Our HubSpot Onboarding Services

Give a man a fish and you feed him for a day. Teach him how to fish and you feed him for a lifetime

Onboarding HubSpot is about helping customers help themselves

Depending on which hub you are onboarding you'll work through a custom plan for your team. Let's take a look at what you can expect with Service Hub Onboarding as an example. Sessions will cover

• How do your customers find answers to their questions?
• How long on average are your customers waiting to hear back from you?
• Does your knowledge base need to support multiple products, services, topics, or segments of your customers
• Do your support and sales teams tend to answer similar questions over and over?

and also 

• Understand how to import your existing knowledge base to HubSpot. Or if you don't have one how to start by creating one. 
• Design your knowledge base to ensure it's optimises for Google search and of course customer satisfaction. 
• Develop categories (and sub-categories) that make the knowledge base easy for your customers to navigate. 
• Collect and implement feedback on your knowledge base to help you continuously improve it. 
• Include your knowledge base at optimal locations on your website so that it’s easy to find. 
• Learn how to add videos to your knowledge base to give customers a visual walkthrough.

This glimpse offers just a taste of the comprehensive onboarding you can look forward to.

HubSpot Implementation

This option is perfect for when your unique business needs and processes require a customised HubSpot implementation. We understand that addressing your customers and having the right reporting and visibility is crucial to meeting your requirements. Our team will ensure that every aspect of HubSpot is tailored to fit your business needs, from reviewing your sales process to creating sales playbooks and automation to custom properties. We work with you on the hand-on elements of the implementation.

HubSpot Integration

Enhance your quote-to-cash process with a specialised Systems Integration Project. Streamline accounting, provisioning, subscription management, and renewals effortlessly. Amplify your capabilities by seamlessly integrating with your ERP and other essential systems, achieving a seamless quote-to-cash experience that perfectly aligns with HubSpot CRM.

HubSpot Onboarding v HubSpot Partner Onboarding

What's the difference?

If you're looking to implement HubSpot and want to get going with onboarding, you have a few options.

One option is to choose a partner like Big Business Agency (BBA) for onboarding.

As a HubSpot Certified Partner, BBA offers a more personalised and standardised onboarding experience compared to HubSpot.

We typically focus on onboarding business processes which usually span a combination of Hubs on the single platform.  Most of our onboarding projects start with streamlining Customer Service Operations, then progress to aligning the new process across sales.

Another option is to choose HubSpot's Onboarding Service, where you'll likely be assigned to a HubSpot employee or a partner agency. The onboarding process can last up to 90 days and is Hub based rather than process based.

During this time, you'll have regular calls with your onboarding specialist and be assigned work to help you understand and use the different tools within the platform.

Once onboarding is complete, you'll connect with HubSpot's Customer Success Team or a dedicated Customer Success Manager for ongoing support.

Ultimately, the choice between HubSpot's onboarding and partnering with BBA depends on your specific needs and preferences. Both options can provide valuable guidance and support starting with HubSpot and maximising its potential for your business.

We know setting up HubSpot effects many areas of the business and is a major undertaking. Our HubSpot experts will maximise the impact of your platform and help you gain confidence in using the platform in no time at all!

Set yourself up for success with our article on How to avoid a failed CRM project