HubSpot Onboarding Services | Expert Guidance by Innovation Visual

Hub Onboarding

Our HubSpot Onboarding Services:

Enterprise Onboarding

Transform HubSpot from complex software into your strategic advantage with custom enterprise onboarding that ensures adoption and drives real results.

Find Out More

Sales Onboarding

Free your sales team from system battles with custom Sales Hub onboarding that streamlines processes and accelerates revenue growth.

Find Out More

Marketing Onboarding

Stop struggling with generic HubSpot setups. Our bespoke Marketing Hub onboarding aligns perfectly with how your team actually works.

Find Out More

Operations Hub Onboarding

Turn messy data and disconnected tech into a seamless operations ecosystem with expert Operations Hub onboarding and implementation.

Find Out More

Service Hub Onboarding

Transform customer service from cost centre to revenue driver with Service Hub onboarding that aligns support with sales and marketing.

Find Out More

Why Is Tailored HubSpot Onboarding Recommended?

Investing in the right onboarding means that you get up and running faster and more efficiently and properly planning your implementation can change the way you and your teams work for the better. Consider, how much more time could you and your teams spend on the really valuable work, if a big chunk of those tedious process and follow up tasks become automated?

Experienced guided client onboarding, for any core platform like this, is an essential part of making sure you are getting the most from your investment. We can make that happen efficiently in a cost-effective, timely way, but also in a way that suits your business and achieves your objectives. Our onboarding is not a package or delivered by rote. It is the delivery of a specific configuration designed by our HubSpot experts for you and with you.

Innovation Visual are experienced Platinum HubSpot Partners and understand how best to get your business onboarded to HubSpot in the way that best suits your business needs, your objectives and your business structure. Doing it right the first time helps avoid costly mistakes and even more costly loss of productivity that take time and money to rectify.

What Is Involved In Onboarding?

There is a lot of work associated with getting your data properly migrated, the platform populated, set up, established, and ready to use. Here are just some of the elements to consider:

Technical set up
Users and Permissions
Migration of Contacts/Database
DNS and domain set up
Creation of reporting dashboards
Installation of tracking code
Tech Stack Audit*
Integrations**
Conversational marketing installations
Blog migration
Pipeline creation
Email set up
Social media set up
Email marketing set up
Workflows and automations

*Tech Stack Audit - We will audit your existing technology to work with you on not only integrating HubSpot effectively but streamlining your tech to make the most efficient use of it across your system and processes. There will be instances in which HubSpot can replace an existing platform to save costs and increase efficiency. Alternatively, it may be that an integration might work more effectively or simply that some functionality remains in isolation from HubSpot.

**Integrations - HubSpot has over 600 integrations available for everything from e-commerce to design to accounting packages and communications. We can help you choose which ones will best support and enhance your set-up and get them in place for you.

Talk to Our Experts

HubSpot Onboarding with a HubSpot Marketing Agency

Our HubSpot onboarding service can be a standalone service or part of an ongoing retainer agreement. We want to deliver the service you need when you need it. Our ethos is and always has been ‘Just The Expertise You Need’, so you get the flexibility you need and the service you want when and how suits you best.

Each onboarding project is different, and we start each one with fresh eyes, using your priorities, the style and size of your business, your reasons for purchasing HubSpot, your data, and the integrations you require as the pillars of our strategy.

That said, we understand that deliverables are key, and you will want to know how things will work, so our onboarding structure usually looks something like this.

A Discovery session to gather knowledge, establish the parameters of the project, your needs, the functionality required, integrations, and timeline. During this process, we include stakeholders from relevant departments and levels of your business to ensure that HubSpot integrates successfully across the organisation.
From the Discovery session, we develop a comprehensive Onboarding Plan that describes the full process, what is included, and the proposed timeline.
Stage roll-out in line with the plan with testing and progress updates at each stage.
Install Documentation – we will provide you with post-setup documentation that offers you a reference resource on your HubSpot installation. This documentation will note the full range of data decisions that have been made and will include, for example, what automation is set up, naming conventions, audience segmentation, etc.
Optional training for you and your teams on completion of the set-up and integrations (see below).

We can tailor your onboarding experience to the functionality you require, whether that is the full suite, just one hub, or a different combination. Our onboarding programmes cover any or all of the following:

HubSpot Marketing Pro and Enterprise Onboarding
HubSpot Sales Pro and Enterprise Onboarding
HubSpot Service Pro and Enterprise Onboarding
HubSpot Operations Pro and Enterprise Onboarding
HubSpot CRM Onboarding

Using a HubSpot agency for your HubSpot onboarding means you get a specifically planned and tailored onboarding that is relevant to your business, your objectives, and the way you work. It saves you time and money because it is effective and operational from day one, and it works like you need it to.

Post-Onboarding Training

Our aim is to get you using HubSpot to its fullest from day one. So we make sure that it is not only set up in the best way for your business, but that your teams also know how to use it, what it can do, and how to make the most of the functionality. If your staff don’t know how to use the software and don’t get the best out of it, you are not getting the right ROI from your investment.

If required, our in-house experts will design training for the people you nominate, either as a one-off session or as a series. Whatever best suits you. Our goal is to ensure that productivity is maximised, and downtime minimised in the process. If you are a retainer client, you will have ongoing access to our HubSpot experts to assist you in planning new implementations and as you expand your usage of HubSpot.

Why Choose Innovation Visual as Your HubSpot Partner?

We are a Platinum HubSpot Partner with decades of combined experience in the platform and have onboarded many clients successfully onto HubSpot.

Our team spends over 8 hours each month updating their skills to ensure they are as up-to-date and knowledgeable as possible when it comes to building the right HubSpot instance, with the right functionality for you.

Why not get in touch by using the form to talk us through your challenges? We’d love the opportunity to talk you through the options to see what might work best.