HubSpot Onboarding & Training Services

Need Help Mastering HubSpot?

HubSpot is a crazy-powerful suite of software that will equip you to easily, efficiently, and effectively manage your sales, marketing, and service activities in one place. You’ll love the automation, the level of customization, the variety of tools, and the real-time analytics. Properly used, HubSpot will change your world. But that doesn’t mean you have to master it on your own.  


Whether you’re considering subscribing to HubSpot and will need full onboarding services, you’re a current user but can’t get essential integrations to work, or you’re simply struggling to keep up with monthly product updates, our HubSpot Onboarding & Training Specialists will get you where you need to be — quickly.  

Onboarding & Training Services

Our Onboarding & Training Program includes technical set up, training, and more. Need custom properties in your CRM? Filters to easily monitor Sequence activity? Multiple pipelines? Development of a Buyer Persona? That’s all part of our process. In addition, we will discuss marketing and sales strategies to help you effectively and efficiently use HubSpot to pursue your growth goals.

Post-Onboarding SERVICES

Fast forward. You’re using HubSpot daily and loving it. You’ve even told your boss
it’s a game-changer.

But do you have time to train the additional salespeople HR is in the process of hiring?
Are you prepared to manage the upgrade from Marketing Pro to Marketing
Enterprise? Do you know how to modify the reports you’ve relied on for
monitoring your KPIs now that you’re launching a new online advertising program?

These are a few examples of how we help companies continue to maximize their
investment in HubSpot after they are up and running.  

Troubleshooting & Consulting Services

Not feeling much love towards HubSpot? Don’t blame the platform! Maybe your
onboarding partner didn’t know HubSpot the way we do. Maybe they missed the
memo about the importance of eliminating other tools and apps. Or, maybe they
didn’t dedicate enough time to training your team. Either way, we’ll address
your challenges – and it won’t require starting from scratch.

An audit of your HubSpot account along with a conversation about your expectations
and goals is all we need to map out how we’ll fix what ails your account.


WHY You’ll Love Working With Us

Sure there are resources out there: Customer Support. HubSpot Academy. User Groups. But if you’re already frustrated by what you don’t know about HubSpot, or you simply don’t have the time to learn or troubleshoot on your own, we’re just a phone call/email/Zoom call away. 

Here are a few of the reasons companies of all sizes and scopes quickly see the ROI of hiring us:

We are sector-agnostic. We use HubSpot daily for ourselves and clients in a variety of industries – staffing, healthcare, retail, manufacturing, construction, and more. Even if we haven’t worked with anyone in your industry, we’ll embrace your world quickly. We have extensive experience creating as well as importing, rebuilding, and “cleaning up” email campaigns, lists, properties, deal stages, workflows, sequences, and reports, and that’s what matters most.

We love jigsaw puzzles. If you’ve got a system in place or a method of tracking business activity that isn’t working smoothly, we want you to tell us about it. Some of the best solutions we’ve presented to clients have come about because someone happened to mention a problem and we devised a workaround in HubSpot. When the time comes, please don’t be bashful about discussing your challenges. We’ll do everything possible to solve them.

We let you set the pace. We get it — getting your HubSpot account on track isn’t your sole priority. You’re juggling a lot of new projects (e.g., creating a new website or preparing for a tradeshow or event) while keeping the business moving. We’ll meet with you as often as you like, and nag you as much or as little as you like. We will be respectful of your time and responsibilities.

We leave you in a better place. We will be laser-focused on addressing your HubSpot needs so you can go back to growing your business. There will be one-time setup steps or fixes we take care of behind the scenes, but rest assured we will dedicate whatever time with you and your team is necessary to ensure you are able to proficiently navigate in HubSpot by the end of our program.