HubSpot Implementation, Onboarding in Hubspot, HubSpot set-up

Objective-Based HubSpot Onboarding
and Implementation

Get experts to tailor your HubSpot for you, for every step of the way! Tell us what you need, and we will configure HubSpot to fit your every need.

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Our Unique
Onboarding Features

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Objective-Based Onboarding

Our expert onboarding allows you to start working on your CRM from week 2! We will get the HubSpot Implementation up and running for your team so that they can start working, and we’ll fine tune more and more with each week.

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30 Days Onboarding Challenge

Time is always essential for all of us. We know that taking 90 days to onboard Hubspot is a substantial operational delay. So we have come across the fastest way to onboard your Hubspot within 30 days.

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UI/UX Design

Design and develop stunning, high-performing websites that captivate your audience and drive conversions. Our HubSpot Platinum Partner status indicates our success with increasing the online presence and impact of a general number of companies.

Choosing the Right
HubSpot Hub

HubSpot Marketing Hub

Email Marketing

Social Media Marketing

SEO

HubSpot Marketing Hub

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HubSpot Service Hub

Ticket Automation

Knowledge Base

Customer Portal

HubSpot Service Hub

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HubSpot Sales Hub

Automated Sequence

Playbooks

Custom SLAs

HubSpot Sales Hub

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HubSpot Operations Hub

Programmable Automation

Data Quality Automation

Webhooks

HubSpot Operations Hub

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What Will You Get in Each
What Will You Get in Each

  • HubSpot Marketing Hub

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      Complete Buyer Journey

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      Complete Lead Nurture

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      Custom Lifecycle

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      Email Marketing Automation

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      SEO Optimisation Document

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      Form Creation and Integration

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      Lead Scoring and Qualification

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      Campaign Tracking Setup

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  • HubSpot Sales Hub

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      Complete Buyer Journey

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      Deal Stage Customisation

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      Pipeline Management

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      Prospecting Dashboard Setup

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      Live Chat Integration

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      Sequence Management

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      Sales Playbook Creation

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      Quote and Proposal Generation

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  • HubSpot Service Hub

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      Complete Buyer Journey

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      Ticket Stage Customisation

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      Ticket Automation Workflows

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      Help Desk Dashboard Setup

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      Live Chat Integration

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      Sequence Management

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      Service Playbook Creation

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      Knowledge Base Creation

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Our Work Process

Step 01 Step 02 Step 03 Step 04 Step 05 Step 06
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Discovery and Planning

First, we’ll start by understanding your business. We’ll note your unique requirements, scope the project and give you a solid timeline on which we’ll work.

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Account Setup

HubSpot has 100+ settings that can be tweaked to fit your needs. This is the step where we’ll set up your team and permissions. We’ll also start HubSpot Implementation to your operations.

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Customization

Customization here means all kinds of customizations. HubSpot lets you edit almost anything you want so that your HubSpot really becomes your own.

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Data Migration

You might have data in different silos like email software, Google sheets and contacts. We’ll migrate that data into HubSpot.

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Integration and Automation

We’ll set up integrations with all tools from your tech stack and create a technological ecosystem that is completely focused on generating revenue and providing value for your clients.

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Training and Support

And finally, we’ll provide training for your whole team, and also provide technical support for as long as you need it.

Our Pricing

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Starter Onboarding


Starting with:

$

2,000

/Project


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Get your customisations set up and start working on your CRM!

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For People looking to buy HubSpot Starter Hubs.

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Professional Hub Onboarding


Starting with:

$

4,000

/Project


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Get help with your tech stack with a fully customisable plan.

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For People looking to buy HubSpot Professional Hubs.

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Enterprise Onboarding


Starting with:

$

8,000

/Project


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Get your enterprise-level requirements set up fast and efficiently, and start to work!

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For People looking to buy HubSpot Enterprise Hubs.

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Custom Onboarding


Starting with:

$

40

/Hour


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If you only want to onboard some of the parts of any hub.

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If you’re not sure initially where to start. So we can implement it based on priority.

Why Hubxpert

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5+ Years of Experience in HubSpot Onboarding

Hubxpert has over five years of expertise in helping businesses in various industries implement HubSpot efficiently, ensuring a seamless onboarding process tailored to their unique needs. 

