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HubSpot Onboarding

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4.9 (Based on 600+ Reviews)

Hubspot

Your Compass in HubSpot Onboarding Adventure

Say goodbye to HubSpot Onboarding challenges. Our expert team ensures a seamless and stress-free journey.

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Feeling overwhelmed by the possibilities of HubSpot? Don't worry, we've got you covered. webdew's HubSpot onboarding experts will guide you through a step-by-step process, transforming HubSpot into a powerful tool for your business. Whether you're using Marketing Hub, Sales Hub, or Service Hub.

We'll help you:

  • Become an automation pro: Master workflows, email scheduling, and social media management.
  • Craft engaging content: Learn effective strategies for reaching your target audience.
  • Streamline your sales process: Gain complete control over your leads and deals.
  • Deliver exceptional customer service: Capture feedback and provide seamless support.

Our HubSpot Onboarding process includes:

  • In-Depth Discovery: We begin with a deep dive into your business goals and challenges. This allows us to tailor the onboarding process to your specific needs.
  • Strategic Planning & Configuration: Based on our discussions, we'll develop a customized HubSpot strategy. We'll then configure your chosen Hub with the right settings, user permissions, and integrations for optimal functionality.
  • Lead Management & Sales Automation: We'll establish a lead scoring system to prioritize your leads and define lead stages for efficient management. We'll also create custom forms to capture leads directly within HubSpot.
  • Data Visualization & Reporting: We'll set up reports and dashboards to provide clear and actionable insights into your marketing, sales, and customer service performance.

By the end of your onboarding journey, you'll be equipped with:

  • A fully functional HubSpot account tailored to your business goals and ready for immediate action.
  • The skills and knowledge to leverage HubSpot's powerful automation and marketing tools.
  • Clear reports and dashboards to track progress and optimize your strategies.
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Starting from $500

Start your project with a custom quote designed to fit your needs!

  • Quick and easy quote process
  • No-obligation, transparent pricing
  • Customized to your project requirements

Have questions?

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+1 (778) 655-7871

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Live chat

Marketing Hub Onboarding

Discover the ins and outs of HubSpot Marketing Hub: where traffic grows, leads convert, and funnels get their magic mojo- all in one place!

HubSpot Portal Setup

  • Organize your HubSpot CRM and establish smooth connections between various HubSpot objects.
  • Manage account settings and user permissions for seamless operation.
  • Set up your primary and secondary domains to represent your brand effectively.
  • Identify potential integrations to enhance your HubSpot experience.
  • Import HubSpot objects (contacts, companies, and deals) and create lists based on criteria within HubSpot.
week 01 1

Managing Lead Scoring and Data

  • Implement lead scoring techniques to prioritize leads in your HubSpot portal.
  • Create and manage custom data properties for effective data storage.
  • Define lifecycle stages and lead statuses for efficient lead management.
  • Create customized lead capture forms for seamless lead acquisition.
  • Customize the view of HubSpot objects and provide helpful details in the left sidebar.
week 02 1

Crafting Marketing Strategies

  • Create engaging marketing campaigns to measure return on investment.
  • Design and schedule social media posts for broader audience reach.
  • Build marketing emails for successful email campaigns.
  • Create compelling blogs and captivating calls-to-action to drive engagement.
  • Set up automated marketing emails for targeted client communication.
week 03 1

Streamlining Workflows and Reporting

  • Design automated workflows for tasks like notifications, email sending, and more.
  • Configure reports within HubSpot to gain better data visibility.
  • Efficiently manage your HubSpot dashboards.
  • Utilize HubSpot's analytical tools to gain insights into lead generation.
  • Set up custom objects to meet your unique business needs.
week 04 1

Sales Hub Onboarding

Dive into HubSpot Sales Hub: where leads become customers and deals move like a breeze. Get ready to ace your sales game!

Sales Pipeline Setup

  • Create, customize, and set up your sales pipelines in HubSpot for efficient sales management.
  • Establish teams and user permissions within HubSpot to streamline deal management.
  • Connect your deals with other relevant objects like contacts and companies.
  • Organize leads based on lifecycle stages, prioritizing Sales Qualified Leads.
  • Update the lead status of your contacts to reflect sales activities.
  • Create and configure your personal inbox inside HubSpot for efficient communication.
Sales week 1

Sales Tools and Templates

  • Set up and utilize sales templates and snippets for seamless client communication.
  • Explore HubSpot's document tools for effective file management.
  • Create chatbots for lead capturing within HubSpot.
  • Configure the shared inbox feature in HubSpot for streamlined client communication.
  • Integrate the meetings tool with your calendars for scheduling and coordination.
Sales week 2

Optimize Sales Processes

  • Create your product catalog within HubSpot for better product management.
  • Configure the quotes tool for efficient quoting processes.
  • Create playbooks and tasks for consistent client follow-ups.
  • Implement automated workflows for various sales needs, such as assigning deal owners and sending notifications.
  • Set up goals and forecasting in HubSpot to maximize your team's performance.
Sales week 3

Sales Analytics and Customization

  • Create targeted lists in your HubSpot portal to reach your audience more effectively.
  • Configure sequences for automatic delivery of sales templates to your clients.
  • Utilize HubSpot's sales analytics to create sales reports and design dashboards tailored to your sales team.
  • Create customized views in the deal dashboard to access more relevant deals based on your business needs.
  • Customize your HubSpot objects to better manage properties and data.
Sales week 4

Service Hub Onboarding

Discover the magic of HubSpot Service Hub: turning happy customers into the biggest advocates for your business!

