HubSpot CRM Onboarding & Implementation Services

Manage Your Customer Data With Ease

Establish the foundation of your growth strategy by setting up your HubSpot CRM. Our accredited team of experts establish your contact management process and align it with your CRM. 

HubSpot Customers' Most Reviewed Elite Solutions Partner


500+ HubSpot Certifications


14+ Year HubSpot Certified Partner

HubSpot Onboarding Accreditation

HubSpot Onboarding Accreditation

HubSpot Customer Training Accreditation

HubSpot Customer Training Accreditation


600+ 5 Star Reviews in the HubSpot Directory

Your HubSpot CRM
Onboarding Plan

Work closely with our team of certified HubSpot onboarding and implementation experts to set up your HubSpot CRM within just a few months.

Weeks 1 - 3: Kickoff & Technical Setup

Meet your team, then we get started on all the essential first steps (e.g., CRM data migration, custom views) for setting up customer management processes.

1 - 3

Weeks 4 - 8: HubSpot CRM
Implementation & Quick Wins

Our team continues advanced CRM setup, including custom reports, deal stages, and custom properties. We also establish short-term goals with you and implement a strategy to achieve them.

4 - 8

Weeks 9 - 10: Reporting Setup & Final Assessment

We finalize all your reporting needs, build custom sales dashboards, and then provide strategy recommendations for your team to implement on an ongoing basis. We also review your options for leveraging our other HubSpot services, including consulting, training, managed services, and monthly growth plans.

9 - 10

Benefits of Our HubSpot CRM Onboarding & Implementation Services

Our team proudly holds several HubSpot accreditations and has successfully onboarded hundreds of companies that were new to HubSpot. 

With our HubSpot CRM onboarding and implementation services, we help your team: 

  • Gain an understanding of how the CRM works
  • Get all your properties, pipelines, and deals set up by our certified HubSpot implementation experts
  • Align everyone on how to leverage your CRM to support your operations
  • Ensure your data management is reliable and accurate
  • Improve user adoption to unlock the full potential of your HubSpot portal

Get Your HubSpot CRM Set Up


Results We've Helped Clients Achieve


Increase in
Customers YoY


Increase in Qualified Leads YoY


Increase in
Revenue YoY


Increase in Revenue Over 3 Years

How Clients Feel About Our HubSpot Onboarding Services

We know we’re great at what we do, but see what our clients have to say about our HubSpot CRM onboarding and implementation services:

Read 500+ 5 Star Reviews!

Cheryl Wilson Griffin

CRM implementation, CRM migration
We were connected with Bluleadz to help implement HubSpot as our startup's CRM. We were able to develop and start on a speedy plan in less than 3 days and fully implemented all the core capabilities (lead management, workflows, importing our data, etc) in about 10 business days. What we asked for was rather unusual, because we were rushing to implement a CRM before launch, but Tim and the folks at Bluleadz made it seamless. Probably one of the least stressful experiences I've had with a service provider.

Alex Uher

CRM implementation
We had a great experience with our HubSpot onboarding with Brittany from Blueleadz. Brittany worked with us from the beginning to go at our pace and design a plan that worked for us. Early on, we did a lot of troubleshooting and she helped us through some complicated and specific questions. Later on, the implementation was more focused around her ensuring that we explored all the various tools & had our staff ramp up adequately on each of them. I wouldn't hesitate to recommend Brittany and Bluleadz to anyone looking for a great onboarding partner.

Jennifer Disharoon

CRM Implementation
Implementing a CRM for the first time is a daunting experience. Thankfully, we worked with Bluleadz and Brittany Balog, who had everything covered. She offered solid suggestions and she was patient with us at every step. We could not have done this without her. Thank you, Brittany!

Kamila Gierut

Marketing and CRM Implementation
Would absolutely recommend Bluleadz for HubSpot’s onboarding training. We worked with Brittany and she was incredibly knowledgeable, organized, and engaging on our weekly meetings. On top of this, she was so patient with us when we had any issues or questions and was available for us when we needed. She is very personable and pleasant to work with…she is truly a great partner! This is a useful and trustworthy service when starting out with HubSpot for the first time.

HubSpot CRM Onboarding

Costs & Breakdown

Over the course of 10 weeks, we provide a variety of services that align with your specific needs. Some common items included in your HubSpot CRM onboarding plan include:

  • Create custom properties, pipelines, and a ticket management process. 
  • Set up necessary integrations (e.g., Salesforce).
  • Import relevant data and customize views for specific teams. 
  • Create deal stages that align with your sales process. 
  • Define and set up lead lifecycle stages. 
  • Develop task management processes for sales and support team reps. 
  • Provide training on HubSpot CRM capabilities.
  • Deploy a recommended quick win strategy, such as a lead scoring system or marketing and sales automations. 

Price: Starting at $7,000



Bluleadz HubSpot Onboarding vs. HubSpot Direct Onboarding

HubSpot provides its own guided onboarding program that helps businesses get their HubSpot account set up properly for their needs. However, if you don’t have enough internal resources or if your setup is complex, this option may leave you needing additional support.

With Bluleadz's HubSpot onboarding services, our HubSpot experts don’t just guide you through each tool — we set up each tool for you. You can customize your services to fit the level of support you need. 

Start HubSpot Onboarding


Not On HubSpot?

Get signed up for free to see inside the platform!

Join HubSpot Free!


FAQs About HubSpot CRM Onboarding & Implementation Services

HubSpot’s CRM works optimally with all of the other HubSpot tools — such as sales, marketing, and support. However, it also integrates with many popular marketing and sales software; and our specialists will gladly set them up to work together.

No. All of our account managers, copywriters, strategists, and designers/developers work full-time in-house at our office in Tampa, FL.

We do everything within our control to ensure that you work with the same dedicated specialist throughout the duration of your project. However, if for any reason that needs to change, you will still get someone who will be fully updated on what your team needs to ensure seamless collaboration.

Each week, your dedicated HubSpot specialist will review what’s already been completed and go over the next steps. You will then have time to discuss your specific concerns that may arise during each step of the implementation process. 

Most of the businesses we work with are in the B2B SaaS, cloud, IT, manufacturing, and professional services industries. That said, our approach is industry-agnostic at its core and we’ve worked successfully with other industries.

This depends on your specific business needs and the amount of support you’ve purchased. However, you can get a basic setup completed within 12 to 16 weeks.

Our service team is happy to accommodate any changes with your budget. Simply contact your account manager to discuss any updates.

Our standard onboarding process is between three to five business days. However, this can be expedited based on your needs.

Have any other questions?
Contact Us!