HubSpot Onboarding

Become confident using HubSpot and crush your marketing, sales, service, and other company goals.
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Are You New to HubSpot? Seasoned Veteran?

Whether you're a HubSpot newbie or looking to maximize your investment, we’ll align your specific Hub to your organizational needs so you can strategize and set up your portal for success.
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The Lynton Approach

How We Do HubSpot Onboarding Differently

With every engagement, we aim to understand your unique objectives to execute a tailored project plan. That entails:
  • Discovery, consulting, setup, optimization, and support.
  • Defined processes and live and recorded training.
  • A dedicated team full of subject matter experts.
  • Strategic trainers with a collective hundred certifications.
  • Custom development abilities to architect your portal.

HubSpot Onboarding Packages

Find the Marketing, Sales, or Service Hub onboarding package that fits your company’s needs and budget.
Marketing Hub Professional Marketing Hub Enterprise
Stakeholder Meeting
Goals Analysis
Process Planning Documentation
Portal Setup - Users, Teams, Permissions, & Settings
Privacy & Consent Settings Configuration
Connecting Brand Domains & URLs
Intro to Marketplace Apps
CRM Customization & Segmentation Tools
CRM Data Hygiene Best Practices
Data Import/Migration Tools, Tips, & Best Practices
Review Contact Import
Marketing Campaign Intro
Blogging, Smart Content, & SEO Tools
Connecting Social & Ad Accounts
Forms Tool Intro & Strategy
Landing Page Intro & Strategy
Call-to-Action Intro & Strategy
Marketing Emails Functionality & Automation
Email Template Design Tools
Email Automation Tools
Workflows Introduction & Best Practices
HubSpot Analytics Tools & Report Dashboards Introduction
Offboarding Meeting
Support with CRM Customization Add on / Enterprise Package
Support with Custom Property Implementation Add on / Enterprise Package
Journey Mapping Support Add on / Enterprise Package
Lifecycle Stage & Lead Scoring Strategy Add on / Enterprise Package
Lifecycle Strategy Implementation Support Add on / Enterprise Package
Permission Strategy Support Add on / Enterprise Package
Import Users with Permissions & Teams Add on / Enterprise Package
Data Import Checklist Add on / Enterprise Package
Campaign Setup & Configuration Add on / Enterprise Package
Build a Form, Landing Page, & CTA Add on / Enterprise Package
Build an Email Template Add on / Enterprise Package
Build an Email Workflow Add on / Enterprise Package
Build an Automated [Process] Workflow Add on / Enterprise Package
Timeline 8 Weeks 12 Weeks
Investment $3,000 $2,250 $6,000
Sales Hub Professional Sales Hub Enterprise
Stakeholder Meeting
Goals Analysis
Process Planning Documentation
Portal Setup - Users, Teams, Permissions, & Settings
Privacy & Consent Settings Configuration
Connecting Brand Domains & URLs
Intro to Marketplace Apps
Contact, Company, & Deal Properties
Activity & Product Properties (If Applicable)
Create Custom Properties (Contacts, Companies & Deals)
CRM Customization Tools
Upload a Document
Create Snippets, Templates, & Sales Automation
Build a Dashboard
Offboarding Meeting
Permission Sets Add on / Enterprise Package
Users/Teams Add on / Enterprise Package
Import Users Add on / Enterprise Package
Journey Mapping Support Add on / Enterprise Package
Setup Deal Pipelines in HubSpot Add on / Enterprise Package
Setup Deal Automations in HubSpot Add on / Enterprise Package
Add Product Library & Quote (if applicable) Add on / Enterprise Package
Data Import Checklist Add on / Enterprise Package
Import Contacts & Deals Add on / Enterprise Package
Review Data Import Add on / Enterprise Package
Reporting & Dashboards Strategy Add on / Enterprise Package
Reporting Dashboard Buildout Add on / Enterprise Package
Timeline 8 Weeks 8 Weeks
Investment $1,000 $800 $3,000
Service Hub Professional Service Hub Enterprise
Stakeholder Meeting
Goals Analysis
Process Planning Documentation
Portal Setup - Users, Teams, Permissions, & Settings
Privacy & Consent Settings Configuration
Connecting Brand Domains & URLs
Intro to Marketplace Apps
Contact & Company Properties
Ticket Properties
Activity & Feedback Properties (if applicable)
Create Custom Properties
Customize CRM
Create Snippets, Templates, & Sales Automation
Upload a Document
Create Snippets and Templates
Create & Implement Live Chat
Create a Knowledge Base Article
Create a Feedback Survey
Intro Reports & Dashboards
Offboarding Meeting
Permissions Sets Add on / Enterprise Package
Users/Teams Add on / Enterprise Package
Import Users Add on / Enterprise Package
Journey Mapping Add on / Enterprise Package
Setup Ticket Forms, Pipelines, & Automations Add on / Enterprise Package
Create a Connected Inbox Add on / Enterprise Package
Create a Customer Feedback Portal (if applicable) Add on / Enterprise Package
Data Import Checklist Add on / Enterprise Package
Import Contacts & Tickets Add on / Enterprise Package
Review Import Add on / Enterprise Package
Reporting & Dashboards Strategy Add on / Enterprise Package
Reporting & Dashboards Buildout Support Add on / Enterprise Package
Timeline 8 weeks 8 weeks
Investment $1,000 $800 $3,000
Need more time to look over our onboarding packages? Download a printable version.

