A Guide to HubSpot Onboarding

As a user of Hubspot ourselves and an Official Platinum Solutions Partner, we’re big fans. From the CRM to the Marketing, Sales and Service hubs, to a slick CMS. Hubspot is designed to help your business grow.

Contact us

LP1-SectionBreakBadge

If you’re familiar with HubSpot, download our HubSpot Onboarding Checklist to get started. If you’re new to HubSpot, read on to learn more about the onboarding process.

What is HubSpot Onboarding?

HubSpot Onboarding involves placing all your marketing and sales activity in one place—HubSpot’s CRM—and connecting it to your website or CMS. Sounds simple, right? Well, if you’re new to HubSpot it can be a bit confusing getting started.

 

That’s why HubSpot provides a consultant to assist you with the onboarding process for 90 days. However, your team will have to do the integrations themselves—costing you valuable time and delaying work deadlines.

 

HubSpot Solutions Partners (like Hake Digital) exist to do the work for you. We work with you personally to fully customise your experience with HubSpot’s CRM. Not only that, we’ll train your staff through the process and provide ongoing support for any challenges or troubleshooting you need help with.

 

Bottom line, Hake maximises the true power of HubSpot to grow your business.

LP1SectionImage-1

Why wouldn’t I just do it myself?

You might be asking. HubSpot has many important features that you’ll need and you could miss them if you’re onboarding without any guidance. You won’t be able to use the platform to its full potential, which can prevent you from accomplishing the business goals you expected to reach using HubSpot in the first place.

 

Still want to do it yourself? Download our HubSpot Onboarding Checklist to get you started.

flywheel-inbound-method-lifecyclesV2

What are the benefits of using a HubSpot Solutions Partner?

 

As a Platinum HubSpot Solutions Partner, we’ve helped many clients successfully onboard and utilise HubSpot’s CRM to the fullest. ‘Spot’ the difference.

 

Direct Onboarding WithLP1V2-Table-Logo-hubspot  Direct Onboarding WithLP1V2-Table-Logo-hake
Consultation support only We set up everything for you
General HubSpot onboarding We personalise the onboarding process according to your business
You’re responsible for team onboarding We train your staff to use HubSpot to its fullest potential
Support for up to 90 days On-going support after onboarding is complete

 

We get it. We speak your language. We work hard. We get things done.

 

Don’t waste your time with agencies that promise the world, but don’t have a clue what you really need. We know how to use HubSpot’s capabilities to actually deliver results.

 

Want help from a Platinum HubSpot Solutions Partner? Let’s talk.

What Our Customers Say

"Excellent service, reliable, knowledgeable, a godsend for the business & a pleasure to work with.

 

They have worked with me to create a solution to various issues regarding workflows, database management and optimisation. Because of their excellent product knowledge, we now have a fuller understanding of HubSpot’s functionality and the potential options that provides the company in the future." 

Lucy Bayliss
Staffing & Recruitment
LP1-testimonials-stars

"Ensured that we not only could use HubSpot but that we could teach others in our team.

 

I was struggling with the processes and system in general and really needed a simple but effective solution so that I could optimize our CRM Database and ensure the most efficient sales pipeline. I would highly recommend hake Digital and their expertise to any of our clients and know that the personal touch will make a serious impact.

Krishnan Patel
Media Production
LP1-testimonials-stars

"Top Notch!

 

Robert and the team at Hake digital make our lives so much easier by taking ownership in our mar-tech stack and improving our cross-functional outputs. Without their expertise and help, we would not be able to grow at the current trajectory. I recommend them to anyone who needs to implement HubSpot services in their business. 

Andy Rapp
E-Learning
LP1-testimonials-stars