What is

HubSpot Onboarding?

It is the process of setting up your HubSpot portal the right way, guiding you on how to make the most out of your HubSpot plan and turning your business into a revenue generating machine through ideal strategies.

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Why Do You Need HubSpot Onboarding?

There are two major reasons you should go for HubSpot Onboarding.

Why MakeWebBetter for Onboarding ?

Unmatched Expertise
Unmatched Expertise

Firm command on HubSpot and have helped thousands of businesses.

Personalized Onboarding
Personalized Onboarding

Personalized onboarding plan that suits your needs.

Certified Experts
Certified Experts

HubSpot Certified Team that knows the platform inside out.

Growth Driven Approach
Growth Driven Approach

Growth driven approach based on expert analysis.

Flexible Pricing
Flexible Pricing

Don’t pay for the entire onboarding plan if you don’t need it.

Still not sure whether to onboard with us? Let us give you one more reason.

We Breathe HubSpot Every Second

We’ve been associated with HubSpot since 2017 and have achieved various milestones like

premier integration partners
platinum badge
hubspot rising star
Certified
Certified
Certified
Certified
Certified
Certified
Certified
Certified
Certified
Certified
Certified

What Our Onboarding Process Looks Like?

step 1

STEP 1

Identify your challenges and goals

We begin our onboarding by identifying the challenges you are looking to overcome and the goals want to attain through our onboarding.

step 2

STEP 2

Create a personalized Onboarding timeline

After having a clear vision of your goals & challenges, we create a personalized onboarding plan that is tailored for your business model.

step 3

STEP 3

Set up your HubSpot and guide you through it

Once both parties agree on the timeline, we implement HubSpot in your business and guide on how to employ it to its fullest.

step 4

STEP 4

Stay in touch with you through our support

We do not leave you in after onboarding you successfully. We always offer a consistent support that will be there for you whenever your HubSpot troubles you.

Our HubSpot Onboarding Timeline

Kick-off Call

  • Team Introduction
  • Identify cvhallenges
  • Set SMART goals
  • State the plan

Basic Account Setup

  • Inviting users on HubSpot
  • Setting up roles & permissions
  • Setting up teams
  • Creating team hierarchies

CRM Configuration

  • Importing contacts
  • Creating Filters
  • Property creation
  • Deal Pipeline Setup

Personalized Hub Setup

We will configure and set up your HubSpot as per its plan and your business.

Automation Setup

  • Creating Workflows
  • Creating Lists
  • Forms and Conversation channels
  • Creating Tasks and task queues

Reports and Dashboard Setup

  • Custom dashboard creation
  • Creating Custom reports
  • Attribution reporting setup

Post Installation and Verification

After finishing the installation of HubSpot, we will verify all the setup and move towards achieving next level goals.

audit

Get a Complete Hubspot Audit for Free

If you have started using HubSpot but are not sure whether you’ve implemented the features in the right manner, just request a free HubSpot Portal Audit and our experts will scrutinize your setup and guide you with best practices you can employ to get maximum outcome through the platform.

Schedule A call

audit

Plans & Pricing

Starter – $500

Basic Account Setup
  • Updating HubSpot Portal Users
  • Setting Up Permissions
  • Importing Contacts
  • Creating Properties
Technical Setup
  • Tracking Code Installation
  • Domain/Subdomain/Email Setup
  • Integrating In-house Apps
  • 3rd Party Integration*
Email & Reporting Setup
  • Email Tool Usage Guidance
  • Drag & Drop editor
  • Reporting Dashboard Creation

Professional – $1500

Basic Account Setup
  • Updating HubSpot Portal Users
  • Team & Permission Setup*
  • Multiple Currency Setup*
  • Importing contacts
  • Creating properties & Pipeline
Technical Setup
  • Tracking Code Installation
  • Domain/Subdomain/Email Setup
  • Setting up HubSpot form
  • In-house & 3rd Party Integrations
  • Reporting Setup
Marketing Automation
  • Workflow Basics
  • Creating Workflows
  • Guidance on List Segmentation
  • Lead Handoff Setup
  • Sales and Marketing SLA
Lead capturing assets
  • Popup (1 free)
  • Email (1 free)

