Custom Fit To Your Business

HubSpot Onboarding Services

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What is HubSpot onboarding?

For clients looking to purchase HubSpot Pro or Enterprise packages, onboarding is mandatory.

HubSpot is a very intuitive and powerful piece of software, but getting to that stage will need the assistance of an expert. We’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster. 

Send your first marketing or sales email in less than 1 week! Depending on your requirements this is accomplishable. However, full HubSpot onboarding typically takes 4-6 weeks and we're here to support you every step of the way. You will work with a dedicated HubSpot certified strategist and have access to any one of our expert team. 

We will design an onboarding plan for you based on:

  • Your highest priority goals with HubSpot
  • The size & complexity of your organization
  • The HubSpot products you purchased
  • Your current technology stack, and how it integrates with HubSpot

When you complete your onboarding with HubSpot, you’ll be confident using HubSpot to reach your goals.

Kickoff Meeting

Meet our team of certified HubSpot experts, schedule collaborative meetings, establish your initial objectives and assign priorities to each goal.

HubSpot Configuration

Implement relevant HubSpot Hubs to streamline your sales, marketing and service processes.

Deploy Quick Wins and Training

Drive momentum with quick wins, widespread user engagement, and targeted training.

Customizations & Integrations

Configure customizations and integrations to custom fit the way you do business and to unify data across all platforms.

Successful HubSpot Onboarding

You're up and running with HubSpot! We will deliver a Growth Plan to keep the momentum going!

Kickoff Meeting

Meet our team of certified HubSpot experts, schedule collaborative meetings, establish your initial objectives and assign priorities to each goal.

HubSpot Configuration

Implement relevant HubSpot Hubs to streamline your sales, marketing and service processes.

Deploy Quick Wins and Training

Drive momentum with quick wins, widespread user engagement, and targeted training.

Customizations & Integrations

Configure customizations and integrations to custom fit the way you do business and to unify data across all platforms.

Successful HubSpot Onboarding

You're up and running with HubSpot! At this point you consider a Growth Plan to keep the momentum going!

Professional or Enterprise

HubSpot Onboarding Focus

As HubSpot experts, Peak can expertly guide your team through the setup and onboarding of any HubSpot hub or tool.

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HubSpot Marketing Hub

Technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals.

HubSpot Marketing Hub
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HubSpot Sales Hub

Technical advice on how to set up Sales Hub, plus actionable advice to help you simplify and scale your sales process so you can close more deals.

HubSpot Sales Hub
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Service Hub Onboarding

Technical direction on the implementation of Service Hub, along with strategic guidance on ways you can serve your customers better using HubSpot.

Service Hub Onboarding
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Content Hub Onboarding

Get your website set up on Content Hub, and learn how to edit and create content, optimize your website, and use CMS features to get results.

Content Hub Onboarding
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Operations Hub Onboarding

Operations Hub gives you a unified toolset that connects apps, cleans and curates customer data, and automates business processes on one central CRM platform.

Operations Hub Onboarding

Maximize your marketing ROI with data-driven decisions.

Common marketing challenges we help solve with easy to use marketing tools that deliver fast time-to-value, unified in one place.

Popular Features

AI for Marketers

AI for Marketers

Email Marketing Tools

Email Marketing Tools

Marketing Analytics

Marketing Analytics

Social Media AI Agent

Social Media AI Agent

Dashboards and Reporting

Dashboards and Reporting

Advanced Marketing Reporting

Advanced Marketing Reporting
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HubSpot Marketing Hub

Technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals.

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HubSpot Sales Hub

Technical advice on how to set up Sales Hub, plus actionable advice to help you simplify and scale your sales process so you can close more deals.

Revolutionize your sales, supercharge your growth.

Minimize distractions and keep your reps organized, efficient, and effective throughout the process with Sales Hub.

Popular Features

Personas + Playbooks

Personas + Playbooks

Sales Rep + Management Coaching

Sales Rep + Management Coaching

Sales Automation + Analytics

Sales Automation + Analytics

Implementation + Integrations

Implementation + Integrations

Social Selling Strategy

Social Selling Strategy

Messaging + Templates

Messaging + Templates
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Service Tools You Need to Put Customers First

Service Hub turns your customer experience from a cost center to a revenue driver.

Popular Features

Help Desk & Ticketing

Help Desk & Ticketing

Service Analytics

Service Analytics

Team Management

Team Management

SLAs

SLAs

Automated Customer Service

Automated Customer Service

Mobile Inbox

Mobile Inbox
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HubSpot Service Hub

Technical direction on the implementation of Service Hub, along with strategic guidance on ways you can serve your customers better using HubSpot.

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HubSpot Content Hub

Get your website set up on Content Hub, and learn how to edit and create content, optimize your website, and use CMS features to get results.

Create Landing Pages And Web Pages With Ease.

Transform your customer journey into a memorable experience. Craft dynamic and personalized content and pages that speaks directly to your audience's needs, driving engagement and building brand affinity fast.

Popular Features

AI Blog Writer

AI Blog Writer

Brand Voice

Brand Voice

Scalable CMS

Scalable CMS

Video and Podcast Hosting

Video and Podcast Hosting

Case Study Generator

Case Study Generator

Content Remix

Content Remix
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To grow better, you need to run better.

Operations software that lets your team easily sync, clean, and curate customer data, and automate business processes.

Popular Features

Data Quality Automation

Data Quality Automation

Workflow Extensions

Workflow Extensions

Data Sync

Data Sync

Datasets

Datasets

Programmable Automation

Programmable Automation

Team Management & Permissions

Team Management & Permissions
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HubSpot Operations Hub

Operations Hub gives you a unified toolset that connects apps, cleans and curates customer data, and automates business processes on one central CRM platform.

Ready to Get Started

Let’s help you reach your Peak by tailoring best-in-class platforms and tools to fit your unique business needs.

HubSpot Onboarding FAQs

Is HubSpot onboarding required to purchase HubSpot?

HubSpot onboarding is mandatory for customers looking to purchase HubSpot Professional or HubSpot Enterprise.

How long does onboarding take?

Depending on your goals and the scope of the project, we can get your team started using HubSpot in as little as 30 days. 

More complex onboarding can take 60 to 90 days. 

Do you outsource your onboarding services?

No. All of our onboarding specialists are certified.

Do you provide additional support?

Yes, we offer blocks of hours as well as a monthly growth strategy retainer.

How often will you meet with our team during the onboarding process?

There will be timely meetings of at least once per week with your dedicated point of contact (POC). 

Do you specialize in any particular industries?

Saas, Non-profits, Manufacturing/Industrial