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We Set Up HubSpot for You

HubSpot Onboarding and Implementation Services

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.

Set Up My HubSpot
Meet the HubSpot Experts

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. 

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Our HubSpot Onboarding Process

As an accredited HubSpot Onboarding and Implementation Agency, our team of certified HubSpot experts walk you though each step and provide implementation services and train your team along the way. Each HubSpot onboarding can take 30 to 90 days, depending on your needs.

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.

Week 1

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.

Week 3

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.

Week 5

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.

Week 8

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.

Week 9

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.

Week 10

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:

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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. 

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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. 

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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. 

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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. 

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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.

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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. 

HubSpot Customers' Most Reviewed Elite Solutions Partner

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500+ HubSpot Certifications

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14+ Year HubSpot Certified Partner

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600+ 5 Star Reviews in the Solutions Directory

Bluleadz has been with us from the start. We were on the fence about HubSpot 5 years ago, and they sold us in one short demo. Bluleadz delivers award-winning designs and amazing customer service. We have been through three website designs and multiple projects with Bluleadz and have never been disappointed. We highly recommend using them as your HubSpot partner.
Nicholas Eberenz
Nextech
Switching to a platform like HubSpot can be daunting. Brittany made the transition as easy by showing us step by step how to build what we needed to build. She was always available by email for issues that came up between our scheduled weekly onboarding calls / training. HubSpot is a top notch product and Brittany is a great teacher. I highly recommend HubSpot and Brittany as her knowledge and skill make the entire process easy to digest and implement. Highly recommend.
Chris Wood
Financial Services
I really enjoyed working with Bluleadz to develop our new website in HubSpot's CMS. The client team was very accommodating to ensure our complete satisfaction, and their developer was very competent, reliable, and enjoyable to work with. I hope to work with Bluleadz again in the future and would highly recommend them to anyone looking for a HubSpot resource.
Brian Radford
Chargeback Gurus

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.

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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
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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
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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
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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
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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
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HubSpot Insights

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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:

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. 

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Get Started With HubSpot the Easy Way

Being a new HubSpot user is intimidating when you’re setting up processes and new systems. Our team of HubSpot specialists is ready to take the reins for you so you can drive revenue fast.

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