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We Guide Your HubSpot Setup

HubSpot Onboarding Services

Set up HubSpot successfully with your team in the driver's seat as our team of certified and accredited HubSpot experts guides and educates you every step of the way.

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Meet the HubSpot Experts

Learn From Us While You Drive Setup

Train Your Teams on Every Tool

Keep Your Data Clean & Organized

Why Use a HubSpot Onboarding Service?

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Are your employees overwhelmed at the thought of setting up HubSpot unassisted and unsure about how to leverage your HubSpot tools? Partnering with an Elite Solutions Partner and using an onboarding service can give them the education, confidence, and autonomy they need to be as efficient as possible.

 

Multi-Hub Onboarding Support

Bluleadz' knowledge and skillset spans the distance of HubSpot's entire ecosystem. No matter which hub or which tools you're seeking guidance in setting up properly for your team to utilize, we can support your every onboarding need:

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Marketing Hub Onboarding

Give your team a deep dive into the HubSpot Marketing Hub with support from a team of expert marketers with years of experience in the Marketing Hub.

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Sales Hub Onboarding

From setting up sales sequences to managing deal pipelines, deal tags, and custom workflow triggers, your team will receive training to master critical sales tools.

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Service Hub Onboarding

Discover how to create ticket pipelines that support your business’s SLAs and master the HubSpot communications inbox to maximize customer engagement and retention.

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Operations Hub Onboarding

Find out how you can manage your data in HubSpot and sync across multiple apps to integrate your HubSpot data with your other CRM platforms and tools.

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CMS Hub Onboarding

Equip your team with the tools and know-how they need to create new website pages, blogs, and other content on your HubSpot-hosted website with CMS Hub Onboarding services.

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CRM Onboarding

Get training and advice for all of the hubs in your CRM suite subscription. Discover how to use all of the tools your team needs to drive success and meet your business goals.

Our HubSpot Onboarding Timeline

As an accredited HubSpot Onboarding and Implementation Agency, our team of certified HubSpot experts walk you though each step and educate your team along the way. The time to complete the onboarding process varies depending on which hubs you’re onboarding, how many team members need training, and how much support your team needs to achieve critical onboarding objectives. Typically, this runs about 10 weeks.

1. Define Your HubSpot Onboarding Goals

Meet with your team of certified HubSpot experts to establish your initial objectives and assign priorities to each goal.

Week 1

2. Complete Your Initial HubSpot Technical Setup

Work closely with your Bluleadz team to set up your HubSpot portal so that every tool fits each of your team’s needs.

Week 3

3. Tackle the Highest Priority Goal First

Collaborate with our team to establish a clear project plan for one objective, then implement your strategy using your HubSpot tools.

Week 5

4. Continue to Hit the Rest of Your Onboarding Goals

Focus on the secondary and tertiary goals you initially defined as we continue to educate your team on each HubSpot tool.

Week 8

5. Progress Evaluation During a 60 Day Check-In

After two months, we look at the rest of your goals and see what final steps are needed to complete your onboarding.

Week 9

6. Shift From Onboarding to HubSpot Growth

Upon completion of your HubSpot onboarding, your team establishes ongoing implementation needs with Bluleadz. This transition includes a kickoff call with your Bluleadz inbound strategist, content marketer, and other specialists to define ongoing strategies that we help implement as part of our HubSpot growth services.

Week 10

What Onboarding Is Like With Bluleadz

Over the course of our 14+ years as a dedicated HubSpot solutions partner, we've helped successfully onboard 1,000+ customers into the platform:

"Best Onboarding Experience Ever! Not every technology onboarding experience is a good one, but with HubSpot and Bluleadz, I was blown away. Tim Malloy was my onboarding rep, and he was incredible. No matter what question or work process I threw at him stumped him. He thoughtfully answered all my questions, taught me how to do things, and even did tasks for me live during our onboarding calls. Every SAAS provider should take note of this level of onboarding, and look to Bluleadz as the perfect example. Our company is so much better off with HubSpot than we would be if we went at this alone. 1000/10 would recommend!"

Brandon Laws

Director of Marketing
"Working with Katelyn Smith from Bluleadz has been a game-changer for our Diesel Direct Marketing Team as we navigated the complexities of implementing HubSpot. Katelyn's expertise and clarity in communication stood out from the very beginning, making what seemed like a daunting process smooth and enjoyable. It's very rare to find someone who combines such concise guidance with profound knowledge, and Katelyn did just that. Katelyn was instrumental in making sure we maximized our success on the platform, providing swift and expert advice every step of the way. We are very thankful for having trusted Katelyn and the Bluleadz team with our HubSpot setup. You rock Katelyn!!!"

John Nguyen

Marketing Manager
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FAQs About Our HubSpot Onboarding Services

Here is an asset we created highlighting the differences in onboarding with Bluleadz instead of directly with HubSpot→ Click Here

No matter where you are in the onboarding program, you can cancel any time. 

Yes, we offer month-to-month commitments for various HubSpot services, including:

Additionally, our HubSpot Growth Services is our monthly retainer program, where you get a dedicated team of inbound strategy and content marketing experts that provide strategy and drive implementation to hit your goals. 

We have a kickoff call to introduce both teams. Then, we follow a weekly schedule together, configuring each tool one by one. 

During weekly calls, we review our progress and answer any of your questions. We establish priorities upfront and complete each of them as we progress. 

Upon completion of your onboarding program, you can opt for our monthly retainer services to get expert guidance on developing and implementing strategies that align with your unique goals. 

The HubSpot onboarding team at Bluleadz doesn't just walk you through how to set up your hub. We do it for you and provide a hands-on experience with weekly calls. 

There will be weekly meetings with your main POC (point of contact) to provide updates about your onboarding project’s progress. Additional meetings between our team and yours may also be included in the onboarding service agreement if additional support is required.

Depending on your goals and the scope of the project, we can get your team started using HubSpot in as little as 30 days. 

More complex onboarding can take 60 to 90 days. 

HubSpot account information, third party application information (if applicable), technical information for successful HubSpot setup, feedback during consultation calls, and approvals throughout strategy development.

We estimate your program will require about 2 hours of your time per week at the most. 

Our goal is to provide consistent and reliable service. So, we will work to ensure that you have the same onboarding team throughout the process. However, if a substitution needs to be made for any reason, the replacement will be another Bluleadz employee who has been briefed on your onboarding service to ensure seamless collaboration.

Our sales team identifies your needs and provides a customized package that includes every hub you need set up. 

That program plan is defined in a weekly schedule, and our teams work together while meeting every week to configure each hub so they work best for you. 

No. All of our onboarding specialists are certified, accredited, and full-time Bluleadz employees.

Most of our customers are from the B2B SaaS, cloud, IT, manufacturing, and professional services industries. However, we can provide seamless HubSpot onboarding for any company in any industry.

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Being a new HubSpot user is intimidating when you’re setting up processes and new systems. Our team of HubSpot specialists is ready to take the reins for you so you can drive revenue fast.

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