HUBSPOT SOLUTIONS
HubSpot Onboarding
HubSpot is a great tool. Sometimes, you just need a little extra help to make sure everything is set up properly for your business, your people, and your customers.
That’s where we come in. Get started with guided HubSpot Onboarding from Denamico today!
We're HubSpot Onboarding Accredited. /Accreditations/Horizontal/Onboarding-Accredited-Badges-Horizontal-White-1.png?width=100&height=83&name=Onboarding-Accredited-Badges-Horizontal-White-1.png)
Earning HubSpot Accreditation is a major achievement. It signifies that we have earned the trust and recognition from HubSpot and possess the expertise to seamlessly onboard you onto the platform.
MARKETING HUB
Marketing Hub Onboarding:
Each week of the onboarding program, you will learn about a new part of HubSpot's Marketing Hub and how to set it up to your business needs.
STARTING AT $4,500
SALES HUB
Sales Hub Onboarding:
Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs.
STARTING AT $2,750
SERVICE HUB
Service Hub Onboarding:
Each week of the onboarding program, you will learn about a new part of HubSpot's Service Hub and how to set it up specific to your business needs.
STARTING AT $2,750
Onboarding vs. Implementation
Choosing a self-driven or partner-led approach
HubSpot onboarding is a guided, hands-on approach where your team takes the lead in discovery, setup, configuration, and training, with the partner providing guidance along the way.
In contrast, HubSpot implementation is more comprehensive, with the partner leading all discovery sessions, collaboratively developing the optimal design with you, handling the system setup, and then training your team on how to effectively use the CRM.
While both paths aim for successful adoption, the level of expertise and support differs significantly, with partner accreditations playing a key role in determining which service is best for your needs.
Essentially, onboarding is more self-driven, while implementation is a full-service solution led by the partner.
If you need help determining the right fit for your project, reach out. We're happy to help!
The Onboarding Process
Here are some of the topics we will cover with you.
Marketing Hub
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
You will gain understanding of HubSpot data types plus ways to update your database automatically.
- HubSpot Records And Properties
- Lists and segmentation
- Data hygiene best practices
You will dive in on creating different elements of your marketing campaigns including landing pages, forms, and CTAs.
- Form setup and migrating form to HubSpot
- Automating lead routing
- Lead scoring
You will master how to put all of your marketing elements into Campaigns and work with the full suite of marketing tools.
- Campaigns in HubSpot
- Social Media and Ads
- SEO and pillar content
You will dive in on all things HubSpot emails including automation and segmentation.
- Email types and templates
- Lists and segmentation
- Automation and smart content
Sales Hub
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
You will gain understanding of HubSpot data types plus ways to update your database automatically.
- HubSpot Records And Properties
- Lists and segmentation
- Data hygiene best practices
You will dive in on creating different elements of your marketing campaigns including landing pages, forms, and CTAs.
- Form setup and migrating form to HubSpot
- Automating lead routing
- Lead scoring
You will master how to put all of your marketing elements into Campaigns and work with the full suite of marketing tools.
- Campaigns in HubSpot
- Social Media and Ads
- SEO and pillar content
You will dive in on all things HubSpot emails including automation and segmentation.
- Email types and templates
- Lists and segmentation
- Automation and smart content
Service Hub
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
You will understand how to use Service Hub tickets to increase efficiency with your customer service.
- Ticket pipelines and automation, assignment & alerts
- Ticket assignment and alerts
- Conversations inbox
You will master how to set up customer feedback surveys and how to use a knowledge base to allow your customers to find answers to their own questions.
- Create NPS, CES, CSAT or a custom survey
- Import or start a new knowledge base
- Design & develop KB for SEO and customer feedback
You will dive in on your customer service goals and KPIs and how to measure your team activity
- Dashboards & reporting best practices
- Data hygiene best practices
- Workflows & automation for Tickets
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HUBSPOT ONBOARDING
93%
User Adoption of HubSpot
HubSpot Onboarding Packages
Find the HubSpot Onboarding package that best fits your needs for Marketing Hub, Sales Hub, or Service Hub.
Marketing Hub Packages
HubSpot Marketing Hub is a comprehensive marketing platform that helps businesses of all sizes connect their teams, tools, and data.
You can easily create and manage campaigns, track customer engagement, and measure the success of your efforts. It also provides powerful insights to help you make informed decisions and optimize your marketing efforts.
