Expert Onboarding.
Our HubSpot Onboarding Process seamlessly integrates the HubSpot CRM Platform into your business.
Marketing Hub
Sales Hub
Service Hub
Content Hub | Coming Soon
Customer Platform
Sales Hub Onboarding
Boost your sales force by leveraging the capabilities of HubSpot Sales Pro combined with our specialized onboarding expertise.
Professional
Enterprise
Service Hub Onboarding
Transform your support team into HubSpot experts through immersive sessions and comprehensive HubSpot Onboarding guidance.
Professional
Enterprise
Marketing Hub Onboarding
Dive into a comprehensive onboarding journey designed specifically for the Marketing Hub, meticulously crafted to cater to the unique needs and aspirations of your entire team.
Professional
Enterprise
Customer Platform Onboarding
Achieve seamless integration of our comprehensive CRM Suite for your sales, marketing, and customer support divisions. Embark on your HubSpot journey, fully equipped with unparalleled expertise and assistance.
Professional
Enterprise
Work Session Based Onboarding.
Drawing from over ten years of comprehensive HubSpot expertise, our Work Sessions offer a practical, learning-focused method designed to deepen your proficiency and command over the platform's extensive capabilities while doing the work needed to get started quickly.
1-Hour Work Sessions
Session Recordings
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Shared Miro Board
HubSpot Guide Creator
Ongoing Support
Customer Portal
Our HubSpot Training Philosophy.
Our Work Sessions are personalized, one-to-many training sessions conducted via Zoom meetings. These sessions not only equip your team with in-depth knowledge of the platform but also focus on building customized systems and processes that align with your organization's unique needs.
Each Work Session is meticulously recorded, transcribed, and summarized, providing you with the perfect reference material for future use within your organization.
These hour-long sessions empower your team to confidently maintain and optimize the collaborative systems and processes we develop together, forming a solid foundation for long-term success with the HubSpot CRM platform.
Onboarding Core Topics.
All onboarding packages include Core Topics.
Kickoff Session
Users & Teams Setup
Permission Sets & Presets
Notification Profile
Domains & URL Setup
Tracking & Analytics
Account Branding
Import Existing Data
Custom Properties
Default Reports
List Creation
User Email & Calendar Setup
Marketplace Theme & Apps
Data Privacy & Consent
Meetings Tool Setup
HubSpot AI
Proven Strategies for Seamless HubSpot Onboarding.
Pivot Energy
Premier Flooring