HubSpot Onboarding
HubSpot is a great tool. Sometimes, you just need a little extra help to make sure everything is set up properly for your business, your people, and your customers.
That’s where we come in. Get started with guided HubSpot Onboarding from Denamico today!
Are you a HubSpot Newbie or Whiz?
Whether you're a seasoned user or new to the platform, our HubSpot Onboarding process is tailored to meet your specific business needs. And our team at Denamico will guide you through every step of the way.
We understand that every business is unique, and that's why we take the time to truly understand your goals and objectives. With our strategic approach, we'll help you get the most value out of HubSpot and ensure that you're utilizing all of the features that matter most to your business.
We're HubSpot Accredited.
Earning HubSpot Accreditation is a major achievement. It signifies that we have earned the trust and recognition from HubSpot and possess the expertise to seamlessly onboard you onto the platform.
HubSpot Onboarding Packages
Find the HubSpot Onboarding package that best fits your needs for Marketing Hub, Sales Hub, or Service Hub.
Marketing Hub Packages
HubSpot Marketing Hub is a comprehensive marketing platform that helps businesses of all sizes connect their teams, tools, and data.
You can easily create and manage campaigns, track customer engagement, and measure the success of your efforts. It also provides powerful insights to help you make informed decisions and optimize your marketing efforts.
What's Included: | Marketing Hub Professional | Marketing Hub Enterprise |
Guided Consulting Sessions (1x/week) | Yes (8 sessions) | Yes (11 sessions) |
Personalized Coaching Session
|
Yes (1 included)
|
Yes (2 included)
|
Email Support During Project
|
Yes
|
Yes
|
Setup HubSpot Users and Permissions |
Yes
|
Yes
|
Setup Account and Tracking Codes |
Yes
|
Yes
|
Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
Import Existing Contacts and Companies into HubSpot CRM |
Limited Support
|
Yes
|
Add Existing Custom Properties for CRM |
Yes
|
Yes
|
Create Buyer Personas in HubSpot CRM |
Yes
|
Yes
|
Setup Landing Page & Blog Settings, Connect Subdomain |
Yes
|
Yes
|
Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
Import Opt-Out Lists from Existing CRM |
Yes
|
Yes
|
Implement GDPR Compliance Settings |
Yes
|
Yes
|
Configure Default Form Settings & Styles |
Yes
|
Yes
|
Create Essential Marketing Reports & Dashboards |
Yes
|
Yes
|
Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Yes
|
Yes
|
Integrate E-Commerce Solution (HubSpot App Partners Only) |
Yes
|
Yes
|
Setup Enterprise Features |
Not Available*
|
Yes
|
Setup & Training on Predictive Lead Scoring |
Not Available*
|
Yes
|
Setup & Training on Custom Behavior Events |
Not Available*
|
Yes
|
Training on HubDB and Use Case |
Not Available*
|
Yes
|
Pricing |
$4,500
|
$7,000
|
Timeline |
9 weeks
|
13 weeks
|
* Feature not available with Marketing Hub Professional subscription.
Marketing Hub Onboarding Process
Each week of the onboarding program, you will learn about a new part of HubSpot's Marketing Hub and how to set it up specific to your business needs.
Here are some of the topics we will cover with you.
Portal Setup & Data Introduction
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
Data, Lists & Segmentation
You will gain understanding of HubSpot data types plus ways to update your database automatically.
- HubSpot Records & Properties
- Lists and segmentation
- Data hygiene best practices
Lead Capture & Lead Management
You will dive in on creating different elements of your marketing campaigns including landing pages, forms, and CTAs.
- Form setup and migrating form to HubSpot
- Automating lead routing
- Lead scoring
Campaigns
You will master how to put all of your marketing elements into Campaigns and work with the full suite of marketing tools.
- Campaigns in HubSpot
- Social Media and Ads
- SEO and pillar content
Email & Templates
You will dive in on all things HubSpot emails including automation and segmentation.
- Email types and templates
- Lists and segmentation
- Automation and smart content
Marketing Hub Onboarding Pricing
Sales Hub Packages
HubSpot Sales Hub is a powerful tool designed to help you streamline your sales process and close more deals.
You can automate your outreach and follow-ups, saving you time and increasing your productivity. And with customizable reports and dashboards, you can monitor your performance and make data-driven decisions to improve your sales strategy.
What's Included: | Sales Hub Professional | Sales Hub Enterprise |
Guided Consulting Sessions | Yes (5 sessions) | Yes (6 sessions) |
Customized Coaching Session |
Yes (1 included)
|
Yes (2 included)
|
Email Support During Project |
Yes
|
Yes
|
Setup HubSpot Users and Permissions |
Yes
|
Yes
|
Setup Account and Tracking Codes |
Yes
|
Yes
|
Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
Migrate Deal Pipelines and Stages to HubSpot |
Yes
|
Yes
|
Import Existing Contacts and Companies into HubSpot CRM |
Yes
|
Yes
|
Import Existing Products into HubSpot CRM |
Yes
|
Yes
|
Add Existing Custom Properties for CRM |
Yes
|
Yes
|
Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
Import Opt-Out Lists from Existing CRM |
Yes
|
Yes
|
Implement GDPR Compliance Settings |
Yes
|
Yes
|
Sync Record Ownership for Contacts & Companies |
Yes
|
Yes
|
Configure HubSpot Insights for Company Data |
Yes
|
Yes
|
Configure HubSpot Meetings with Email Client |
Yes
|
Yes
|
Create Essential Sales Reports & Dashboards |
Yes
|
Yes
|
Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Not Available*
|
Yes
|
Setup Enterprise Features |
Not Available*
|
Yes
|
Setup & Training on Custom Objects |
Not Available*
|
Yes
|
Setup & Training on Recurring Revenue Tracking |
Not Available*
|
Yes
|
Setup & Training on Predictive Lead Scoring |
Not Available*
|
Yes
|
Setup & Training on Custom Goals |
Not Available*
|
Yes
|
Setup & Training on Deal Splits |
Not Available*
|
Yes
|
Pricing |
$2,750
|
$4,500
|
Timeline |
6 weeks
|
8 weeks
|
* Feature not available with Sales Hub Professional subscription.
