Skip to content
Plan Your Next Move
Plan Your Next Move
    HUBSPOT ONBOARDING

    HubSpot
    Onboarding
    Services

    Navigate the complexity of HubSpot and become a pro with our
    comprehensive HubSpot Onboarding Program.

    Book a Growth Marketing Session ➜ How We Measure Success

    What is HubSpot Onboarding?

    HubSpot Onboarding is the process of configuring your HubSpot software and training you on how to use it so you can reap maximum benefits instantly through it.

    New to HubSpot or already a customer? As an accredited HubSpot Onboarding agency, we are here to help you get started and set your business up for growth.

    What To Expect From Demand Generation Marketing Agency

    Why New Perspective for HubSpot Onboarding?

    Group 431-1

    Onboarding Accredited

    Within HubSpot's partner group. Ranked in the top 10% of accredited agencies worldwide.

    Group 431-1

    HubSpot Partner Agency

    Proud HubSpot partner agency since 2013, with deep HubSpot ecosytem expertise.

    Group 447

    Over 20 Years

    Helping B2B companies grow with smart, measurable marketing since 2003.

    team

    100% Senior Team

    Every team member has 6+ years of experience. No juniors, no shortcuts.

    b2b

    Deep B2B Expertise

    Focused on cleantech, manufacturing, and B2B SaaS with proven results.

    ss

    End-to-End Strategy

    We connect awareness to revenue with strategy, content, media, and tech.

    hubspot certifications

    Our HubSpot Onboarding Process

    • ProductIcons_SalesHub_Icon_Orange

      Step 1

      Identify your challenges and goals

      We begin our onboarding by identifying the challenges you are looking to overcome and the goals want to attain through our onboarding.

       

    • ProductIcons_MarketingHub_Icon_Orange

      Step 2

      Create an Onboarding timeline

      Next, we craft a strategic onboarding timeline. This customized roadmap is designed with your specific goals in mind, offering a clear, concise outline of key milestones to know exactly what steps we'll take and when.

       

    • ProductIcons_SmartCRM_Icon_Orange

      Step 3

      Set up HubSpot and guide you through it

      Keeping pace with cutting-edge tools, we set up HubSpot and guide you along the practical aspects of the software. Our aim is not just to do the set-up but to ensure you're comfortable navigating and maximizing the tool's innovative features.

       

    • ProductIcons_ServiceHub_Icon_Orange

      Step 4

      Consult & Support

      Lastly, consistent support and insightful consultation are always at your disposal. It's not just about the initiation process, but providing effective strategies, advice, and ongoing support to help your business.

       

    How Our HubSpot Onboarding Program Fits Your Needs

    With the New Perspective's HubSpot onboarding program, you can address the following challenges:

    Embracing a new platform

    Initial HubSpot use may be daunting due to unfamiliarity with the software. We help you embrace the platform the right way.

    Data migration and its issues

    If not done right, migrating to HubSpot can cause issues like data syncing, deal stage mapping, and more.

    Upgrading from legacy systems

    Our team guides you through the data migration process, implementing the transfer and providing training on data hygiene within HubSpot.

    Automating the right way

    Incorrect setup of automation workflows and templates in HubSpot can lead to significant challenges. That's where we come in.

    Setting up reporting

    Our team sets up your dashboard and reports to provide only the essential data for informed decision-making.

    Get the ROI you put in HubSpot

    We ensure HubSpot works hard for your business, transforming the original cost into a profitable investment.

    HubSpot Onboarding Packages

    No matter the tier and hubs you have in your HubSpot account, our onboarding services are here to get you up and running fast.