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20+ Certifications in RevOps

Hubxpert's team holds over 20 certifications in Revenue Operations. We have a deep understanding of how to optimise systems for sales, marketing, and service alignment. 

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Dedicated HubSpot Onboarding Team

We have a specialised team focused solely on onboarding, providing personalised support and ensuring businesses maximise their HubSpot investment from day one. 

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Proven Track Record of Success

Our track record speaks for itself, with dozens of satisfied clients who have successfully scaled their operations and streamlined processes using our HubSpot onboarding services.

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5+ Years of Experience in HubSpot Onboarding

Hubxpert has over five years of expertise in helping businesses in various industries implement HubSpot efficiently, ensuring a seamless onboarding process tailored to their unique needs. 

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Dedicated HubSpot Onboarding Team

We have a specialised team focused solely on onboarding, providing personalised support and ensuring businesses maximise their HubSpot investment from day one. 

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20+ Certifications in RevOps

Hubxpert's team holds over 20 certifications in Revenue Operations. We have a deep understanding of how to optimise systems for sales, marketing, and service alignment. 

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Proven Track Record of Success

Our track record speaks for itself, with dozens of satisfied clients who have successfully scaled their operations and streamlined processes using our HubSpot onboarding services.

Our Featured Works
Hubspot - Customized Chatbot For an Ecommerce Site Pinkcube

Hubspot - Customized Chatbot For an Ecommerce Site Pinkcube


The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.

Hubspot Custom Card to Manage Contact and Company Address Using Google Place API

Hubspot Custom Card to Manage Contact and Company Address Using Google Place API


A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.

HubSpot Audit and Optimization for an AI Service Company

HubSpot Audit and Optimization for an AI Service Company


Confidential AI Service Company: A company specializing in AI-driven solutions, requiring optimized sales processes and HubSpot utilization.

SalesHub Onboarding & Pipeline Optimisation for Financial Corporation

SalesHub Onboarding & Pipeline Optimisation for Financial Corporation


Confidential Financial Corporation: A leading financial corporation requiring robust sales management and data integrity.

Blog Post Template & Landing Pages Development

Blog Post Template & Landing Pages Development


PinPoint Payments is a trusted payment processing partner specializing in seamless transactions, fraud prevention, and regulatory compliance. Unlike traditional processors, they provide hands-on support, dedicated account management, and tailored payment solutions. With a 98% approval rate and expertise in high-risk industries, PinPoint helps businesses secure competitive rates, maintain account health, and integrate seamlessly with various banking options. Their commitment to white-glove service is reflected in their exceptional 4.9/5 Trustpilot rating.

Multiple Pages in HubSpot from Figma Design for Division Of IA

Multiple Pages in HubSpot from Figma Design for Division Of IA


The Division of Industrial Affairs works with employees, employers, and youth workers to create fair, safe, and equal workplaces. Our goal is to protect rights, improve safety, and help everyone in Delaware's workforce succeed.

Related Case Studies
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Let’s Hear from Our
Satisfied Clients!

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Star Star Star Star Star

Their responsiveness and adaptability made it easy for us to stay aligned.

“What impressed us most about working with Hubxpert was their commitment to transparency and collaboration. Not only did they tackle tasks with expertise, but they took the time to explain their approach and process in detail. This willingness to educate us on how each solution was achieved fostered a real sense of partnership and helped us build our own knowledge and confidence in using HubSpot more effectively. Their close collaboration style made it feel like they were an extension of our team, always willing to go the extra mile to ensure our success.”


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Nicole Kroeck

Marketing Automation Manager, DoubleCloud

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Star Star Star Star Star

Reliable, Skilled, and Highly Recommended

“We are thrilled to recommend Ratul and the Hubexpert team, who have become an invaluable partner for us on numerous marketing automation projects. Their expertise, attention to detail, and dedication to delivering quality results have made them a fantastic asset. From complex workflows to seamless integrations, they’ve consistently exceeded our expectations. We’re delighted to have found such a reliable and skilled team to handle our marketing automation needs and look forward to more successful collaborations in the future!”


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Melanie Galpin

Founder and MD, My Monkey Buzz

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Star Star Star Star Star

A Trusted Partner for All Things Marketing Automation

“Team, who have become an invaluable partner for us on numerous marketing automation projects. Their expertise, attention to detail, and dedication to delivering quality results have made them a fantastic asset. From complex workflows to seamless integrations, they’ve consistently exceeded our expectations. We’re delighted to have found such a reliable and skilled team to handle our marketing automation needs and look forward to more successful collaborations in the future!”


