Does This Sound Familiar?
You Just Bought HubSpot
You're stretched to the limit
You're onboarding multiple hubs
1 Bold Step: An Experienced Onboarding Partner
Most people who set up an initial HubSpot installation are doing it for the first time. We’ve done it for dozens of companies across manufacturing, professional services, and SaaS. With over 65 five-star reviews on the HubSpot platform, you can rest assured that there isn’t much we haven’t seen.
When you choose 1 Bold Step:
- Your account is properly optimized by people who’ve configured HubSpot dozens of times, not once
- Your team gets trained together, not left to figure it out individually
- You keep a partner after launch instead of a closed ticket
After Onboarding, We Don’t Disappear
Onboarding has an end date. Your HubSpot questions won’t. When your 90 or 60 days wrap, Premium Support picks up where onboarding leaves off. Same team, same portal, no re-explaining your business to someone new.
What Clients Say
What 1 Bold Step Delivers
01.
Fully Customized, Not Out-of-the-Box
No two businesses run HubSpot the same way. We build yours around how you actually sell, not around a template. “Brandon was nothing short of amazing – knowledgeable, friendly and always engaging even with our crazy lead scoring requirements. It was an absolute pleasure working with him; we are better HubSpot users because of his shared insight. Thank you to the whole 1 Bold Step Team for the experience!” Vaccaro, C. HubSpot Onboarding client02.
Fully Trained, Not Just Handed Off
Your whole team gets trained together, more than once, so everyone’s working from the same playbook from day one. “Working with 1 Bold Step for our HubSpot onboarding was an outstanding experience. Brandon was extremely resourceful and made the entire process smooth and easy from start to finish. His deep knowledge of HubSpot and positive, upbeat attitude made every session productive and enjoyable. He took the time to understand our business needs, tailored each meeting to our specific goals, and ensured we were fully set up for success. I highly recommend 1 Bold Step and Brandon to anyone looking for expert HubSpot onboarding and support.” Henninger, A. HubSpot Onboarding client03.
Fully Supported After Launch
New questions come up once you’re actually using the system. We’re still there when they do. “Stephan was fantastic during our HubSpot onboarding. He knew the platform inside out and helped us create a tailored plan that fit our needs. He stayed with us through every step, answering questions and ensuring a smooth process. His expertise and dedication made a big difference. Highly recommend!” Larimore, D. HubSpot Onboarding clientHow it works
Onboarding runs on HubSpot’s own timeline. 90 days for Marketing Hub, 60 days each for Sales and Service Hub. Bundle more than one, and you get more efficient use of that time
Step 1
Thorough Discovery
On the kickoff call we will work together so we both understand what what “done” looks like for your business.
Step 2
Weekly Check-In
We run the project, not you. But you’ll always know where things stand.Step 3
Low-Touch Technical Setup
Account structure, integrations, the unglamorous back-end work. Handled.
Step 4
Complete Customization
Properties, workflows, pipelines built around how your team actually sells.
Step 5
Review and Training
More than one session. Everyone comfortable, not just the person who signed the contract.
Step 6
Ongoing Support
Questions don’t stop at go-live. Neither do we.
Everything Your Onboarding Includes
Same cost either way. Here’s everything that comes with choosing us.
1. Project & Communication
Full onboarding project management. Not just a call every two weeks.
- Full project management, start to finish, not a rep checking in twice a month
- Weekly check-ins instead of every other week
- Real discovery calls, not limited access to a HubSpot rep
2. Your Data, Tracked Right
Account tracking configured for how you actually operate. Not left half-set.
- Account tracking fully configured, not partially
- Custom properties built around how you actually track your business
- Lead source tracking from day one
- Full website analytics and tracking set up correctly
3. Marketing, Actually Built Out
Not a bare account. A marketing engine, ready to run.
- Email authenticated (DKIM/SPF), so deliverability isn’t a mystery six months in
- Brand kit configured
- Contact and company lists organized, not just imported
- Blog, subdomain, and website forms set up
- Google, Facebook, and LinkedIn ads connected
- Initial campaigns and workflows built, not templated
4. Sales, Ready to Go
Your reps open HubSpot to a system, not a blank slate.
- Deal pipelines built around how you actually sell
- Initial sales sequences set up
- Meetings tool configured
- Active marketing contact management, so you’re not paying for contacts you don’t need
5. Ongoing Visibility
Reports your leadership can actually trust.
- Custom reporting and dashboards
- Monthly CRM health review
HubSpot Onboarding Packages
Only need Sales Hub or Marketing Hub? The packages below cover it. Onboarding a different hub, or more than one at once? Tell us what you’re working with. We onboard all of them, we don’t just build a package for every combination.
Sales Professional Onboarding
- Account/Tech Setup
- Best Practices and Import of Data
- Initial Reports/Dashboards
- Training (2 Hours)
- Sequence Set up
Marketing Professional Onboarding
- Account/Tech Setup
- Capture Leads and Contacts
- Best Practices and Import of Data
- Automate Launch First Campaigns
- Initial Reports/Dashboard
- Training
Additional Add-ons
- 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
Ready to Get HubSpot Working?
Whether your team just signed up or you’ve been putting off setup for months, the sooner it’s built right, the sooner it starts paying you back.