HubSpot One Hour Onboarding Session
Delivered by HubSpot Platinum Partners with a proven track record.
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Trusted by the Following Brands
Flexible Options for Every Need
Start with our basic one hour onboarding session or choose our small starter plan to get work done for you. All plans include live training customized to your team.
One Hour Onboarding
- 1 Hour Onboarding Session walkthrough
- Live answers to HubSpot questions
- Customized to your business needs
- Platform fundamentals training
Small Starter Plan
- Everything in Onboarding plan
- 5 Additional Hours for Consulting, Development, Training, or Support
- 1 Month Slack Support
- 1 Business day response time
- Ongoing guidance as you build
- Quick answers to technical questions
Self-Guided Onboarding
- 30 Minute Setup Call
- Full Setup Guide - Documents and a Complete Video Library
- Plug-and-play templates for workflows, properties, and reports
- Implementation checklists so you never wonder "what's next"
- Troubleshooting guides for common mistakes
- Basic User Training Courses for each Hub
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
Ask us about our ongoing plans so you can keep building
- Generic, one-size-fits-all approach
- Limited follow-up support
- No technical implementation help
- Expensive add-ons required
- Customized to your business needs
- Slack support included on starter plan
- Technical + strategic expertise
- Development hours available
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.
Included in Each Package
Every onboarding session comes with these valuable benefits to ensure you get the most out of HubSpot from day one.
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
Frequently Asked Questions
Is one hour really enough to get started with HubSpot?
Absolutely. One hour is specifically designed to cover the critical 20% of HubSpot that delivers 80% of the value. Here's what we accomplish:
- Focus on what matters:We skip the fluff and concentrate on the features that directly impact your revenue
- Your specific use case:We customize the session to your business, so there's zero wasted time on features you won't use
- Hands-on configuration:We don't just teach—we configure critical settings together during the call
- Foundation for growth:You'll have everything set up correctly from day one, preventing costly mistakes that take months to fix
What do sessions usually look like?
We address your specific needs by walking through the tool after a brief 2-3 slide introduction.
During the entire session, the team is welcomed to interrupt and ask further questions.
Why do I need onboarding?
For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot.But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.
Do you offer more comprehensive services beyond these?
Yes, check out our other services pages to see the RevOps, HubSpot Technical Consulting, and other capabilities we offer.
Don't Just Take Our Word For It
