Onboarding is the most important part of your HubSpot journey, it involves getting your CRM set up correctly (strategically and technically) from the very beginning, training your team, and setting you up for success.
HubSpot Onboarding is what we call the period when you first start using your new software, done correctly it will set you up for success in the long term and help you see a return on your investment sooner.
Our onboarding is delivered over 3 months and includes support with strategy, technical set up and team training.
We offer education and non-profit specific onboarding, providing Hubspot technical expertise as well as value-added insights from our wealth of experience from working with (and within) these sectors.
We offer a range of onboarding plans designed for those on Starter, Professional and Enterprise HubSpot products, we also offer re-onboarding designed to help those who have previously completed onboarding with another provider but need a refresher or more sector-specific guidance.
We are experienced in delivering onboarding to schools, colleges, universities, agents, other training providers, charities and other non-profit organisations, and businesses that support these sectors.
During Onboarding we will hold your hand at every step of the way, ensuring you are setting up your HubSpot portal for success.