Skip to main content

HubSpot Onboarding Services

Get Your HubSpot Portal Ready for Long-Term Success

Tailored Onboarding for
HubSpot Products

We offer specialized onboarding services for each major HubSpot Product, including Marketing Hub, Content Hub, Sales Hub and Service Hub, all tailored to your company’s specific needs. 

Each program includes a kickoff call, plan outline, and a comprehensive walkthrough of key settings and functionalities specific to your chosen Hub.

onboarding-pc

Marketing Hub

Marketing Hub Pro+

Starting at

$1,8000

Request Pricing

Content Hub

Content Hub Pro+

Starting at

$1,800149

Request Pricing

Sales Hub

Sales Hub Pro+

Starting at

$1,500149

Request Pricing

Service Hub

Service Hub Pro+

Starting at

$1,500149

Request Pricing

Marketing Hub

Content Hub

Sales Hub

Service Hub

Setup user & team permissions
Account settings and tracking code implementation on websites not hosted in HubSpot
Branding setup (logo, fonts, colours, etc.)
GDPR setup - SummitBound will not provide any guidance on legal matters at any point during the partnership
Integration implementation (select native apps only - 3rd party or custom integrations will require a quote)
Connect email sending domain (compliant with spam email prevention)
Build standard relevant reporting dashboard
List imports using standard object data (contacts, companies, deals, tickets, products) into CRM
-
Custom property creation
-
Update form settings and styles
-
-
-
Connect social media accounts
-
-
-
Identify marketing contact rules
-
-
-
Setup website settings & domain
-
-
-
Complete landing page settings
-
-
-
Implement blog settings
-
-
-
Guide theme selection and setup
-
-
-
Demonstration of the page editor
-
-
-
Setup meeting tool
-
-
-
Email tracking from Gmail or Outlook integration
-
-
-
Build out pipelines (Does not include sales or service process consulting)
-
-

Bundle and Save: Get a discounted rate when you onboard multiple Hubs!

What Does the Onboarding Process Look Like?

1-sharp-regular
Create a Plan of Action

We will kick off the project with a meeting to align on the objectives that need to be accomplished, at which point our team will create a plan of action.

2-sharp-regular
Set Up Your HubSpot

Our team will collect the appropriate information and complete the setup for your Hub(s) so you don’t have to, saving you valuable time.

3-sharp-regular
Review the Implementation

We will book a meeting with you and your team to walk through the setup and answer questions.

4-sharp-regular
Maximize Your HubSpot ROI

If you’re interested in our continued support, we offer consulting and retainer programs designed to help you achieve your business goals.

Frequently Asked Questions

We’ve answered some of our frequently asked questions when it comes to our onboarding packages.

Request a HubSpot Onboarding Consultation

Why Choose an Agency Over HubSpot for Onboarding Services?

The primary benefit of choosing SummitBound for your HubSpot Onboarding services comes down to money. By working with SummitBound, the mandatory $3,000 onboarding fee that you would have to pay with HubSpot is waived, and you’ll still receive all of the value from working with a HubSpot expert throughout your onboarding process.

Is Your HubSpot Onboarding Tailored to Our Business-Specific Needs?

Every single one of our HubSpot Onboarding projects starts with an initial consultation. This aligns SummitBound with your company’s goals and objectives. From there, we are able to create a plan of action that ensures your business is able to get the most out of the onboarding process.

What Types of Integrations Do You Work With?

We are able to integrate your HubSpot platform with a range of select native applications. Tell us your needs and we’ll work with you to ensure that you have the integrations you need to be successful. For third party or custom integrations, a further discussion and quote may be required depending on the complexity of the integration.

What Happens After Onboarding?

HubSpot onboarding with SummitBound is just the beginning of your journey, setting you up to maximize your HubSpot investment in-house. SummitBound also provides data-driven Inbound Marketing strategies and HubSpot services if further support is needed.

Want to Learn More About Our HubSpot Onboarding Services?

Not 100% confident working in your HubSpot platform? Or do you simply need a refresher on how to best utilize the tools that are available in your existing Hub(s)? 

At SummitBound, we offer customized onboarding for new and existing HubSpot users to set you up for long-term success. Book a meeting and let us show you how to maximize your HubSpot investment.