Information on how long onboarding takes and when you can expect to start using your new HubSpot account.
Firstly, it is important to mention that any software implementation should not be rushed. The onboarding period is the most important part of your experience with your new software. We will be working with you closely throughout onboarding, to make sure your new HubSpot account is set up for long term success.
The time it takes to set up HubSpot depends on the type of onboarding you choose and the complexity of your setup.
✅ For most organisations will be undergoing our Full Works Onboarding, which is a 13 week duration.
This includes:
- Initial kick-off call to ensure everyone involved is aligned and your team knows what to expect moving forward
- Property and process mapping
- Weekly calls with your dedicated education consultant
- Training sessions tailored to your team
-Hands on technical support with jobs like setting up pipelines, forms and automation.
It’s a structured process designed to make sure everything is set up properly, your team feels confident, and you start getting value from HubSpot quickly.
We do understand that you may have some urgent priorities or processes that need addressing first and we will always aim to be flexible in making this possible. For example if you are undergoing our 13 week full works onboarding but would like a particular process setting up and live before the 13 week point this might be possible. Otherwise, we will be working to have the account set up by the end of the 13 weeks.
There are certain parts of onboarding that must happen in a set order, this enables us to make the most of our onboarding time together and get your account set up for success. One example is that in order to get lead capture forms live on your site, we must define your properties first. Another example is that in order to send automated emails, we must have your GDPR consent options and subscription types configured first.
Need more than 3 months?
No problem! Take a look at our Monthly Support Plans, choose from 3, 6, 9 or 12 months duration.