HUBSPOT ACCREDITED ONBOARDING
Unlock the Full Potential of HubSpot
Partner with a Trusted HubSpot Accredited Onboarding Agency
HubSpot Accredited Onboarding Agency
At digitalJ2, our HubSpot Accredited Onboarding services are designed to help our customers achieve their revenue goals by providing the expertise, resources, and guidance needed to succeed.
HubSpot has partnered with digitalJ2 to expertly guide new HubSpot customers and provide them with this invaluable service to ensure your success based on a decade of experience.
Our team of experienced HubSpot specialists will work closely with you to ensure a seamless transition to HubSpot and provide ongoing support to help you achieve your growth objectives.
Our onboarding customers range from small to medium size businesses to large enterprises.
Proven HubSpot Solutions Partner
230+ 5-Star Reviews in the Solutions Directory
HubSpot Onboarding Accreditation
10+ Year HubSpot Certified Partner
HubSpot CRM Implementation
120+ HubSpot Certifications
HubSpot Hub Onboarding Packages
We offer our customers a variety of Marketing Hub onboarding options to meet your specific needs. For large complex onboarding requirements, we can provide you with custom onboarding plans.
HubSpot Marketing Hub Onboarding Timeline
Weeks 1-3
- Kickoff & Technical Set Up
Weeks 3-4
- HubSpot Account Settings and Tracking Code Setup
- Creation of Previously Existing Custom Properties in the Database
Weeks 9-10
- Reporting Setup & Final Assessment
We offer our customers various Sales Hub onboarding options to meet your specific needs. For large complex onboarding requirements, we can provide you with custom onboarding plans.
| Onboarding Features | Plus Sales Pro | Plus Sales Enterprise | HubSpot |
|---|---|---|---|
| Kick-off / Alignment Call | ✅ | ✅ | Limited |
| Setup of Users & Associated Permissions | ✅ | ✅ | ✅ |
| Creation of Previously Existing Custom Properties in Database | ✅ | ✅ | ✅ |
| Marketplace Integration Configuration | ✅ | ✅ | ❌ |
| Import of Existing Contacts, Companies & Deals into Hubspot CRM Database | ✅ | ✅ | Limited |
| Technical Consulting | ❌ | ✅ | ❌ |
| Setup Email Integrations for Reps | ✅ | ✅ | ❌ |
| Deal Pipeline Set Up | ✅ | ✅ | ❌ |
| Define and Setup Lead Lifecycle Stages | ❌ | ✅ | ❌ |
| Setup Automated Lead Routing & Rep Notifications | ✅ | ✅ | ❌ |
| Sales Email Templates | ✅ | ✅ | ❌ |
| Sales Sequence | ❌ | ✅ | ❌ |
| Sales Playbook | ❌ | ✅ | ❌ |
| Creation of Essential Hubspot Sales Reports and Dashboards | ✅ | ✅ | Limited |
| Snippet Creation | ❌ | ✅ | ❌ |
| Quotes Templates | ❌ | ✅ | ❌ |
| Product Library Items Set Up | ❌ | ✅ | ❌ |
| Lead Scoring Attributes | ❌ | ✅ | ❌ |
| Quick Win Strategy | ❌ | ✅ | ❌ |
| Sales Process Discovery | ✅ | ✅ | ❌ |
| Solution Design Review Sessions | ✅ | ✅ | ❌ |
| End User Training | ✅ | ✅ | Limited |
| $4,000 | $6,000 | $1,000-$3,000 |
HubSpot Sales Hub Onboarding Timeline
Weeks 1-3
- Kickoff & Technical Set Up
Weeks 3-4
- HubSpot Account Settings and Tracking Code Setup
- Creation of Previously Existing Custom Properties in the Database
Weeks 9-10
- Reporting Setup & Final Assessment
Frequently Asked Questions
Q: Can we be fully implemented in less than 90 days?
A: In guided onboarding, we are “teaching you how to fish” over 90 days. We can move at your pace if you feel comfortable and can set things up quickly. However, the engagement will last 90 days with the standard meeting cadence.
Q: How quickly can we get started?
A: As soon as you sign your digitalJ2 agreement for onboarding. You will hear from your onboarding specialist within one business day to get your initial call scheduled.
Q: Will you build things in HubSpot for us?
A: We do not build anything in HubSpot with guided onboarding. It is “hands-off”. We can show you precisely what to do and where to click in HubSpot on our calls and via screen share, but we are not doing any of it on your behalf.
Q: Does this include migrating from another platform?
A: We will also consult on best practices and show you how to import data into HubSpot, but we are not going into any other platform and exporting data or handling the imports for you.
Q: Does this include migrating from another platform?
A: We will also consult on best practices and show you how to import data into HubSpot, but we are not going into any other platform and exporting data or handling the imports for you.
Q: Can we condense all of the meetings into 30 days?
A: No. In our standard guided onboarding process, we will follow the 90-day schedule with our meeting structure. If you want a more expedited onboarding, we offer more aggressive guided onboarding packages or our hands-on onboarding, where we do the implementation for you and train your team on how to use your optimized HubSpot platform.
Q: I don’t have the bandwidth to build HubSpot on my own, will this cover everything I need?
A: Since this will be guided onboarding, you must do the heavy lifting independently. This is best for people who have used HubSpot in the past or have the bandwidth to learn and build it themselves with our guidance.
Q: I need more help than I initially thought; now what?
A: We offer a full suite of services for all things HubSpot. If you get into the guided onboarding process and realize you need more support, we can add additional services.
Q: Will you recreate our reports?
A: We can show you how to build reports in HubSpot. However, in guided onboarding, we will not integrate data sources or create reports on your behalf.
Q: I have never used HubSpot, is this the best option for me?
A: If you have the time and bandwidth to learn HubSpot with our guidance, yes! This option requires you to do most of the work. If you want HubSpot to be set up quickly and as optimized as possible for your specific use case, then our Onboarding Plus options are a better fit.
Q: I don’t want to watch videos, will this onboarding teach me anything outside of what HubSpot’s Academy offers?
A: Yes! Guided onboarding is tailored to your goals and needs. Our onboarding specialists are advanced in HubSpot efforts. We can work with you on your most advanced challenges if necessary. Our team is here as a resource for you to provide context, level up your understanding of HubSpot, and ensure your HubSpot portal is being set up in the most efficient way possible.
What Customers Are Saying About Our HubSpot Onboarding Services
Could not have done it without Madeleine!
Madeleine did a fantastic job supporting our team through the onboarding process and is clearly an expert when it comes to HubSpot. We had a hodge-podge of internal, agency, and consultant team members involved with our onboarding and would all sling questions her way; Madeleine was always able to help us find an answer or clever solution. Madeleine set us up for long-term success by pushing us to get comfortable with experimenting with different ways to solve for our needs as well as using practical resources like tech support and the knowledge base. Many of our crew were brand new or newer users of the HubSpot platform but I feel confident about our ongoing use of the system thanks to her help (and good humor!).
Olivia Corazzin
Hospital Health Care
201 to 1,000 employees
Great Experience
Christopher Kabat was simply awesome. He brings a lot of positive energy to the meetings. Right from the beginning he understood, that we are advanced-level users and he tweaked his onboarding based on our needs. It was a pleasure working with you Chris. I definitely look forward to working with you in the near future.
Rakesh M
Information Technology Services
201 to 1,000 employees