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Galpin, M.

Marketing Services | 2 to 5 employees

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Star Star Star Star Star

Expert advise, affordable solutions

“I needed to create an online application form with e-signature (not a HubSpot feature) that would create and auto-populate a new Contact on HubSpot, as well as creating a workflow to send follow up emails and forms. This also needed to be done with my current subscription level, Marketing Hub Starter. Every solution being suggested by HubSpot support was going to involve upgrading to Professional or Enterprise level (additional $1,000+ each month), and also paying at least a few thousand to a developer. The team at HubXpert proposed a solution that didn't involve any upgrades or huge monthly expenses, and came in at a fraction of what others were asking for. They worked around a few roadblocks along the way to finish with a straight forward and seamless workflow that solved all of my problems. Great job team! Looking forward to working with HubXpert again on my next projects. Thanks!”


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Support, Q.

Business Services - General | 2 to 5 employees

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Star Star Star Star Star

Hubxpert transformed our HubSpot experience!

“Hubxpert transformed our HubSpot experience! Their mastery of HubSpot and understanding of our business goals were game-changers. They custom-built a setup that perfectly aligns with our marketing, sales, and service needs. The onboarding process was very transparent, We did lots of meetings. They were never tired! But they didn't stop there! Comprehensive training empowered our team, and ongoing support ensures continued confidence. HubXpert isn't just a HubSpot partner; They will remove your HubSpot pain. You should rely on them!”


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Kiyosaki, R.

Technology - Software | 26 to 50 employees

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Star Star Star Star Star

Ratul and team are rock stars!

“We loved working with Ratul and look forward to working with Hubxpert in the future. Ratul is very knowledgable when it comes to HubSpot, smart and responsive, easy to work with, and fast moving.”


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Dorrian Porter

Founder and CEO, Vestaboard

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Star Star Star Star Star

Great work!

“Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales. Ratul's proactive approach and deep understanding of HubSpot's tools made the whole process seamless. His patience in training our team and his insightful recommendations were particularly valuable. It's clear that Ratul is truly passionate about helping businesses succeed with HubSpot, and it was reflected in the outstanding results we achieved. I highly recommend their services to anyone looking to leverage HubSpot to its full potential.”


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Jake Rheude

CMO, Spectra Capital

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Star Star Star Star Star

Knows his stuff!

“Ratul was proven expert in the field of HubSpot connectivity. We worked with him several times throughout the last few years and have been pleased with the results.”


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R. Lynch

Manufacturing, Cruz Foam

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Star Star Star Star Star

Best agency I've worked with!

“Worked with Ratul and his team for two years. They're by far the best team I've worked with. We still bring them on for projects for both our team and for our clients. Can't recommend them enough :D”


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Alex Kruger

CEO, Scale Army

Are you the next one?

Questions You Might Have

How much does HubSpot actually cost?

HubSpot’s cost is dependent on how many seats you purchase and how many functionalities you need. You can click here to get the full pricing, or you can click here for a pricing review meeting with one of our experts.

Why should I pick Hubxpert over HubSpot’s professional onboarding?

The HubSpot team is amazing at their job, but their straight routine sometimes leaves room for more and better customisations, which you can get with Hubxpert!

How long does a typical HubSpot onboarding take?

A starter onboarding will usually take two to four weeks. In case of advanced onboarding, it might take up to twelve weeks. But, we work on an objective-based model which will let you use your CRM in the third week!

Do you offer HubSpot training as part of onboarding?

Yes, we provide comprehensive training for your team, including marketing, sales, and customer service modules. Our training sessions are customised based on user roles to ensure everyone knows how to effectively use the platform for their specific tasks.

Do I need HubSpot onboarding if I’m already using the platform?

Even if you’re already using HubSpot, a professional onboarding service can help optimise your setup, clean up data, improve workflows, and introduce you to features you may not be utilising. We can conduct an audit and provide recommendations to enhance your HubSpot use.

What integrations can you help with during onboarding?

We can integrate HubSpot with a wide range of tools, including Salesforce, Shopify, QuickBooks, Slack, and more. We also offer custom API integrations to connect HubSpot to any platform your business uses.