Enterprise – $3000

Basic Account Setup
  • Updating HubSpot Portal Users
  • Setting up roles/permissions
  • Team Setup & Hierarchies*
  • Multiple Currency & SSO Setup*
  • Content Partitioning*
  • Importing contacts
  • Creating Properties & Pipeline
Technical Setup
  • Tracking Code Installation
  • Domain/Subdomain/Email Setup
  • Email sending domain
  • In-house & 3rd Party Integrations
  • Setup HubSpot/non-HubSpot forms
Email & Reporting Setup
  • Drag & Drop editor
  • Email Tool Usage Guidance
  • Reporting Dashboard Creation
  • Attribution Reporting
Marketing Automation
  • Creating Workflows
  • Lead Handoff Setup
  • Sales and Marketing SLA
  • Campaign Setup & Reporting
  • Conversation Channels
  • Content Development
Lead capturing assets
  • Popup (3 free template)
  • Email (3 free template)
  • Landing Page (1 free template)
  • CTA Tool

Starter – $300

Basic Account Setup
  • Updating HubSpot Portal Users
  • Setting up roles/permissions
  • Importing contacts
  • Creating properties
  • Creating deal pipeline
Email Setup
  • Connecting Email to HubSpot
  • Setup Email Tracking
Conversation Channel Setup
  • Team Inbox*
  • Live Chat*
  • Conversations Routing

Professional – $750

Basic Account Setup
  • Setting up teams*
  • Multiple Currency Setup*
  • Updating HubSpot Portal Users
  • Setting up roles/permissions
  • Importing contacts
  • Creating properties
  • Creating deal pipeline
  • Customising record sidebars*
Conversation Channel Setup
  • Connecting Email to HubSpot
  • Setup Email Tracking
  • Team Inbox*
  • Live Chat*
  • Conversation Routing
Technical Setup
  • In-house & 3rd Party Integrations
  • Custom Saved Views
  • Product Library Setup
  • Creating Quotes
  • Email Signature Setup
Deal & Goal Setup
  • Usage Of Deals
  • Revenue Goal Setup
  • Deal Stages Best Practices

Enterprise – $2000

Basic Account Setup
  • Updating HubSpot Portal Users
  • Setting up roles/permissions
  • Team Setup & Hierarchies*
  • Multiple Currency & SSO Setup*
  • Content Partitioning*
  • Importing contacts
  • Creating Properties & Pipeline
  • Customising record sidebars*
Email Setup & Activity Logging
  • Connecting Email to HubSpot
  • Setup Email Tracking
  • Manual BCC
  • Meeting & Call Logging
  • Call transcription
  • Conversation Channels
Technical Setup
  • In-house & 3rd Party Integrations
  • Custom Saved Views
  • Creating Quotes
  • Email Signature Setup
  • Payment Gateways for Quote Payments
  • Product Library Setup
Sales Enablement & Deals
  • Usage Of Deals
  • Deal Stages Best Practices
  • Snippets
  • Templates
  • Sequences + Sequences Queues
Automation & Reporting
  • Task automation
  • Automated deal creation & rotation
  • Lead Handoff
  • Reporting Dashboard Creation
  • Report Creation Guidance
  • Attribution Reporting

Starter – $500

Basic Account Setup
  • Updating HubSpot Portal Users
  • Setting up permissions
  • Importing contacts
  • Creating properties
  • Ticket Usage Guidance
  • Service Enablement
Activity Logging Tips
  • Call Logging(or call from CRM)
  • Logging a Meeting
Conversation & Reporting Setup
  • Reporting Dashboard Creation
  • Connecting Email to HubSpot
  • Team Inbox*
  • Live Chat*

Professional – $750

Basic Account Setup
  • Updating HubSpot Portal Users
  • Team & Permission Setup*
  • Multiple Currency Setup*
  • Importing Contacts
  • Creating Properties & Pipeline
  • Customising Record Sidebars*
  • Creating deal pipeline
  • Service Enablement Tips
Email Setup & Activity Logging
  • Connecting Email To HubSpot
  • Conversation Channels
  • Meeting & Call Logging
  • Tracking Sales Email Tips
Technical Setup
  • In-house & 3rd Party Integrations
  • Custom Saved Views
  • Goal Creation*
  • Ticket Handling
  • Reporting Dashboard Creation
Automation Setup
  • Task automation
  • Sales and Service SLA
  • Automated deal creation & rotation
  • Lead Handoff
  • Support Survey

