HUBSPOT 
ONBOARDING SERVICES

Quick Start Onboarding: Weidert Group handles the implementation and setups the platform for you, allowing your team to get up and running within 2 weeks.

Guided Onboarding: Your team does the hands-on implementation work, while Weidert Group provides the training, expert guidance, and weekly accountability over a 9 to 13-week period.

The timeline for HubSpot implementation depends on the onboarding package(s) you choose:

Quick Start Onboarding: Takes 2 weeks.

Guided Onboarding: Takes 9 to 13 weeks (depending on the specific Hub you are implementing).

If you are onboarding multiple hubs, that can either be done concurrently or sequentially based on your needs.

If additional custom services are added outside of the package scope, that may extend the timelines.

For Quick Start Onboarding: Your team's time commitment is minimal. You will only need to attend a kickoff call, provide necessary configuration details/approvals (like setting up your domain or approving deal stages), and attend one final training session per Hub.

For Guided Onboarding: Your team is required to do the heavy lifting and hands-on implementation work. You must attend weekly training sessions, complete assigned setup tasks between meetings, and maintain weekly accountability to stay on the 9- to 13-week schedule.

Because of these stark differences in scope and scheduling, making a change once the project has started would likely require stopping the current engagement, assessing what has already been built, and scoping a new agreement. If you are on the fence, it is highly recommended to clarify your internal team's goals and availability before the project begins.

The following items are not included in Weidert Group's base HubSpot Onboarding packages but are additional services we can assist with. These can be added to Quick Start or Guided packages, as applicable to the HubSpot Hubs you have in your license: 

• Advanced Technical & System Setups: Custom properties, integrations & extensions, custom dashboard & report building, GDPR compliance settings, and website/branding setups (logos, fonts, colors).

• Asset & Template Creation: Email templates, landing pages, blog templates, CTA design, and overall content creation.

• Advanced Automation & Strategy: Campaign workflow automation, lifecycle stage setups, lead nurturing strategy, and pipeline configurations.

• Enterprise-Level Features: Setup and training for Custom Objects, Predictive Lead Scoring, Custom Behavior Events, Recurring Revenue Tracking, and Conversation Intelligence.

• Ongoing Support: Long-term strategy or continuous execution beyond the 2-week or 9-to-13-week onboarding window (such as their monthly Sales Enablement Program).

It depends. When multiple hubs can be onboarded together, some foundational work only needs to happen once, and we can scope a custom package that reflects that. Separate teams or timelines change the picture. A short conversation is the fastest way to find out what's possible for your situation.

Once your HubSpot onboarding is complete, the next steps depend on your long-term strategy and how much internal bandwidth you have to maintain the platform:

• Ownership Hand-Off: For Guided Onboarding, your team will fully take the reins, armed with a custom 90-day roadmap (for Marketing Hub) or a deep understanding of your new pipelines and tools. For Quick Start Onboarding, the hand-off happens instantly at the 2-week mark, allowing your team to confidently hit the ground running with a fully configured system from day one.
• Continuous Improvement: For Sales Hub users, Weidert Group offers a monthly Sales Enablement Program designed to help your team continuously improve sales performance, build long-term strategies, and optimize your processes beyond the initial setup phase.
• Ongoing Execution & Growth Partnership: HubSpot is a powerful platform, but simply owning it isn't enough. What complex B2Bs need is a systematic growth engine that compounds results over time. If your team lacks the internal resources to build and maintain your growth engine internally, let's continue the conversation about ongoing support.

To see how the Weidert Growth Engine framework can maximize your investment and scale your results over time, see here.