Your Week by Week Onboarding

What Our Marketing Hub Process Looks Like

We will identify your marketing goals and processes so you can create and manage content with insights and data that drive your marketing strategy. We do this through a series of hands-on calls over the course of several weeks. Take a look at what we cover.

Foundations: Settings & Objects

We’ll empower your team to complete foundational setup tasks and gain familiarity with HubSpot objects with the right context, resources, and support. We will cover: 

  • Your roadmap & any questions
  • HubSpot projects & settings 
  • HubSpot 101 & intro to objects 

Process & Properties

We'll dive into HubSpot’s properties and tools for segmentation and how to best use them to create targeted, personalized experiences. We will explore:

  • Segmentation in HubSpot
  • Property segmentation 
  • Segmentation tools
  • Data hygiene 

Intro to Campaigns

Together, we'll identify how HubSpot can attract the right person with the right message. We'll build the fundamentals of your strategy by covering: 

  • Campaigns
  • Blogging
  • SEO
  • Social media
  • Ads

Forms, Landing Pages, & CTAs

We'll continue building out your campaigns with HubSpot tools designed to convert visitors to leads. That includes: 

  • Forms
  • Landing pages
  • CTAs

 

Templates, Emails, & Workflows

We will review how to create emails in HubSpot and introduce how to deliver our pre-built messages through workflows as they apply to your business. We will look at: 

  • Emails & reporting 
  • Email templates
  • Intros to workflows & automation

 

Marketing Automations

We’ll look at other automation use cases to facilitate your marketing as it relates to day hygiene, processing data, and managing internal communications. We will review: 

  • Uses of the workflow tool
  • Enrollment triggers
  • The task tool & automation 

Reports & Dashboards

After we've set up your campaigns, we'll figure out ways to build dashboards and reporting structures to enable deeper marketing insights. We will go over:

  • Analytics
  • Reporting tools & custom reports
  • Dashboards

Your Week by Week Onboarding

What Our Sales Hub Process Looks Like

We help you configure your portal and streamline your processes to better equip your sales team to effectively manage your pipeline. We do this through a series of hands-on calls over the course of several weeks. Take a look at what we cover.

HubSpot Foundations, Object & Properties

We’ll empower your team to complete foundational setup tasks with the right context, resources and support. We will cover:

  • HubSpot projects tool 
  • HubSpot settings & permissions 
  • Intro to objects/properties/records
  • Data hygiene 

Sales Process & Deal Pipelines

We'll set your sales team up for success by explaining HubSpot terminology and functionality that will let them build better relationships and close more deals. We cover: 

  • Lead management 
  • Contact and company properties 
  • Lists
  • Deal stages
  • Data hygiene 

Productivity Tools & End User Setup

Let’s review end user set-up and productivity tools within the Sales Hub that gives time back to your sales team and empowers high CRM adoption. We will review:

  • Connection tools 
  • Productivity tools 
  • Adoption & ender user implementation

 

Reports & Dashboards

After setting up your sales campaigns setup, let’s figure out ways to build dashboard and reporting structures that enable deeper sales insights. We will go over: 

  • Goal setting
  • Analytics 
  • Report tools
  • Dashboards 

Your Week by Week Onboarding

What Our Service Hub Process Looks Like

We help you build processes to keep support tickets and communication flowing seamlessly between your customers and success teams. We do this through a series of hands-on calls over the course of several weeks. Take a look at what we cover.

