HubSpot One Hour Onboarding Session
One hour of live, expert HubSpot guidance customized to your exact situation. Delivered by a Platinum Partner.
Delivered by HubSpot Platinum Partners with a proven track record.
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Trusted by Mid-Market Leaders & PE Firms
One Hour HubSpot Onboarding
Get expert, live HubSpot guidance customized to your exact situation. One hour with a senior specialist who has done this 120+ times.
One Hour Onboarding Session
Our standard one-hour consultation rate is $500/hr
- 1 Hour Live Onboarding Session
- Live answers to your HubSpot questions
- Customized to your specific business needs
- Platform fundamentals and best practices
- Delivered by a Platinum HubSpot Partner
100% Money-Back Guarantee
If you're not satisfied, we'll refund every penny. No questions asked.
4-Step Onboarding Process
Our streamlined process gets you up and running fast with HubSpot, with support every step of the way.
Book a Time
Schedule your session at a time that works for your team
Answer Questionnaire
Help us understand your situation so we can customize the training
1 Hour Live Training
Get hands-on training on platform fundamentals and best practices
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Keep Building
Need more help? Ask about our consulting and implementation services
MergeYourData vs. HubSpot Direct
HubSpot Direct Onboarding
Standard enterprise onboarding cost
- Generic, one-size-fits-all approach
- Limited follow-up support
- No technical implementation help
- Expensive add-ons required
MergeYourData Onboarding
Special rate (normally $500/hr)
- Customized to your business needs
- Delivered by a Platinum HubSpot Partner
- Technical + strategic expertise
- 120+ implementations of experience
Where Most Onboardings Fall Short
Don't let these common mistakes derail your HubSpot implementation.
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Winging It
Around 90% of all unplanned, self-driven onboardings fail. Without proper guidance, teams waste time and make costly mistakes.
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Bad Data from Bad Setups
Poor lifecycle stage configuration and improper field mapping lead to unreliable data that undermines decision-making.
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Stopping Short
Teams abandon their CRM efforts after just weeks when challenges arise. Proper support prevents costly do-overs.
What's Included
Session Recording
Full recording of your onboarding session so you can review key points and share knowledge with your team members anytime.
Customized Consulting Advice
Personalized guidance based on your specific questions and business needs — no generic walkthroughs, just answers to what matters to you.
Live Problem Solving
Real-time troubleshooting and configuration during your session — we don't just teach, we solve your actual HubSpot challenges together.
Access to HubSpot Experts
Work directly with certified HubSpot experts who each have over 7 years of hands-on experience with real B2B implementations.
During the session, your team is welcome to interrupt and ask questions at any time.
These guys are the real deal. Our operations rapidly started to change for the better, as they went to work systematically building and making improvements to reporting, workflows, data quality, countless internal processes...Ben Fraser, CoverTree
Frequently Asked Questions
Get Started in One Hour
One focused hour with a senior specialist can save you weeks of trial and error. Book your session today.
100% money-back guarantee if not satisfied