Single and Multi Hub Onboarding Services

Maximize ROI with Elevated HubSpot Onboarding

Let us do the heavy lifting for you! Focus your time on driving revenue, not implementing Hubspot.

Looking for a personalized HubSpot Onboarding experience? With our hands-on, personalized HubSpot Onboarding and Implementation services, we’ll get you operational on the HubSpot platform within 8 weeks.

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HubSpot Direct Onboarding vs HarvestROI Onboarding

Hubspot Favi HubSpot Onboarding with HarvestROI

Most businesses simply don’t have the resources or expertise to optimally implement their new HubSpot instances themselves. And HubSpot's own guided onboarding services often fall short of delivering the customized setup businesses require to fully leverage the HubSpot platform's power.

With our HubSpot onboarding service, you’ll get a more hands-on and personalized onboarding experience that meets your precise operational needs and includes role-specific training and change management resources. After all, your HubSpot platform is only as valuable as your ability to use it.

Why do you need HarvestROI's HubSpot Onboarding?

Our Onboarding Services Will Help You Overcome:

Misaligned Teams and Siloed Departments

Inbound for Branches

Is alignment between your marketing, sales, and service teams causing gaps that result in poor customer experience?
Our onboarding plans will help you document clear handover points between your operational teams.
Poor Adoption and Fear of Change


Worried your HubSpot investment will fail due to your teams' unwillingness to adopt a new platform?


We’ll ensure your teams understand HubSpot's true value and train them on how to make their working lives easier.

Unreliable Data and Inaccurate Reporting


Are you lacking the visibility needed to run your business, or do you lack trust in the reports you do have?


We’ll understand your reporting requirements and help you set an accurate baseline to help you monitor your successes.

Messy Historical Data in Legacy Systems


Are you worried the data you need to migrate into HubSpot is messy or unformatted?


We’ll ensure your historic data is cleaned in a way that follows best practices and take care of the data imports for you.

HubSpot CRM Onboarding Roadmap, an Objectives-Oriented Engagement

The HarvestROI Onboarding Process

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Project Kickoff

Not sure where to start? That’s okay! We begin our HubSpot CRM onboarding engagement by identifying the challenges you are facing and the goals you want to achieve by implementing the HubSpot platform. Based on your goals, we’ll work together to craft your personalized HubSpot onboarding plan. 

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Weekly Discovery and Training Sessions

Each of our ongoing weekly meetings will include two sections - 1) show and tell and 2) training. We’ll run you through the work we’ve implemented in your HubSpot portal that week, and we'll train you on the tools and best practices that relate to that specific area of HubSpot, building on shared knowledge as we progress through the onboarding process.

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A Little Weekly Homework

Yes, there will be homework... While we do handle all the heavy lifting and nuts and bolts implementation work for you, we’ll need some guidance and input on your business process to make sure your HubSpot instance optimally serves your specific needs. We’ll provide you with simple resource templates for you to input your business requirements for easy communication and info exchange. 

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HubSpot Implementation

Between our meetings each week, your dedicated onboarding specialist will be implementing a specific section or set of tools within HubSpot according to best practices and following the insight gained from our kickoff and ongoing info exchange. Over the course of our engagement, we'll complete the full scope of onboarding intitives that we discussed during our kickoff.

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By the end of your HubSpot onboarding journey, you will have learned how to use the HubSpot platform specific to the needs or your business and function. As we conclude our engagement, we'll review your onboarding successes and surface any areas with room for further optimization. We’ll introduce you to our RevOps team to discuss options for further development of your HubSpot revenue machine, and we'll remain available to help support your ongoing business objectives, uniquely positioned to assist you having helped architect and build the platform on which your business operates.

Advanced HubSpot Solutions Simplified

Single Hub Onboarding Packages

marketing hub

Your brand deserves a platform that has been specifically implemented to make its voice heard. Use Marketing Hub to attract and convert more of the customers you want to serve.