Enterprise – $2000

Basic Account Setup
  • Updating HubSpot Portal Users
  • Roles/Permissions & Team Setup
  • Multiple Currency & SSO Setup*
  • Importing contacts
  • Content Partitioning*
  • Creating Properties & Pipeline*
  • Customising Record Sidebars*
  • KB & Service Enablement
Email Setup & Activity Logging
  • Call Logging(or call from CRM)
  • Conversation Channels
  • Logging a Meeting
  • Connecting Email To HubSpot
  • Tracking Sales Email Tips
Technical Setup
  • In-house & 3rd Party Integrations
  • Custom Saved Views
  • Goal Creation*
  • Ticket Handling
  • Task and Deal Automation
  • Feedback Surveys
  • Attribution Reporting
Tickets Handling & Goal Setup
  • Guiding you on how to use tickets
  • Sharing best practices for setting up ticket stages
  • Creating goals (if needed)
Automation Setup
  • Task automation
  • Sales and Service SLA
  • Automated deal creation & rotation
  • Lead Handoff

Note: This is a customizable timeline and the duration of the process may vary as per your requirements.

Businesses we Helped

mammacult

Mammacult were looking for a tool that can help them grow better with HubSpot Marketing and Sales. They had been using HubSpot for long but could not make the things structured and sequential for winning more leads and sales processes.

helped
  • Sales

    € 42.90K

  • Visitors

    57.17 %

  • Conversions

    23.22 %

Schedule A call

Some Appreciation We like to Boast

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Christopher Dunn

Makewebbetter is exceptional. The best programming company I’ve dealt with. They’re responsive and give great attention to detail. They understand what you’re trying to achieve and make recommendations that get the job done, efficiently and effectively. Highly recommend! They go above and beyond.

Clients Who Love Us

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If you still need more information on our HubSpot Onboarding plans or want to dive deeper into the concept, just schedule a call with our HubSpot experts and they will resolve all of your doubts.

Talk To An Expert

expert

Frequently Asked Questions

How much do your Onboarding services cost?

Here’s the generic pricing structure for all of our HubSpot Onboarding plans.

Hub Plan Starter Professional Enterprise
Marketing Hub $500 $1500 $3000
Sales Hub $300 $750 $2000
Service Hub $500 $750 $2000

Note: This is generic pricing. It may vary as per your requirements.

Why choose MakeWebBetter? Does HubSpot offer any onboarding?

Undoubtedly, HubSpot is a powerful tool, useful for almost all businesses. But at the same time, it is highly challenging to use it in a way where you get maximum advantage of that.

Please check – HubSpot vs HubSpot Solutions Partner

Primary reasons why you should go with HubSpot Solutions Partner ie. MakeWebBetter.

  • Get access to a full-service team of experts developing and executing fresh ideas for your business, train you with brainstorming sessions, give more real-time training to your sales and marketing teams.
  • Have direct access to the HubSpot team who coaches you best with HubSpot sales and marketing winning tactics and strategies.
  • Possesses experience working with thousands of businesses like yours.
  • Save time by automating the sales and marketing process, which are time-consuming, more prone to be erroneous like timely follow-ups, data syncing to HubSpot CRM, creating emails, workflows, bulky reports or lead scoring, etc.
  • Work with HubSpot specialists who clearly know what will work for your business and what doesn’t.
  • A team which is 24/7 available for you.
Can I customize my onboarding experience?

Yes. all of our onboarding plans are customizable, and after listening to your requirements, we create a personalized timeline that is suitable for your business and your needs.

We’re already on HubSpot. Can we still go for HubSpot Onboarding?

Yes, absolutely. You can go for HubSpot Onboarding plans when you have HubSpot already setup and running and only want some guidance.

Our HubSpot WooCommerce Onboarding plans help you set-up HubSpot correctly from the beginning, so you can achieve most out of HubSpot every time. From technical set-up to strategic guidance, we help you segment, personalize, automate, and measure your eCommerce marketing.

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