HubSpot Onboarding
& Implementation

What We Offer

• 

  Marketing Hub Implementation

  Empower Your Inbound Marketing: Attract, convert, and run campaigns seamlessly, all within one powerful platform designed to boost your marketing efforts.

• 

  Sales Hub Implementation

  Streamline Your Sales Journey, simplify your sales process. Monitor prospects within a comprehensive CRM, reduce sales cycle times, and increase your deal-closing efficiency.

• 

  Service Hub Implementation

  Deliver Exceptional Customer Care. Gather feedback, share valuable knowledge, and solve issues promptly, empowering your customers to succeed and remain loyal.

• 

  CMS Hub Implementation

  Optimize Your Online Presence. Optimize your web address, manage it effortlessly from one centralized platform, and enjoy the flexibility of a fully customized solution.

Why Choose Us?

• Result-Driven
  Best Practices

  

  With extensive experience in implementing
  HubSpot for numerous companies across various
  industries, we have honed our expertise in
  maximizing its potential and customizing the
  platform to suit your unique requirements.

• No Bullshit — Business
  Growth from Day One

  

  Having delved deep into HubSpot's
  workings, our team's primary goal
  is to fuel your business growth by
  harnessing the platform's full
  potential.

• Holding Your Hand So You
  Can Thrive on Your Own

  

  Our partnership model ensures quick wins
  and immediate results while also providing
  the necessary training for you to manage
  HubSpot independently, fostering your
  future growth.

• Flexible & Tailored
  to Your Needs

  

  One size doesn’t fit all. Our
  flexible packages and focus on your
  unique needs and processes will make
  sure your HubSpot gets set up to
  support the way you plan to grow.

Don’t just take our words for it

Packages and Pricing

• Essential

  Perfect for Small
  Companies

  For companies looking to set
  up the basics of HubSpot the
  right way.

  Select
  • Pre-onboarding Preparation & Kick-Off
  • Foundation and Technical Setup
  • Essential CRM Setup
  • Essential Hubs Setup

• Growth

  The Next Level for
  Ambitious Companies

  For companies ready for more from
  setup to execution and training, we
  cover everything you need to get
  you up and running.

  Select
  • Pre-onboarding Preparation & Kick-Off
  • Foundation and Technical Setup
  • Advanced CRM Setup
  • Advanced Hubs Setup
  • Advanced Customization
  • Native Integration Setup
  • Contacts Import
  • Lead Scoring
  • Automation Setup
  • Live Chat Setup
  • Reports and Dashboards
  • Platform Training

• Premium

  Most Advanced Onboarding
  for Max Impact

  For companies committed to
  achieving exceptional results
  with HubSpot.

  Select
  • Pre-onboarding Preparation & Kick-Off
  • Foundation and Technical Setup
  • Advanced CRM Setup
  • Advanced Hubs Setup
  • Advanced Customization
  • Native Integration Setup
  • Contacts Import
  • Map out your nurturing process flow
  • Custom Automation Setup
  • Custom Reports and Dashboards
  • Live Chat + Chatbot Setup
  • Customize record bar views
  • Smart Forms Setup
  • Data cleanup
  • Platform Training
  • Training on Reporting
  • Playbook

HubSpot Onboarding
& Implementation

• Pre-Onboarding
  Preparation & Kick-Off

  This phase kicks off with comprehensive information gathering and goal alignment. We work closely with your team to understand your unique needs and align them with HubSpot’s capabilities. Clear expectations are set to ensure a smooth and effective onboarding process.

  1

  Foundation
  & Setup

  Focuses on building a strong foundation for efficient operations and goal attainment. We meticulously configure essential features, ensuring they are tailored to your specific requirements, providing the bedrock for a successful implementation.

  2
  2 weeks

• Customization
  & Integration

  We customize HubSpot to precisely match your needs. We also seamlessly integrate it with your existing systems. This ensures a seamless workflow and maximizes the effectiveness of the platform.

  3
  1 week

• Reporting
  and Dashboards

  Setting up customized performance dashboards, aligned with your key performance indicators (KPIs). These dashboards offer real-time insights, empowering data-driven decision-making and strategic optimization.

  4

  Training
  & Education

  We prioritize team training during this phase, ensuring your team is not only proficient but also comfortable using HubSpot to it’s full potential. Our goal is to empower you and your team to work independently.

  5
  2 weeks

• Testing
  & Refinement

  Testing and evaluating all systems, processes, and automation to identify any issues. Neccessary refinements are made to ensure a seamless experience.

  6
  1 week

Frequently Asked Questions

• What is HubSpot Onboarding?

  HubSpot Onboarding is the process of configuring your HubSpot software and providing tailored training to maximize the benefits of this powerful tool right from the start.

• What does the HubSpot onboarding process look like?

  We create a customized strategy, setting up and configuring your HubSpot Portal to align with your unique needs and requirements. Personalized training is provided to meet your team's specific requirements, ensuring your success is our top priority.

• How does SAGE’s onboarding compare to HubSpot's standard onboarding?

  While HubSpot's standard onboarding includes a representative for questions and access to Academy resources, our approach is more comprehensive. We dive into your portal, assisting with setup and configuration, delivering personalized training, and tailoring the process to your unique needs.

• How long does HubSpot onboarding usually take?

  On average, our customers complete onboarding within 2-4 months, and some even achieve it sooner. We are committed to providing the necessary support and expertise to ensure a successful onboarding experience, and we'll make every effort to meet your immediate needs.

• How much does HubSpot onboarding cost?

  The cost of HubSpot onboarding can vary depending on your specific requirements and goals. Please contact us for a customized quote based on your needs.

• Can I customize the onboarding to my specific business needs?

  Yes, we understand that every business is unique. Our onboarding process is highly customizable to ensure it aligns perfectly with your specific business needs and goals.

• Do you provide services beyond onboarding, such as integrations or training?

  Absolutely! In addition to HubSpot Onboarding, we offer a range of services to enhance your HubSpot experience, including HubSpot Custom Projects, Ongoing HubSpot management and support, HubSpot Audit and Optimization, and HubSpot Team Training. These services are designed to support your business growth and success.

• How can I get started with HubSpot onboarding through your services?

  Getting started is easy. Simply reach out to our team, and we'll guide you through the process, discuss your specific requirements, and provide you with a tailored onboarding plan to kickstart your HubSpot journey. Your success is our priority.

So, what are you waiting for?

Contact Us

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As a HubSpot Diamond Partner, Our team of HubSpot experts can help your business get the most out of the platform’s powerful marketing and sales features. You’ll streamline tasks like lead generation, lead scoring, and email marketing so you have more time to focus on what really matters – building relationships with your clients.

About Sage

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