top of page

Comprehensive HubSpot Onboarding Overview


Comprehensive HubSpot Onboarding Overview

When you’re thinking about purchasing HubSpot, you’re often thinking about goals you want to accomplish in your business that HubSpot will help you with.

A HubSpot Onboarding is the key to turning your goals for HubSpot into reality.

But in order to have a successful onboarding you must first do these two things:

  1. Familiarize yourself with the onboarding process and its key components.

  2. Choose a HubSpot Onboarding option that meets your requirements.

Everything you need to know to make your HubSpot Onboarding a success can be found below!

Want to see a Onboarding Overview Specific to your industry? See below for the list of industries we’ve worked with. (this should be some sort of call out / something)

The Basics of the HubSpot Onboarding Process

What does HubSpot Onboarding mean?

HubSpot Onboarding consists of 3 parts:

  • Configuration

  • Enablement

  • Adoption

Configuration -

Experienced HubSpot Consultants will help you to configure HubSpot to fit your unique business needs.

Enablement -

You’ll have dedicated training sessions on the best practices that companies who get the most out of HubSpot are using everyday.

Adoption -

You’ll have someone to help ensure HubSpot becomes an integral part of your day to day work.

Why does HubSpot require Onboarding?

HubSpot is in the business of helping your company Grow Better. After working with 200,000+ customers, HubSpot realized that companies that invested in their Onboarding were more likely to accomplish the goals they had when purchasing HubSpot.

In order to maximize the success you’ll see from purchasing HubSpot, HubSpot decided to make Onboarding a mandatory item.

What are the options for HubSpot Onboarding?

There are 3 main options for HubSpot onboarding:

  • Self Guided Onboarding

  • HubSpot Basic Onboarding

  • Working with a certified HubSpot Partner

Each option provides varying levels of support, expertise, and hands-on assistance.

Self Guided Onboarding -

This onboarding option consists of 4 virtual webinars in which 1 person on your team attends to learn live from a HubSpot instructor.

This can be a great option if you already have a full time HubSpot Admin on your team. Clients who choose this option might end up wishing they had more 1-1 support and talk through items specific to their business.

Price: $400

HubSpot Basic Onboarding -

This onboarding option consists of 60-90 days where you meet with a HubSpot Onboarding Specialist for 30 mins per week for the duration of the onboarding. It is mainly advisory in nature and they do any data importing or configuration on your behalf.

This can be a great option if you have someone who’s willing to dedicate the time to learn HubSpot by watching HubSpot Academy videos, while still having a touchpoint which someone who can give you more personal advice.

Price: $1500-$7000 / hub

HubSpot Partner Onboarding -

Onboardings for different Hubs

Each HubSpot Hub (Marketing, Sales, Service, CMS) requires a unique onboarding approach that addresses its specific functionalities and integration requirements. The onboarding process will vary based on the complexity of the hub, your existing tech stack, and your team's technological sophistication.

How does HubSpot Onboarding vary by which Hubs you purchased?

The depth and focus of onboarding change significantly depending on whether you've purchased Marketing Hub, Sales Hub, Service Hub, or multiple hubs. A multi-hub implementation requires more comprehensive planning, deeper integration strategies, and potentially more complex workflow design.

How to choose which HubSpot Onboarding option works best for you?

Selecting the right onboarding option involves assessing your team's technical capabilities, budget, complexity of implementation, and desired level of customization. Consider factors like internal resources, implementation timeline, and the strategic importance of a smooth, efficient platform rollout.

Things to Consider

Industry Experience and Expertise

  • Evaluate potential onboarding partners based on their familiarity with your specific industry

  • Look for partners who have worked with companies similar to yours in size, complexity, and technological needs

  • Assess their track record of successful implementations in your sector

Industry-Specific Considerations Callout

The right onboarding partner should demonstrate:

  • Deep understanding of your industry's unique challenges

  • Proven ability to customize HubSpot solutions for your specific business model

  • References and case studies from similar businesses

Example HubSpot Onboarding Overview and Timeline

An typical onboarding process might include:

  1. Initial consultation and discovery

  2. Technical assessment and integration planning

  3. Platform configuration and customization

  4. Data migration and setup

  5. Team training and knowledge transfer

  6. Post-implementation support and optimization

Industry-Specific Onboarding Examples

Want to see what an onboarding might look like for your specific industry? Most onboarding partners can provide tailored walkthroughs that showcase implementation strategies for sectors like:

  • Technology and SaaS

  • Healthcare and Medical Services

  • E-commerce and Retail

  • Manufacturing

  • Professional Services

This expanded outline provides a comprehensive overview of the HubSpot Onboarding process, offering insights and guidance for businesses considering implementation. Would you like me to elaborate on any specific section?

Comments


bottom of page