HubSpot Onboarding Services | Expert Guidance by Innovation Visual

HubSpot Expert Onboarding Services

Designed Especially For You

As a highly accredited HubSpot Platinum Partner agency, we have years of experience using all HubSpot hubs to guide your business through the exciting onboarding process. Our first step is always a Discovery session, where we work with you to understand the challenges you're looking to solve and tailor the onboarding to your needs.

Every business is different, so we take a strategic, data-driven approach to ensure all your touchpoints are aligned for growth. This ensures a smoother onboarding experience, faster results, and better data quality from day one.

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?

Proper onboarding gets you up and running faster and more efficiently. When you plan your implementation thoughtfully, it transforms how you and your teams work. Imagine how much more time you could spend on truly valuable work when tedious processes and follow-up tasks become automated.

Experienced, guided onboarding for any core platform is essential to maximising your investment. We deliver this efficiently and cost-effectively whilst ensuring it suits your business and achieves your objectives. Our onboarding isn't a standard package - it's a specific configuration designed by our very own HubSpot experts for you and with you.

As experienced, onboarding accredited Platinum HubSpot Partners, we understand how to onboard your business in a way that fits your needs, objectives, and structure. Getting it right the first time helps you avoid costly mistakes and the even more expensive productivity losses that take time and money to fix.

HubSpot Onboarding with a HubSpot Partner Agency

Our HubSpot onboarding works as a standalone service or part of an ongoing partnership, whatever suits your needs. We follow our 'Just The Expertise You Need' approach, giving you flexibility and service that works for your business.

Every onboarding project is unique. We start fresh each time, building our strategy around your priorities, business style, reasons for choosing HubSpot, existing data, and required integrations.

Here's how we typically structure onboarding:

Discovery Session

We gather requirements, establish project parameters, and involve stakeholders across departments to ensure smooth organisation-wide integration.

Comprehensive Onboarding Plan

Following discovery, we create a detailed plan outlining the full process, inclusions, and timeline.

Staged Roll-out

Implementation happens in phases with testing and progress updates at each stage.

Documentation

You receive complete post-setup documentation covering data decisions, automation setup, naming conventions, and audience segmentation.

Optional Training

Team training available once setup and integrations are complete.

We tailor everything to your requirements, whether you need the full suite, individual hubs, or specific combinations. Our programmes cover Marketing, Sales, Service, Operations, and CRM onboarding across Pro and Enterprise levels.

Discover why partnering with HubSpot experts makes all the difference.

Ready to Discover What's Possible?

Let's talk.

As a Platinum HubSpot Partner with decades of combined platform experience, we've successfully onboarded countless clients onto HubSpot.

Each member of our team dedicates over 8 hours monthly to skills development, ensuring we're always current with the latest features and best practices to build the perfect HubSpot instance for your needs.

Your challenges are unique, and so should your solution be.

Fill out this form to share what you're facing.

We'd love to find out more about your business and demonstrate exactly how we can transform your HubSpot experience.

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.

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 conduct comprehensive tech stack audits using our deep technical expertise and strategic insight. We'll assess your existing platforms, identify integration opportunities with HubSpot, and recommend consolidation where it saves costs, whilst improving efficiency. Some tools may integrate seamlessly, others work better in isolation—we'll design the optimal configuration for your revenue operations.

**Integrations

HubSpot has over 600 integrations available for everything from e-commerce to design to accounting packages and communications. As accredited specialists in creating high-performance custom integrations between HubSpot and the other systems, we can help you choose which ones will best support and enhance your set-up and get them in place for you.

Talk to an Expert

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of RevOps and digital transformation. Dive in to learn how to align your systems for maximum impact.