HUBSPOT SERVICES

HubSpot Onboarding Services

 

HubSpot Working for You in Weeks, Not Months

HubSpot is powerful — but only if it’s set up to match the way your business actually works. We’ll get you out of “trial-and-error” mode and into a HubSpot system that drives sales, tracks marketing, and keeps your team on the same page — in weeks, not months.

Who We Work With

We specialise in HubSpot onboarding for B2B teams ready to scale — in sectors like:

  • SaaS providers

  • IT Managed Service Providers (MSPs)

  • Accountants and professional services

  • Higher education institutions

  • Manufacturing, and other technical industries

Our onboarding process follows a proven structure that works for any business using HubSpot. We then layer in industry-specific tweaks so your CRM, marketing tools, and automations feel like they were built just for you.

What’s Included in HubSpot Onboarding

We’ve worked in hundreds of HubSpot portals over the last decade, so we know what makes a successful implementation. Our process covers three key stages:

  1. Discovery: We get to know your business and map your customer journey from the moment a lead lands in your CRM right through to retaining them as a loyal customer.

  2. Implementation: We configure everything from the ground up. That means not only the technical settings but also (depending on your HubSpot subscription) nurture sequences, marketing-to-sales handover workflows, and sales enablement resources so your team can hit the ground running.

  3. Training – By the time we hand over, your team will be confident and self-sufficient. The beauty of HubSpot is that you shouldn’t need an engineer to make changes — and we keep your processes clean and simple so that’s a reality.

Typical onboarding covers:

  • CRM setup & data migration

  • Contact, company, and deal record configuration

  • Sales pipeline creation

  • Marketing email template design

  • Automation workflows

  • Dashboard & reporting setup

  • Basic integration with existing tools (e.g., accounting, project management, calendar)

  • User training for team adoption

Hubs we onboard:

  • Marketing Hub Pro + Enterprise

  • Content Hub Pro + Enterprise

  • Sales Hub Pro + Enterprise

  • Service Hub Pro + Enterprise

Timeline

A standard onboarding takes 6–8 weeks, depending on which Hubs you’re implementing. Need to go live sooner? We can fast-track the process to meet your deadlines.

Post-launch Support

We don’t just hand over the keys and vanish. Over the year following your onboarding, we’ll check in to make sure your team is still getting the most out of HubSpot. Support is included in the price, and if you need extra help, we’re available on a retainer or project basis.

How Our HubSpot Onboarding Works

  1. Kick-off call – Align on goals, timelines, and HubSpot subscription details.

  2. Discovery & journey mapping – Understand your sales, marketing, and service process from first touch to customer retention.

  3. Setup & configuration – Build your CRM, pipelines, automations, and integrations to fit your workflow.

  4. Tools & resources setup – Configure nurture sequences, workflows, email templates, and sales enablement tools within HubSpot.

  5. Team training – Hands-on training so your team can confidently use HubSpot without ongoing technical help.

  6. Go live – Launch your tailored HubSpot setup and start seeing results.

  7. Follow-up support – Regular check-ins over the first year to ensure adoption and ROI.

Why Choose OTM for Your HubSpot Onboarding?

  • HubSpot Solutions Partner: Recognised by HubSpot for our expertise in onboarding and optimising their platform.

  • 10+ years of experience: We’ve worked in hundreds of HubSpot portals, across every major HubSpot Hub and industry type.

  • Proven process: Our onboarding method is built on a decade of trial, refinement, and successful client outcomes.

  • Industry-specific insight: From SaaS to higher education, we understand the unique sales and service challenges in technical sectors.

  • Long-term focus: We don’t just set up your HubSpot and disappear — we’re here to make sure it delivers results all year round.

“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”
— Pearce, A.

HubSpot Onboarding Packages & Pricing

Every business is different, but our onboarding follows the same proven structure to get you up and running quickly. We offer onboarding for:

  • Marketing Hub Pro + Enterprise

  • Content Hub Pro + Enterprise

  • Sales Hub Pro + Enterprise

  • Service Hub Pro + Enterprise

Typical onboarding investment starts from $3000 depending on:

  • The number of Hubs you’re implementing

  • The complexity of your existing setup and data migration

  • Any additional integrations you require

We’ll scope everything during a free consultation so you know exactly what’s included, the total cost, and the timeline before we start.

Ready to Get HubSpot Working for You?

The sooner you start, the sooner you’ll have a HubSpot setup that actually fits your business and drives results. Book a free discovery and let’s map out your onboarding.

Let’s work together