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HubSpot Onboarding
We help teams adopt HubSpot faster with expert onboarding, integrations, and enablement training.
Peace of Mind
Building a successful HubSpot Instance requires a diverse range of expertise. By partnering with us, you not only eliminate the need to hire and maintain an in-house team, but also save on the associated costs.
We're Official HubSpot Certified Experts
Through our advanced HubSpot training and accomplishments, we have been trusted by HubSpot to hold an official partnership.HubSpot Onboarding Programs
Onboarding isn't just ticking boxes, skimming articles, or solo training missions. Nope. It's about teaming up for real success. It's plotting the course together, with a map and a compass. And you bet, we're there with pro tips and friendly advice at every turn.
Standard and Premium Onboarding
Standard and Premium Onboarding
Dive into the nuts and bolts of setting up Sales Hub with our expert guidance and hands-on support. We're here to offer you practical tips and tricks to streamline and grow your process, making closing deals as easy as pie.
Standard and Premium Onboarding
Standard and Premium Onboarding
Standard and Premium Onboarding
Standard and Premium Onboarding
Hubspot Onboarding Made Simple!
Standard |
Premium |
||
---|---|---|---|
Kickoff (from purchase) | 10 Days | 7 Days | 5-7 Days |
Meeting Cadence | Monthly | Bi-Weekly | Weekly |
Training Type | Guidance Only | Guided + Limited Implmentation | Full Implementation + Training |
Migrations* | None | 1 Dataset | Up to 3 Datasets |
Third-Party Integrations | None | Up to 3 Native Integrations | Up to 7 Native Integrations |
Custom Integrations (API) | None | Add-Ons Available | Add-Ons Available |
Automations | None | 3 Automations (up to 10 actions) | 10 Automations (up to 20 actions) |
Role | Project Manager (PM) | PM + Assistant Builder + Trainer | PM + Architect + Builder + Trainer |
Completion | 3 Objectives Over 90 Days | 3 Objectives Over 60 Days | 5 Objectives Over 60 Days |
Available Onboarding Services by Hub
Processology |
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---|---|---|
Import and create contacts in HubSpot CRM | Limited | |
Assistance with adding HubSpot tracking code to your website | ||
Integrate your existing CRM with HubSpot | Available | |
Assistance with connecting your social media accounts | ||
Connect your domain to HubSpot blog and landing pages | Limited | |
Create personalized and branded HubSpot email templates | 2 included | |
Setup Salesforce integration with HubSpot | Available | |
Online platform training sessions for you and your team | 3 sessions included | |
1 on 1 campaign strategy session | 2 sessions included | |
Assistance with setting up forms in HubSpot | 10 forms included | |
Assistance with setting up chatbot in HubSpot | 1 included | |
Assistance with setting up advanced reporting in HubSpot | 2 Dashboards (5 reports each) | |
Assistance with migrating blog posts to HubSpot | $25/ post | |
Access to team of full stack engineers for advanced integrations | Available | |
White-glove, 1-on-1 onboarding, implementation and support |
Processology |
||
---|---|---|
Import and create contacts in HubSpot CRM | Limited | |
Assistance with adding HubSpot tracking code to your website | ||
Assistance setting up email templates | Limited | 5 included |
Guidance on Gmail and Outlook Integration with HubSpot | ||
Mapping Custom Objects to HubSpot Objects | Available | |
Migrating Parent/Child Relationships | ||
Assistance with importing large databases | Limited | |
In-depth sales process consulting | 2 hours included | |
Consulting on how to best integrate with your existing systems | 2 hours included | |
Guidance on integrating a BI tool (e.g. Grow, Databox) | ||
Assistance with setting up advanced reporting in HubSpot | 2 Dashboards (5 reports each) | |
Assistance with implementing chatbot | Limited | 1 included |
Access to team of full stack engineers for advanced integrations | Available | |
White-glove, 1 on 1 onboarding, implementation and support |
Processology |
||
---|---|---|
Adding users and setting up teams | 100 user included | |
Assistance with adding HubSpot tracking code to your website | ||
Integrate your existing systems with HubSpot | Available | |
Connecting subdomain to knowledgebase | Limited | |
Assistance with defining Ticket Process | ||
Create custom ticket properties | Limited | |
Guidance on creating ticket based workflows | Limited | |
Migration of knowledge base articles from existing platform | $25/ article | |
In-depth customer service process consulting | 2 hours included | |
1 on 1 strategy session | 2 sessions included | |
Assistance with setting up forms for incoming tickets in HubSpot | 2 included | |
Assistance with setting up advanced reporting in HubSpot | 2 Dashboards (5 reports each) |
Onboarding Pricing
As a Certified HubSpot Solution Partner, Processology is able to waive the required HubSpot onboarding fee in favor of our own superior onboarding options. Project completion times range from 4-12 weeks depending on the hub and hub level.
Onboarding | Standard Onboarding | Premium Onboarding | ||
---|---|---|---|---|
Marketing, Sales, or Service Hub | Starter | $1,500 | $1,500 | $3,500 |
Pro | $3,000 | $3,500 | $10,000 | |
Enterprise | $7,000 | $7,500 | $15,000 | |
Multi-Hub Bundle | Starter: $4,500 Pro: $9,000 Enterpise: $21,000 |
Starter: $4,000 Pro: $10,000 Enterpise: $21,000 |
Starter: $10,000 Pro: $27,500 Enterpise: $40,000 |
Learn How We Can Transform HubSpot Into a Company Wide Operating System.
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