HubSpot Onboarding

Expert Onboarding.

Our HubSpot Onboarding Process seamlessly integrates the HubSpot CRM Platform into your business.

Content Hub | Coming Soon

Sales Hub Onboarding

Boost your sales force by leveraging the capabilities of HubSpot Sales Pro combined with our specialized onboarding expertise. 

Professional

4 Sessions
60 Days
$1500

Enterprise

8 Sessions
90 Days
$3000

Service Hub Onboarding

Transform your support team into HubSpot experts through immersive sessions and comprehensive HubSpot Onboarding guidance.

Professional

4 Sessions
60 Days
$1500

Enterprise

8 Sessions
90 Days
$3000

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

8 Sessions
90 Days
$3000

Enterprise

16 Sessions
120 Days
$6000

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

24 Sessions
120 Days
$9k

Enterprise

48 Sessions
150 Days
$18k

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.

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.

Design Icon BookBulb

Onboarding Core Topics.

All onboarding packages include Core Topics.

Our Customers

Proven Strategies for Seamless HubSpot Onboarding.

“Tactic is an excellent partner and problem solver. They work with you and your team to help solve your challenges by providing strategies and a roadmap to get there. I highly recommend working with Tactic.”
Melanie C. Kelly
VP MARKETING
Pivot Energy
“Tactic is knowledgeable, detail oriented, and highly responsive. They are exceptional collaborators who seamlessly integrates with your team, addresses challenges with a wealth of experience that pave the way for success.”
Rich Spring
CHIEF REVENUE OFFICER
“Tactic built our entire CRM from scratch with all the bells and whistles HubSpot has to offer. From start to finish, their team has demonstrated professionalism, expertise, and a commitment to excellence. ”
Charles M.
VP SALES
Premier Flooring
Stop Wasting Time

Begin Your Transformation.

JamesPI1
Let's Talk!
Founder, James Weis
Book a Meeting