Just Purchased HubSpot CRM? Let’s Set It Up Right.

You’ve got HubSpot — now let’s make sure your team knows how to use it.

That’s not a tool problem — that’s an adoption problem

We’ll help you fix that with hands-on onboarding tailored to your sales process.

From setup to team training, we make sure your CRM works for your business, not the other way around.

Most companies buy the CRM, plug it in, and hope their team figures it out. But without proper onboarding, it quickly turns into:

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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.

Why Most CRM Setups Fail and How We Fix It

Most businesses jump into HubSpot thinking it’s just plug and play. The result?

We don’t just “set up” HubSpot. We design and implement your CRM around how your team sells with proper pipelines, lifecycle stages, automated actions, and fully mapped contact data.

Whether you're switching from spreadsheets or another CRM, we'll handle the migration and structure your sales process for scale.

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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.

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Sales Hub

marketing-hub

Marketing Hub

service-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.

What You Get in HubSpot Onboarding

Category
What’s Included
CRM Walkthrough

Guided tour of your HubSpot portal, pipelines, objects, and settings

Role-Based Training

Live + Loom sessions for Sales Reps, Marketing Teams, Admins & Leadership

Pipeline Training

Managing deals, updating stages, and pipeline best practices

Contact Management

Creating, segmenting, and managing contacts & companies

Custom Views & Filters

Saved views by rep, team, lifecycle stage, region, or custom property

Task & Activity Use

How to use tasks, queues, notes, and activity logging

Reports & Dashboards

Interpreting KPIs, using dashboards, and surfacing insights

Email & Sequence Setup

Templates, personalisation, sequences (Sales Hub Pro/Enterprise only)

Automation Overview

Understand the workflows running in your portal and their triggers

Support Materials

Loom walkthroughs, internal docs, onboarding checklist, and admin guides

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

$1149 Base Price

  • check-icon Kick-Off / Alignment Call
  • check-icon Post Kick-Off Check-In
  • check-icon User Setup & Permissions
  • check-icon HubSpot Account Settings
  • check-icon Tracking Code Installation
  • check-icon Branding Configuration
  • check-icon Data Import & Migration
  • check-icon Custom Properties Setup
  • check-icon Opt-Out List Import
  • check-icon Email Sending Domain Connection
  • check-icon GDPR Compliance Setup
  • check-icon Third-Party Integrations
  • check-icon Deal Pipelines & Stages Setup
  • check-icon Sales Playbooks
  • check-icon Sequences & Templates
  • check-icon Lead Scoring Model
  • check-icon Automation Workflows
  • check-icon Reporting & Dashboards
  • check-icon Product Library Setup
  • check-icon Quote Templates & E-Signatures
  • check-icon Forecast & Goals Setup
  • check-icon Training Sessions

Marketing Hub Onboarding

For marketing teams launching smart, data-driven campaigns

$1549 Base Price

  • check-icon Kick-Off / Alignment Call
  • check-icon Post Kick-Off Check-In
  • check-icon User Setup & Permissions
  • check-icon HubSpot Account Settings
  • check-icon Tracking Code Installation
  • check-icon Branding Configuration
  • check-icon Data Import & Migration
  • check-icon Custom Properties Setup
  • check-icon Opt-Out List Import
  • check-icon Email Sending Domain Connection
  • check-icon GDPR Compliance Setup
  • check-icon Third-Party Integrations
  • check-icon Marketing Contacts Setup
  • check-icon Subdomains & Hosting
  • check-icon Email & Resubscription Setup
  • check-icon Form Setup
  • check-icon Social Media Setup
  • check-icon Lead Nurturing Workflows
  • check-icon Campaign Setup
  • check-icon Reporting & Dashboards
  • check-icon Training Sessions

Service Hub Onboarding

For customer success teams, building scalable support ops

$1149 Base Price

  • check-icon Kick-Off / Alignment Call
  • check-icon Post Kick-Off Check-In
  • check-icon User Setup & Permissions
  • check-icon HubSpot Account Settings
  • check-icon Tracking Code Installation
  • check-icon Branding Configuration
  • check-icon Data Import & Migration
  • check-icon Custom Properties Setup
  • check-icon Opt-Out List Import
  • check-icon Email Sending Domain Connection
  • check-icon GDPR Compliance Setup
  • check-icon Third-Party Integrations
  • check-icon Ticket Pipelines & Statuses
  • check-icon Team Inbox Setup
  • check-icon Ticket Automation Settings
  • check-icon Feedback Surveys Setup
  • check-icon Service Reporting Dashboards
  • check-icon Training Sessions
  • check-icon Project Wrap-Up Call

Content Hub Onboarding

Marketing Teams looking to centralise content, blogs, and landing pages in HubSpot.

$1349 Base Price

  • check-icon Kick-Off / Alignment Call
  • check-icon Post Kick-Off Check-In
  • check-icon User Setup & Permissions
  • check-icon HubSpot Account Settings
  • check-icon Tracking Code Installation (optional)
  • check-icon Branding Configuration
  • check-icon Data Import & Migration
  • check-icon Custom Properties Setup
  • check-icon Email Sending Domain Connection
  • check-icon GDPR Compliance Setup
  • check-icon GDPR Compliance Setup
  • check-icon Third-Party Integrations
  • check-icon Website & Domain Setup
  • check-icon Landing Page & Website Setup
  • check-icon Blog Setup
  • check-icon Essential Traffic Reports
  • check-icon Custom Reports (up to 3)
  • check-icon Training Sessions
  • check-icon Project Wrap-Up Call
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

Vector (2)

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!

API Integrations, Website Development, and Website Migration

Vector (2)

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

Vector (2)

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
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Have a specific need or challenge in mind? Let’s discuss how we can support your goals.

Not Sure Which Plan to Choose?

Let’s audit your current setup and recommend the right onboarding plan for your HubSpot portal.