Sales Hub Onboarding Process
Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs.
Here are some of the topics we will cover with you.
Portal Setup & Data Introduction
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
Build Your Sales Process
You will gain understanding of how to leverage HubSpot to support your sales process and reduce manual processes.
- Deal pipeline setup and customization
- Lead management with contacts and companies
- Data hygiene best practices
Sales Pro Tools
You will dive into the productivity tools to help your team become more efficient and increase HubSpot adoption.
- Sequences and snippets
- Email and meeting setup
- Playbooks and documents
Measuring Performance
You will dive into how to measure performance using HubSpot’s robust reporting tools.
- Analytics and goal setting
- Dashboards and reports
- Attribution and revenue reporting
Sales Hub Onboarding Pricing
Service Hub
HubSpot Service Hub is a powerful customer service software that offers a range of features to help businesses provide top-notch customer service.
You can manage customer inquiries and support tickets, track customer interactions, and automate routine tasks. One of the standout features is its knowledge base. It offers chatbots, live chat, and ticket routing to ensure that customers are always able to get in touch with a representative.
What's Included: | Service Hub Professional | Service Hub Enterprise |
Guided Consulting Sessions | Yes (4 sessions) | Yes (6 sessions) |
Customized Coaching Session |
Yes (1 included)
|
Yes (2 included)
|
Email Support During Project |
Yes
|
Yes
|
Setup HubSpot Users and Permissions |
Yes
|
Yes
|
Setup Account and Tracking Codes |
Yes
|
Yes
|
Branding Setup for Logo, Fonts, Colors |
Yes
|
Yes
|
Import Existing Contacts and Companies into HubSpot CRM |
Yes
|
Yes
|
Add Existing Custom Properties for CRM |
Yes
|
Yes
|
Migrate Tickets from Existing System |
Yes
|
Yes
|
Configure Email Tracking and Sending Settings |
Yes
|
Yes
|
Create Essential Service Reports & Dashboards |
Yes
|
Yes
|
Integrate Existing Marketing Technology (HubSpot App Partners Only) |
Yes
|
Yes
|
Setup Enterprise Features |
Yes
|
Yes
|
Setup & Training on Custom Objects |
Not Available*
|
Yes
|
Setup & Training on Recurring Revenue Tracking |
Not Available*
|
Yes
|
Setup & Training on Custom Goals |
Not Available*
|
Yes
|
Setup & Training on Conversation Intelligence |
Not Available*
|
Yes
|
Pricing |
$2,750
|
$4,500
|
Timeline |
6 weeks
|
8 weeks
|
* Feature not available with Service Hub Professional subscription.
Service Hub Onboarding Process
Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs.
Here are some of the topics we will cover with you.
Portal Setup & Data Introduction
You will learn how to configure your portal settings and begin with HubSpot foundations.
- Onboarding roadmap & your questions
- HubSpot projects & settings
- HubSpot 101 & introduction to objects
HubSpot Tickets
You will understand how to use Service Hub tickets to increase efficiency with your customer service.
- Ticket pipelines and automation, assignment & alerts
- Ticket assignment and alerts
- Conversations inbox
Self Services & Customer Surveys
You will master how to set up customer feedback surveys and how to use a knowledge base to allow your customers to find answers to their own questions.
- Create NPS, CES, CSAT or a custom survey
- Import or start a new knowledge base
- Design & develop KB for SEO and customer feedback
Reporting & Automation
You will dive in on your customer service goals and KPIs and how to measure your team activity
- Dashboards & reporting best practices
- Data hygiene best practices
- Workflows & automation for Tickets
Service Hub Onboarding Pricing
We love helping companies like you get onboarded to HubSpot.
But don't take it from us, check out what our clients say about the experience.
When I met the team, I immediately knew their group was different. The questions they asked, how they challenged my thinking, and the time they put in to understand my business was such a breath of fresh air in an industry where cookie-cutter advice is thrown around. They gave me a customized solution to meet my exact needs.
Rene Rodriguez
Owner, Volentum
We have been in business for decades and have worked with many technology and marketing companies. Denamico is near the top of the list. They are professional, creative, PATIENT with us when we're not so quick to understand, and most of all flexible. I would definitely recommend working with Denamico for your needs.
Robb Bader
Chief Development Officer, Bader Diamond Funds
We have aggressive growth goals and multiple initiatives in play. It's been great to tap their expertise, making it easy for us to leverage HubSpot's capabilities to meet our varied marketing and growth objectives!
Karen Carney
VP of Marketing, Lifespark
The Denamico team is a pleasure to work with. Down-to-earth, practical, easy to talk to, sets clear expectations, and works closely with you to iterate and ensure the final product meets your expectations. Onboarding was smooth and simple, project execution was smooth and on schedule. Very happy with the landing pages designed and implemented for us.
Janelle Shook
Technical Marketing Specialist, Cytek Biosciences
Need a little more HubSpot support?
At Denamico, we love helping people maximize HubSpot to achieve growth.
Whether you're brand new to HubSpot, moving from a different platform, or suffering from disconnected systems, we can help.
Learn more about HubSpot Implementation solutions from Denamico today!