HubSpot Onboarding
Flexible, hands-on implementation and training tailored to your needs.
Get the Most Out of HubSpot, Today AND Tomorrow
Equip your team to start using HubSpot quickly, while preparing the platform to support future growth.
Flexible & Tailored to You
One size doesn’t fit all. Our flexible packages and focus on your unique needs and processes will make sure your HubSpot gets set up to support the way you plan to grow.
Hands-On Help
Too many onboarding programs only offer “coaching,” leaving you to do the hard work on your own. Our team gets their hands dirty and takes the heavy lifting off your plate.
Expertise You Can Trust
Our team is a diamond-level HubSpot Solutions Partner and runs the largest unofficial HubSpot tutorial channel on YouTube. We know HubSpot and how to teach it to others.
Don’t Just Take Our Word…
Beyond Amazing
“I had an extremely short time frame need to get a CRM launched, with specific follow up required AND some pre-existing, non standard integration “wishes” that I wanted to integrate with CRM and follow on campaigns. Short time frame = less than a week. Maybe 5 days. Ali and Will beyond crushed it. They were both strategic and tactical in their planning and flawless in their execution. Beyond amazing, and beyond impressed. I can’t recommend SimpleStrat highly enough.”
Jonathan King
Excellent Onboarding Support
“Our team decided to start using HubSpot after realizing our homegrown CRM system couldn’t accomplish what we needed in terms of sales tracking and reporting. Will and Tyler have been amazing to work and have been so helpful with onboarding our team onto HubSpot and migrating over all our old CRM data. Will is such a great resource and is always super responsive if we have questions or need help. I would definitely recommend working with them if you find you need extra support with implementing HubSpot!”
Alyssa Miravi Campana
Terrific Onboarding Assistance
“As a first time HupSpot and CRM user, some onboarding assistance was critical to ensure that we understand and maximize all that HupSpot has to offer. Ken was fantastic and tailored our sessions to meet our specific needs and provided helpful suggestions and resources. Will for sure use SimpleStrat again as we get deeper into our CRM management process. Highly recommend!”
Cema Siegel
HubSpot Onboarding Pricing
We offer three onboarding packages designed to quickly implement HubSpot as a powerful tool for your organization. To get started or learn more, please schedule a call with our team.
Speak with us before completing your HubSpot purchase if possible. We’ll help you make sure you’re getting the right HubSpot product at the best price and get HubSpot’s standard onboarding fees waived.
Onboarding for Any Professional-Level Hub(s)
GUIDE
ASSIST
DEPLOY
$2,750
$5,100
$9,500
Best For
Teams that want to set up HubSpot themselves with hands-on guidance.
Teams that want to share the work of setting up HubSpot and/or have multiple hubs.
Teams that prefer to have us set everything up, have advanced integration needs, and/or have the full professional suite.
HubSpot Buyer’s Journey Workshop
Included
Included
Included
Kickoff Call
Included
Included
Included
Training/Consulting Sessions
5
7
10
Implementation Hours
5
20
50
Estimated Time to Begin Using HubSpot
30 Days
30 Days
30 Days
Estimated Time for Full Onboarding
90 Days
90 Days
90 Days
GUIDE
$2,750
Best for teams that want to set up HubSpot themselves with hands-on guidance.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
5 Training/Consulting Sessions
5 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90 Days
ASSIST
$5,100
Best for teams that want to share the work of setting up HubSpot and/or have multiple hubs.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
7 Training/Consulting Sessions
20 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90 Days
DEPLOY
$9,500
Best for teams that prefer to have us set everything up, have advanced integration needs, and/or have the full professional suite.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
10 Training/Consulting Sessions
50 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90 Days
Onboarding for Any Enterprise-Level Hub(s)
GUIDE
ASSIST
DEPLOY
$5,800
$9,700
$14,200
Best For
Teams that want to set up HubSpot themselves with hands-on guidance.
Teams that want to share the work of setting up HubSpot and/or have multiple hubs.
Teams that prefer to have us set everything up, have advanced integration needs, and/or have the full enterprise suite.
HubSpot Buyer’s Journey Workshop
Included
Included
Included
Kickoff Call
Included
Included
Included
Training/Consulting Sessions
7
10
15
Implementation Hours
15
40
70
Estimated Time to Begin Using HubSpot
30 Days
30 Days
30 Days
Estimated Time for Full Onboarding
90 Days
90-120 Days
90-120 Days
GUIDE
$5,800
Best for teams that want to set up HubSpot themselves with hands-on guidance.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
7 Training/Consulting Sessions
15 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90 Days
ASSIST
$9,700
Best for teams that want to share the work of setting up HubSpot and/or have multiple hubs.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
10 Training/Consulting Sessions
40 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90-120 Days
DEPLOY
$14,200
Best for teams that prefer to have us set everything up, have advanced integration needs, and/or have the full enterprise suite.
HubSpot Buyer’s Journey Workshop Included
Kickoff Call Included
15 Training/Consulting Sessions
70 Implementation Hours
Estimated Time to Begin Using HubSpot: 30 Days
Estimated Time for Full Onboarding: 90-120 Days
How is this different from HubSpot’s own onboarding services?
With HubSpot’s onboarding services, a HubSpot employee will answer questions, provide a standard onboarding plan, and direct you to resources in the HubSpot Academy. In our experience, this isn’t enough for most organizations. That’s why we tailor your onboarding plan to you, actually get into your HubSpot portal to help you set things up, and offer customized training for your team.
From HubSpot.com: “HubSpot Solutions Partners provide strategic consultation and hands-on support to execute your highly customized setup for you… If you need additional help executing, you’ll want to enlist a certified Solutions Partner.”
How a Technology Solutions Company Accelerated Sales and Got Quick ROI from Custom HubSpot Implementation
Diode Technology, specializing in low voltage solutions for residential and commercial spaces, sought to optimize their sales process to more effectively prioritize opportunities. By focusing on enhancing their tech stack with HubSpot, they aimed to boost productivity in sales meetings and improve deal velocity.
Learn how we helped them build a stronger foundation for growth, resulting in more effective sales strategies, quicker proposal completion, and a rapid return on investment.
