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Align Your Sales and Marketing Teams with Customized HubSpot Onboarding and Training

New to HubSpot? Need to Optimize Your Portal and Processes?

As one of the original HubSpot agency partners, we’re experts when it comes to HubSpot’s entire growth stack. From HubSpot Marketing to Sales, we’ll guide you through your specific software, explaining in detail how it operates and its full capabilities - and it how it make it work best for your unique business needs. With our sales and marketing onboarding and consulting, you can reach your marketing and sales goals sooner, and use your HubSpot portal like a pro.


Your Onboarding and Training Is Customized

We take the time to make sure your HubSpot portal addresses your company’s needs and aligns with your organizational goals. Here’s how we do it.



Before we make recommendations, we get to know your company inside and out. Understanding your business processes will ensure successful HubSpot configuration and user adoption.


Consulting and Recommendations



Once we understand your business processes, we set up your portal for success. Whether it’s marketing or sales-specific, we’ll create tailored workflows, lifecycle stages, pipelines, and more.

Set Up and Optimization


After we’ve gone over best practices and implemented what’s best for your portal, we’ll pop the hood and show you how to set it up properly. From templates, to playbooks, and documents, we’ll make sure your systems are in place for you to take the reigns. We’ll use data to make incremental improvements overtime.





Even when all the hard work is done, we’re on call to support any new use cases that arise. With regular meetings in place, we can continue to guide your HubSpot success.

How We Do Onboarding Differently


Defined Process

We’ve spent years developing our HubSpot onboarding and training process. You can rest assured that our approach is tested and regularly optimized with common business needs in mind.


HubSpot Experts

We live and breathe HubSpot, and have hundreds of certifications under our belt. That means your onboarding will be hands-on, strategic, and customized to meet your business goals.


Dedicated Team

Throughout your process, you will have a single point of contact who will work with you diligently. To help HubSpot work for you, we can pull in subject matter specialists as needed.


Development Abilities

Do you need your portal to align or integrate with another business technology? Our HubSpot certified developers and solution architects can help with that along the way.


"Their expertise in the HubSpot platform is unparalleled. If you're looking for a true partner to help make your experience using HubSpot that much more efficient and impactful, I highly recommend working with Lynton."
Lindsay Wright Roku Inc. Roku Logo

Ready to get started?

Schedule a consultation

Frequently Asked Questions

How long does onboarding take?

While the time may vary depending on your unique needs, our typical onboarding is completed within three months.

How often does your team meet with ours?

Throughout onboarding, we can meet once or twice a week to focus on topics as they relate to your business and provide any additional training needed.

What topics are covered during onboarding?

Our goal is to make you HubSpot experts just like us, so we cover everything, such as: sales processes, pipelines, deal stages, workflows, playbooks, defined triggered actions, smart content, lead nurturing, lead routing, email marketing, lifecycle stages, SEO, and more.

What industries do you serve?

We have experience serving a multitude of industries. Examples of business verticals we’ve provided services to include consumer goods, e-commerce, fitness, healthcare, finance, marketing, nonprofit, oil and gas, payroll, professional services, public service, technology, transportation, and travel.