from spreadsheets or another CRM?
Yes, we handle imports from Excel, Google Sheets, Salesforce, Pipedrive, Zoho, and many other sources. We’ll clean the data, map properties, and ensure your records are structured correctly inside HubSpot.
What HubSpot plan is this onboarding for?
This onboarding service is tailored for HubSpot Professional Plan users across Sales Hub, Marketing Hub, and Service Hub.
What’s not included in onboarding?
This service focuses on setup, configuration, and CRM alignment.Custom integrations, API work, or advanced custom development are not included but can be scoped separately.
Will we get documentation after onboarding?
Yes — you’ll receive a setup summary, including:
-Pipeline & property structure
- Filters & saved views
-Dashboard configurations
- Governance best practices
-Loom walkthroughs for internal reference
-Pipeline & property structure
- Filters & saved views
-Dashboard configurations
- Governance best practices
-Loom walkthroughs for internal reference
Have a specific need or challenge in mind? Let’s discuss how we can support your goals.
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