How We Work
Our exclusive 10-week onboarding plan allows you to get up and running as quickly as possible with your HubSpot portal. Tailored training is delivered by certified HubSpot specialists to your business during this time to ensure you are set up for success. We focus on getting to know the team and company we will be working with so we can understand your business goals, what matters to you and how we can best tailor the delivery to suit your needs.
This includes:
- Meeting the key people in your team
- Understanding your business goals and target market
- Understanding your marketing, sales and customer success process
- Learning about where you operate and any competitors in the market
What to Expect
When we onboard clients we create a bespoke and exclusive service to fit your needs, starting with a call where we can establish your goals, needs and requirements and define the tools that you need to integrate with your HubSpot portal.
Once we have an understanding of your company we can start with systematic technical onboarding. Our goal is to empower your team to start confidently using HubSpot independently, and grow their knowledge with each session.
HubSpot expertise from a leading Platinum Partner
As an experienced HubSpot user and leading Platinum Solutions Partner who has onboarded many of our own clients, we can onboard you faster and more effectively than the HubSpot-offered onboarding.
We can help you seamlessly move from set up to integration and execution through our proven 90-day onboarding system. We have identified what works in HubSpot CRM, Marketing, Sales and Service Hubs and we love sharing our knowledge with our clients to allow them to maximise data-driven lead generation, customer acquisition and client engagement.