HubSpot Foundations, Object & Properties

We’ll empower your team to complete foundational setup tasks with the right context, resources, and support. We will start building your service process by covering: 

  • Your roadmap & any questions 
  • Projects & settings
  • Objects & properties 

Customer Service Process & Ticket Pipelines

For a successful customer service program, you need to nail down your processes and how to effectively manage a ticket pipeline. We will go over: 

  • Tickets & pipeline
  • Conversations

Productivity Tools, Chat & End User Setup

Let’s review end user set-up and productivity tools within the Service Hub that gives time back to your customer success team.  We will review:

  • Connection tools 
  • Knowledge base 
  • Service tools 

Reports & Dashboards

After setting up your service campaigns, we'll dive into building dashboards and reporting structures to enhance your customer success initiatives. We go over:

  • Analytics
  • Report Tools
  • Dashboards

Custom Onboarding

Looking for a More
Customized Service?

Let's meet 1:1 to learn about your business, identify your goals, bring your data and assets into your portal, and implement and configure your account.
Business Strategy

Strategy

We examine your operational process mapping, lifecycle stage, lead scoring, permissions, partitioning, data import, asset migration, pipeline strategy, and third-party integrations more closely.

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Implementation

Go above and beyond with with add-ons for asset implementation (templates, web pages, email), portal implementation (tools, lists, automation, reporting), and app or integration implementation.

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Team Training

Ensure you and your team are ready to take over the reins of your portal with customized team training. Add live training sessions, video graining libraries, workshops, and reporting to your package for a customized experience.

branch

Migrations

Moving off one platform to HubSpot? With our help, you can ensure a smooth and successful migration and recreation of all your sales, service, and marketing assets while minimizing disruption to business operations. 

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Integrations

If you want to connect your HubSpot to CRM, ERP, or other business application, we can. We'll build a tailor-made integration so you can benefit from accurate data, improved sales and marketing, stronger reporting, and pristine automation. 

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Web & Marketing Services

For any HubSpot service that does not come with an onboarding package, we can help. Our full in-house team of strategists, copywriters, designers, and developers can assist with web template creation to monthly content calendars, and more. 

Need Custom Onboarding?

Switching to HubSpot from another platform? Need to sync your data from a disparate system to reflect your unique processes? From integrations to process/asset recreation, we got you covered.

Get Started

How We've Helped

MRC Partners with Lynton for HubSpot Marketing Hub Success

MRC needed a partner who could help them onboard Marketing Hub and show them strategic ways to improve their content, inbound marketing, and data collection. Lynton helped in all areas — and more!
View Case Study

When You Succeed, We Succeed

Hear From Happy Onboarding Customers

Cannot Recommend Enough!

"We have been working with Lynton to implement HubSpot and create integration flows to some complex customized programs."

Kimberly Dorsey Intagliata
Director, Customer Success, Beretta
1,000+ employees

I Would HIGHLY Recommend Partnering With Lynton

"If a non-profit is considering HubSpot, I would HIGHLY recommend partnering with Lynton to guide your setup, onboarding, and operational ‘train the trainer’ approach."

Kristen Jacobson
Executive Director, Youth in Arts
25+ employees

Team Feels Confident Managing Our HubSpot Environment

"After completing our onboarding sessions, our team feels confident managing our HubSpot environment."

Lucas George
Sr. Marketing Specialist, LFCU
100+ employees

Feel Confident Using HubSpot

Speak With an Onboarding Expert Today.

Fill out the form on this page to get in touch and start your Marketing, Sales, or Service Hub onboarding project.