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HubSpot Onboarding

Work with a dedicated HubSpot Solutions Partner over a 90 day period to help your team develop and implement a customized marketing & sales automation machine with HubSpot.


Our step-by-step process for an exceptional HubSpot Onboarding experience


Discovery & Strategy

We begin the HubSpot Onboarding journey with a Discovery process designed to establish your company's marketing & sales automation goals; this will determine the best course of action for your HubSpot implementation.


Lead Management Planning

Understand how your leads are being and managed now, and create a plan for a more effective lead management system with HubSpot CRM.


Sales Process Mapping

Define your ideal customers, their stages within the buyer’s journey, and create a sales process for your team to execute using HubSpot's sales tools.


Marketing & Sales Alignment

Document a process to ensure marketing & sales are working in tandem to target the right customer base, create more conversions, and effectively drive sales.


HubSpot Portal Setup

General HubSpot account setup and configuration.


Account Configuration

General HubSpot Portal setup including timezone & physical address, customizing your brand kit, user settings and permissions and more.


Domain Setup

Connect your HubSpot account to a subdomain and/or country code top-level domain of a single brand's URL to host landing pages, blog posts, emails, and any other content you create inside your account.


Team Onboarding & Permissions

Create user accounts for your team members and configure permissions based on their job role.


HubSpot CRM Setup

Customize HubSpot CRM to suit your business's specific processes and migrate data from existing CRM or spreadsheets.


Lifecycle Stages

Define a process to categorize contacts, and how leads will be handed off between marketing and sales.


Custom Properties

Creating custom properties is key to tailoring HubSpot CRM to meet the needs of your business.


CRM Interface Configuration

Match the layout of your CRM data to your team's needs by custom-tailoring the existing elements of the CRM interface.


Custom Objects

Store almost any type of data in HubSpot, including subscriptions, locations, shipments, events, and more. Run reports on the data associated with custom objects, and use custom object data for marketing automation, better segmentation, and more personalized content.


CRM Data Migration

Migrate/integrate your existing Contact, Lead, Company, Deal, Ticket data and more into HubSpot.


Website, Landing Pages & Blog

Turn your website pages, landing pages and blog into a lead generating machine.


Conversion Strategy

Design conversion paths using landing pages, CTAs, forms, chat bots, lead magnets and more to achieve lead generation goals.


Web Content Migration

Migrate existing website, landing pages and blog assets to the HubSpot CMS platform. All web assets operating on HubSpot CMS can be managed without a developer using HubSpot's no-code drag and drop tools.


Custom Web Development

Create responsive website and landing pages that are designed to convert leads, and which can be managed without a developer.


On Page SEO

Identify SEO issues across your entire website, and learn how to optimize your pages to get more organic traffic.


Conversion Rate Optimization (CRO)

Automate your A/B tests using artificial intelligence and machine learning to improve website conversion rates.


Behavioral Event Tracking

Track when visitors take specific actions on your website and leverage this data in list segmentation, marketing automation, and reporting.


Live Chat

Have 1-to-1 live chats with visitors as they browse your site, and give the information they need to turn them into qualified leads.


Conversational Bots

Scale live chat using bots. They can qualify leads, collect and store contact data, book meetings, and send leads to the right salesperson.


Dynamic Content with HubDB

Create database-driven pages that are dynamically generated and can be updated by you in your HubSpot account without code.


HubSpot Marketing Tools

Automate repetitive marketing tasks with HubSpot's Marketing Hub tools to nurture leads and move prospects closer to closing.


Social Media Setup

Use social media tools to schedule and publish updates, monitor terms, and analyze performance. Works with Facebook, Instagram, LinkedIn, and Twitter.


Ad Management

Connect PPC ad accounts to HubSpot. Create audiences from your HubSpot CRM, see which ads are generating revenue, and get an accurate view of the entire ROI story.


Contact List Segmentation

Create static or dynamically updating contact lists based on various criteria using properties in your HubSpot database. Use them to power more personalized content in email, your website and more.


Email Marketing

Send bulk emails that are tested and optimized for different devices and inboxes. Create better emails with a drag-and-drop editor and personalization tokens.


Lead Nurturing

Create a vision for your marketing actions, employ email sequences and drip campaigns to connect with your prospects as they progess down the marketing funnel.


Predictive Lead Scoring

Automatically score and rank leads based on hundreds of factors so sales can focus on the customers most likely to close.


HubSpot Sales Tools

Optimize and automate sales with deal pipelines, lead scoring email sequences and more.


Deal Pipeline

Keep track of deals and predict future revenue based on how likely they are to close.


Meeting Scheduling

Share a link with customers that lets them see when you're free and book meetings with you, cutting out those tedious 'what time works best for you' emails.


Call Tracking

Place outbound calls from your HubSpot account, and forward inbound calls to a personal device. Calls can be recorded and auto-logged in your HubSpot database.