Ticket Management Setup

  • Develop and customize ticket properties in HubSpot to store support ticket data.
  • Set up the inbox for your service team to facilitate prompt responses.
  • Create ticket pipelines within your HubSpot portal to manage service requests.
  • Assign ticket owners automatically via automation for efficient ticket management.
  • Associate tickets with the correct objects to ensure accurate tracking.
Service week 1

Ticket Property Customization

  • Customize ticket properties to better manage ticket data.
  • Establish chat flows to provide an enhanced service experience for your customers.
  • Import tickets and contacts into HubSpot for centralized record keeping.
  • Develop support forms to capture leads and service requests within HubSpot.
  • Set up workflows to send automated email replies in response to tickets.
Service week 2

Feedback and Knowledge Management

  • Create feedback surveys within your portal to gather valuable input from clients.
  • Build custom workflows based on client needs to enhance service processes.
  • Set up knowledge base articles within your HubSpot portal to provide clients with informative resources.
  • Create custom objects in HubSpot based on client requests.
  • Develop customized views in the ticket dashboard to access relevant data efficiently.
Service week 3

Service Enhancement and Automation

  • Establish a dedicated customer portal within HubSpot to provide clients with an exclusive space.
  • Utilize HubSpot ticket analytics to generate reports and gain insights into your support requests.
  • Create new dashboards tailored to your support team's needs.
  • Develop your Ticket Service Level Agreements (SLAs) within HubSpot to increase service engagement.
  • Automate tasks within HubSpot to streamline follow-up processes with your support tickets.
Service week 4

Our pricing plan

Discover the magic of HubSpot Service Hub: turning happy customers into the biggest advocates for your business!

Features

Price

Sessions

QA Sessions

Hours/Session

Communication via

Response Time

Marketing Enterprise

For small businesses and startups taking their first steps with HubSpot.

$1,500

12 Sessions

1 QA Session

1 Hour per Session

Email

24 Hours

Marketing Professional

For growing businesses expanding their HubSpot capabilities.

$1,200

8 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

Marketing Starter

For established businesses seeking maximum HubSpot impact.

$800

3 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

Addons : $799 for additional 10 Hours @ $80 /hr

Features

Price

Sessions

QA Sessions

Hours/Session

Communication via

Response Time

Sales Enterprise

For small businesses and startups taking their first steps with HubSpot.

$1,200

8 Sessions

1 QA Session

1 Hour per Session

Email

24 Hours

Sales Professional

For growing businesses expanding their HubSpot capabilities.

$1,000

5 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

Sales Starter

For established businesses seeking maximum HubSpot impact.

$500

2 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

Features

Price

Sessions

QA Sessions

Hours/Session

Communication via

Response Time

Service Enterprise

For small businesses and startups taking their first steps with HubSpot.

$1,200

8 Sessions

1 QA Session

1 Hour per Session

Email

24 Hours

Service Professional

For growing businesses expanding their HubSpot capabilities.

$800

5 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

Service Starter

For established businesses seeking maximum HubSpot impact.

$500

2 Sessions

1 QA Session

1 Hour per Session

Slack

24 Hours

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What Our Clients Say

Hear why our clients love our HubSpot services and the results they’ve achieved.

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Christian Amurao

Founder, OpenDoors Mortgage

“Hi my name is Christian from OpenDoors Mortgage team and I'm in the mortgage business and just trying to work on new projects and kind of incorporating HubSpot for my operations”

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Sreekandh

Technology Director, Travelopia

“I’m one of the technology directors for Travelopia. We are the largest experiential travel company in the world. We’ve engaged webdew recently, not recently, it’s been about a couple of quarters now.”

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Conrad T. Walz

Vice President, Ortholive

“Recently we reached out to Webdew for a website inside of HubSpot and they also did some mocking automation for us.”

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Uday Jose

Managing Director, Enate India

“Webdew team was quite honest and quite easy to work with in terms of taking feedback implementing it, showing that it doesn’t happen again and things like making sure that it meets our expectations.”

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Nishtha Maheswari

CEO, Pinkpowerco

“We worked with webdew to help us build our HubSpot website and they did an amazing job with it. They were very quick.”

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Sameer Jhaveri

Managing Director, XcellHost Cloud Services

“webdew has helped us optimize the sales and marketing processes, and this is automating a lot of processes.”

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Kiara

General Consultant, HubSpot Singapore

“Hi everyone my name is Kara and I work as a channel consultant at HubSpot Singapore. I've been working closely with webdew agency”

FAQ’s

webdew's HubSpot Onboarding service is a comprehensive training and setup program that helps you get the most out of HubSpot for your business. We guide you through the process, from initial setup to advanced features, ensuring you can effectively use HubSpot to grow your business.

Our onboarding service is designed for businesses of all sizes and industries. Whether you're new to HubSpot or looking to optimize your existing setup, our onboarding services can be tailored to your specific needs.

Yes, we offer ongoing support to address any questions or issues that may arise after the onboarding process is complete. Our goal is to assist you in using HubSpot to its full potential.

Absolutely! Our onboarding services are highly customizable to align with your unique business objectives. We'll work closely with you to tailor the process accordingly.

By choosing our onboarding service, you can expect to streamline your HubSpot implementation, optimize your processes, and get the most value out of HubSpot's powerful features.

Our Team is Your Team

Hey there, we're webdew, your 6+ year HubSpot partners. We've helped countless businesses conquer marketing and sales. Join us for an epic HubSpot adventure and let's grow together!

saurabh chauhan