HubSpot Onboarding Packages

For teams taking their first step into HubSpot Marketing. Covers the critical foundations and your highest-priority use cases to help you launch with confidence. A great starting point if you need clarity without committing to the full suite.

• Account setup and user management
• CRM & marketing contacts
• Forms, lists, and email basics
• Navigation of Marketing Hub features
• 3 sessions (1–1.5 hrs each)

For teams ready to expand into more tools and structured campaigns. This tier adds depth across campaign assets and lead capture tools, giving your team more flexibility and guidance to build with momentum.

• Everything in Essential
• Basic workflows and lead nurturing
• Simple campaign setup and tracking
• Intro to reporting dashboards
• 8 sessions (1–1.5 hrs each)

Recommended for marketing teams who want to drive results, not just run campaigns. From setup to strategy, this full-scope onboarding helps you automate, measure, and optimise your funnel for performance. Our most popular package for a reason.

• Everything in Growth
• Multi-step automation workflows
• Lifecycle stage tracking and lead scoring
• Campaign optimization and analytics
• Dashboard configuration
• Strategic planning for key campaigns
• Content strategy alignment
• Integration advisory (e.g., CRM, email tools)
• 12 sessions (1–1.5 hrs each)

For teams looking to start strong with a focused rollout. A streamlined onboarding designed to cover the core essentials and one or two priority topics. Ideal if you are just getting started and want immediate traction without complexity.

• Account setup and user management
• CRM & user setup
• Deal pipeline configuration
• Contact & company properties
• Task management & deal automation basics
• 3 sessions (1–1.5 hrs each)

For teams who want more hands-on support across key sales tools. This package builds on the essentials and adds room to go deeper into areas like automation, engagement, or reporting—whichever matters most to your workflow.

• Everything in Essential
• Shared inbox & meeting tools
• Quotes & product library setup
• Basic automation (e.g., task creation, internal notifications)
• 4 sessions (1–1.5 hrs each)

Recommended for teams that want to get HubSpot right from day one. This end-to-end onboarding helps you align sales strategy, streamline processes, and build for scale. Most clients choose this to ensure nothing gets left on the table.

• Everything in Growth
• Lead rotation & lifecycle stages
• Forecasting setup & pipeline structure review
• Sales reporting dashboards
• Best practices for pipeline management and sales ops alignment
• 6 sessions (1–1.5 hrs each)