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.

stoica-digital-hubspot-onboarding

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.

Choose the right package

Sales Hub Onboarding

€600/one time

  • 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

€2400/one time

  • Implement HubSpot tracking code
  • Onboard users, define roles and access
  • 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

Hubspot Training

€2000/one time

  • 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
  • Chatflows

Frequently asked questions

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.

Sales Hub onboarding takes 2 weeks to complete, and Marketing Hub onboarding takes 4 weeks.

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.

They trust us