Struggling to set up HubSpot? Let us help you.
Without the right setup and training, you miss opportunities, slow down sales, and waste time. We make CRM seem easy.
Many businesses get HubSpot but never use it to its full potential.
Our expert onboarding service helps you set up HubSpot the right way, train your team, and make sure everything runs smoothly—so you can focus on growing your business.
Get HubSpot Working for You!
What’s Included in HubSpot Onboarding?
CRM Setup
We configure HubSpot to fit your business needs.
Team Training
We teach your team how to use it with confidence.
Ongoing Support
We help you solve problems and keep things running smoothly.
Deliverables
- Customized CRM Configuration
- Sales & Marketing Alignment
- Optimized Workflows
- Comprehensive Reporting Setup
Marketing Hub Pro |
Sales Hub Pro |
Service Hub Pro |
|
Transparent PricingHubspot pricing not included* |
€
3.500
One time
|
€
2.000
One time
|
€
2.000
One time
|
| Kickoff call | |||
| Alignment Call | |||
| User Onboarding | |||
| Account Settings & Tracking | |||
| Brand Customization | |||
| Data Import | |||
| Create Custom Fields | |||
| Email Domain Connection | |||
| GDPR Compliance Setup | |||
| Previous Opt-Out Import | |||
| Software Integration | |||
| Automations | |||
| Social Media Setup | |||
| Tailored Marketing Reports | |||
| Marketing Subscriptions | |||
| Asset Migration | |||
| List Building & Segmentation | |||
| Sales Reports | |||
| Email Templates | |||
| Sales Snippets | |||
| Team Inbox Setup | |||
| Ticket Pipelines & Statuses | |||
| Automated Ticket Updates | |||
| Service Dashboards | |||
| Wrap-Up Call |
Why B-fluence for Hubspot Onboarding?
- Certified HubSpot Experts
- Tailored strategies for your business
- End-to-end support for a seamless experience
Got Questions? We’ve Got Answers.
What is HubSpot Onboarding?
Hubspot onboarding is setting up your Hubspot CRM to maximise the ROI of your investment.
We’ll do the full technical set-up after alligning on your business strategies.
What happens when I sign?
We’ll connect within 24 hours of signing to plan our kick-off call.
A dedicated workspace will be created in our project management tool where you can follow all tasks and assignments.
Together we’ll start with the strategic part and set priorities.
How long is the onboarding?
Your Hubspot project will go live within 30 days.
Is training included?
Absolutely!
Do you provide ongoing support?
Absolutely! We offer tailored support options to keep your operations running smoothly.
Choose our RevOps as a Service for dedicated, proactive support, especially crucial during the first 3 months when most challenges arise. Starting at just €3,500/month, this service ensures your systems are optimized and errors are swiftly addressed.
Need flexibility? Opt for ad hoc hourly consultancy to tackle specific issues as they come.
Let’s discuss the best fit for your business—reach out today and get the support you need to thrive!
