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HubSpot Certified Trainer Lead Customer Platform Onboarding.

Elevate Your Team with Expert-Led HubSpot Onboarding.

Discover the transformative power of a company-wide HubSpot Customer Platform integration, guided by a Certified HubSpot Trainer.

Sales Process Optimization

Mastering Every Angle: HubSpot Customer Platform Work Sessions.

Dive deep with your team into the transformative power of HubSpot through comprehensive work sessions that cover every aspect of the customer platform.

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Customized HubSpot Customer Platform Onboarding Support.

Feel free to reach out to your designated HubSpot Certified Trainer whenever you have inquiries. This will ensure a smooth and efficient onboarding process for you and your team.
It's as simple as sending an email to hello@usetactic.com!

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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.

Marketing Hub Onboarding Topics.

During our collaborative Work Sessions, we'll explore every essential topic to ensure your success, diving into a comprehensive range of subjects beyond the basics.

Persona Development

Social Media Setup

Email Marketing

HubSpot Tool Tactics

Campaign Setup

Custom Reporting

Workflow Management

Beta Feature

Lead Scoring
Enterprise Only

Approvals
Enterprise Only

Custom Events
Enterprise Only

Customer Journey
Enterprise Only

Sales Hub Onboarding Topics.

During our collaborative Work Sessions, we'll explore every essential topic to ensure your success, diving into a comprehensive range of subjects beyond the basics.

Deal Pipelines

Prospecting Workspace

Sequences

Record Customization

Advanced Lists

Templates

Automation

Beta Feature

Forecasts
Enterprise Only

Quote Templates
Enterprise Only

Custom Events
Enterprise Only

Deal Journey
Enterprise Only

Service Hub Onboarding Topics.

During our collaborative Work Sessions, we'll explore every essential topic to ensure your success, diving into a comprehensive range of subjects beyond the basics.

Ticket Pipelines

Help Desk

Knowledge Base

Customer Portal

Feedback Surveys

Custom Reporting

Automations

Beta Features

Advanced Routing
Enterprise Only

Contact Scoring
Enterprise Only

Custom Events
Enterprise Only

Conversation Intel.
Enterprise Only

Onboarding Core Topics.

All onboarding packages include Core Topics.

Marketing Onboarding Packages

Pick the package that’s right for you.

All Packages Include
Customized Support
Summaries
Recordings
Documentation
Core Topics
Customer Platform Pro Onboarding | Four Payments image

Customer Platform Pro Onboarding | Four Payments

$2,370.00

24 One-Hour Work Sessions with a HubSpot-certified trainer & 120 Days of Onboarding Support

Customer Platform Enterprise Onboarding | Six Payments image

Customer Platform Enterprise Onboarding | Six Payments

$3,792.00

48 One-Hour Work Sessions with HubSpot Certified Trainer & 180 Days of Onboarding Support

* Total Sessions Shown. Sessions are issued upon payment. 6 Sessions per payment for Pro and 8 Sessions per payment for Enterprise.

FAQ

How long is a session?

Our 60-minute sessions go beyond just set times; they promise engaging and immersive learning experiences. Designed to fit into your busy schedule, each session offers a deep dive into new concepts or skill refinement, ensuring a fulfilling learning journey.

How do I schedule sessions?

Upon subscription, you'll receive an invitation to set up your account, unlocking the ability to organize, observe, arrange, rearrange, and buy sessions with ease.

How often can sessions be scheduled?

You have complete freedom in scheduling your sessions. As long as you have sessions left and there are open slots, you're empowered to arrange them according to your preferences. We'll explore this topic further in our Kickoff Session and offer guidance on optimal spacing for your sessions.

What are the requirements for a session?

Your essentials are simply an internet connection, HubSpot, and Zoom.

What is the Session Cancelation Policy?

We maintain a 24-hour cancellation policy. Should you cancel or fail to attend a session within this 24-hour window, you will incur charges for the session.

To cancel or reschedule a session, kindly do so through your account page.

If extraordinary circumstances require a cancellation within 24 hours, please email us at hello@usetactic.com

What is the Subscription Cancelation Policy?

You can cancel your subscription at least 30 days before the upcoming month commences. After cancellation, you'll retain full access to your account.

Moreover, our Tailored Support will remain at your service for an entire 60 days following your most recent payment.

Do you offer refunds?

Please note that we do not provide refunds. However, you can cancel your subscription at least 30 days before the upcoming month commences. After cancellation, rest assured that you'll retain full access to your account.

Moreover, our Tailored Support will remain at your service for an entire 60 days following your most recent payment.

HubSpot Customers

Incredible Experiences.

“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
"James was incredibly knowledgeable about all things HubSpot, from upcoming release functionality to custom API integrations. He was instrumental in linking our application with the HubSpot API."
Hunter Dudley
SR. PRODUCT MANAGER
SunCentral
James provided professional and timely service. We look forward to working with James and Tactic on various technical and HubSpot related problems we and our clients face. Highly recommended.
Corinne Wright
OPERATIONS SPECIALIST
SLT Consulting

Solution Partners Directory

Discover additional incredible testimonials on our official HubSpot Solutions Directory Profile!

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