HubSpot onboarding
Launch HubSpot the right way.
We set up your portal, import your data and build the first workflows, so your team starts on a clean system instead of a blank one.
What’s included
A portal ready to use on day one
Onboarding covers the setup most teams skip, and regret later.
- Account settings, users, teams and permissions
- Domain, email sending and tracking code connected
- Contact, company and deal properties planned
- Clean data import with de-duplication
- Lifecycle stages and lead status defined
- Starter workflows, forms and email templates
- Pipelines and deal stages for your sales process
- Launch training for admins and users
How it works
From kickoff to go-live
Plan
We map your sales process, data and goals and agree on the setup.
Build
We configure the hubs, import data and build forms, workflows and pipelines.
Launch
Your team is trained, and we stay close for the first weeks of real use.
Who it’s for
Who it helps
First-time HubSpot buyers
Get set up properly instead of learning by trial and error.
Teams switching CRMs
Move your data over cleanly and keep your history.
Owners wearing every hat
Hand off the setup and get back to running the business.
Questions
Frequently asked
How long does onboarding take?
Most portals are live in four to six weeks, depending on hubs and data.
Do you import our existing contacts?
Yes. We clean, de-duplicate and map them to the right properties first.
Which hubs do you onboard?
All of them, including Breeze AI. We scope it to the hubs you bought.
What happens after launch?
You can run it yourself or keep us on for ongoing HubSpot admin.
Ready to get started?
30 minutes, no pressure. We’ll map out what you need and what it takes.