Get your Marketing Hub set up so you can equip your team with the right tools they need in HubSpot. Our accredited team of certified experts align your HubSpot portal with the process you need to grow your business.
Proud To Be the #1 Rated HubSpot Elite Agency
500+ HubSpot Certifications
14+ Year HubSpot Certified Partner
HubSpot Onboarding Accreditation
HubSpot Customer Training Accreditation
500+ 5 Star Reviews in the HubSpot Directory
Your Marketing Hub
Onboarding Plan
Work closely with our team of certified HubSpot onboarding and implementation experts to set up your marketing tools 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., install tracking code, update forms, create custom properties) for enhancing your marketing operations.
1 - 3
Weeks 4 - 8: Marketing Hub Implementation & Quick Wins
Our team continues advanced tool setup, including lifecycle stage creation, smart list and segmentation setup, and ABM tool activation. 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 reports and 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 Marketing Hub Onboarding & Implementation Services
Our team proudly holds several HubSpot accreditations and has successfully onboarded hundreds of companies that were new to HubSpot.
With our Marketing Hub onboarding and implementation services, we help your team:
- Gain an understanding of each Marketing Hub tool
- Get all your essentials set up by our certified HubSpot implementation experts
- Align everyone on how to leverage your tools to support your daily operations
- Ensure your lead data management is reliable and accurate
- Improve user adoption to unlock the full potential of your HubSpot portal
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 Marketing Hub onboarding and implementation services:
We had a great experience with Brittany. She was professional and knowledgeable in all areas of HubSpot, giving us many pointers for integrating our content from other platforms, setting up workflows, and connecting up plugins for other services. She was especially helpful with our Salesforce integration, which was challenging due to our very complex setup in that system. I would highly recommend Blueadz to others for HubSpot onboarding.
Tim at Bluleadz was extremely helpful assisting our team with the setup of our HubSpot account. He thoroughly walked us through the initial process to setup each of our accounts and gave detailed tutorials on how to use the software to meet our needs. He addressed our concerns and questions with step-by-step examples and demonstrated best practices. We now feel confident to use HubSpot as one of our main tools for member and prospect correspondence. Our meetings with Tim were very beneficial and an overall great experience.
Tim at Bluleadz did our marketing team's onboarding after we switched from Pardot to HubSpot. He did a great job at helping us set up the system the way we wanted and answer our questions. We have multiple people on our team who are experienced with HubSpot so the questions we asked Tim were complex and specific to the large workflows and automation we were building into our system. Tim always helped us find a way to solve anything we were trying to. I'd highly recommend him for any HubSpot needs.
Brittany was excellent as our onboarding specialist. She was able to walk through how to successfully use the HubSpot Marketing Hub and answer all of my questions to ensure we are set up for success.
Marketing Hub 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 Marketing Hub onboarding plan include:
- Install your HubSpot tracking code on your site.
- Set up necessary integrations (e.g., Salesforce).
- Conduct data imports into the HubSpot CRM.
- Help with connecting social accounts, ads accounts, and other integrations.
- Define and set up lead lifecycle stages.
- Create drag-and-drop email templates.
- Provide training on HubSpot SEO and content creation tools.
- Deploy a recommended quick win strategy, such as a lead generation or lead nurturing campaign.
Price: Starting at $7,000
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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.
Other HubSpot Single Hub Onboarding & Implementation Service 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
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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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Learn about website design and dev.
Build your site to grow revenue by 50% year over year! Get started for as low as $1800!
FAQs About HubSpot Onboarding & Implementation Services
HubSpot’s Marketing Hub works optimally with all of the other HubSpot tools — such as CRM, sales, and support. However, it also integrates with many popular CRM, sales, and support 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 8 to 10 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.
