HUBSPOT
ONBOARDING SERVICES

Let our HubSpot experts guide you through the ins and outs of this powerful suite of tools — on a timeline that works for you! Kick-start your inbound results with either quick start or guided onboarding options.

Connect With Our Team

Onboarding-Accredited Hubspot Partner Agency With

14+ Years of Inbound Experience

Make the most of your HubSpot investment — and get results faster — with expert onboarding. We’ve been a HubSpot Partner since 2011 — one of the first 20 in the world — and helped countless companies get the most out of the platform to ensure optimal results. Whether you just need a hand getting started or you’re looking for a more comprehensive learning experience, we’ve got you covered!

OUR HUBSPOT ONBOARDING OPTIONS

	Quick Start Onboarding	Guided Onboarding
Implementer	Weidert Group	Your Team (with guidance & training from Weidert Group)
Supported HubSpot Hubs	Basic HubSpot CRM Setup, Marketing, Sales, and Service	CRM overview, Marketing, Sales, and Service
Price	Starting at $3,390	Starting at $5,200
Duration	2 Weeks	9–13 Weeks

How Can We Help You

GET STARTED WITH HUBSPOT?

QUICK START ONBOARDING

Set up HubSpot for me.

GUIDED ONBOARDING

Help me with the setup of HubSpot and our inbound program/strategy.

Please select at least one option to continue

Select all options that apply

MARKETING HUB

Sales Tools to Help You Sell Faster and Better

SALES HUB

Execute Inbound Marketing Plans with Ease

SERVICE HUB

Connect With and Delight your Customers

Please select at least one option to continue

MARKETING CRM

MARKETING HUB

Quick Start Onboarding

Pricing: Starting at $3,720

Timing: 2 Weeks

Guided Onboarding

Pricing: Starting at $7,275

Timing: 13 Weeks

Scope:

Kickoff call
Set up of core HubSpot settings
Creation and enablement for your team members
Connect Email Sending Domain and Ad/Social Accounts
Install HubSpot Tracking Code on website
Create standard views for Contacts, Deals, and Companies
List creation
Live chat set up
Connect Social & Paid Ad Accounts
Set Up of HubSpot Forms (up to 3)
Training Session on Marketing Hub Features/Tools

Ask Us About Our Marketing Hub Quick Start Additional Services:

Integrations and Extensions
Custom Properties
Chatbot Set Up
Custom Dashboard & Reports
Projects Set Up
Guided Onboarding Services
Content Creation
Lead Nurturing Strategy and Configuration
Campaign Workflow Automation
Landing Pages
Email Templates
Blog Templates
CTA Design
Guided Onboarding Services

Guided Onboarding Timeline:

Week 1

Kickoff Call

Week 2

Basic HubSpot CRM & Mktg Tools Walk-through

Week 3

Email Marketing

Week 4

Developing Personas

Week 5

Buyers Journey/Lifecycle Stages

Week 6

Intro to SEO

Week 7

Content Creation & Promotion Strategy

Week 8

Conversion Content

Week 9

Marketing Automation Basics Part 1

Week 10

Marketing Automation Basics Part 2

Week 11

Marketing & Sales Alignment

Week 12

KPIs & Continuous Improvement

Week 13

Creating Your 90-Day Roadmap

SALES HUB

Quick Start Onboarding

Pricing: Starting at $3,390

Timing: 2 Weeks

Guided Onboarding

Pricing: Starting at $5,200

Timing: 9 Weeks

Scope:

Kickoff call
Set up of core HubSpot settings
Creation and enablement for your team members
Connect Email Sending Domain and Ad/Social Accounts
Install HubSpot Tracking Code on website
Create standard views for Contacts, Deals, and Companies
List creation
Live chat set up
Setup Deal Stages/Approval w/ Client
Training Session on Sales Hub Features/Tools

Ask Us About Our Sales Hub Quick Start Additional Services:

Integrations and Extensions
Custom Properties
Chatbot Set Up
Custom Dashboard & Reports
Projects Set Up
Pipeline Configuration
Sales Automation - sales sequences or deal stage automation
Quotes Tool Configuration
Product Library Set Up
Meetings Link Creation
Templates
Snippets
Playbooks
Lead Scoring
Guided Onboarding Services

