top of page

HubSpot Onboarding Timeline

ChatGPT Image Aug 1, 2025, 01_29_19 PM.png

Onboarding Timeline

The timeline displayed below represents the standard onboarding process for our Premium Hub 1 package.

​

Please note that the duration of onboarding may vary depending on your specific needs:

​

  • Extended timelines may apply for more complex setups or additional HubSpot Hubs.

  • Accelerated timelines are possible for simpler configurations or single-Hub implementations.

​

Our team will work closely with you to tailor the onboarding process to your business requirements, ensuring a smooth and efficient setup.​

Week 1

home (1).png

Data Import & Strategy Refinement

Your data is integrated while we fine-tune the roadmap for quick wins.

Kickoff & Discovery

We’ll align on your goals, key challenges, and success metrics to shape the strategy.

transparency.png

Week 2

Week 3

wallet.png

Strategy Call + Initial Build

We present the action plan and begin building the first phase of your solution.

Build & Test

Rigorous testing ensures seamless functionality before launch.

transparency.png

Week 4

Week 5

wallet.png

Go-Live & Wrap-Up

We deploy your solution and provide a success roadmap for future scaling.

Iterative Build & Optimization

We refine the solution through structured testing, PM syncs, and performance tweaks.

transparency.png

Week 6-8

Week 9-12

wallet.png

Enablement & Growth Prep

Final training, growth strategy calls, and go-live prep ensure long-term success.

Still Unsure? Let’s Talk About It.

Schedule a free 15-minute onboarding planning call. We’ll walk through your use case, timeline, and goals—and recommend the path that fits your team best.

​

→ Book a Call

bottom of page