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HubSpot onboarding - what does it mean and how does it work?

Written by Ilari | Oct 22, 2024 10:16:32 AM

Implementing HubSpot is an important step for your business as you move to marketing automation and CRM systems. It's important that your implementation goes smoothly so you can reap the benefits from the start. Book your free HubSpot demo here!

Implementing HubSpot means integrating the system into your business processes and ensuring that everyone on your team understands the basics of using the system. There are many ways to go about onboarding; it can be relatively easy from a technical standpoint, but many companies choose partners who provide expert assistance with the HubSpot onboarding process.

Liini Agency is one option, and different partners have different approaches; some focus on the technical aspects, while others aim to accelerate your business.

HubSpotin onboarding steps

A HubSpot onboarding typically involves four key steps:

  1.  Assessment of the current situation - The first step is to identify your current challenges and assess whether HubSpot is the right solution for your business. During this phase, a workshop method is used to go through the issues related to systems, processes and business objectives. Book your free HubSpot demo here!
  2. Redesigning your business process - This phase involves redesigning your marketing and sales processes to optimise the use of HubSpot. The goal is to create a seamless collaboration between sales and marketing, improving the efficiency of your business.
  3. Technical implementation - This phase involves setting up the basic system configuration, creating data fields and automating processes. Implementation typically takes 2-3 weeks, and at this stage customers are also involved in coordinating the configuration of their own domain.
  4. Training - The aim of training is to ensure that everyone is able to use the new system. Training is provided remotely or on-site and includes recordings and training materials.

HubSpot onboarding length

The duration of a HubSpot deployment varies depending on the scope of the project and the HubSpot tools selected, such as CRM, Marketing Hub, Sales Hub or Service Hub. For simpler projects, for example, where only CRM is deployed, the process can take around 2-4 weeks.

For larger projects requiring extensive integrations, automation setups and customized configurations, deployment can take 6-8 weeks.

The duration of the project will also depend on how much time is spent on business process re-engineering and training. When you book an implementation project with us, you can expect a clear project plan and a precise schedule to ensure that the implementation proceeds efficiently.

Book your free HubSpot demo here and start planning your own HubSpot deployment schedule!

What does it cost to set up HubSpot?

The cost of onboarding HubSpot varies depending on the scope of the project and the services required. Typically, the price ranges from 5 000 euros to 12 000 euros + VAT. The price is influenced by factors such as the HubSpot licenses used, integrations and the number of trainings.

A deployment project usually lasts 4-8 weeks, during which time you will also receive 1-3 months of support to cover any problems and additional training.

Why choose Liini Agency as your partner for HubSpot onboarding?

We strive to stand out as a partner in the implementation of HubSpot in a variety of ways to ensure that your project runs as efficiently and effectively as possible. We also don't leave our customers alone after a project, you can access our care service to get support for your HubSpot.

Our approach is based on dozens of projects and our understanding of our customers' business processes and the challenges they face when implementing HubSpot.

  1. Expert team: we have extensive experience in the different features of HubSpot, and our expert team is ready to help you every step of the way. We understand that every business has unique needs, and we tailor our services to meet them.
  2. Comprehensive range of services. In this way, we ensure that all stages are carried out in a consistent manner and in cooperation with the client.
  3. Business development. We work with you to improve your marketing and sales processes so that you get the most out of HubSpot.
  4. Ongoing support and development: once deployed, we offer our customers a 1-3 month support service to help with any issues and provide additional training. Our goal is to ensure that you can continue to use HubSpot effectively after deployment.

Choose Liini Agency as your partner for your HubSpot implementation and make sure your project goes smoothly. We'll provide you with expert assistance focused on the growth and success of your business.

Wanna get started with HubSpot?

If you would like to learn more about implementing HubSpot or discuss the suitability of the system for your needs, please contact us.

You can also check out HubSpot's free tools and join our HubSpot onboarding tips mailing list for more tips.

Book a free HubSpot demo here ->