Get the most out of your HubSpot account
HubSpot is robust marketing, sales, and service software that helps you engage better with your audience. We know getting started can be overwhelming, so we are here to help you get up and running with HubSpot faster and headache-free.
Why onboarding in HubSpot is better with us
We are a HubSpot partner agency and we’ve been working with the platform for the past 6 years. This means we went through extensive training ourselves, and helped our clients onboard and set up their HubSpot portal. We have a refined working process that enables us to move fast and stay organized. And we know all the shortcuts, quick wind and little details that make the difference between you getting value out of HubSpot and just another tool you use.
They trust us
What our clients say
It has been now for almost more than 3 years that we collaborate with you, and as from the beginning, we love the way you understand or question a briefing and the way you also propose to improve an idea we had. Thank you for assisting us in all our web-work!
Andrei, Adelina and the whole team at Stoica are an invaluable resource for me. More like partners than a vendor, I can throw them a project and trust it will be completed on-time and on-budget. And whenever there is a technical glitch, I can jump on a video chat with them and quickly solve the problem. I love working with Stoica.
We love working with Stoica Digital for a lot of reasons, especially for their deep understanding of our business needs and their agility in delivering. It’s a breath of fresh air to team up with pros that go the extra mile when you’re working against the clock to build a web presence from scratch. We highly recommend Stoica Digital as a trustworthy, reliable partner in web design & implementation.
Working with Stoica team is always a positive experience. The speed and accuracy of delivery, doubled by a positive and supportive working relationship make any collaboration a breeze. The quality of the work is always excellent and impactful.
Stoica is an awesome team, enthusiastic about marketing, growth-driven websites, and continuous improvement. We have a great, reliable partner in them, constantly looking to do things even better and come up with creative solutions to achieve our goals. They’ve supported us in rebuilding our website to reflect our renewed visual identity and promise to our clients. They feel like a friend, who always has our best interest in mind.
What you get when you work with us
Sales Hub Onboarding
- Onboard users, define roles and access
- Overview of productivity tools & how to use them
- Overview of your custom sales process in HubSpot
- Import contacts from other CRM software
- Set up sales automation process
- Set up 2 custom dashboards
Marketing Hub Onboarding
- Implement HubSpot tracking code
- Onboard users, define roles and access
- Integrate external software if needed
- Configure account settings
- Import contacts from other marketing software
- Set up social media channels & advertising channels
- Set up existing website forms in HubSpot
- Set up 3 custom dashboards
- How HubSpot CRM works
- Data handling and maintenance
- Setting up object properties
- Overview of sales tools
- Contact segmentation and list management
- How to set up automated workflows
- Email marketing tool
- Ads tool overview
- Lead capturing tool
- Landing pages
Frequently asked questions
Here are the most frequent questions we get about our HubSpot Onboarding services. If you have extra questions or want to understand if this is a good fit for you, let’s talk.
What does onboarding look like?
Onboarding is structured on 4 modules, for both Sales and Marketing Hubs, and the engagement is 100% remote. We record all sessions and send you the video recordings so you can use them for new hires or go back to whenever you need.
In each module we address a particular area (such as technical setup, lead capture, lead nurturing, sales automation etc), show you how it’s done and give you time to test around in HubSpot. At the end of the onboarding process, you will have your HubSpot portal setup, as well as deep understanding of how the platform works.
How long does the onboarding take?
Sales Hub onboarding takes 2 weeks to complete, and Marketing Hub onboarding takes 4 weeks.
I need a custom plan, can you help?
If you need a custom training plan, a HubSpot portal audit, onboarding for all HubSpot Hubs or specific needs, book a free consultation and we’ll try to figure out how we can best support you.
LET’S SEE HOW WE CAN HELP
Book a free consultation
If you need a custom plan or have questions about our HubSpot onboarding process, let’s talk. We’re happy to answer all your questions and help you figure out your next steps.