HubSpot Onboarding Services

  • HubSpot CRM Onboarding: Quick start to success.
  • Expert Specialists: Seamless setup.

  • Marketing Hub Setup: Activate from purchase.

  • CRM Customization: Efficiently tailored.

  • Implementation Services: Custom setup.

  • Onboarding Agency: Strategic expert guidance.

  • Partner Onboarding: Certified partnership benefits.

  • Onboarding Partner: Strategy for success.

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How HubSpot Partner Onboarding is Different From HubSpot’s Onboarding?

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Starts at $499

We bring you to speed through our affordable hubspot onboarding fees starting at $499 that applies to HubSpot Pro hubs. We offer competitive pricing that won’t break the bank. Plus, with our personalized approach, you’ll get the most value for your investment.

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Hands-on Training

Our team is dedicated to providing hands-on training and support to ensure that you feel confident and empowered when using the Hubspot platform. We offer live training sessions, offer HubSpot growth suite onboarding, spend 2x more hours than HubSpot team, as well as a wealth of resources and tools to help you get up and running quickly.

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Our onboarding process is flexible and adaptable. We understand that things can change quickly in the business world, and we’re always ready to pivot and adjust our approach to ensure that you get the best possible onboarding experience.

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HubSpot’s Onboarding costs anywhere between $3000-$6000 depending on the Hub you decided to go with. dJolt’s services are offered at cost so more companies can get the best of HubSpot.

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2x Speed

Our HubSpot Onboarding timeline usually takes 50% less time to complete. Our HubSpot Onboarding team is available to you every step of the way, providing quick and helpful answers to any questions or issues that may arise during the weekly onboarding meetings.

Our HubSpot Onboarding Process


Identify Challenges and Set Goals

Initiate your HubSpot onboarding journey by pinpointing the specific challenges your business faces and the objectives you aim to achieve. Whether you’re looking for comprehensive HubSpot CRM onboarding or specialized HubSpot Marketing Hub onboarding.

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Customize Your Onboarding Timeline

Based on your goals and challenges, we’ll craft a personalized onboarding plan that aligns with your business model. Our HubSpot onboarding services are tailored to provide a seamless transition and setup.


Implement and Guide Through HubSpot

After agreeing on the onboarding plan, we proceed with the setup of your HubSpot system. Our HubSpot onboarding agency ensures you understand how to maximize the platform’s capabilities, offering detailed guidance through every step.

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Ongoing Support Post-Onboarding

Our commitment doesn’t end after the initial setup. As a dedicated HubSpot onboarding partner, we provide continuous support to resolve any issues and ensure you’re getting the most out of your HubSpot investment.

HubSpot Marketing Hub Onboarding

Say goodbye to manual reporting and hello to the Marketing Hub. HubSpot’s all-in-one marketing tool helps you track every part of your funnel, so you can work smarter!

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What is Covered in Our HubSpot CRM Onboarding?

Our team of HubSpot experts have HubSpot onboarding accreditation and help you setup the marketing hub and onboarding you to the platform. We teach you the best practices, marketing capabilities and convert visitors to leads!

  • Account Customisation and Technical Setup

  • Capture and Convert Leads

  • Automate and Personalize Your Marketing with HubSpot Workflows

  • Empathy

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HubSpot Onboarding Checklist

Getting in the foundation of your Inbound Marketing campaign, and developing a top-notch content strategy to boost the professional outlook of your brand.

  • Analyzing buyer personas depending on your brand, and validating them accurately.

  • Adding those personas, and get SMART goals lined up depending on the campaigns.

  • Research and set-up a marketing campaign

  • Getting some targeted topics and validating them with SEO depending on the client.

  • Create an accurate navigational path which can be related to the pillar page

  • Offering content depending on our topic cluster.

  • Building attractive registration landing pages.

  • Create eye-catching CTAs for those landing pages.

  • Setup lead scoring and lifecycle stages for categorizing contacts

  • Work on lucrative landing and thank you pages.

  • Set up your email sending domain and CAN-SPAM

  • Import your marketing opt-out lists

  • Import your contacts, companies, deals, tickets, and notes

  • Add custom properties to track unique information related to your contacts, companies and deals

  • Brainstorming the main promotional purpose of our content offers and creating them.

  • Analyzing your clients and perfecting your buyer’s personas and buyer journeys

  • Implementing effective CTAs, which can be linked back your landing pages.

