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HubSpot Onboarding

Technical and strategic guidance on how best to set up HubSpot to achieve your goals.

Introduction

Why choose guided onboarding?

If you've got someone within your business leading the CRM implementation then our onboarding service will guide them on the best way to set up and use HubSpot. It includes:

  • Initial meeting to understand your goals and objectives with HubSpot.
  • A series of tailored workshops to ensure HubSpot is aligned to your goals.
  • Support throughout the onboarding period.

Tailored to your goals and objectives.

Tailored to the HubSpot products you purchased.

Sessions arranged at times that work for you.

What's covered?

Everything you need

HubSpot is an amazing feature rich tool. Once we understand your business objectives we will guide you on the best way to achieve these.

Data

Session on how your data lives in HubSpot.
Data

Segmentation

How you can  work with your data.
Segmentation

Migration

Consulting to migrate/import data from your legacy systems.
Migration

Data quality

Best practices to keep your data clean and free of duplicates.
Data quality

Sales pipeline

Creating a custom sales pipeline.
Sales pipeline

Live chat implementation

Implementing a live chat bot on your site. 
Live chat implementation

Baseline reporting

Setting up and managing reporting dashboards.
Baseline reporting

Website integration

Integrating your website with HubSpot.
Website integration

Business units

Best practice for managing multiple business units in HubSpot.
Business units

Integrations

Advice on implementation and use of native/3rd-party integrations.
Integrations

Sales processes

Advice on best practice when it comes to sales processes in HubSpot.
Sales processes

Customisation

Customise your teams workspace to improve adoption.
Customisation

Onboarding

Onboarding your team (invite, permissions, and resources).
Onboarding

Standard integrations

Turning on standard integrations (email, calendar, meeting tools, etc).
Standard integrations

Email marketing

Creating email templates, setting up subscriptions, etc.
Email marketing

Content strategy

Advice on creating a content strategy.
Content strategy

Campaign setup and analysis

How to use the campaign tools in HubSpot to track ROI.
Campaign setup and analysis

Email marketing

Set up channels, team availability, tickets, etc.
Email marketing
Costs

Transparent pricing

A series of online sessions of approximately 90 minutes each where we go through every aspect of HubSpot so that it achieves your objectives.
Professional
Enterprise
Marketing Hub
£2,500
£6,000
Sales Hub
£1,300
£2,500
Service Hub
£1,300
£2,500
CRM Suite comptab-infoalt7-icon
£8,000
£13,000
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Questions about onboarding?
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What is HubSpot?
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Testimonials

What do our clients say?

“Adam is a guru when it comes to HubSpot. He has helped us integrate HubSpot into our processes - from data capture through to building a sales pipeline and integrating email marketing. We started with zero knowledge - and Adam has really helped take use through step-by-step.”
george
George Owen
Managing Director, ITCH Media
“We have had the pleasure of working with Adam on our HubSpot account to improve our sales, marketing attributions, payments and more. His level of commitment and expertise has been nothing short of exceptional. Adam approaches our account with the same precision and dedication as if it were his own business, demonstrating a genuine care for our needs and objectives.”
andrea
Andrea Struckmeier
Marketing Director, LifeBooks
“I’d highly recommend the team. They just ‘get it’. Their knowledge of HubSpot and marketing make them a ‘no brainer’ as a partner to improve a company’s marketing efforts.”
martin
Martin Saunders
Managing Director, Rivertrace
“Adam is clearly an expert in HubSpot and has been extremely easy to work with. He works quickly and professionally, working both to a brief and bringing new ideas.”
richard
Richard Jeffs
Owner, YellowWork
Adam was really helpful with the solutions he offered to our HubSpot implementation problems. I expect we'll come unstuck again soon, and will be quick to contact Adam when we do!
1630705650418
Elliot Rutherford
Managing Director, Undisclosed
"Working with Adam was an absolute joy! Not only was he able to hit the ground running, I was able to learn along the way. Highly recommend working with B2B, thanks again!"
amanda
Amanda Townsend
Director, Pharus Training
Learning with Adam brings together growth, skills, and capabilities into a personalised, strong and creative problem - solving experience. HubSpot was new to our company - we really enjoyed informative and tailor - made sessions with Adam.
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Daria Kirkham
Warehouse Manager, AccessSafe
I cannot recommend CLOSED WON enough. Working with Adam has been easy and stress free, he understands our business and is able to interpret and implement our ideas and requests quickly. Even when I'm not 100% sure how something can be achieved, Adam works with me to ensure that HubSpot functions as we need.
1636723780460
Lisa Louzado
Business Support Manager, Rivertrace