Quotes Tool

Generate polished, branded quotes in seconds. Send quotes when your product is top of mind to close deals faster.


Product Library

Build a product library, reference products within your content, and report on the performance of different products. Use the data to see which products and services are selling best.


HubSpot Mobile Setup

Move work forward by managing your sales process, outreach, and team collaboration from any place and device.


Workflows & Automation

Use HubSpot's Workflow and Automation tools to automate manual tasks and create a frictionless ROI generating machine.


Marketing Automation

Setup tools to automate marketing efforts like contact list segmentation, email marketing, social media posting, ad campaigns and reporting.


Sales Automation

Use workflows to automate lead rotation and task creation, and streamline prospect follow-up with sequences.



Automate outreach, follow-up, and time-consuming tasks. Create flows of timed personalized emails, remind yourself of important follow-up tasks, send InMail and connection requests on LinkedIn, and more.


Conversation Routing

Automatically assign incoming chats and emails to the right Sales Hub user on your team.


Automatic Lead Rotation

Create custom rules to automatically assign CRM records to your sales team.


Programmable Automation

Write JavaScript actions and execute them within HubSpot’s powerful workflow engine to have highly customized automations up and running in no time.


Dashboards & Reporting

Build custom reports that leverage contact, company, and deal data from your contacts database alongside marketing engagement data, so you can answer key business questions in one place.


Visual Dashboards

Flexible dashboards bring multiple reports onto a single canvas to help everyone hone in on the metrics that matter most.


Custom Reports

Create custom reports to answer even your most complex questions by seamlessly connecting your CRM contact, company, and deal data alongside your marketing, sales, and service activity.


Advanced Permissions

Set reports and dashboards to public or private, or restrict access to specific users and teams for tighter control over your data.


Website Traffic Analysis

See how your content is performing with detailed filters like bounce rate, average time on page, and more. Drill down into individual web pages to see the exact search queries they're ranking for.


Total ROI Reporting

Because HubSpot tracks the entire custom journey, you can exactly how website visits, leads, marketing processes and sales efforts are generating revenue for your company.


Revenue Forecasting

Create detailed and customized revenue forecasts based on data from your contacts database and deal pipelines.



Connect HubSpot to the rest of your business software with pre-built or custom integrations.


Marketplace Apps

Integrate HubSpot with any integration available in HubSpot's Asset Marketplace, including Salesforce, PandaDoc, Quickbooks, and hundreds more.


Custom Integrations

Leverage HubSpot's robust APIs to integrate your HubSpot portal with just about any other software application on the market.


Salesforce Integration

Keep your Salesforce and HubSpot data in sync and up-to-date. Map Salesforce custom objects to HubSpot custom objects, and sync data one way from Salesforce into HubSpot.

STEP 10.

Documentation & Training

Once your HubSpot Onboarding is complete, we'll document the processes involved and train your team as needed to ensure an efficient project handoff.


Marketing & Sales Team training

Educate your teams on how to operate your HubSpot marketing & sales engine in the most effective manner.


Developer Training

Train your developers on HubSpot CMS, theme development, custom modules, HubSpot APIs and more.


Project Handoff & Documentation

We will document each step of your HubSpot Onboarding to create a seamless knowledge transfer post-engagement.

⭐ ⭐ ⭐ 

Drive Agency is a true partner for collaborative and strategic HubSpot consulting.

A photo of Any Hanan, Marketing Manager, Agriflora Inc.
Amy Hanan
Chief Marketing Officer, LRN

Frequently Asked Questions

What does a guided HubSpot Onboarding engagement?

HubSpot Onboarding starts at $15,000 for a 90 day engagement. During this time, you'll work 1:1 with a dedicated HubSpot Onboarding Specialist to help your team devise a strategy and implement the HubSpot software for your business.

What included in the HubSpot Onboarding engagement?

Advanced HubSpot Onboarding consists of (i) assistance with the setup and/or implementation of your HubSpot subscription by a customer onboarding specialist, (ii) business strategy and technical consulting on business processes, custom integrations, and roadmap planning, (iii) consulting to migrate/import data from your CRM, and (iv) technical and business strategy consulting for using HubSpot with your existing technology stack to meet your business needs.

The onboarding support will consist of phone conversations, email-based support, Zoom meetings, and any other activities related to the setup and/or implementation of your subscription.

HubSpot  Onboarding is delivered remotely.

Do you offer ongoing support post engagement?

Once your HubSpot Onboarding is complete you will have the option to continue engaging us on a monthly basis.

Get Started

Connect With a HubSpot Onboarding Specialist Now

Book a meeting with a member of our team to discuss your HubSpot goals and see if our guided HubSpot Onboarding is a good fit for your company.

HubSpot Onboarding Engagements begin at $15,000 over a 90 day period

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Any Questions?

If you're interested in working with us and have some questions, click the button below to chat with a member of our team now.