HubSpot Onboarding services

90-day expert onboarding

Fast-Track HubSpot Success

Accelerate time-to-value, maximize your budget, and achieve industry-specific results with our proven HubSpot Onboarding & Implementation Program.

we're different

why Highbrid?

Your HubSpot investment deserves more than a standard setup.  It deserves specialized, strategic execution. Here is why we stand apart from HubSpot's basic onboarding and other generic partners:

Focus on User Adoption

Our comprehensive training approach meets every user exactly where they are, regardless of their tech comfort or experience, resulting in significantly higher user adoption than with standard programs. We ensure your team is confident and driving success,

Focus on User Adoption

Deep Vertical Expertise

We are not generalists. Our dedicated focus on Climate & Energy orgnaizations, Small Businesses, and Construction/Skilled Trades means we configure HubSpot to solve your specific challenges from Day 1, ensuring immediate, relevant ROI.

Deep Vertical Expertise

Accelerated Value

We deliver a complete, customized, and strategic HubSpot implementation in just 90 days, faster than standard programs, so your team can start seeing value, automations, and actionable insights in weeks, not months.

Accelerated Value

Success Measured in Minutes

We measure our success by how much time we help our clients reclaim, not revenue. Our goal is to save each user at least 30 minutes every week by removing friction, automating repeatable work, and giving teams back time.
Success Measured in Minutes

foundation & planning

We facilitate your growth by conducting a thorough analysis of your business objectives, challenges, and processes, which will inform the optimal configuration of your HubSpot portal.  We then seamlessly migrate your data from legacy systems and configure core settings to ensure a smooth and successful implementation.

 

discover
migrate
set-up
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build out

We'll configure your portal based on your goals and HubSpot package investment. This includes setting up automated workflows, integrating essential systems and implementing industry-specific features, ultimately preparing your HubSpot for effective use.

automate
integrate
enable
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optimization & knowledge transfer

We finalize your HubSpot setup by optimizing your processes and establishing custom reporting dashboards to track success. Our final step is to empower your team with comprehensive training and documentation for sustained, long-term growth.

reporting
documentation
training
offboarding
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1

phaseONE

We help you grow by digging into your business needs, challenges, and processes to inform a custom implementation of the HubSpot platform.

foundation & planning

(weeks 1-3)

  • discovery workshop: in-depth analysis of your business goals, current processes, and HubSpot requirements.

  • HubSpot portal audit & setup: configuration of your HubSpot portal, including user setup, initial settings, and technical foundations.

  • CRM & data migration strategy: planning and execution for migrating your existing data into HubSpot CRM.

  • core HubSpot orientation: hands-on training on essential HubSpot tools relevant to your package (Marketing Hub, Sales Hub, Service Hub, etc.).

2

phaseTWO

Our team customizes and builds out your HubSpot instance to match your specific needs, industry and business use case.

implementation & build-out

(weeks 4-8)

  • CRM customization: We configure your HubSpot CRM with custom properties and a tailored data architecture to accurately seat, organize and track your unique business data.
  • automation & AI implementation: We build custom workflows, sequences, and lead nurturing campaigns, leveraging HubSpot's automation and AI tools across all hubs.
  • API & app integrations: We connect your HubSpot portal with critical business apps, including financial software, service tools, and other custom systems using HubSpot's native integrations and APIs.
  • custom reporting & dashboard setup: We build custom reports and intuitive dashboards to help you track key performance indicators (KPIs) and monitor progress toward your business goals.
  • strategic vertical implementation: We configure HubSpot features to address your specific industry needs, ensuring the platform is optimized for your unique challenges.

Hub-Specific Implementation →

Marketing Hub

Get your Marketing Hub launched efficiently by setting up essential tools like forms, email templates, and landing page templates. We also configure user permissions and foundational lead properties.
Marketing Hub

Sales Hub

Set up your sales pipelines, deal stages, sequences, and templates. We also configure meeting links, quotes, and user permissions to maximize your sales team's efficiency and organization.
Sales Hub

Service Hub

Lay the groundwork for exceptional customer service by establishing your ticket pipelines, service queues, knowledge base structure, and live chat.
Service Hub

Data Hub setup & advanced automation

Configure custom objects, set up programmable automation, establish data deduplication rules, and initiate data quality processes to ensure your data is clean and your processes are efficient.
Data Hub setup & advanced automation

Commerce Hub

Connect your B2B e-commerce platform to HubSpot, configure your product library, and set up quotes and payments to unify your commerce data enabling lighting fast quote to cash process.  
Commerce Hub
3

phaseTHREE

We establish clear reporting to measure success and empower your team with comprehensive training and documentation, ensuring you can confidently manage your portal and achieve your goals for the long term.

optimization & knowledge transfer

(weeks 9-12)

  • performance reporting & dashboard setup: Customized dashboards and reports to track key performance indicators (KPIs) and measure HubSpot ROI.

  • process documentation & best practices guide: Provision of documentation and best practices to ensure long-term HubSpot success and team empowerment.

  • team enablement & advanced training: In-depth training on advanced HubSpot features and vertical-specific applications, empowering your team for ongoing management.

  • Go-Live & handover support: Dedicated support during your HubSpot go-live phase and a smooth handover process.

Transparent HubSpot Solutions

your growth, clearly priced

choosing the right HubSpot partner shouldn't involve guesswork.

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