Get More from HubSpot. Faster.

Our standard Marketing Hub Onboarding runs as a structured 90-day engagement, during which we configure your portal, implement your chosen outcomes, and deliver regular training sessions. After those 90 days, we include a 30-day post-onboarding support period to address any follow-up questions or adjustments.

Yes. We use a modular pricing model, so you can start with just the outcomes you need and add more at any time. Whether you later decide to incorporate advanced automation, additional reporting dashboards, or ongoing campaign monitoring and check‑ins, you can upgrade or expand your package as your needs evolve.

No. Whether you’re brand‑new to HubSpot or already using it, our onboarding adapts to your situation. We’ll tailor the process to help you either set up the basics from scratch or optimize and enhance your existing portal.

If your portal already has some settings or integrations in place, we’ll start by auditing your current setup—gathering documentation, reviewing existing workflows, and confirming integrations. From there, we’ll fill in any gaps and build on your foundation to deliver the outcomes you’ve selected.

Absolutely. In Phase 4 (Training and Handover), we schedule regular training sessions over the 90‑day onboarding, covering:

• Managing contacts, lists, and segmentation

• Building and optimizing email campaigns and landing pages

• Using workflows for automation

• Analyzing performance through custom reports and dashboards

We also provide Loom videos and written guides, plus a comprehensive handover document and 30 days of post‑onboarding support.