Guided Onboarding Timeline:

Week 1

Kickoff Call

Week 2

Basic HubSpot CRM & Sales Tools Walk-through

Week 3

HubSpot Lifecycle Stages, Lead Statuses & Sales Activities

Week 4

Mapping Your Sales Process with Deal Stages

Week 5

Connecting with Leads & Prospects Part 1

Week 6

Connecting with Leads & Prospects Part 2

Week 7

Connecting with Leads & Prospects Part 3

Week 8

Sales Automation

Week 9

Sales Dashboard & Reporting

Looking to create a sales enablement strategy to increase sales?
Ask us about improving your sales performance with a monthly sales enablement program.

SERVICE CRM

SERVICE HUB

Quick Start Onboarding

Pricing: Starting at $4,200

Timing: 2 Weeks

Guided Onboarding

Pricing: Starting at $5,200

Timing: 9 Weeks

Scope:

Kickoff call
Set up of core HubSpot settings
Creation and enablement for your team members
Connect Email Sending Domain and Ad/Social Accounts
Install HubSpot Tracking Code on website
Create standard views for Contacts, Deals, and Companies
List creation
Live chat set up
Setup Survey Templates (2)
Basic Knowledge Base Set Up
Basic Tickets Set Up
Training Session on Service Hub Features

Ask Us About Our Service Hub Quick Start Additional Services:

Integrations and Extensions
Custom Properties
Chatbot Set Up
Custom Dashboard & Reports
Projects Set Up
Guided Onboarding Services
Ticket Pipeline Creation
Customer Portal Development
Service and Support Automation
Shared Inbox Set Up
Chatflow Implementation

Guided Onboarding Timeline:

Week 1

Kickoff Call

Week 2

Basic HubSpot CRM & Service Tools Walk-through

Week 3

Chatbot & Live Chat

Week 4

Tickets & Ticket Pipelines

Week 5

Forms & Shared Inbox

Week 6

Tickets Pipeline Automation & Sequences

Week 7

Feedback Surveys

Week 8

Customer Support Portal + Reporting

Week 9

Knowledge Base, Best Practices & Strategy

Request a Quote

Great information and extremely responsive team.

— Ron Contorno

Full House Solutions

Not To Brag

Recognition & Reviews

Here’s some of the notable recognition we’ve received for the work we’ve done for businesses like yours.

2022 Top HubSpot
Services Provider

2022 Top HubSpot Services Provider

INC. 5000 America's Fastest Growing Private Compancies

Fox Cities
Employee Friendly
Gold Workplace

Fox Cities Employee Friendly Gold Workplace

HubSpot 2021 Impact Awards:
Grow Better: Sales

HubSpot 2021 Impact Awards: Grow Better: Sales

HubSpot 2019 Impact Awards:
Website Design

HubSpot 2019 Impact Awards: Website Design

HubSpot 2017 Impact Awards:
Sales Enablement

HubSpot 2017 Impact Awards: Sales Enablement

HUBSPOT ONBOARDING SERVICES

Onboarding-Accredited Hubspot Partner Agency With

14+ Years of Inbound Experience

OUR HUBSPOT ONBOARDING OPTIONS

GET STARTED WITH HUBSPOT?

QUICK START ONBOARDING

GUIDED ONBOARDING

MARKETING HUB

SALES HUB

SERVICE HUB

MARKETING HUB

Quick Start Onboarding

Guided Onboarding

Scope:

Ask Us About Our Marketing Hub Quick Start Additional Services:

Guided Onboarding Timeline:

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Week 9

Week 10

Week 11

Week 12

Week 13

SALES HUB

Quick Start Onboarding

Guided Onboarding

Scope:

Ask Us About Our Sales Hub Quick Start Additional Services:

Guided Onboarding Timeline:

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Week 9

SERVICE HUB

Quick Start Onboarding

Guided Onboarding

Scope:

Ask Us About Our Service Hub Quick Start Additional Services:

Guided Onboarding Timeline:

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Week 9

Request a Quote

Recognition & Reviews

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HUBSPOT
ONBOARDING SERVICES