  • Checkmark HubSpot Technical Setup & Configuration
  • Checkmark Audience Data Segmentation
  • Checkmark Buyer Persona Setup & Lead Scoring
  • Checkmark Email Template, Form, Landing Page & Chat Setup
  • Checkmark Conversion Path Automation, Workflows & Reporting
  • Checkmark Marketing Hub Training
  • Checkmark More...

service hub

Leverage Service Hub to delight your customers and improve retention and growth. Full-Service Hub setup, plus actionable guidance to help you best deploy your powerful new tools. 

  • Checkmark HubSpot Technical Setup & Configuration
  • Checkmark Ticket Pipeline & Automation
  • Checkmark Productivity Tools Configuration & Activity Reporting
  • Checkmark Migration of Existing Knowledge Base
  • Checkmark Customer Portal, Chat & Feedback Survey Setup
  • Checkmark Service Hub Training 
  • Checkmark More...
Why Work with HarvestROI?

HubSpot Onboarding Services FAQs

How long does HarvestROI HubSpot Onboarding take?

With our HubSpot onboarding services, we aim to get you operational in the HubSpot platform within 8 weeks. That being said, we can expedite that timeline if you have the resources and availability to increase the cadence of weekly calls and commit to your homework exercises. 

How is HarvestROI’s HubSpot Onboarding different from HubSpot’s Onboarding?

HubSpot’s onboarding service is highly templated. It has to be, in order to guarantee a standardized level of service on a global scale. Choose HubSpot and you’ll receive the same tried-and-tested onboarding experience as any other customer choosing to go direct.

Additionally, HubSpot onboarding is only guided, meaning that you do all the implementation work. 

At HarvestROI, we’ll spend time with you at the beginning of the onboarding process to understand your priorities and match your onboarding to those needs. We offer a more individual experience, tailored to your particular requirements and most importantly, do all the implementation work for you. 

As a rated Diamond HubSpot Partner, we have completed 100+ HubSpot implementations and onboardings. Our team is highly versed in knowing what it takes to ensure a personalized and seamless HubSpot onboarding experience.

Why are HarvestROI Onboarding prices higher than HubSpot's own Onboarding?

To ensure we can offer you a hands-on onboarding experience and most importantly, do the work for you, we have to charge a higher price onboarding HubSpot.

What HubSpot Onboarding packages do you offer?

We currently offer the following HubSpot onboarding services -

  • Basic HubSpot Onboarding
  • HubSpot Support Retainer
  • HubSpot Marketing Onboarding
  • HubSpot CMS Onboarding
  • HubSpot CRM Onboarding
  • HubSpot Sales Onboarding
  • HubSpot Sales Pro Onboarding
  • HubSpot Service Hub Onboarding
  • HubSpot Enterprise Onboarding
  • HubSpot Professional Onboarding
  • HubSpot Advanced Onboarding

& More! We create a HubSpot Onboarding or HubSpot implementation plan tailored to you and your business needs.

A few use cases include: HubSpot Onboarding for Startups, HubSpot Onboarding for Sales Teams, HubSpot Onboarding for Service Teams, and HubSpot Onboarding for Marketing Teams.

What if I need more than your standard Onboarding?

Onboarding will get you started and set you up for success - and depending on which package you choose, will provide you with the strategic guidance you need to unlock the value of HubSpot going forward.

If you require advanced HubSpot onboarding, meaning your onboarding requirements are more complex and you need help with documenting your business process along with your tech stack, we offer another service for this called Process Architecture & Solutions Engineering. We’ll help you develop and blueprint your ideal buyer's journeys from awareness through closed won.

We'll help to onboard you onto the HubSpot platform in a way that helps you structure the data you need to remove friction and accelerate revenue.

How do you work with my internal team?

You’ll be assigned a dedicated HubSpot onboarding specialist. Each week, your onboarding specialist will host a 60 minute call with a project champion on your end, to explain progress made, train your team on what's been implemented and request client sign-off on various steps in the onboarding process.

What Onboarding do I need if I am purchasing multiple Hubs?

We offer multi-hub onboarding bundles with discounted pricing for clients onboarding multiple hubs at the same time. Contact us for more info!

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