HubSpot Onboarding Process: A Complete Guide for Success

Did you know that as of July 2024, HubSpot alone held a share of nearly 35 percent of the marketing automation software industry worldwide, followed by Oracle Marketing Cloud, Welcome, and Adobe Experience Cloud, with similar shares of 7.31, 7.24, and 7.05 percent, respectively? 

The sheer market share reflects its impact on businesses and explains why it’s the first choice for many companies. HubSpot provides a comprehensive set of features that help businesses with marketing, sales, service, and operations. In this blog, we will talk about everything you should know about the HubSpot Onboarding Process.

Why HubSpot? 

Companies need a CRM platform to capture and manage their leads effortlessly. Many solutions are available in the market, but HubSpot is the first choice for many businesses. They’ve been the market leader for ages, with over 177,000 customers in over 120 countries. This is because the platform offers the following benefits. 

• Streamlines customer interactions with a uniform and centralized customer database. 
• Marketing automation helps increase efficiency and save time. 
• Reduces workload and boost  sales with automation. 
• HubSpot’s Analytics & Reporting helps make an informed decision. 
• HubSpot’s content management system helps enhance online presence and user experience. 
• Integrates major business software for a streamlined tech stack. 
• Scale up the software with the business growth. 
• Optimize, streamline and grow the business with an all-in-one solution. 

What is HubSpot Onboarding? 

HubSpot onboarding involves configuring the platform according to your business, making it easy to use, and providing you with training to use every platform feature. HubSpot offers training sessions to familiarize you with the platform interface and features. 

The primary goal of the onboarding process is to ensure you are well-informed about all the platform's features. HubSpot onboarding consists of two types: onboarding  with HubSpot directing or through a Hubspot Partner agency. When you opt for a professional plan, it’s mandatory to take onboarding by HubSpot.

HubSpot Key Features  

As mentioned above, as a business, you can directly contact HubSpot for the onboarding process, which usually takes three months to onboard, or you can reach out to a HubSpot partner for the onboarding process, where the timeline is within six weeks. HubSpot is vital for companies as it offers a comprehensive solution to you.

Pre-Onboarding Requirements

Before commencing with the actual onboarding, there are some prerequisites that you must keep in handy. These are: 

• HubSpot Goals—It’s a powerful take that unleashes many features. Thus, it's critically important that your goal and expectations from HubSpot are finalised and understood. The primary goal and expectations from the platform will define further actions. 
• Strategy—Once you’ve set your goal and expectations from the platform, it's time to work on the strategy. You must identify the most essential feature to you and then allow the team to learn and build from there. Since features are abundant, you must ensure the team is accustomed to the dashboard, reporting, and other valuable features. 

HubSpot Onboarding Process Checklist 

Though the HubSpot Onboarding Process varies from brand to brand, some standard checklists apply throughout the industry. These are: 

• Domain Setup 
• Setting Account Defaults 
• Data Migration on HubSpot 
• Custom Scheduler Setup 
• In-house Integration 
• Data Synchronisation 
• Custom Integration
• Deal Creation Workflow 
• Pipeline Creation 
• Automation Lead Scoring & Rotation 
• Creating Marketing Template 
• Creating Workflows/Sequences 
• Dashboard Creation 

Onboarding: HubSpot Vs HubSpot Agency Partner 

As mentioned above, there are two ways to use the HubSpot Onboarding Process: directly through HubSpot or through a HubSpot Agency Partner. Let’s understand both and look into their respective process. 

HubSpot Onboarding Process through HubSpot 

• Standardised Setup—The team from HubSpot will ensure all the essentials of the chosen hub are configured accurately and recommend how to leverage the platform. 
• Training Session—You’ll be asked to select the number of training sessions with your HubSpot Representative to ensure your team understands the basics of account setup and management. 
• Support—The HubSpot team will offer you support and guidance with the onboarding process 

HubSpot Onboarding Process through Agency Partner 

• Customised Setup—Since the agency partner specialises in addressing various businesses and their specific needs, they can assist you with a bespoke setup that aligns with your business needs. 
• Industry-Specific Knowledge—There are many agency partner with specific industry knowledge. This means you can pick one that specialises in your particular industry. 
• Done-for-You Implementation—It is recommended that you hire an agency that offers ‘Done-for-You’ service. They can handle your complete HubSpot onboarding process and implementation, ensuring the setup is accurate without overloading your team. 
• Ongoing Partnership—As the business grows, it is valuable and essential to establish a strong partnership with a HubSpot Agency Partner. Picking one from the start strengthens the work relationship, convenience, and transparency.

Timeline 

The two options for the HubSpot Onboarding Process have different timelines. Let’s examine them. 

HubSpot - Roughly 3 months 

Pre-onboarding - Account and Tech Setup 

Phase 1 - Capture and Convert Leads 

Phase 2 - Engage and Nurture Leads 

Phase 3 - Automate & Personalise Marketing 

Phase 4 - Complete Onboarding and Transition 

HubSpot Partner Agency - Between 4 to 10 weeks

Step 1 - Kickoff Call 

Step 2 - Basic Account Setup 

Step 3 - CRM Configuration 

Step 4 - Personalised Portal setup

Step 5 - Automation Setup 

Step 6 - Reports & Dashboard Setup 

Step 7 - Quality Assurance Checks

Pricing

HubSpot Onboarding Pricing with HubSpot 

HubSpot offers onboarding for all five Hubs, with costs determined by the specific Hub and tier, ranging from $1,500 to $7,000 USD.

HubSpot Onboarding Pricing with a Partner Agency

Some HubSpot Partners provide onboarding services, with costs depending on the Hubs you choose, starting at $1000 USD and going up to $4000 USD. Some charge more based on the inclusions, such as additional features or services provided, and the location, which can affect pricing due to regional market differences and operational costs.

Conclusion

HubSpot is a critical platform for businesses of all sizes. It assists in form creation, lead generation, lead management, and lead nurturing. The HubSpot onboarding process must be smooth and accurate to get the desired results. This blog explains the process when you opt for HubSpot or a HubSpot Partner Agency, along with all the prerequisites. Straight Growth is a reliable HubSpot Platinum Partner Agency that can assist you in onboarding to the platform and customize it to meet your business goals. Reach out to us to learn more. 

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