HubSpot Onboarding that Accelerates Revenue Alignment
Launch HubSpot with a proven framework that connects marketing, sales, and service workflows. From data migrations to automation and training, we help your teams adopt HubSpot with confidence.
Launch HubSpot Faster
A guided onboarding playbook that connects strategy, data, automations, and enablement so you start capturing value within weeks.
Revenue Alignment First
We translate your go-to-market motion into HubSpot, ensuring marketing, sales, and service teams share one connected view of the customer.
Drive Lasting Adoption
Role-based training, process documentation, and change management support your team long after go-live.
How We Work
A Guided HubSpot Onboarding Framework
Combine strategy, configuration, and adoption into one cohesive engagement. Each phase includes clear milestones, documentation, and QA so go-live feels calm - not chaotic.
Discovery & Success Plan
Establish KPIs, audit your data and tech stack, and define the onboarding roadmap with your stakeholders.
Technical Foundation
Configure domains, security, user permissions, and integrations while preparing clean data imports.
Automation & Journeys
Map revenue processes into pipelines, nurture sequences, ticket flows, and workflow automation with QA guardrails.
Training & Change Enablement
Deliver tailored enablement sessions, playbooks, and office hours for admins, marketing, sales, and service teams.
Go-Live & Optimization
Run guided launch support, live issue resolution, and performance monitoring with an optimization backlog for the first 30 days.
What's Included
Dedicated RevOps strategists, certified HubSpot specialists, and change managers collaborate to deliver a complete onboarding experience.
- Revenue architecture workshop & success metrics
- Lifecycle stage mapping and lead management rules
- Data model design covering contacts, companies, deals, tickets, and custom objects
- MarTech and CRM integration plan with sequencing
- Portal configuration, permissions, and security hardening
- Marketing assets and templates, pipelines, ticketing, and reporting dashboards
- Workflow automation, sequences, chatflows, and lead routing
- Data migrations with validation, deduplication, and QA
- Role-based training sessions and recorded walkthroughs
- Process documentation, playbooks, and governance guidelines
- Admin toolkit with configuration change log and optimization backlog
- Hypercare support in the first 30 days with weekly standups
Pricing & Packages
Choose the Hub Onboarding That Fits Your Team
Each package includes onboarding project management, weekly status calls, documentation, and hypercare. We customize deliverables to your roadmap while keeping scope transparent.
Build a connected inbound engine with landing pages, automation, and reporting tailored to your lifecycle.
Launch the essentials to generate and nurture leads quickly.
- Brand-aligned template setup & conversion paths
- Lifecycle stages, lead scoring, and attribution basics
- Up to 3 core automations (nurture, lead assignment, alerts)
- Reporting dashboard for marketing KPIs
Advanced automation, multi-channel campaigns, and RevOps alignment.
- Multi-touch automation journeys and branching workflows
- Connected ad, webinar, and event integrations
- Content strategy, asset migration, and campaign templates
- Full-funnel reporting with attribution models
Global teams, complex data models, and rigorous governance.
- Multilingual or multi-brand configuration with partitions
- Custom objects, advanced lead scoring, and sandboxes
- Account-based marketing setup with playbooks and alerts
- Change management, governance, and executive dashboards
Client Testimonials
What Our Clients Say
Real feedback from businesses we've helped transform their revenue operations.
“Ariel and his team efforts enabled the company to achieve excellent marketing results while reducing the budget by 70%. The team interfaces well with the in-house team and keeps in contact by holding daily calls, ensuring a smooth collaboration.”
Josh Harcus
CEO at Huify
“Fast and cost effective HubSpot consultant. I will hire again in the future.”
Luca de Fanis
VP of Marketing at Bolster
“Easy to work with and very knowledgeable about hubspot and how to leverage it effectively. In addition, they have exceptional expertise about marketing and other things.”
Danna K.
Marketing Director at Sylvia Cohen
Frequently Asked Questions
Still have questions? Here are the details most teams ask before their HubSpot onboarding kicks off.
Ready to launch HubSpot without the guesswork?
Share your goals and current stack. We'll craft a tailored onboarding plan and timeline within 48 hours and guide your team through every step.