HubSpot Onboarding, Training, & Consulting

Phase I: Discovery

We’ll begin our engagement by learning more about your goals and assessing your training needs in a one-hour meeting, using our 11+ years working with HubSpot to tweak our standard onboarding experience to focus on tools you and your team are likely to use everyday.

Phase II: Onboarding

Our onboarding service consists of a standard overview of the major tools conducted via weekly Zoom calls in which we guide you through each tool as you share on screen. We take this approach because we believe the best way to learn HubSpot is by doing, not watching others do. Our tool overviews will cover not only the basics of tool set-up, but also best practices and advanced insights we’ve learned through years of experience.

Phase III: Build & Train

Do you need help setting up HubSpot tools, establishing processes, or training other members of your team on HubSpot?

We offer “do it for me” building and training services that enable our team of HubSpot experts to help you build or configure HubSpot tools just the way you want them, troubleshoot tricky objectives, train your full team, and more.