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HubSpot Onboarding

Done For You

Have a dedicated team of HubSpot experts do the hard work of platform onboarding for you.

Stay focused on your business

HubSpot onboarding takes time out of your already busy schedule – let us lead it for you with guided check-ins along the way.

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Hubspot Marketing, CRM Hubspot Setup, 1BoldStep
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Fully Customized

No two businesses are the same, so why should you accept out-of-the-box solutions? Our certified HubSpot experts will customize the platform in a way that makes sense for your business.

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Fully Trained

Our onboarding includes training for you and your entire team. We make sure everyone is on the same page using the same tools and processes right from the start.

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Fully Supported

Our USA-based team will be there to give you expert guidance on any HubSpot questions you might have.

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Same Cost as HubSpot

Get onboarding waived by HubSpot and we will help you set up HubSpot for the same cost.

1BoldStep
Hubspot
Discovery Calls
✓
Limited
Weekly Check-Ins
✓
2 Week Check-Ins
Onboarding Project Management
✓
❌
Users and Permissions Setup
✓
✓
Account Tracking Setup
✓
Limited
Email Sending Authentication (DKIM and SPF)
✓
❌
Brand Kit Settings
✓
❌
Contacts and Companies List Creation
✓
❌
Import Contacts and Companies
✓
✓
Landing Page and Subdomains
✓
✓
Blog Subdomain Setup
✓
❌
Form Creation and Replacement on Website
✓
❌
Social Media Integration
✓
❌
Website Analytics and Tracking
✓
Limited
List Creation and Management
✓
❌
Monthly CRM Health Review
✓
❌
Custom Reporting and Dashboards
✓
❌
Campaign Setup and Tracking
✓
Limited
Deal Pipelines
✓
Limited
Custom Properties
✓
❌
Website Template Migration
✓
Limited
Migrate Blog
✓
❌
Google Ads Integration
✓
❌
Facebook Ads Integration
✓
❌
LinkedIn Ads Integration
✓
❌
Lead Source Tracking
✓
❌
Active Marketing Contact Management
✓
❌
Set Up Initial Workflows
✓
❌
Set Up Initial Sales Sequences
✓
❌
Meetings Tool Setup
✓
❌
5 star review, hubspot onboarding

“Seasoned professionals that are knowledgeable, quickly accessible, and a pleasure to work with!”

Implementing HubSpot with 1BoldStep was extremely smooth, which was a unique experience for me. Adam and Rob are very skilled in setting up HubSpot, but equally as important, they are super helpful in assisting and teaching their customers how to fine-tune this program to fit the ever-changing needs of a business. They are quick to respond to questions and requests that our team have presented to them, which is very important as we set up the foundation of our business. Truly, I have found them to be creative solution finders, and to be very patient and kind as I learn the nuances of HubSpot. I highly recommend 1BoldStep!

– Karen Kahusi – Computer Software | Jul 31, 2023

Services Provided:

  • CRM Implementation, HubSpot onboarding, sales enablement, help desk implementation, customer success training, and customer support training
5 star review, hubspot onboarding

“Highly recommend!! Smoothest Migration ever!”

1BoldStep provided the following services to us: Set up of HubSpot CMS; acted as Project Manager for HubSpot to migrate our previous website; helped with Go Live for website; launched the payment gateway; helped us understand page view analytics from the CMS; advised us on ways to improve email health. All of the project execution and communication by Steve and Adam were flawless from start to finish, and the project was completed to the timeline as promised. Highly recommend!!!!

– Darren Nowak Management Consulting
| Jun 3, 2022

Services Provided:

  • Website Migration, sales and marketing alignment, conversational marketing, email marketing, and website design
More Reviews

Our Process

Thorough Discovery

Your goals are our goals, which is why we take alignment seriously. Through our strategic kick off meeting, we get on the same page and come up with a game plan that your entire team will get behind.

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Weekly Discussions and Planning

We manage the entire project from start to finish, meeting with you regularly to keep everyone on track. 

Low-Touch Technical Setup

You don’t have to worry about setting up your account on the back end – our HubSpot experts have you covered.

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Complete Customization

From unique properties to custom workflows to sales processes, we build HubSpot out exactly the way you want it and give you real-world advice from our years of experience. 

Review and Training

Your training sessions (that’s right, more than one) ensure your entire team is comfortable with using the platform and getting the most out of your investment.

Ongoing Support

As you use the system, new questions will come up and we’re here for it. Our monthly support packages are great for large teams, unique use cases, and any user that has specific questions. 

Sales Professional Onboarding

$2000/One Time
  • Account/Tech Setup
  • Best Practices and Import of Data
  • Initial Reports/Dashboards
  • Training (2 Hours)
  •  +Sequence Set up

Marketing Professional Onboarding

$3000/ One Time
  • Account/Tech Setup
  • Capture Leads and Contacts
  • Best Practices and Import of Data
  • Automate Launch First Campaigns
  • Initial Reports/Dashboard
  • Training

Additional Add-ons

Custom
  • Enterprise Hub Set up
  • Sales and Marketing Process Alignment
  • Advanced Lead Scoring/Notifications
  • CRM System integrations
  • Campaign Development
  • Additional Trainings
  • HubSpot Admin/Mgt.
  • Execution and Operations Support

Get in Touch for HubSpot Onboarding

Need more support? How about a fractional marketing team!

See how 1 Bold Step can help you drive revenue with a fractional marketing team.

Learn More About Fractional Marketing Teams