  • Integrating social accounts and ad accounts

  • Capturing leads through HubSpot forms

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HubSpot Sales Hub Onboarding

Helpful training that packs a powerful punch? Sales Hub training is the key to boosting your sales game! Get all the necessary materials, to optimize your knowledge of sales. In a way that’s both fun and refreshing.

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What is Covered in Our HubSpot Onboarding?

Use Hubspot’s sales tools to get insights into every aspect of your marketing funnel, which will in return, provide you with brighter prospects and opportunities that convert. Learn more about our powerful software and favorite sales hacks to get ahead of the competition!

  • Account and Tech Setup

  • Connect with Prospects on their Terms

  • Automate your Sales Process

  • Empathy

HubSpot Sales Onboarding Checklist

We’ll take the complete initiative of project planning and technical setup, while also perfecting your sales processes through sales hub onboarding.

  • Review existing CRM & lead management system(s)

  • Implement a HubSpot tracking code, while creating some suitable custom properties.

  • Working on your deal pipelines, while customizing your lead status.

  • Connect your personal email inbox from Outlook/Gmail with HubSpot

  • Creating effective email templates and handling your meetings and bookings.

  • Brainstorming those operations that can be automated.

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  • Creating customized notifications and making sure all those automations are up and running.

  • Getting an accurate idea about your business goals, and setting up external system integrations based on them

  • Setup sales sequences to automate sales processes and communicate directly from CRM

  • Adding tasks so that sales reps can more efficiently execute daily objectives

  • Rotate/assign leads to Sales reps through workflows

HubSpot Service Hub Onboarding

Create a pathway to happy customers that love your business, and with the HubSpot Service Hub you’ll have a training jackpot on your hands. Let’s create a service hub that will make your customers feel like they are part of something much bigger than what they signed up for!

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What is Covered in Our HubSpot Onboarding?

Here at HubSpot Service Hub, our team of experts is here to help you personalize your service as per the needs of your customers, one inbox and one live chat at a time!

  • Accurate Customisation and Technical Setup

  • Help Customers Help Themselves

  • Measure and Improve Customer Experience

  • Empathy

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HubSpot ServiceHub Onboarding Checklist

We’ll take the complete initiative of project planning and technical setup, while also perfecting your sales processes through sales hub onboarding.

  • Import contacts and/or tickets into HubSpot

  • Building custom ticket properties, while working on tailoring the ticket pipelines.

  • Brainstorming over your automation requirements.

  • Test sending our those emails within a shared inbox.

  • Configure your conversations notification preferences

  • Working on some knowledge based content based on your products

  • Connect or add a subdomain for your knowledge base

  • Edit and embed the support form on your website

  • Set up workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner

  • Develop categories and subcategories that make the knowledge base easy for your customers to navigate

  • Collect and implement feedback on your knowledge base to improve the end experience for your customers

  • Create a workflow trigger to send customer loyalty surveys (NPS) and customer satisfaction surveys (CSAT) which can provide you with more in-depth feedback

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HubSpot Onboarding Resources

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Get Assistance with HubSpot Professional Onboarding

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HubSpot For Startups Onboarding

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[Guide] HubSpot Onboarding Plan

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HubSpot Onboarding Pricing

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Frequently Asked Questions

The duration of the onboarding process with Djolt typically ranges based on your specific needs and the complexity of your HubSpot setup. Generally, onboarding can take anywhere from a few weeks to a few months to ensure thorough implementation and user training.

Djolt's Marketing Hub onboarding includes setting up marketing emails, content strategies, integration with social media platforms, blog setup, and creating automated marketing workflows to enhance your marketing efforts and lead generation.

During CRM onboarding, Djolt focuses on optimizing your HubSpot CRM setup to enhance customer relationship management, integrating existing data, setting up lead scoring, and ensuring your sales and marketing teams are fully equipped to use the CRM effectively.

Djolt stands out by offering tailored onboarding services that are specifically designed to meet the unique requirements of each client. This personalized approach ensures more effective use of HubSpot tools, aiming for better alignment with your business's operational goals and customer engagement strategies.

Partnering with Djolt for HubSpot onboarding provides you with expert guidance, customized setup and configurations, ongoing support, and potentially faster and more cost-effective services compared to direct onboarding through HubSpot.