Proven HubSpot onboarding framework

Proven frameworks used by 100+ companies to set up HubSpot

Stay focused on scaling while a senior HubSpot expert customizes HubSpot to your needs in 4–6 weeks — done for you, at HubSpot DIY prices or less.

Stay focused on scaling your business while a senior HubSpot expert customizes Sales, Marketing, Service or Operations Hub to your needs — done for you in 4–6 weeks, at HubSpot DIY prices (or less).

Book a free consultation →Talk to Vestal Hub

A proven playbook — not a DIY checklist

You bought HubSpot to grow — not to become a HubSpot expert

The framework that gets you live in 4–6 weeks

  1. 01. Discovery call — Within about a week you’re on a call with your expert. We learn your use case and what the framework needs to cover for your team.
  2. 02. Mapping call — We map your sales, marketing and/or service processes so the build matches how you actually work — not HubSpot’s defaults.
  3. 03. Weekly meetings — Meet weekly to keep momentum, answer questions, and review what’s shipped. You always know where the framework stands.
  4. 04. Technical setup — Between meetings we configure HubSpot behind the scenes — users, CRM, automation, templates, reporting — against the package scope.
  5. 05. Portal review & handoff — A focused review call to walk through everything, train your team, and hand over a portal you can run.
  6. 06. Ongoing support — Goal is self-sufficiency in 4–6 weeks. If you want HubSpot kept handled after that, month-to-month support is available.

Same price as HubSpot DIY — or less. We do the work.

Sales Hub

HubSpot’s DIY Sales Hub Pro onboarding is typically $1,500 — coaching and homework. We do the technical setup for the same price (or less on Enterprise).

Pricing vs HubSpot DIY

Done for you

Enterprise adds

Marketing Hub

HubSpot’s DIY Marketing Hub Pro onboarding is typically $3,000. Same price with us — and we build the assets, not just coach you through them.

Pricing vs HubSpot DIY

Done for you

Enterprise adds

Service Hub

HubSpot’s DIY Service Hub Pro onboarding is typically $1,500. Same price — we configure ticketing, inbox, SLAs and reporting for you.

Pricing vs HubSpot DIY

Done for you

Enterprise adds

Operations Hub

HubSpot doesn’t sell a packaged DIY Operations Hub onboarding at a published fee. We set Ops Hub Pro up for $1,500; Enterprise is scoped on a call.

Pricing vs HubSpot DIY

Done for you

Enterprise adds

30+ additional hours of support and technical setup versus DIY coaching. Book a consultation to confirm HubSpot tier, Hub mix, and exact package pricing.

Migrations, integrations and deeper work

Questions teams ask before kickoff

What do you mean by a proven framework?
We don’t invent a new approach for every portal. Discovery → mapping → weekly build → QA → handoff is the same playbook we’ve run across 100+ companies. Your process and HubSpot tier customize the framework — the structure that gets you live in 4–6 weeks stays consistent.
How is this different from HubSpot’s own onboarding?
HubSpot’s DIY onboarding coaches your team through homework. Ours applies a proven done-for-you framework: a senior expert configures the portal to your process, meets you weekly, and hands it over in 4–6 weeks — usually at the same published DIY fee, or less on Enterprise.
Do HubSpot subscription fees count toward this?
No. Package prices cover our implementation work only. HubSpot licenses are billed by HubSpot. As a Solutions Partner we can help you pick the right plan and negotiate where it makes sense.
Is data migration included?
Standard contact, company, deal, product and ticket imports listed in each Hub package are included. Large / complex migrations (e.g. Salesforce) start at $3,000 as an advanced service.
Who actually does the work?
A HubSpot-certified senior expert owns your engagement end-to-end — discovery, mapping, weekly meetings, build and handoff. You’re also backed by an account manager who keeps delivery on track. No juniors, no handoffs mid-project.
When do we pay?
Book a consultation, we confirm scope, then you get a short SOW. You don’t pay until the package and price are clear in writing.
What if we need more than one Hub?
We onboard each Hub as its own package (Sales, Marketing, Service, Operations). On the call we’ll recommend sequence and whether to run them in parallel.
Can we keep you after handoff?
Yes. Month-to-month ongoing support starts at $499/mo if you want HubSpot handled after go-live — cancel anytime.

Claim your free consultation

Pick a live slot. We’ll confirm HubSpot tier, which Hub(s) to start with, and send a short SOW if it’s a fit — no discovery gauntlet.

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