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.
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.
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.
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.
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.
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.
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.
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.
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.
Offboarding
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.
Every sales process presents unique demands that can be met if HubSpot is properly configured and deployed. Employ Sales Hub to better engage potential buyers and close more deals.
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HubSpot Technical Setup & Configuration
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Deal Pipeline & Automation
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Sales Enablement Tools Configuration
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CRM Data Customization for your Processes
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Pipeline & Activity Reporting Dashboards
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Sales Hub Training
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More...
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.
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HubSpot Technical Setup & Configuration
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Audience Data Segmentation
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Buyer Persona Setup & Lead Scoring
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Email Template, Form, Landing Page & Chat Setup
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Conversion Path Automation, Workflows & Reporting
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Marketing Hub Training
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More...
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.
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HubSpot Technical Setup & Configuration
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Ticket Pipeline & Automation
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Productivity Tools Configuration & Activity Reporting
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Migration of Existing Knowledge Base
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Customer Portal, Chat & Feedback Survey Setup
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Service Hub Training
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More...
Get technical support and expert advice on how to fully leverage Operations Hub to easily sync, clean, and curate customer data while more efficiently automating business processes.
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HubSpot Technical Setup & Configuration
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Customized Data Quality Automation
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Data Sync Configuration
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Custom Coded Workflow Orientation
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Programmable Automation Discovery & Setup
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Ops Hub Training
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More...
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