HubSpot Onboarding & Training

Guided technical and strategic support for optimal setup and use of HubSpot’s Sales, Marketing, and Service Hubs.

HubSpot Onboarding

Marketing Hub Onboarding

HubSpot’s Marketing Hub brings all of your marketing tools and data into a centralised platform, giving you everything you need to deliver highly effective inbound marketing campaigns. We leverage our marketing experience and expertise to help you get the most out of Marketing Hub.

Sales Hub Onboarding

HubSpot’s Sales Hub is the engine that keeps your sales process running. This is the heart of your CRM, with the ability to fully automate deal pipelines and tools to manage the full sales lifecycle, right through to turning customers into your biggest fans. We can help you set up a sales CRM that will grow with your business.

Service Hub Onboarding

HubSpot’s Service Hub is customer service software that is an extension of your CRM and allows for seamless customer onboarding, flexible customer support, and better customer relationships. We can help you implement Service Hub in the best way for your business, to delight your customers at scale.

Operations Hub Onboarding

HubSpot’s Operations Hub provides the tools you need to easily sync your customer data and automate your business processes. We can help you keep your entire team on the same page, by creating a centralised and connected source of truth for customer data.

Our HubSpot Onboarding Process

  • Stage 1: Getting Started

    HubSpot portal is created and the implementation plan is confirmed.

    - Kickoff meeting

    - Buyer journeys and personas

    - Technical setup

    - Setup users

    - Start custom integrations

    1-2 Weeks

  • Stage 2: Building Foundations

    Having the foundations in place to build upon, based on your requirements.

    - Standard & custom objects (i.e. contacts, companies, deals, etc.)

    - Standard & custom properties (i.e. first name, industry, email, etc.)

    - Form integration/replacement

    - Chatbot / live chat implementation

    - Data migration

    2-3 Weeks

  • Stage 3: Process Implementation

    Having a clear blueprint of the marketing-to-sales and sales-to-service handoff process.

    - Sales process workshop

    - Workflows & automations

    - Deals and sales pipelines

    - Email and landing page templates

    - Shared inbox and ticketing system setup

    - Documentation of processes

    2-3 Weeks

  • Stage 4: Reporting & Training

    Dashboard reports are in place and internal teams are using HubSpot correctly.

    - Dashboards and reporting setup

    - NPS / customer survey setup

    - Training sessions

    - Training documentation

    1-2 Weeks

  • Stage 5: Onboarding Completion & Transition

    The internal team is operating independently.

    - We provide options for ongoing support with integrations, training, technical, etc. based on the team's needs.

    Ongoing

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Beyond the Implementation

Custom Integrations

We partner with you to understand the specifics of what your team needs from your CRM, now and in the future. We go beyond the basics of HubSpot onboarding to support you with any custom integration requirements, where you need HubSpot to work and talk with other systems that don’t have a native integration available.

HubSpot Training

We deliver tailored training sessions and customised resources, to ensure your team has confidence and full autonomy over your HubSpot account. We plan and facilitate both team and individual training sessions, document all processes, provide recordings and instructions to come back to, and can be available for ongoing support or training as required.

“We engaged Agora to assist with our HubSpot implementation and migration from Dynamics in the middle of COVID. They got us up and running in HubSpot in a little over six weeks!! Since then we have continued to work with Klyp to build a new website, work on SEO and we are starting to look at SEM and digital marketing more broadly. Great team, very friendly and incredibly responsive.”

- Benjamin Gilmore, Chief Executive Officer at UNE Partnerships

HubSpot Onboarding FAQ

  • Our clients are typically onboarded within 6-12 weeks.

    The length of a HubSpot onboarding project is influenced by a number of factors, including which Hubs are being implemented and the scope of requirements (i.e. if there are any custom objects needed, if custom integrations need to be developed, etc.). However, we see most clients onboarded within 3 months.

  • Onboarding is a requirement for all paid HubSpot tools. So, if you are looking to get started with one or more paid HubSpot tools, then yes you do need to go through an onboarding process.

  • We'll handle the heavy lifting during the onboarding process, but your team's involvement is crucial for success. We'll collaborate with you to gather information, define goals, and provide feedback on various aspects of the implementation. The more engaged your team is, the smoother the transition will be.

  • This is a common question, or: when is it best to use HubSpot’s onboarding service and when is a third party agency partner the better option?

    If you have very basic requirements and have the time and resources to ‘learn by doing’, then you may like to go with HubSpot’s Onboarding Services.

    If you have an urgent need to get HubSpot up and running optimally, you have more complex or custom requirements, you don’t have resources or the time to dedicate to HubSpot implementation, and/or you expect to have future need of an agency, then you would be best to work with a HubSpot partner for the onboarding.

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