"Done For You" Onboarding Inclusions

Our "Done For You" HubSpot Onboarding service is where we take care of everything! We work with you to initially plan how we will approach and build your portal, then you sit back and relax as we deliver everything over the course of 4 weeks.

Requirements Gathering

Detailed requirements gathering completed via our exclusive HubSpot Onboarding Configuration Workbook to ensure an accruate and quality set up of your HubSpot portal.

Account Setup and Configuration

Hands-on setup of your HubSpot account, including configuration of settings, user roles, permissions, and integration with other systems and third party software platforms (i.e., Zendesk, Zapier, Xero).

Data Migration

Transfer of existing data from your previous CRM or other platforms into HubSpot, ensuring accuracy and completeness.

Customisation and Personalisation

Tailoring HubSpot's tools and features to match your business processes and objectives, such as creating custom fields, workflows, and automation rules.

Reporting and Analytics

Configuration of custom reports and dashboards to track key performance indicators (KPIs) and measure the effectiveness of your marketing, sales, and service efforts.

1:1 OR Group Training

Personalised 1:1 training OR group sessions to ensure your team gets the most out of HubSpot and learns how to use the system created specifically for your organisation.

"Done With You" Onboarding Inclusions

Our "Done With You" HubSpot Onboarding service involves guiding you through setting up your entire portal yourself. You'll receive full access to our exclusive End-To-End HubSpot Onboarding Course (for your selected portal i.e., Marketing Hub), along with email assistance in planning and building your portal.

You'll be responsible for completing weekly tasks over a 4-week period, and we'll schedule a call to address any questions once you've finished everything.

Exclusive HubSpot Onboarding Course

Access a comprehensive end-to-end course designed to guide you through each step of setting up your HubSpot portal.

1:1 Guidance from Experts

Work closely with a dedicated HubSpot specialist via email, who provides answers to any questions as well as personalised advice and support throughout the process.

Weekly Task Assignments

Receive clear, actionable tasks each week, ensuring a structured and manageable onboarding process.

Post Completion Audit

After completing the onboarding process, receive a detailed audit of your HubSpot setup to identify areas for improvement and ensure optimal performance.

Final Q&A Session

Conclude with a detailed review call to address any questions and ensure your confidence in using HubSpot effectively.

Completely Self-Paced

Access and utilise our extensive library of tutorials, guides, and resources that allow you to learn and set up your HubSpot portal at your own pace, with no time constraints.


Done With You - Per Hub Price
  • Access To Our Exclusive HubSpot Onboarding Course
  • Guided HubSpot Setup
  • Weekly Actions To Complete
  • Email Support
  • 1:1 Wrap Up Q&A Call
  • Self-Paced
  • NOTE: Marketing Pro & Enterprise Not Eligible
  • NOTE: One Hub Refers To Each Hub Purchased (i.e., Marketing / Sales / Service)

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