| What's Included: | PRO | ENT |
| Guided Consulting Sessions (1x/week) | Yes (8 sessions) | Yes (11 sessions) |
|
Personalized Coaching Session
|
Yes (1 included)
|
Yes (2 included)
|
|
Email Support During Project
|
Yes
|
Yes
|
| Setup HubSpot Users and Permissions |
Yes
|
Yes
|
| Setup Account and Tracking Codes |
Yes
|
Yes
|
| Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
| Import Existing Contacts and Companies into HubSpot CRM |
Limited Support
|
Yes
|
| Add Existing Custom Properties for CRM |
Yes
|
Yes
|
| Create Buyer Personas in HubSpot CRM |
Yes
|
Yes
|
| Setup Landing Page & Blog Settings, Connect Subdomain |
Yes
|
Yes
|
| Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
| Import Opt-Out Lists from Existing CRM |
Yes
|
Yes
|
| Implement GDPR Compliance Settings |
Yes
|
Yes
|
| Configure Default Form Settings & Styles |
Yes
|
Yes
|
| Create Essential Marketing Reports & Dashboards |
Yes
|
Yes
|
| Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Yes
|
Yes
|
| Integrate E-Commerce Solution (HubSpot App Partners Only) |
Yes
|
Yes
|
| Setup Enterprise Features |
Not Available*
|
Yes
|
| Setup & Training on Predictive Lead Scoring |
Not Available*
|
Yes
|
| Setup & Training on Custom Behavior Events |
Not Available*
|
Yes
|
| Training on HubDB and Use Case |
Not Available*
|
Yes
|
| Pricing |
$4,500
|
$7,000
|
| Timeline |
9 weeks
|
13 weeks
|
* Feature not available with Marketing Hub Professional subscription.
Sales Hub Packages
HubSpot Sales Hub is a powerful tool designed to help you streamline your sales process and close more deals.
You can automate your outreach and follow-ups, saving you time and increasing your productivity. And with customizable reports and dashboards, you can monitor your performance and make data-driven decisions to improve your sales strategy.
| What's Included: | PRO | ENT |
| Guided Consulting Sessions | Yes (5 sessions) | Yes (6 sessions) |
| Customized Coaching Session |
Yes (1 included)
|
Yes (2 included)
|
| Email Support During Project |
Yes
|
Yes
|
| Setup HubSpot Users and Permissions |
Yes
|
Yes
|
| Setup Account and Tracking Codes |
Yes
|
Yes
|
| Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
| Migrate Deal Pipelines and Stages to HubSpot |
Yes
|
Yes
|
| Import Existing Contacts and Companies into HubSpot CRM |
Yes
|
Yes
|
| Import Existing Products into HubSpot CRM |
Yes
|
Yes
|
| Add Existing Custom Properties for CRM |
Yes
|
Yes
|
| Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
| Import Opt-Out Lists from Existing CRM |
Yes
|
Yes
|
| Implement GDPR Compliance Settings |
Yes
|
Yes
|
| Sync Record Ownership for Contacts & Companies |
Yes
|
Yes
|
| Configure HubSpot Insights for Company Data |
Yes
|
Yes
|
| Configure HubSpot Meetings with Email Client |
Yes
|
Yes
|
| Create Essential Sales Reports & Dashboards |
Yes
|
Yes
|
| Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Not Available*
|
Yes
|
| Setup Enterprise Features |
Not Available*
|
Yes
|
| Setup & Training on Custom Objects |
Not Available*
|
Yes
|
| Setup & Training on Recurring Revenue Tracking |
Not Available*
|
Yes
|
| Setup & Training on Predictive Lead Scoring |
Not Available*
|
Yes
|
| Setup & Training on Custom Goals |
Not Available*
|
Yes
|
| Setup & Training on Deal Splits |
Not Available*
|
Yes
|
| Pricing |
$2,750
|
$4,500
|
| Timeline |
6 weeks
|
8 weeks
|
* Feature not available with Sales Hub Professional subscription.
Service Hub Packages
HubSpot Service Hub is a powerful customer service software that offers a range of features to help businesses provide top-notch customer service.
You can manage customer inquiries and support tickets, track customer interactions, and automate routine tasks. One of the standout features is its knowledge base. It offers chatbots, live chat, and ticket routing to ensure that customers are always able to get in touch with a representative.
| What's Included: | PRO | ENT |
| Guided Consulting Sessions | Yes (4 sessions) | Yes (6 sessions) |
| Customized Coaching Session |
Yes (1 included)
|
Yes (2 included)
|
| Email Support During Project |
Yes
|
Yes
|
| Setup HubSpot Users and Permissions |
Yes
|
Yes
|
| Setup Account and Tracking Codes |
Yes
|
Yes
|
| Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
| Import Existing Contacts and Companies into HubSpot CRM |
Yes
|
Yes
|
| Add Existing Custom Properties for CRM |
Yes
|
Yes
|
| Migrate Tickets from Existing System |
Yes
|
Yes
|
| Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
| Create Essential Service Reports & Dashboards |
Yes
|
Yes
|
| Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Yes
|
Yes
|
| Setup Enterprise Features |
Yes
|
Yes
|
| Setup & Training on Custom Objects |
Not Available*
|
Yes
|
| Setup & Training on Recurring Revenue Tracking |
Not Available*
|
Yes
|
| Setup & Training on Custom Goals |
Not Available*
|
Yes
|
| Setup & Training on Conversation Intelligence |
Not Available*
|
Yes
|
| Pricing |
$2,750
|
$4,500
|
| Timeline |
6 weeks
|
8 weeks
|
* Feature not available with Service Hub Professional subscription.
"
Working with the entire Denamico team has been a great experience for our CRM migration. Their professional process, engagement and project management is second to none.
Caroline Crawford
Vice President of Sales North America
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Let's Talk Onboarding!
At Denamico, we love helping people maximize HubSpot to achieve growth.
The implementation of the HubSpot CRM and other HubSpot Hubs should be thoughtful, efficient, and even exciting. We know that time is money — and we don't intend to waste either.
