HubSpot Onboarding

We take care of the of the hard part.
Get HubSpot up and running in 4-6 weeks.

Looking for a high-quality onboarding experience to implement HubSpot?
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Let's make magic with your HubSpot

Years of experience

Happy customers and counting

HubSpot official certifications

⭐⭐⭐⭐⭐

5-star reviews in HubSpot and UpWork

Accelerate Your Growth with HubSpot Experts

Transform your business with a seamless HubSpot onboarding experience delivered by a trusted HubSpot Partner. We know that a robust CRM and marketing automation platform can be the catalyst for your business’s success—our expert team is here to ensure you unlock its full potential from day one.

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Experts in all HubSpot features

and many other tools

Real happy clients

With our HubSpot onboarding, you’ll get:

🔗 A fully connected stack (Stripe, Ads, CRM, backend SaaS, etc.)

⚙️ Sales, marketing & support automation built-in

📊 Custom dashboards with your key metrics

👥 A trained team that uses HubSpot independently

📁 30-day post-launch support to ensure success

 

Choose the onboarding you want

Limited support

HubSpot Standard Sales Onboarding

  • Limited Support: Basic Discovery Call (Limited)

  • Biweekly Sync Sessions

  • Basic Account Setup & Tracking

  • Migrate up to 1 Deal Pipeline (Limited)

  • Limited Import of Contacts & Deals

  • Basic Reporting & Dashboards

  • Up to 2 Hours of Training

  • Basic Automations

  • Simple Integrations

  • Limited Email Templates

  • General HubSpot Resources

We do it for you

Vestal Hub Premium
Sales Onboarding

All that HubSpot provides plus:

  • Full-Service, Hands-On Implementation

  • In-Depth Discovery Call plus Sales Process Mapping

  • Weekly Dedicated Strategist Calls with Personalized Action Plans

  • Comprehensive Account Setup, Branding, and Advanced Tracking

  • Migrate or Implement up to 3 Pipelines & Sales Stages with Customization & Automation

  • Full Import of Contacts, Companies, Deals & Products (including Parent/Child Relationships)

  • Up to 6 Custom Dashboards, 10 Lists, & Advanced Sales Reporting

  • Up to 6 Hours of Hands-On Training plus Additional Video Tutorials

  • Up to 20 Hours of Implementation for Automations & Custom Views

  • Up to 5 Third-Party Integrations (e.g., Website, Salesforce, GDPR, DKIM/SPF Setup)

  • Customized Email Templates & Sequences (including Sales Playbooks and 5-Email Sequences)

  • (Enterprise) Create 2 Custom HubSpot Sales Reports

  • (Enterprise) Setup 3 High-Impact Sales Email Templates

  • (Enterprise) Build 5 Sophisticated Email Sequences (max 5 emails each)

  • (Enterprise) Develop a Comprehensive Sales Playbook

  • (Enterprise) Map Custom Objects to HubSpot Objects for Advanced Data Integration

  • (Enterprise) Complete Migration of Parent/Child Relationships

  • Customized Documentation & Ongoing Enterprise Support

  • Dedicated Post-Onboarding Optimization & Check-Ins

  • Customized Documentation & Ongoing Support

  • Dedicated Post-Onboarding support

  • and much more!

    Limited support

    HubSpot Standard Marketing  Onboarding

    • Limited Support: Basic Discovery Call (Limited)

    • Biweekly Sync Sessions

    • Basic Account Setup & Tracking

    • Migrate Up to 1 Landing Page (Limited)

    • Limited Import of Contacts & Lists

    • Basic Marketing Reporting & Dashboards

    • Up to 2 Hours of Training

    • Basic Automations (e.g., Simple Workflows)

    • Simple Integrations (Limited)

    • Limited Email Templates

    • General HubSpot Resources

    We do it for you

    Vestal Hub Premium
    Marketing Onboarding

    All that HubSpot provides plus:

    • Full-Service, Hands-On Implementation

    • In-Depth Discovery Call + Marketing Process Mapping

    • Weekly Dedicated Strategist Calls with Personalized Action Plans

    • Comprehensive Account Setup, Branding, and Advanced Tracking

    • Build or Migrate Up to 3 Landing Pages & Conversion Funnels
      (with Customization & Automation)

    • Full Import of Contacts, Segments, and Lists
      (including opt-out lists or advanced segmentation)

    • Up to 6 Custom Dashboards, 10 Lists, & Advanced Marketing Reporting

    • Up to 6 Hours of Hands-On Training + Additional Video Tutorials

    • Up to 20 Hours of Implementation for Marketing Automations & Custom Workflows

    • Up to 5 Third-Party Integrations (e.g., Social Media, Website, GDPR, DKIM/SPF Setup)

    • Customized Email Templates & Lead Nurturing Sequences
      (including Marketing Playbooks)

    • (Enterprise) Create 2 Custom HubSpot Marketing Reports

    • (Enterprise) Setup 3 High-Impact Marketing Email Templates

    • (Enterprise) Build 5 Sophisticated Email Sequences (max 5 emails each)

    • (Enterprise) Advanced Segmentation & Custom Objects
      (Map custom objects for deeper data integrations)

    • Customized Documentation & Ongoing Support

    • Dedicated Post-Onboarding Support

    • and much more!

    Limited support

    HubSpot Standard Service Onboarding

    • Limited Discovery Call (Limited)

    • Biweekly Sync Sessions

    • Basic Service Hub Account Setup & Ticket Pipeline Configuration

    • Setup of Customer Service Inbox & Basic Ticket Routing

    • Migrate Up to 1 Ticket Pipeline (Limited)

    • Limited Import of Existing Tickets & Customer Data

    • Basic Reporting & Dashboards for Service Metrics

    • Up to 2 Hours of Service Hub Training

    • Basic Service Automations (e.g., Ticket Assignment)

    • Simple Integrations (Limited)

    • Limited Email Templates for Customer Service

    • General HubSpot Service Hub Resources

    We do it for you

    Vestal Hub Premium
    Service Onboarding

    All that HubSpot provides plus:

    • Full-Service, Hands-On Implementation for Service Excellence

    • In-Depth Discovery Call & Detailed Service Process Mapping

    • Weekly Dedicated Strategist Calls with Customized Service Playbooks

    • Comprehensive Account Setup, Branding, & Advanced Tracking

    • Migrate or Implement up to 3 Ticket Pipelines with Custom Stages & Automation

    • Full Import of Tickets, Customer Data, & Feedback Records

    • Up to 6 Custom Service Dashboards & 10 Advanced Reports (e.g., SLA, CSAT, NPS)

    • Up to 6 Hours of Hands-On Training plus Additional Video Tutorials

    • Up to 20 Hours of Implementation for Advanced Automations & Custom Ticket Routing

    • Up to 5 Third-Party Integrations (e.g., Help Desk Tools, Customer Feedback Systems, CRM)

    • Customized Email Templates & Automated Customer Service Sequences

    • (Enterprise) Advanced Knowledge Base Setup & Live Chat Integration

    • (Enterprise) Implementation of Customer Feedback Surveys (CSAT, NPS, CES)

    • Customized Documentation & Ongoing Service Support

    • Dedicated Post-Onboarding Support

    • and much more!

    Let’s Get Started

    Ready To Get The Most Out of HubSpot? Let’s Do it Together!