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Congratulations!
You have finally made the decision to migrate your business to the HubSpot platform.
HubSpot is a great inbound marketing Software that helps you grow your website traffic, convert leads, and track your entire customer journey in one place. Everything a marketer needs to launch for effective marketing campaigns is available in HubSpot.
The next step is to get onboarded to this all-in-one marketing software. HubSpot requires you to go through a predefined and guided onboarding process at a specific cost, depending upon the plan/Hub portal you opt for.
DO YOU REALLY NEED HUBSPOT ONBOARDING?
Onboarding is a requirement from HubSpot. But this mandatory requirement is in place for some good reasons. HubSpot has a wide variety of different tools and features in its 3 Hubs, Wiz. Marketing, Sales, and Service Hub. Onboarding helps you to get going on HubSpot and gives detailed usage of these tools.
Onboarding determines the correct implementation of HubSpot as software for your business from managing marketing campaigns to closing deals with an all-in-one marketing tool. When you're new to the software you're most likely to run into various errors or do certain actions that may set your tool up for failure. The right HubSpot onboarding will guide & assist you in a seamless onboarding. Download this Extensive HubSpot onboarding guide to help you onboard to HubSpot seamlessly.
Onboarding from: HubSpot vs HubSpot Partner Agency
Every HubSpot newbie has 2 options when it comes to onboarding to HubSpot.
Option 1: Onboarding with HubSpot. In this option, HubSpot will provide you with a channel consultant who explains to you various HubSpot tools and basics of inbound in the onboarding phase for over 90 days or so.
Option 2: Onboarding with HubSpot Certified Partner Agency. In addition, to just help you with the predefined list of activities in HubSpot Onboarding, a partner agency can also go beyond just consulting to do some of the implementation work and tasks involved in setting up the platform.
We have listed out some quick points which may help you decide your next steps & whom to choose for HubSpot onboarding.
1. Inclusions in Onboarding
HUBSPOT
- HubSpot Implementation Specialist: Hubspot assigns you to an implementation specialist for your company for 3-months of your software subscription to help you get started with HubSpot.
- Ongoing support and resources from the HubSpot support and customer success teams.
- Technical Assistance: You will receive technical assistance as you set up your portal.
- Consider Integrations: Your Implementation Specialist will guide you on integrating your existing set of tools with HubSpot.
- Assist and strategies to develop and execute one inbound marketing campaign within HubSpot.
Agency partners generally do the majority of the task or assist you in completing the tasks. Below are some of the points which are commonly included in the onboarding steps of HubSpot partners.
- Technical Setup: Basic portal setup including time zones, tracking codes, user management, software integrations, etc.
- Setting up strategic smart goals and reporting metrics
- Content marketing setup namely; blogs, social posting, and pillar pages.
- Migration of existing pages to HubSpot
- Integrating existing systems and sales processes into the CRM.
- Designing and developing some branded landing pages, emails, and blog templates
- Other portal setups: custom fields, reports, dashboards, user views, task automation, and more
- A customized plan of action and inbound marketing process specific to the industry and business goals.
- Customized HubSpot and marketing training are specific to your organization.
2. Cost and Pricing
When you are onboarding with HubSpot, It is mandatory for you to pay a consistent fee for onboarding, based on your package and Hub you have selected. This means you will have an idea in advance of how much you will spend on onboarding as you move forward with the purchase. There is very little possibility of negotiations if you opt for onboarding with HubSpot.
If you are onboarding with a partner agency, you are not required to pay the HubSpot onboarding fee to HubSpot. However, the marketing agency you are opting for onboarding will charge for their onboarding services. The onboarding service packages will differ based on the agency and the scope of work they are doing for you. In certain cases, agencies can charge you on an hourly basis for the amount of time they spent in your onboarding process.
3. Team involvement and implementation
HUBSPOT
With HubSpot, you’ll get detailed instructions and quality consulting from your onboarding specialist, but your team has to do all the work and tasks of this process. This can be a great way to learn all the small and big tools of the software very quickly but you have to be careful with the team’s bandwidth as the small onboarding task shall not disturb the other business processes.
HUBSPOT AGENCY PARTNER
If you are onboarding with a partner agency, the agency will help you in all onboarding tasks along the way. The majority of tasks and work will be done by the agency. Hubspot partner will involve various team members from your company to make sure that your sales and marketing processes are aligned and your teams get trained on the software properly.
4. A customized plan of action
HubSpot has various helpful docs and case studies of different industries that help every user in the HubSpot universe. The HubSpot team has a set of defined steps and templates that they strictly follow in onboarding for all their customers. The onboarding approach here is focused more on the industry your business serves.
HUBSPOT AGENCY PARTNER
A partner agency will have customized onboarding steps designed specifically for your company and the business process you follow. You can ask the agency about the customized plan of action for Onboarding that aligns with your business goals and processes.
5. Timeline and delivery
HUBSPOT
HubSpot has fixed steps of onboarding and tool aligning which takes 90 days from the start date. Your HubSpot onboarding expert will take a weekly or fortnightly 1- hour consultation call to help you understand the tool and inbound marketing implementation with various tools available in HubSpot.
HUBSPOT AGENCY PARTNER
All HubSpot partners have different steps or processes for onboarding their clients to HubSpot. Depending upon a partner to partner and the complexity of their business, an agency partner can complete your onboarding phase in 30 - 90 days.
6. Future Relationship and other support
Once you are done with 90 days of onboarding, the HubSpot channel consultant and support team are always available for you to guide you with the process of HubSpot as a tool. You can email, chat and schedule a call with the HubSpot support team for any query.
HUBSPOT AGENCY PARTNER
If you are considering hiring a marketing agency for inbound marketing enablement then we recommend hiring the same agency for your onboarding. A HubSpot partner can just not only help you with seamless onboarding but will have full insight into your business so that they are equally responsible for your marketing campaigns. An agency you hire for your marketing will always be available for you every time concerning any HubSpot query.
WHO TO SELECT FOR ONBOARDING?
Both these onboarding options have pros and cons, so you should go with the option which makes the most sense for your business. You can consider various factors like cost, delivery time, business size, business goals, and team strength.
If your company is big and has an in-house marketing team who can implement your marketing campaigns in HubSpot then you should opt for HubSpot onboarding. If you need a more customized and strategic approach for your business process, you might consider working with a partner agency.
Interested in onboarding on HubSpot with a Partner agency?
We’re a certified HubSpot partner agency situated in Pune, India. Reach out to us to discuss how you can switch your business to the HubSpot platform and grow your business using this amazing inbound marketing tool.
Here at Straight Growth, We know in and out of HubSpot and we are working with various companies as their HubSpot consultant and implementation team. Our team of experts can make a customized plan of action for onboarding you to HubSpot in a seamless manner.
