HubSpot Onboarding

HubSpot Onboarding = Guidance + Industry Experience + Hands-On Implementation

Not deploying all available features and strategies = Leaving the money on the table. As a HubSpot Certified Agency for Onboarding, we provide a fully-managed onboarding experience based on the specific clients' needs.

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DEFINITION

What is HubSpot Onboarding? Directly discuss your Onboarding Needs with 3 & Four Onboarding Specialist!

A systematic process to identify and define customers' needs, the configuration of HubSpot structure and technical settings based on the customers' needs, training of the team members on the customized system, and monitoring of teams and systems to maximize the ROI on the tool (HubSpot). 

BENEFITS OF HUBSPOT ONBOARDING

Why Do You Need HubSpot Onboarding?

Best Marketers or Sales Leaders don't always possess technical expertise on HubSpot and that's why Certifed Consultants are there to fill that gap.

Strategy Building

Onboarding, Change Management, Migration, and Inbound Strategies are some of the few to be covered in successful onboarding.

Guidance on Tools

HubSpot or HubSpot Partners provide guidance on tools and features and their possible use-cases for your specific needs.

Onboarding Experience

HubSpot agencies possessing experience of onboarding hundreds of clients can provide insights, experience, and best practices to make it a success.

ONBOARDING TYPES

HubSpot Marketing Onboarding vs HubSpot Sales Onboarding

An Onboarding Checklist is customized for each subscription level but this chart can help you understand the core topics covered in both sales and marketing onboardings. 

Sales Onboarding
Marketing Onboarding
Sales Onboarding
Kick-off/ Onboarding Call
Onboarding Strategy
Change Management Strategy
Content Strategy
Process Mapping
HubSpot Customization
Email Technical Setup
Landing Page Technical Setup
Blog Technical Setup
Templates
Compliance Management
Data Hygiene Management
Data Management
Lead Capturing Setup
Automation Setup
Native Integrations
Zapier Integrations
Sequences Setup
Chat and Bot Setup
Reporting and KPIs
Documentation

Start Your HubSpot Onboarding Process With 3 & Four!

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CHECKLIST COMPARISON

HubSpot Onboarding Checklist: HubSpot vs HubSpot Partner

We got you covered in all the aspects of HubSpot CRM, Sales Hub, Marketing Hub, Service Hub, CMS Hub, and Operations Hub. We help you onboard on suitable HubSpot plans and help you achieve your goals to grow your businesses.

HubSpot Managed

Standard

Focused on Guidance

3 Months Period

Kick-Off/Onboarding Call

Content Strategy Help

Email Technical Setup

Landing Page Technical Setup

Blog Technical Setup

Lead Capturing Setup

Weekly Reporting and Meetings

Cost Effective

Partner Managed

Growth

Focused on Guidance + Consultant Support

1 - 3 months Period

Kick-Off/Onboarding Call

Onboarding Strategy

Content Strategy

Process Mapping

HubSpot Customization

Email Technical Setup

Landing Page Technical Setup

Blog Technical Setup

Templates Add-Ons

Data Migration Add-On

Lead Capturing Setup

Automations Setup

Native Integrations

Sequences Setup

Chat and Bot Setup

Reporting and KPIs

Weekly Reporting and Meetings

Best Value

Partner Managed

Pro

Fully Managed Solution

Accelerated Pace (Within 1 Month)

Kick-Off/Onboarding Call

Onboarding Strategy

Change Management Strategy

Content Strategy

Process Mapping

HubSpot Customization

Email Technical Setup

Landing Page Technical Setup

Blog Technical Setup

Templates Add-Ons

Compliance Managment

Data Hygiene Management

Data Migration

Lead Capturing Setup

Automations Setup

Native Integrations

Zapier Integrations

Sequences Setup

Chat and Bot Setup

Reporting and KPIs

Documentation

Weekly Reporting and Meetings

We Prepared A Detailed Checklist Covering All Aspects Of HubSpot Onboarding!

Download Onboarding Checklist
WE HANDLE EACH CASE SEPARATELY

HubSpot Onboarding Process

We don't provide a One-size-fit-all solution and provide a tailored onboarding experience based on clients' needs. But, in general, this process is being followed for most onboarding.

PLANNING STAGE
01

Strategy & Architecture

HubSpot Onboarding Process Start with the identification of clients' needs and strategy to manage the onboarding. Within this planning stage, consultants also define the Hubspot architecture needs, change management plans, and inbound marketing strategy for clients.

Strategy and Architecture
IMPLEMENTATION STAGE
02

Technical Implementation

A major time of consulting partners are being spent on the technical implementation which includes technical domain setup, analytics, pipelines, custom objects, custom properties, automation, and integrations.

Technical Implementation
IMPLEMENTATION STAGE
03

Migration

An optional step and mainly relevant for the clients already using some legacy systems. Onboarding Partners will help clients in cleaning and improving data hygiene along with the import of multi-object custom databases.

Migration.
IMPLEMENTATION STAGE
04

Training & Development

Training and Development include documentation of SOPs, customization being done, workflows implemented, and relevant HubSpot features. The team also provides One-on-one and group training sessions based on the onboarding needs.

Training and development
POST-IMPLEMENTATION STAGE
05

Ongoing Support

Every process needs optimization and improvement and that's why 3 & Four monitoring and evaluation frameworks help in understanding the gaps on an ongoing basis and we provide support to fill those gaps.

ongoing support (HubSpot Onboarding) (1)
WE STAND BESIDE YOU

Why Hubspot Onboarding Services from 3 & Four?

Onboarding from 3 & Four is unique because of its scope, cost, and client experience.

Fully Managed

3 & Four onboarding is fully-managed compared to HubSpot one which is focused on guidance.

End-to-end delivery
Hands-off implementation
Expert-led process

Cost Effective

HubSpot Onboarding Fees will be exempted and you will get the fully-managed solution at a similar cost.

Competitive pricing
Full-service value
Clear, upfront costs

100+ Projects

3 & Four teams have already worked with 100+ clients and that experience will be leveraged.

Industry-spanning experience
Established processes
Reliable, repeatable results

5 Star Reviews

Check out 50+ 5-star clients' feedback on various directories.

Verified client feedback
Proven client satisfaction
High retention rate
Recognized reliability

Directly Discuss Your Onboarding Needs With 3 & Four Onboarding Specialist!

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TESTIMONIALS

What Do Our Clients Say?

We have worked with 60+ HubSpot user companies and made them happy with the HubSpot services. Increasing our family of clients with every new day!

Accreditations
ONBOARDING PRICING

HubSpot Onboarding Services Pricing Plans

Every case is different and that's why we prefer to provide custom pricing for each client's needs but this chart can help you in understanding the comparison of pricing models.
HubSpot Managed
Growth Plan
Multi-Hub Professional
$4000+
$4000+
Multi-Hub Enterprise
$9000+
$9000+
Marketing Professional
$3000+
$3000+
Marketing Enterprise
$6000+
$6000+
Sales Professional
$500+
$500+
Sales Enterprise
$3000+
$3000+