Set up HubSpot right the first time with a team of certified and accredited HubSpot experts doing everything for you — in as little as 30 days.
We Set Up HubSpot for You
HubSpot Onboarding & Implementation Services
HubSpot Onboarding and Implementation Services
Get Your Hubs Set Up By Experts
Train Your Teams on Every Tool
Keep Your Data Clean & Organized
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.
HubSpot Partner Onboarding with Bluleadz is ideal for businesses that need more advanced assistance. Our HubSpot experts don’t just guide you through each tool — we set up HubSpot for you.
Our HubSpot Onboarding Process
1. Define Your HubSpot Onboarding Goals
Meet with your team of certified HubSpot experts to establish your initial objectives and assign priorities to each goal.
2. Complete Your Initial HubSpot Technical Setup
Work closely with your Bluleadz team to set up your HubSpot portal so that every tool fits each of your team’s needs.
3. Tackle the Highest Priority Goal First
Collaborate with our team to establish a clear project plan for one objective, then implement your strategy using your HubSpot tools.
4. Continue to Hit the Rest of Your Onboarding Goals
Focus on the secondary and tertiary goals you initially defined as we continue to educate your team on each HubSpot tool.
5. Progress Evaluation During a 60 Day Check-In
After two months, we look at the rest of your goals and see what final steps are needed to complete your onboarding.
6. Shift From Onboarding to HubSpot Growth
Upon completion of your HubSpot onboarding, your team establishes ongoing implementation needs with Bluleadz. This transition includes a kickoff call with your Bluleadz inbound strategist, content marketer, and other specialists to define ongoing strategies that we help implement as part of our HubSpot growth services.
How Our HubSpot Onboarding Fits Your Needs
Tackle your biggest obstacles that are preventing you from growing your business using HubSpot. With the Bluleadz HubSpot onboarding program, you can address the following:
Getting Started On HubSpot As a New User
You just bought HubSpot, but you’re not sure where to start, or you don’t have enough time or resources to get it set up properly. Get hands-on guidance from our HubSpot experts, or let our team set up each tool for you.
Lacking HubSpot Adoption & Resistance to Change
Some teams are not ready for changes in their operations, but when investing in HubSpot, that unwillingness can cause friction. Our HubSpot implementation specialists educate your teams on the value of the platform and get them up to speed on unlocking the true potentials of their tools.
Realigning Your Siloed Teams Within HubSpot
Get marketing, sales, and customer service teams working together by optimizing your business processes within each HubSpot hub. We provide documented handoff recommendations and train your team on proper implementation within HubSpot.
Cleaning Historical Data & Upgrading From Legacy Systems to HubSpot
Moving your data from your existing system to your new HubSpot CRM is overwhelming without proper guidance. Our team educates you about each step of the migration process, implements the migration, and trains your team on maintaining proper data hygiene within HubSpot.
Gaining Visibility Through HubSpot Reporting
Your data drives decision making, and if you’re unable to see the metrics you need, your teams will feel stuck. Our team sets up your dashboard and reports in a way that meets your unique needs and gives everyone access to the data they need to make informed decisions.
Setting Up Vital App Integrations
Without proper integrations, you risk losing vital customer data. Get expert guidance on which tools best suit your goals and enjoy peace of mind knowing we set up the right app integrations with your HubSpot platform.
500+ HubSpot Certifications
14+ Year HubSpot Certified Partner
HubSpot Customer Training Accreditation
HubSpot Platform Enablement Accreditation
HubSpot Onboarding Accreditation
HubSpot Onboarding Packages
No matter the tier and hubs you have in your HubSpot account, our onboarding and implementation services are here to get you up and running fast.
HubSpot CRM Onboarding & Implementation
Make your CRM work for your team's unique needs. With HubSpot CRM, you can align your teams and continue building meaningful relationships with your customers.
- CRM technical setup
- Customized views and filters
- Contact lists import
- Integrations and extensions
- Property mapping
- User permissions
- Deal stage development
- Automation setup
Marketing Hub Onboarding & Implementation
Configure your marketing tools to help attract meaningful traffic to your website and convert qualified leads for your sales team.
- Marketing Hub technical setup
- Data imports and organization
- SEO tool setup and strategy planning
- Reports and dashboard creation
- Conversion path development
- Lead management implementation
- Template creation
- Marketing automation setup
Sales Hub Onboarding & Implementation
Align your sales process with your Sales Hub tools so your reps can engage qualified prospects and close more deals.
- Sales Hub technical setup
- Deal stage configuration
- Pipeline management
- Sales reports and dashboard creation
- Automation planning and implementation
- Quotes tool configuration
- Product library setup
- Meetings link creation
Service Hub Onboarding & Implementation
Keep your customers happy while improving retention and generating referral business.
- Service Hub technical setup
- Ticket pipeline creation
- Knowledge base migration
- Productivity tools setup
- Customer portal development
- Service and support automation
- Shared inbox setup
- Chatflow implementation
CMS Hub Onboarding & Implementation
Build a website that attracts and converts your ideal buyers while staying flexible for your team to optimize with ease.
- CMS Hub technical setup
- Website migration
- File manager organization
- HubSpot Theme customization
- Templates and asset creation
- Report and dashboard creation
- Website performance enhancements
- Personalized membership experiences
FAQs About Our HubSpot Onboarding Services
Depending on your goals and the scope of the project, we can get your team started using HubSpot in as little as 30 days.
More complex onboarding can take 60 to 90 days.
HubSpot account information, third party application information (if applicable), technical information for successful HubSpot setup, feedback during consultation calls, and approvals throughout strategy development.
We estimate your program will require about 2 hours of your time per week at the most.
Direct onboarding through HubSpot is a great resource if you have the time and internal resources available to work closely with HubSpot.
However, if you prefer more assistance, the Bluleadz HubSpot onboarding team sets up everything for you!
TLDR: HubSpot guides you through setting up your portal. Bluleadz configures your portal to make it work easily for you and your teams.
Our sales team identifies your needs and provides a customized package that includes every hub you need set up.
That program plan is defined in a weekly schedule, and our teams work together while meeting every week to configure each hub so they work best for you.
No matter where you are in the onboarding program, you can cancel any time.
Yes, we offer month-to-month commitments for various HubSpot services, including:
- Additional HubSpot training
- HubSpot consulting
- HubSpot managed services
Additionally, our HubSpot Growth Services is our monthly retainer program, where you get a dedicated team of inbound strategy and content marketing experts that provide strategy and drive implementation to hit your goals.
We have a kickoff call to introduce both teams. Then, we follow a weekly schedule together, configuring each tool one by one.
During weekly calls, we review our progress and answer any of your questions. We establish priorities upfront and complete each of them as we progress.
Upon completion of your onboarding program, you can opt for our monthly retainer services to get expert guidance on developing and implementing strategies that align with your unique goals.
The HubSpot onboarding team at Bluleadz doesn't just walk you through how to set up your hub. We do it for you and provide a hands-on experience with weekly calls.