HubSpot Onboarding Services
Getting the most out of your HubSpot investment starts with a successful onboarding process. Geekly Media is here to help!
HUBSPOT ONBOARDING SERVICES
Skipping an orderly approach can leave you with an IKEA-like mess in your HubSpot portal.
Have you ever tried to assemble a new IKEA bookcase and jumped in without reading the instructions? While you might eventually get it to stand upright, there's a good chance you missed a critical step that can keep it from falling apart when you place books on a shelf.
The same principle applies to getting the most out of your HubSpot investment! While you probably CAN jump in and accomplish a few quick things on your own, it's critical to set up your portal and introduce your team to it in an orderly fashion.
We believe it's one of the most user-friendly and effective tools for marketing and automation, but customizing and setting it up to properly suit your business is critical! Geekly Media offers HubSpot Onboarding services to review the instructions, navigate any hiccups, and train your team to use it effectively.
Review the Instructions
Navigate Any Hiccups
Train Your Team
Get started with our HubSpot Onboarding Services! Speak to a Geek soon.
Our team of certified HubSpot Geeks is ready to help your business grow. Schedule below and speak to a Geek!
How Do We Conduct HubSpot Onboarding?
Review the Instructions
Out of the box, HubSpot is a robust CRM that serves a wide range of businesses well! However, without a thorough and well-planned onboarding process with Hubspot experts, you risk the portal falling short of your needs!
Geekly Media starts with the basics: the instructions. While many set-up tasks and steps are similar between portals, every business has unique needs. Our experts meet with your team to deliver a high-level overview of HubSpot, what all it can (and should) do for your business, and how we'll help customize it for your needs.
While we work hard to make the onboarding as smooth as possible, there can always be variables that pop up during various stages of the customization of your HubSpot portal.
Our experts have plenty of experience and expertise through HubSpot portal configurations and onboarding. As a result, we're well-prepared to anticipate potential hiccups and resolve those issues with quick and effective solutions to keep the process moving forward.
With the Geekly Media team to guide you through setting up your portal and learning everything HubSpot can do for your business, you won't even remember that you had any hiccups through this process!
Train Your Team
The Onboarding process isn't complete until your team can function effortlessly within the platform and your HubSpot portal!
While we're always here to help you get the most out of your CRM investment, HubSpot serves your business best when your team can navigate through it and utilize it independently.
Geekly Media's Onboarding services include up to 8 live training sessions with one of our expert Geeks. We cover everything from permissions and teams to contacts, deals, tickets, lists, sending emails, sales tools, products, chatbots, and more!
What Clients Say About Us Geeks
We worked with the Geekly team on a project that had gone off the rails. They saved the day, big time. We got great creative that "wow-ed", super fast and responsive team, friendly and fun collaboration, and made new friends. We are so grateful for Heather and the WHOLE GEEKLY team! We look forward to working with them again.
We partnered with Geekly to automate some of our operational systems. They were able to walk us through a process and build a ticketing system and automation for our rent collections, late rent/eviction process. We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business.
Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!
Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.
The Geekly team has been amazing to work with. Thanks to everything that they have helped us build our day-to-day operations run smoothly and efficiently.
The team at Geekly has been awesome to work with. They have top-notch talent in so many categories and have really delivered way above expectations on our projects. Our growing business has switched gears several times and they are able to roll with our changes effortlessly. We appreciate you all!
Geekly has truly been top-notch to work with. It is rare you find a consultant who communicates as well and follows through. Very happy with the process and outcome.
WOW, what more can I say about Geekly. They are experts at what they do and have helped our company tremendously! Dealing with Ross has been one of the highlights such a fantastic dedicated efficient detail orientated person. Thank you