HubSpot
Onboarding
New to HubSpot? We make your start efficient and practical – with onboarding that goes beyond standard training. Our goal: fast ROI, clean setups, and an introduction that truly supports your processes.
HubSpot implementation: directly with HubSpot or with a certified partner?
Then you have a choice: HubSpot itself offers standard onboarding with fixed content.
With us as a certified HubSpot partner, you get more: onboarding that is tailored to your processes – practical, individual, and with an eye on your ROI.
We don't think in terms of tool functions, but as part of your team. Our experience from numerous B2B projects flows directly into our work: from clean setup to successful everyday use.
Typical challenges with HubSpot onboarding
Unclear strategy
HubSpot is a complex platform. In order to set it up to meet your requirements, you need to be clear about your inbound strategy before onboarding. If the foundation is faulty, everything wobbles.
Lack of resources & know-how
You don't introduce a new HubSpot instance every day. A lack of specialist knowledge, little or no practical experience from other projects and a lack of resources make progress difficult.
Integrate existing systems
Are you already working with existing systems for CRM, email marketing, etc.? The integration of HubSpot may require additional customization and technical support.
Resistance to change
HubSpot can cause resistance, especially if it changes employees' work processes. This makes it more difficult to make progress with the project.
Our onboarding services
1. Fast Track Onboarding:
Have you already prepared everything and “only” need help with the technical implementation and training for the teams? Then you've come to the right place. We provide pragmatic help in the form of a completed project.
- You show us the scope and we give you a fixed price.
- Pure implementation
- Including training on request
2. All-Inclusive Onboarding:
Looking for a partner on equal footing – with entrepreneurial thinking, technological and strategic know-how?
Then you've come to the right place. We take responsibility for your HubSpot implementation – reliably, structured and with a wealth of experience from numerous projects.
Because: You usually only implement HubSpot once. Mistakes can be costly later on. Our onboarding saves you time, money and detours – without trial and error, but with a clear plan.
STRATEGY
Together, we lay the foundation for your HubSpot onboarding—with a clear RevOps approach. We refine target groups and ICP, define the customer journey, and link marketing, sales, and service processes. This forms the basis for a content and channel strategy that contributes measurably to growth. When everyone pulls together, onboarding becomes a real success story.
ONBOARDING
We set up HubSpot to fit your processes—from user accounts and settings to integrations with other systems. We also help you with data migration. The result: a neatly set up HubSpot that's ready to go and lets your marketing, sales, and service teams work efficiently.
TRAINING
A tool is only as good as the people who use it. That's why we make HubSpot accessible to all teams during onboarding – in a practical and role-based way. In our training courses, you will not only learn about the features, but also how marketing, sales, and service can work together efficiently. This creates acceptance and makes HubSpot an integral part of your processes.
That's why onboarding with us is worthwhile!
Experience
We are convinced HubSpot users ourselves and have grown with the platform over the years. Mark Lotse was one of the first HubSpot partner agencies in Germany, so we know the HubSpot philosophy inside out.
B2B savvy
And the best thing is: as business economists and marketing experts, we think like you. We can grasp and implement your requirements quickly and pragmatically. So, it's guaranteed not to be technical, but absolutely goal-oriented.
Hands-on mentality
When we understand the big picture and know the direction we want to take, we can be very pragmatic! Even the unexpected doesn't upset us. We have always found a solution!
This is how our onboarding works:
Step 1
In an initial orientation workshop, we clarify common goals and the roadmap for onboarding. We define the stakeholders and the core team involved in the project. We also plan the introduction & training for the teams.
Step 2
If the strategic foundations such as target groups & ICP definition, customer journey & content strategy are already in place, we will carry out a review of the information and clarify open points with you.
If there are any gaps, these will be addressed in workshops.
Step 3
During the design phase, we map your processes on a Miro Board, for example, and translate your customer journey for HubSpot. We also define the ICPs, your minimum data requirements and the lifecycle stages in HubSpot. Once this is done, the next step is to start the set-up.
Step 4
If necessary, we start the basic set-up in HubSpot parallel to step 3. This involves creating the necessary links, exchanging forms if necessary and transferring data from previous CRM systems.
Step 5
In the next step, we map the customer journey directly in HubSpot. Ideally, the process is oriented along the journey - so the various teams can carry out their work in HubSpot step by step.
Step 6
Parallel to step 5, we conduct regular team trainings - these are tailored to the target groups and include both the presentation of HubSpot functions and your specific journey.
Step 7
As far as the processes are mapped in HubSpot, we build corresponding dashboards and reports for your team so that you have an even better overview of your goals in the future. We set targets for important KPIs and provide a roadmap on how you can best achieve them.
Step 8
We are also happy to provide you with further support in operating the platform, e.g. as part of special campaigns, Google or social ads, or the continuous optimization of the CRM system.
Non-binding inquiry
Feel free to contact us for an initial consultation! As a HubSpot partner agency, we will be happy to help you with HubSpot onboarding. Let's talk about your framework conditions and the scope, then we'll work out a customized offer for you.
Very good and reliable partner
The onboarding and implementation of our website with HubSpot was quick and uncomplicated thanks to Mark Lotse. We are still happy to use the agency's services today.
Our HubSpot customers
Hubspot Onboarding FAQs
In principle, the process of onboarding through HubSpot is similar - however, as an independent agency, it is particularly important to us that we understand your processes in detail in order to map them optimally in HubSpot. Therefore, onboarding by us may be a little less standardized and can be designed more individually.
No, it is also possible for us to define your customer journey as part of an additional strategy process, as well as your target customer & content strategy.
The duration of onboarding essentially depends on two factors: a) the status of the foundations already established and b) the scope of the HubSpot license and the team.
When onboarding a marketing & sales team on a HubSpot Professional Suite, we expect it to take around 3 to 6 months until the processes are clean in HubSpot.
For large, international teams, the roll-out can take longer.
We usually carry out our onboarding with a combination of workshops (on site OR online) and shorter working appointments. The workshops serve to develop strategies within the team and thus create a high level of alignment. In the working sessions, we then work in various groups on the operational aspects of recruitment.