    • Marketing Hub Onboarding
    • Sales Hub Onboarding
    • Service Hub Onboarding

    What's Included:

    Marketing Hub Professional

    Marketing Hub Enterprise
    Guided Consulting Sessions (1x/week)   Yes (4 sessions)   Yes (6 sessions)
    Personalized Coaching Session
      Yes (1 included)
      Yes (2 included)
    Email Support During Project
      Yes
      Yes
    Setup HubSpot Users and Permissions
      Yes
      Yes
    Setup Account and Tracking Codes
      Yes
      Yes
    Branding Setup for Logo, Fonts, Colors
      Yes
      Yes
    Import Existing Contacts and Companies into HubSpot CRM
      Limited Support
      Yes
    Add Existing Custom Properties for CRM
      Yes
      Yes
    Create Buyer Personas in HubSpot CRM
      Yes
      Yes
    Setup Landing Page & Blog Settings, Connect Subdomain
      Yes
      Yes
    Configure Email Tracking and Sending Settings
      Yes
      Yes
    Import Opt-Out Lists from Existing CRM
      Yes
      Yes
    Implement GDPR Compliance Settings
      Yes
      Yes
    Configure Default Form Settings & Styles
      Yes
      Yes
    Create Essential Marketing Reports & Dashboards
      Yes
      Yes
    Integrate Existing Marketing Technology (HubSpot App Partners Only)
      Yes
      Yes
    Integrate E-Commerce Solution (HubSpot App Partners Only)
      Yes
      Yes
    Setup Enterprise Features
      Not Available*
      Yes
    Setup & Training on Predictive Lead Scoring
      Not Available*
      Yes
    Setup & Training on Custom Behavior Events
     Not Available*
      Yes
    Training on HubDB and Use Case
      Not Available*
      Yes
    Pricing
    $3,000
    $6,000
    Timeline
    5 weeks
    8 weeks

    What's Included:

    Sales Hub Professional

    Sales Hub Enterprise
    Guided Consulting Sessions  Yes (5 sessions)  Yes (6 sessions)
    Customized Coaching Session
    Yes (1 included)
     Yes (2 included)
    Email Support During Project
     Yes
     Yes
    Setup HubSpot Users and Permissions
     Yes
     Yes
    Setup Account and Tracking Codes
     Yes
     Yes
    Branding Setup for Logo, Fonts, Colors
     Yes
     Yes
    Migrate Deal Pipelines and Stages to HubSpot
     Yes
     Yes
    Import Existing Contacts and Companies into HubSpot CRM
     Yes
     Yes
    Import Existing Products into HubSpot CRM
     Yes
     Yes
    Add Existing Custom Properties for CRM
     Yes
     Yes
    Configure Email Tracking and Sending Settings
     Yes
     Yes
    Import Opt-Out Lists from Existing CRM
     Yes
     Yes
    Implement GDPR Compliance Settings
     Yes
     Yes
    Sync Record Ownership for Contacts & Companies
     Yes
     Yes
    Configure HubSpot Insights for Company Data
     Yes
     Yes
    Configure HubSpot Meetings with Email Client
     Yes
     Yes
    Create Essential Sales Reports & Dashboards
     Yes
     Yes
    Integrate Existing Marketing Technology (HubSpot App Partners Only)
     Not Available*
     Yes
    Setup Enterprise Features
     Not Available*
     Yes
    Setup & Training on Custom Objects
     Not Available*
     Yes
    Setup & Training on Recurring Revenue Tracking
     Not Available*
     Yes 
    Setup & Training on Predictive Lead Scoring
     Not Available* 
     Yes
    Setup & Training on Custom Goals
     Not Available* 
     Yes
    Setup & Training on Deal Splits
     Not Available*
     Yes
    Pricing
    $1,500
    $3,000
    Timeline
    6 weeks
    8 weeks

    What's Included:

