✦ Onboarding
HubSpot Onboarding for Teams
From setup to success
Get your HubSpot fully optimized in just 4 weeks — followed by 4 weeks of guided Hypercare to ensure adoption, consistency, and measurable results.
We’ll design your sales process, set up pipelines and properties, build automations, connect your tools, migrate your data, and train your team to make the most of HubSpot.
Why to choose Onbaording?
Fast time-to-value
Live in 4 weeks,
not months
Measurable outcomes
Dashboards for pipeline, activity, ROI
Process first
We map your real sales journey before we build
Scalable foundations
Clear data, naming, documented rules
Built for adoption
Training, admin guide, and Hypercare support
What’s included
Who is this for?
B2B, SaaS, services, and finance teams moving to HubSpot
- Companies replacing spreadsheets or a legacy CRM
- Teams that want clean data, clear processes, and measurable impact
Onboarding process
Two focused phases: implementation and optimization for lasting adoption.
Implementation (Week 1-4)
We design and configure your HubSpot environment so your team can work daily in the CRM.
Week 1 — Basic Account Setup
- Quick audit of current portal
- Account defaults: currency, time zone, lifecycle
- Website tracking code check; domain and SSL
- User access and teams
- Connect email and calendar
Weeks 1–2 — Main Account Setup
- Pre-discovery questionnaire + Discovery Workshop
- Define sales process and deal stages
- Create required custom properties (contact/company/deal)
- Lists and views for Sales
- Assign a super user for early testing
- Reverse Demo for feedback
Week 2 — Integrations
- Connect lead sources and post-deal tools (e.g., loan or project systems)
- Validate data flow end-to-end
- Document the integration map
Weeks 2–3 — Automation & Productivity
- Automation Workshop
- Sequences, follow-ups, routing, task creation
- Meeting scheduling pages and email templates
- Implement and test key workflows
- Reverse Demo for approval
Weeks 3–4 — Data & Reporting
- Data cleaning and normalisation
- Imports for contacts/companies/deals
- Build initial dashboards and reports
- Validate accuracy with the super user
By the end of Week 4: pipelines live, users trained, dashboards in place, and daily work can run inside HubSpot.
Hypercare & Optimization (Weeks 5–9)
After launch we support adoption, fix issues, and tune the system to your team’s reality.
- Weekly review meetings with your stakeholders
- Usage monitoring: activity logs, adoption metrics, response times
- Quick fixes: properties, lists, workflows, views
- Reporting tune-ups: add KPIs, clean attribution, improve dashboards
- Issue log & backlog: document improvements for future phases
Outcome: stable operations, confident users, and a clean roadmap after Hypercare.
Typical outcomes & KPIs
- Active users % (weekly CRM adoption)
- Lead response time (speed to first touch)
- SQL conversion rate (lead quality and process fit)
- Win rate & sales cycle (deal performance)
- Data completeness % & duplicate rate (CRM hygiene)
- Pipeline coverage (next-90-day health)
- Manual work reduced via automation (hours saved)
We work across the full Hubspot ecosystem - and beyond.
Connecting every tool, workflow, and channel into one seamless system.
Engagement models
Choose the level of involvement that fits your goals and timeline.
Implementation only
(Weeks 1–4): fixed-scope launch
Implementation + Hypercare
(Weeks 1–9): recommended for adoption
Ongoing RevOps support
Monthly optimization and reporting
FAQs
Most teams launch in four weeks using our phased plan.
We work with all Hubs. This onboarding project is focuced on Sales Hub - Pro or Enterprise version.
Yes. We clean, map, and import your records, then validate with your super user.
We hand over an admin guide and a prioritized improvement backlog. We can also continue with monthly RevOps support.