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HubSpot Onboarding Services

Getting the most out of your HubSpot investment starts with a successful onboarding process. Geekly Media is here to help!


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
We believe it's critical to work through a methodical onboarding process to help your team get the most out of your HubSpot portal and appropriate customizations — starting with the instructions! We 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. 
Navigate Any Hiccups
Even when following instructions, things can go wrong or deviate from what you thought you were building. As HubSpot experts, our Geeks find quick and potent solutions to hiccups that might pop up during the onboarding process. When our team guides you in setting up your portal and learning everything HubSpot can do for your business, hiccups scare away quickly! 
Train Your Team
We're here to make sure your team can function seamlessly within the HubSpot platform and your portal. While we're always available 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 effortlessly! Our Onboarding services include up to 8 live training sessions with one of our expert Geeks. 

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. 


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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.
    Kelsey Galarza
    Orange Marketing
  • 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.
    Pete Neubig
    VPM Solutions
  • Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!
    Amy Carroccia
    Charleston Property Company
  • 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.
    Jonathan Zadegan
    The Zadegan Group
  • 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.
    Amy Delacruz
    Renters Warehouse SE Virginia
  • 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!
    Kim Giles
    The Peak Group
  • 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.
    Tim Shoultz
    SMARTCAP, Inc.
  • 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
    Leon De Gruchy
    VPM Solutions