    Service Hub Professional

    Service Hub Enterprise
    Guided Consulting Sessions   Yes (4 sessions)   Yes (6 sessions)
    Customized Coaching Session
      Yes (1 included)
      Yes (2 included)
    Email Support During Project
      Yes
      Yes
    Setup HubSpot Users and Permissions
      Yes
      Yes
    Setup Account and Tracking Codes
      Yes
      Yes
    Branding Setup for Logo, Fonts, Colors
      Yes
      Yes
    Import Existing Contacts and Companies into HubSpot CRM
      Yes
      Yes
    Add Existing Custom Properties for CRM
      Yes
      Yes
    Migrate Tickets from Existing System
      Yes
      Yes
    Configure Email Tracking and Sending Settings
      Yes
      Yes
    Create Essential Service Reports & Dashboards
      Yes
      Yes
    Integrate Existing Marketing Technology (HubSpot App Partners Only)
      Yes
      Yes
    Setup Enterprise Features
      Yes
      Yes
    Setup & Training on Custom Objects
      Not Available*
      Yes
    Setup & Training on Recurring Revenue Tracking
      Not Available*
      Yes
    Setup & Training on Custom Goals
      Not Available*
      Yes
    Setup & Training on Conversation Intelligence
      Not Available*
      Yes
    Pricing
    $1,500
    $3,000
    Timeline
    6 weeks
    8 weeks

    New Perspective is HubSpot Onboarding Accredited Agency

    In order to achieve HubSpot partner status and accreditation, agencies must combine their technical expertise in HubSpot with a deep understanding of their clients' unique business needs and goals. This goes beyond theoretical knowledge and requires tangible results for clients to showcase their capabilities.

    Agencies, like New Perspective, are asked to showcase real client projects to HubSpot. These case studies illuminate how they've deployed HubSpot at different companies, integrated it with varying applications to address distinct challenges, and ultimately, driven clients towards achieving their goals.

    onboarding

    Frequently Asked Questions

    What is HubSpot onboarding?

    HubSpot onboarding is the structured process of configuring your HubSpot portal to align with your sales, marketing, and revenue goals. It includes CRM setup, automation configuration, reporting alignment, and process documentation to ensure long-term scalability. 

    Why is professional HubSpot onboarding important for B2B companies?

    Professional onboarding ensures your CRM structure, lifecycle stages, lead routing, and reporting reflect your actual revenue model; especially critical in complex B2B sales cycles. 

    What does HubSpot onboarding typically include?

    HubSpot onboarding typically includes CRM configuration, lifecycle stage mapping, automation workflows, reporting dashboards, contact segmentation, and internal team training. 

    How long does HubSpot onboarding take?

    The timeline depends on portal complexity, the number of teams involved, and customization needs. Most onboarding projects include discovery, technical setup, testing, and team training phases.

    How does HubSpot onboarding support demand generation?

    Proper onboarding ensures that marketing automation, campaign tracking, attribution reporting, and lead-nurturing workflows are configured correctly to support demand-generation programs. 

    Can HubSpot onboarding improve sales and marketing alignment?

    Yes. By aligning CRM structure, lifecycle definitions, and reporting dashboards, onboarding creates transparency between marketing and sales teams and reduces friction in lead handoffs. 

    Do you provide HubSpot onboarding for existing portals?

    Yes. We frequently audit and restructure existing HubSpot portals to improve data hygiene, automation logic, reporting clarity, and revenue tracking accuracy.

    How do you measure the success of HubSpot onboarding?

    Improved data accuracy, clearer attribution, stronger reporting visibility, smoother lead routing, and increased confidence in revenue tracking all directly support stronger pipeline performance and more effective demand generation programs. 

    Is HubSpot onboarding different for marketing vs. sales teams?

    Yes. Marketing onboarding focuses on automation, segmentation, and campaign tracking, while sales onboarding emphasizes deal pipelines, forecasting, and CRM usability. 

    What is the first step to get started with HubSpot onboarding?

    The first step is a structured discovery session to understand your goals, current CRM setup, reporting needs, and growth objectives before configuring the portal.

    _services-med-1

    HubSpot Onboarding Done The Right Way

    Let’s talk about how we can help you maximize the potential of HubSpot features for your business growth.

    ➜ Book Intro Call

    HubSpot Insights From Our Blog