HubSpot onboarding options: Direct vs Onboarding with a partner agency

So, you have decided to use HubSpot to take your business to the next level.

Congratulations! You are on the right path. 

Choosing the right software is one of the biggest and tricky decisions that directly affect your company's growth. But as you land on the decision to choose HubSpot, you can handle every aspect of your marketing, services, and sales operations.

The magic of using HubSpot for all services is what makes it more productive, powerful, and exciting at the same time. 

Well! There are no second thoughts that HubSpot is an intuitive tool to grow your business. But to get the best results, it is vital for you to deeply understand how to get started with HubSpot, and its working. 

To get everything setup, it is vital to purchase HubSpot. Now one of the major questions that might be arising in your mind, is;

From where should you receive HubSpot onboarding consultation? Whether you should buy directly from HubSpot or from a certified HubSpot partner agency? 

Well! There are pretty big differences between onboarding with HubSpot or a partner agency. This blog will get a clear insight on this, but before that, let's understand why you need HubSpot onboarding?

Reasons why you need HubSpot onboarding? 

When it comes to the basic guidelines, then onboarding is a requirement from HubSpot that everyone needs to follow. Some people think it a little parenting but believe the requirement is for a good reason. 

HubSpot onboarding is basically the process to configure HubSpot as per the business needs. It will offer you ready-to-use templates, and in depth-training that will allow you.  

HubSpot is such a big tool. It affects different areas in your business that are an important part of your growth and help you achieve better results. Also, it owns a wide variety of features.

Somebody who had done before and utilized the entire suite's benefit will ensure that you are on track. 

With onboarding, you can get the most of the tool and ensure that nothing unexpected happens that might affect your brand reputation. With the right guidance, you can get started with HubSpot that might not be easier before. 

Moreover, when it comes to HubSpot implementation, there's always room for errors. But with the HubSpot onboarding step, you can set your HubSpot account without any failure or errors. It becomes much easier to use HubSpot and grow your business. 

It is well said- 

""Effective onboarding can help build a strong foundation for the intrinsic elements that create a great place to work and use that to attract and retain top talent.""

Onboarding Options: HubSpot vs HubSpot Partner Agency 

When you onboard with HubSpot, you actually have plenty of options. Well! You can purchase it directly from HubSpot, or you can get it from HubSpot partner agencies.

Indeed, it is one of the complex decisions, but thankfully you have a couple of factors that will help you in deciding which option is best and help you strategize future campaigns more effectively. 

HubSpot Partner Onboarding 

When it comes to planning, purchasing, and implementing HubSpot, onboarding from an experienced partner agency like webdew is a good option, especially when you want a companion throughout the process, from implementing HubSpot to strategizing the task. 

One of the biggest questions that might be arising in your mind is why you should choose HubSpot partner onboarding, especially when you can avail the same services directly from HubSpot. 

For a better understanding, let's understand what you can get with HubSpot agency partners. 

Flexible Pricing

If you want to avail onboarding services from a HubSpot agency partner, then you can adjust the pricing as per your requirements. Say if you want to get HubSpot management service only, then you can pay only for the same. And it is only possible if you get the onboarding services from a HubSpot partner.

HubSpot Technical Setup

Onboarding with HubSpot allows you to set up a basic portal without any hassle. It includes user management, time zones, software integration, code tracking, social media integrations, contact management, and many more. 

Free Consultation

Before you pay for the product, you can get in touch with HubSpot partners to avail the free consultation services. They will showcase a complete look to HubSpot and make you familiar with its tools and features. 

Strategic Development

Another major factor that will inspire you to choose HubSpot partner onboarding services is strategic work.

Besides setting up the tool, HubSpot agency partner will also provide you with an action plan as per your business and requirements, such as building a launch campaign, workflow, emails, etc. Their strategies will allow you to take your business out of the box. 

Training Experience

Well! Nobody can beat your experience in training someone and getting real-time results. Similarly is in the case of onboarding from HubSpot partners. HubSpot partners will come out to you with all the challenges that you can face in the future.

They will share their experience and confidence in using the system and get rid of all the hurdles easily as per your onboarding program. 

Time saving

Last but the most important factor is time. If your team is busy and wants a dedicated person or team who can guide you in every single step, then you should definitely choose HubSpot onboarding partner agency.

As per your relationship with the agency and work, you can get additional benefits that will save your time and cost; and also build productive results. 

There is always room for improvement, thus free to get in touch with HubSpot experts! 

HubSpot Onboarding

Everyone thinks that availing services directly from HubSpot is always the right decision. But actually, it's not the same. Somebody who had done before and helped so many other companies like you can ensure to get key milestones done.   

As there are different levels of onboarding from HubSpot, therefore you need to analyze what exactly is included in HubSpot. 

Consistent Pricing

The pricing of HubSpot onboarding and HubSpot partner agency onboarding is a little different. If you think that you can pay HubSpot as per your services, then it's not the same. It depends on the package you get on the first go.

No matter whether you avail one single service or all the serves included in the package, you have to be consistent while paying. Thus, you cannot plan out your purchase as your demand. If yes, it is possible if you choose HubSpot partner agency onboarding. 

Timeline 

If you want to be in touch with the team that can adjust the timeline as per the scope of your work, then you can consider agency onboarding. HubSpot onboarding follows a standardized process and delivers a clear timeline.

They will not adjust as per your requirements. So, if you want a flexible team that can make the adjustments according to your projects, then prefer HubSpot agency onboarding over HubSpot onboarding. 

Task Implementation 

Who is going to implement the task or work? It is another important question that you might be thinking of.

Well! If you choose HubSpot onboarding, then you will get high-quality consultation and the right instructions, but all the points will be implemented at your own end.

On the other side, if you select HubSpot partner onboarding, besides teaching and instructing, a dedicated person will let you work on the platform as well. 

The Last Say

Indeed, both the options are important and have their own benefits. But, your decision might vary as per your needs, requirements, and the size of your team. 

If you want to manage the implementation work on the direction of others, then HubSpot onboarding might be your choice.

But if you want to work with a partner who can help you in implementing the tasks, share more strategic ideas, and adjust their action plan and timeline as per your business requirements, then you should continue working with the right HubSpot partner agency. 

Thus, make sure you invest in the best to get the best!