HubSpot Onboarding & Implementation Services
Launch HubSpot Confidently.
Unlock Value Faster.
Implementing HubSpot isn’t just about turning it on – it’s about setting it up the right way from day one.
Whether you’re migrating CRMs, launching a new marketing strategy, or aligning your sales and service processes, our tailored onboarding ensures HubSpot works for you — not the other way around.
Helping Companies Succeed with HubSpot Since 2016
Day-to-day execution of tasks in HubSpot
What Is HubSpot Onboarding?
HubSpot onboarding is the strategic process of setting up your HubSpot account to align with your business goals. This includes configuring your CRM, Sales Hub, Marketing Hub, and Service Hub.
Implementation can include migrating your data, connecting other tools, setting up automations and training your team to adopt and use the platform effectively.
Why Proper Onboarding Matters
Without the Right Onboarding Plan
- Teams waste hours trying to figure out the platform themselves
- Key features like automation, reporting, and integrations go unused
- Data goes unstructured, workflows break, and adoption stalls
- You end up paying for HubSpot without realizing its full potential
- Training is inconsistent or nonexistent
- Reporting is often wrong because CRM data incorrect and not aligned to busines goals.
With the Automation Strategy Group
- A clearly mapped onboarding plan aligned to your goals
- Clear documentation and guidance
- Rapid time-to-value from your HubSpot investment
- Cross-team alignment across sales, marketing, and service
- Peace of mind knowing everything is implemented correctly
- Custom dashboards that surface insights that matter
Dozens of satisfied businesses
Since working with Andrew and his team, we’ve become dramatically more efficient and close more business!
William S.
Just Mind LLC
They helped us transition a 7-figure business to a new CRM with zero disruption. Highly recommend!
Kirk D.
Founder, Option Alpha
A true partner in marketing automation! They solved complex challenges and delivered real results.
Satish M.
Agiliron CEO
HubSpot Onboarding Frequently Asked Questions
What is included in HubSpot onboarding services?
HubSpot onboarding services typically include technical setup, CRM customization, data migration, pipeline configuration, email and landing page templates, workflow automation, reporting dashboards, team training, and go-live support. The exact scope depends on your Hubs (e.g., Marketing, Sales, Service) and business goals. Partner led onboarding ensures HubSpot is fully tailored and aligned with best practices.
How long does HubSpot onboarding take?
Most projects are 4-6 weeks. Larger setups with multiple teams and complex integrations can take 6-10 weeks.
What’s the difference between onboarding and implementation?
Typically onboarding covers core setup and training. Implementation goes further: integrations, automation, migration, reporting, etc.
What types of companies do you typically work with?
We work with B2B companies—especially SaaS, tech, and service firms—using HubSpot Pro or Enterprise editions with growing sales and marketing teams.
Can you integrate HubSpot with other tools we use?
Yes. We connect HubSpot to tools like Salesforce, Slack, QuickBooks, and Google Ads using native integrations or custom API work.
Can you migrate data from my old CRM?
Absolutely. We’ve done hundreds of integrations. If it has an open API we can make it happen. Integrations with Salesforce, Zoho, Pipedrive, spreadsheets, and more.
About The Automation Strategy Group
Since 2016 the Automation Strategy Group has helped 100+ companies streamline their marketing operations processes in Hubspot and other tools.
Our tailored approach ensures each client maximizes ROI and achieves sustainable growth. By simplifying complex marketing challenges, we enable your businesses to focus on what they do best and not get stuck in the Hubspot weeds.
Book a call or choose a plan to see how we can help your team achieve similar results.
Launch HubSpot with Confidence and Maximize Your ROI from Day One.
Implement HubSpot the right way.
Get expert onboarding services and a CRM setup tailored to your sales, marketing, and service teams. Streamline your tech stack, automate key workflows, and start converting leads to deals faster.
