HubSpot Onboarding Services

Looking for a HubSpot onboarding expert?

TripleDart’s HubSpot onboarding services can help you cross the hurdles - understand hubs, choose the right plan for your business, get HubSpot automation tools, integrate your tech stack and build an onboarding strategy that serves your goals. We’ve designed our services to do the heavy lifting and offer support throughout.

Request a consultation

Why TripleDart for HubSpot Onboarding?

Our HubSpot Onboarding service is unbeatable. Here’s why.

We take care of the technicalities.

HubSpot guides you in setting up a portal. But we do it better. TripleDart handles all the technical nitty-gritty that comes with HubSpot setup. Our team deep dives into your needs and gets things done before you take them up.

We’ll get you all set in no time.

If you’re someone looking for quick solutions, we’re here. We can complete HubSpot onboarding within 30 days instead of 90. But we also offer continuous support for our dear HubSpot customers.

We make HubSpot onboarding affordable.

While TripleDart takes care of portal set-up, technicalities, onboarding strategy, automation tools, and integrations, we do not charge a hefty amount. Our pricing is competitive, and we offer complete packages that gets you started with HubSpot without additional expenses.

Our Onboarding Services

No matter what your requirements, we’ll set things up the right way.

Get all you need to attract, capture, and convert leads into customers. We can help you with

Technical and automation setup

Import and organization of data

Strategy development and setup of SEO tools

Building reports, dashboard, and templates

Development of conversion paths

Implementation of lead management

Close more deals faster. We are here to handle

Technical sales hub setup

Configuration of deal stage

Pipeline management

Building of sales dashboards and reports

Automation implementation

Configuration of quotes tools

Setup of product library

Creation of meeting links

Keep your customers on top of your priority list. Our onboarding services cover

Technical Service Hub setup

Building ticket pipeline

Migration of knowledge repository

Setup of productivity tools and shared inbox

Development of customer portal

Support and service automation

Implementation of chat flow

Get everything you need to convert customers into brand advocates. Here’s what our services cover

Technical setup in CRM

Customization of view and filters

Importing contact lists

Extension and integrations

User permissions

Mapping of property

Development of deal stage

Get access to everything you need for business growth. We can help you with

Technical and automation setups

Migration of website

Organizing file manager

Customization of HubSpot themes

Asset and template creation

Building of reports and dashboards

Enhancement of website performance

Personalization of membership experiences

Our Detailed HubSpot Onboarding Process

Kick-off

Confused about where to get started? No worries. We craft the best onboarding plan after knowing your HubSpot needs and goals. Once the plan’s ready, we ensure it perfectly aligns with your business needs.

Plan and priorities with execution roadmap

We work with our clients to invite users on HubSpot. We setup roles & teams and define access permissions for each role. We also create team hierarchies to ensure systematic workflow.

HubSpot account setup

We work closely with you to quickly set up your HubSpot account with the necessary details. We’ll handle the technical and automation setups.

Setup process for HubSpot CRM

We follow a step-by-step process to setup HubSpot CRM. We integrate emails, create custom filters, import your contacts, define and configure your deal stages, build lead ads, integrate website, and invite teams to collaborate.

HubSpot Workflow setup

We take care of your workflow automations. Our team sets up your HubSpot workflows based on your unique needs and goals.

Integration

Integrating your existing tools stack to the new ones for HubSpot onboarding is our job. We ensure seamless onboarding through integrations.

Post-installation and verification

We work with our clients to invite users on HubSpot. We setup roles & teams and define access permissions for each role. We also create team hierarchies to ensure systematic workflow.

Reports and dashboards

Considering your needs, goals, and planned onboarding strategy, we build reports and dashboards to track process efficiency. The dashboards and reports simplify complex data and offer an at-a-glance summary of your performance.

Maintenance

We work with our clients to invite users on HubSpot. We setup roles & teams and define access permissions for each role. We also create team hierarchies to ensure systematic workflow.

Kick-off

Plan and priorities with execution roadmap

We work with our clients to invite users on HubSpot. We setup roles & teams and define access permissions for each role. We also create team hierarchies to ensure systematic workflow.

HubSpot account setup

We work closely with you to quickly set up your HubSpot account with the necessary details. We’ll handle the technical and automation setups.

Setup process for HubSpot CRM

HubSpot Workflow setup

We take care of your workflow automations. Our team sets up your HubSpot workflows based on your unique needs and goals.

Integration

Integrating your existing tools stack to the new ones for HubSpot onboarding is our job. We ensure seamless onboarding through integrations.

Post-installation and verification

Reports and dashboards

Maintenance

We'd Love to Work with You!

Join 100+ successful B2B SaaS companies on the path to achieving T2D3 with our SaaS marketing services.

Book a Call

FAQs

Do you prepare a 1 time audit with our accounts?

Yes we do! But only if you are spending over $100K/month across all marketing channels. It’s a three month project for us. Month 1, we’ll run a comprehensive audit and share insights/feedback & Month 2 & 3, we’ll do entire website, forms CRO help implement all the changes and stabilize the campaigns.

For SEO, we run one time audit when there is a website migration, CMS migration, domain change, etc.

Do you have MarTech partners?

Yes we are official partners with Hubspot, 6Sense, Leadfeeder, Factors, Chili Piper, RevenueHero, GrowthNirvana, and many more.

What does your typical client engagement look like?

We work on a weekly sprint model - weekly cadence and reports to keep you posted on the progress. We strategize with you and own execution & performance.
‍
We care about metrics like pipeline, conversions & closed revenue but understand leading metrics like CTR, CVR, Marketing/Sales Qualified Leads, and Opportunities Created.

We use Slack and Loom for proactive communication, BigQuery and Looker Studio for transparent reporting. We use clickup as our project management system.

What specific services do Scaleups opt for frequently?

Efficiency at scale is the need of the hour at Scaleups - most opt for our Paid Media & SEO services.
‍
ABX is another primary requirement for most Scaleups to support their regional SDRs and AEs generate pipeline.

We have around 30+ Scaleups onboarded for these services

How big is your team? And do you provide dedicated support?

We’re an international team of 60+ members who specialise in B2B SaaS. All of us have in-house experience with hyper-growth SaaS/B2B brands.
‍
We offer you a dedicated team of full-stack marketers who’ll own and execute your demand generation program across channels, globally!

Trusted by Startups to Scaleups

FAQ

When do you need hubspot onboarding services?

HubSpot onboarding services prove advantageous in various situations, contingent upon your distinct requirements and circumstances. Here are some instances where engaging HubSpot onboarding services could be valuable

New HubSpot User
Migrating from Another Platform
Customization and Integration
Training and Education
Optimization

Can onboarding services help with data migration from my existing CRM or marketing platform?

Yes, onboarding services include complete audits that can assist with data migration to ensure a smooth transition from your current system to HubSpot.

Do I have to purchase onboarding services from HubSpot, or can I work with a certified partner?

You can choose to work with either HubSpot's own onboarding team or a certified HubSpot Solutions Partner. Both options can provide quality onboarding services.

What does the HubSpot onboarding process typically involve?

Onboarding can include account setup, platform configuration, training sessions, and guidance on best practices for using HubSpot.

How long does HubSpot onboarding take?

The duration of onboarding can vary depending on your needs and the complexity of your setup. It can range from a few weeks to several months.