HUBSPOT ONBOARDING
HubSpot Onboarding = Guidance + Industry Experience + Hands-On Implementation
Not deploying all available features and strategies = Leaving the money on the table.
As HubSpot Certified Agency for Onboarding, we provide a fully-managed onboarding experience based on the specific clients' needs.
Start your HubSpot Onboarding Process with 3 & Four!
What is HubSpot Onboarding?
A systematic process to identify and define customers' needs, the configuration of HubSpot structure and technical settings based on the customers' needs, training of the team members on the customized system, and monitoring of teams and systems to maximize the ROI on the tool (HubSpot).
Why do you need HubSpot Onboarding?
Best Marketers or Sales Leaders don't always possess technical expertise on HubSpot and that's why Certifed Consultants are there to fill that gap.
Strategy Building
Onboarding, Change Management, Migration, and Inbound Strategies are some of the few to be covered in successful onboarding.
Guidance on Tools
HubSpot or HubSpot Partners provide guidance on tools and features and their possible use-cases for your specific needs.
Onboarding Experience
HubSpot agencies possessing experience of onboarding hundreds of clients can provide insights, experience, and best practices to make it a success.
HubSpot Marketing Onboarding vs HubSpot Sales Onboarding
An Onboarding Checklist is customized for each subscription level but this chart can help you understand the core topics covered in both sales and marketing onboardings.
| Marketing Onboarding | Sales Onboarding | |
| Kick-off/ Onboarding Call | ||
| Onboarding Strategy | ||
| Change Management Strategy | ||
| Content Strategy | ||
| Process Mapping | ||
| HubSpot Customization | ||
| Email Technical Setup | ||
| Landing Page Technical Setup | ||
| Blog Technical Setup | ||
| Templates | ||
| Compliance Management | ||
| Data Hygiene Management | ||
| Data Management | ||
| Lead Capturing Setup | ||
| Automation Setup | ||
| Native Integrations | ||
| Zapier Integrations | ||
| Sequences Setup | ||
| Chat and Bot Setup | ||
| Reporting and KPIs | ||
| Documentation |
Discuss your own Onboarding Needs!
HubSpot Onboarding Checklist: HubSpot vs HubSpot Partner
We got you covered in all the aspects of HubSpot CRM, Sales Hub, Marketing Hub, Service Hub, CMS Hub, and Operations Hub. We help you onboard on suitable HubSpot plans and help you achieve your goals to grow your businesses.
HubSpot Managed
Standard
Focused on Guidance
3 Months Period
- Kick-Off/Onboarding Call
- Content Strategy Help
- Email Technical Setup
- Landing Page Technical Setup
- Blog Technical Setup
- Lead Capturing Setup
- Weekly Reporting and Meetings
Partner Managed
Growth
Focused on Guidance + Consultant Support
1 - 3 months Period
.
- Kick-Off/Onboarding Call
- Onboarding Strategy
- Content Strategy
- Process Mapping
- HubSpot Customization
- Email Technical Setup
- Landing Page Technical Setup
- Blog Technical Setup
- Templates Add-Ons
- Data Migration Add-On
- Lead Capturing Setup
- Automations Setup
- Native Integrations
- Sequences Setup
- Chat and Bot Setup
- Reporting and KPIs
- Weekly Reporting and Meetings
Partner Managed
Pro
Fully Managed Solution
Accelerated Pace (Within 1 Month)
.
- Kick-Off/Onboarding Call
- Onboarding Strategy
- Change Management Strategy
- Content Strategy
- Process Mapping
- HubSpot Customization
- Email Technical Setup
- Landing Page Technical Setup
- Blog Technical Setup
- Templates Add-Ons
- Compliance Managment
- Data Hygiene Management
- Data Migration
- Lead Capturing Setup
- Automations Setup
- Native Integrations
- Zapier Integrations
- Sequences Setup
- Chat and Bot Setup
- Reporting and KPIs
- Documentation
- Weekly Reporting and Meetings
We Prepared a detailed checklist covering all aspects of HubSpot Onboarding!
HubSpot Onboarding Process
We don't provide a One-size-fit-all solution and provide a tailored onboarding experience based on clients' needs. But, in general, this process is being followed for most onboarding.
Strategy & Architecture
HubSpot Onboarding Process Start with the identification of clients' needs and strategy to manage the onboarding. Within this planning stage, consultants also define the Hubspot architecture needs, change management plans, and inbound marketing strategy for clients.
Technical Implementation
A major time of consulting partners are being spent on the technical implementation which includes technical domain setup, analytics, pipelines, custom objects, custom properties, automation, and integrations.
Migration
An optional step and mainly relevant for the clients already using some legacy systems. Onboarding Partners will help clients in cleaning and improving data hygiene along with the import of multi-object custom databases.
Training & Development
Training and Development include documentation of SOPs, customization being done, workflows implemented, and relevant HubSpot features. The team also provides One-on-one and group training sessions based on the onboarding needs.
Ongoing Support
Every process needs optimization and improvement and that's why 3 & Four monitoring and evaluation frameworks help in understanding the gaps on an ongoing basis and we provide support to fill those gaps.
HUBSPOT PLATINUM PARTNER FOR ONBOARDING
As an official HubSpot partner, 3 & Four possess all required certifications, expertise, and industry exposure to successfully onboard customers on any Hub.
Why Hubspot Onboarding Services from 3 & Four?
Onboarding from 3 & Four is unique because of its scope, cost, and client experience.
3 & Four onboarding is fully-managed compared to HubSpot one which is focused on guidance.
HubSpot Onboarding Fees will be exempted and you will get the fully-managed solution at a similar cost.
3 & Four teams have already worked with 100+ clients and that experience will be leveraged.
Check out 50+ 5-star clients' feedback on various directories.
Directly discuss your Onboarding Needs with 3 & Four Onboarding Specialist!
What do our clients say?
We have worked with 60+ HubSpot user companies and made them happy with the HubSpot services. Increasing our family of clients with every new day!
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HubSpot Onboarding Services Pricing Plans
Every case is different and that's why we prefer to provide custom pricing for each client's needs but this chart can help you in understanding the comparison of pricing models.
| HubSpot Managed | Growth Plan | Professional | |
| Multi-Hub Professional | $4,000+ | $4,000+ | $6,000+ |
| Multi-Hub Enterprise | $9,000+ | $9,000+ | $12,000+ |
| Marketing Professional | $3,000 | $3,000 | $5,000 |
| Marketing Enterprise | $6,000 | $6,000 | $8,000 |
| Sales Professional | $500 | $500 | $2,500 |
| Sales Enterprise | $3,000 | $3,000 | $5,000 |