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HubSpot Onboarding Services: Everything Consultants Need to Know

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HubSpot Onboarding Services: Everything Consultants Need to Know

You've purchased HubSpot and created an account for your small business consulting company, but what's next? 

With so many features in HubSpot's platform, it can be difficult to know where to start setting up and optimizing your portal. You might know you want to create automated workflows or migrate your CRM data, but how do you know what to do first? 

That's where HubSpot onboarding services come in. Expert HubSpot Solutions partners give you customized insights and assistance into how you can make HubSpot work best for your small business. In this guide, we'll cover what HubSpot onboarding is, how it benefits your business, and what you can expect from working with a HubSpot agency partner.

What Is HubSpot Onboarding?

HubSpot onboarding is the process of setting up your HubSpot portal to get the best results for your business. HubSpot's onboarding services offer some support, or you can hire an agency that offers onboarding services. HubSpot empowers its partner agencies to tackle onboarding for clients to deliver an excellent experience! 

Because HubSpot can do so much for your business, onboarding can cover an array of tasks to make sure you get the most out of the platform. For example, onboarding service partners might help you set up automated workflows, migrate existing data, or integrate your other tools into your HubSpot portal. 

The Benefits of HubSpot Onboarding

Investing in professional onboarding on top of the platform itself might seem like a lot, but HubSpot is so jam-packed with features that a little expert help extracts every benefit from your portal. 

Here are some top benefits of working with expert HubSpot onboarding services. 

1. Get the Most Out of Every HubSpot Feature

When you invest in a platform like HubSpot, you want to maximize its potential for your business. If you're paying for features you don't actually use, you're just losing money. 

HubSpot Solutions partners know the ins and outs of every HubSpot feature. They'll talk to you about your business, goals, and existing processes to determine how HubSpot can work for you. 

With onboarding, you get experts who know the best way to create assets, workflows, and more in your HubSpot portal. In addition, they'll make sure HubSpot's features work together with each other and your business to get the best possible results. 

2. Improve Productivity

When you're using HubSpot to its full potential, you'll improve your organization's productivity across the board. 

Group of business people and software developers working as a team in office

Features like pipelines and automation keep your workflows running smoothly. In addition, your HubSpot portal serves as a central repository for all of your most important information across sales, marketing, operations, and more. These, plus HubSpot's many other benefits, all contribute to better business operations for your small business consulting operation — if your portal is optimized properly. 

Small business owners will see productivity improve from business automation, connected workflows, and sales pipelines. 

3. Save Time and Avoid Frustration

Working with expert onboarders saves you time: period. Instead of taking on the learning curve of HubSpot setup and optimization, you'll hand over the reins to the experts. 

You'll get regular updates about onboarding progress, but you won't need to spend your valuable time and energy learning something you likely won't ever need again. Instead, you can stay focused on your work and growing your business while skipping the DIY onboarding hassle. 

Since HubSpot can be used across the organization, chances are you'll save time and avoid frustration for employees in sales, marketing, and service too. Instead of everyone configuring the features they need individually, expert HubSpot onboarding ensures those systems work nicely together in the software, leading to better results across the board.  

When Do You Need HubSpot Onboarding Services?

You'll most commonly partner with onboarding experts when purchasing the platform. A small business owner can get help with setting up a HubSpot portal in a way that aligns perfectly with their business needs and goals. You can also use onboarding to implement a newly released feature or optimize an existing one. 

The best HubSpot onboarding partners also offer a HubSpot portal audit for businesses looking for new paths of growth. Portal audits offer an under-the-hood look at how your business utilizes your portal. For example, an audit can look for breakdowns in your sales or marketing processes, or it can make recommendations for using additional HubSpot features. 

HubSpot Onboarding Process

So, how does the process start? In most cases, it begins by helping you identify your business goals and ends with a well-optimized portal customized to your needs. Of course, there are plenty of steps in between, but starting and ending well are primary goals!

Depending on your needs, this is what a HubSpot onboarding process might look like: 

  1. Kickoff and Goal Setting Meeting
  2. Initial Account and Portal Set Up (or HubSpot Portal Audit)
  3. Data Migration from Existing Tools
  4. Asset, Pipeline, and Workflow Creation
  5. Reporting and Dashboard Creation
  6. Review and Optimization

Within each phase, your HubSpot onboarding partner will make specific recommendations for moving your existing business processes into your portal. 

What Is a HubSpot Agency Partner? 

Though HubSpot offers in-house onboarding services, the company also recommends Solutions partners for advanced custom help with portal setup and optimization. HubSpot agency partners typically offer more flexibility in their services and pricing, giving you a tailor-made solution for your organization. 

Laptop computer displaying logo of HubSpot-3

Agency partners like Geekly Media also save you more time by implementing their recommendations themselves. With HubSpot's in-house solution, you'll still have to do the legwork of getting the portal up and running. However, agency partners do more of the heavy lifting, allowing you and your team to focus on your most critical work. 

How Much Do HubSpot Onboarding Services Cost?

If you get onboarding assistance through HubSpot, you can expect to pay between $500 and $3,000 for each Hub you want to be set up, whether you choose Service Hub onboarding, Sales Hub onboarding, or onboarding the full HubSpot ecosystem. For custom reporting and other unique assistance, you'll pay even more. 

With a HubSpot Diamond Agency Partner like Geekly Media, you'll have more flexibility to pay for exactly the services you need and want. We also have a thorough HubSpot onboarding checklist to make sure we never miss a step! 

HubSpot onboarding services at Geekly Media start at $2,450.

Let Our Geeks Help With HubSpot Onboarding Services

Partnering with a HubSpot onboarding services provider is the best way to make the most of your platform investment. With onboarding, you get custom recommendations for your portal that meet your business's precise needs. In addition, you won't spend valuable time and energy setting up HubSpot in a way that doesn't work for you. 

Geekly Media offers complete onboarding services, from portal audits to workflow creation and more! Speak to a Geek to learn more.  

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