Simplify Your Hubspot Onboarding Process with a Consultant

Simplify Your Hubspot Onboarding Process with a Consultant

What to consider when onboarding to Hubspot

Hubspot is a powerful tool but like any other tool, it’s useless unless you know how to use it. For many businesses that may not have an in-house Hubspot expert, getting started can be overwhelming. This is why many decide to work with a consultant to come in and simplify the onboarding process, making it easier for your team to get up and running with Hubspot.

In this article, we’ll discuss the benefits of working with a consultant to onboard your team to Hubspot. We’ll also cover some common questions and concerns that businesses have about working with a consultant and provide tips on finding the right consultant for your needs.


Benefits of Working with a Consultant

Save Time and Resources
Onboarding your team to Hubspot can be a time-consuming process, especially if you’re starting from scratch. A consultant can help you save time and resources by providing expert guidance and support throughout the onboarding process. They can also help you avoid common pitfalls and mistakes that could derail your team’s progress.

Customize Your Onboarding Process
Every business is unique, and your onboarding process should reflect that. A consultant can work with you to customize your onboarding process based on your team’s needs, goals, and skill level. They can also help you identify areas where your team may need additional training or support to get the most out of Hubspot.

Increase Adoption and Usage
Getting your team to buy into Hubspot can be a challenge, especially if they’re used to working with other tools or platforms. A consultant can help you increase adoption and engagement by showing your team how Hubspot can streamline their workflows, save time, and improve their results. They can also provide ongoing support and training to help your team stay engaged and motivated.

Maximize the ROI on Your Purchase of Hubspot
At this point you’ve already invested significant money into purchasing Hubspot and the last thing you want is for that money to go to waste. It goes without saying that the job of a consultant is to help maximize the ROI on your purchase by ensuring that your team is using the platform to its fullest potential. A good consultant should also help you identify areas where you can save time, reduce costs, and increase efficiency of your team as they use the tool.

Common Concerns about Working with a Consultant

One of the biggest concerns that businesses have about working with a consultant is the cost. Rather than thinking about it as a “cost” you should reframe the spend as an investment. Any good consultant should be able to save your team time and money when it comes to onboarding with Hubspot and with help building workflows that could lead to an increase in closed won leads. By getting a positive return on investment, it becomes a no-brainer to work with a consultant.

Another concern that businesses have is whether a Hubspot consultant has the expertise and experience to help them achieve their goals. It’s important to do your research and find a consultant who has a proven track record of success working with businesses like yours. You can also ask for references and case studies to get a better sense of their expertise and approach.

Finally, some businesses worry that working with a consultant will take up too much time and distract from other priorities. While it’s true that onboarding to Hubspot can take time, working with a consultant should actually save you time in the long run by avoiding common pitfalls and mistakes that could derail your progress.

What to look for in a Hubspot Consultant

Look for Experience and Industry Fit
When looking for a consultant, it’s important to find someone who has experience working with businesses like yours. For example, if you’re a software company, hire a consultant who has experience working with software companies. Also, stay away from marketing agencies that “do it all.” You’re much more likely to have success working with agencies who specialize in marketing automation and are official Hubspot Partners.

Look at Testimonials and Case Studies
It’s important to always ask for references and case studies from past clients. This will give you a better sense of their expertise, approach, and the results that they’ve achieved for other businesses.

Check to make sure they’re Hubspot Certified
Hubspot offers many courses and certifications. Before hiring a Hubspot consultant, check to see if they’re a Hubspot partner and what type of certifications they may have achieved.

Evaluate their Communication Skills
Working with a consultant requires good communication skills. Before hiring a consultant, evaluate their communication skills and make sure that they can explain complex concepts in a way that is easy for your team to understand. They should also be responsive and accessible when you have questions or concerns.

Consider their Availability
Finally, consider the consultant’s availability and whether they can commit to the time and resources needed to onboard your team to Hubspot. Make sure that they have the bandwidth to provide ongoing support and training as needed to ensure that your team is successful with the platform.

FAQs about working with a Hubspot Onboarding Consultant

How long does it take to onboard a team to Hubspot with a consultant?
A: The timeline for onboarding your team to Hubspot will depend on a variety of factors, including your team’s existing knowledge and experience with the platform and the complexity of your business. Each business is different and the consultant should present clear timelines before work begins.

How much does it cost to work with a Hubspot consultant?
A: The cost of working with a Hubspot consultant will vary depending on the consultant’s experience, expertise, and the scope of your project. Some consultants charge by project while others may have set monthly fees or hourly rates.

What should I look for in a Hubspot consultant?
A: When looking for a Hubspot consultant, look for someone with experience and expertise working with businesses like yours. Ask for references and case studies, check their certification and credentials, evaluate their communication skills, and consider their availability before making a decision.


Simplifying your Hubspot onboarding process with a consultant can help you save time, resources, and streamline your team’s workflows. Plus what’s the point of purchasing Hubspot if you never get it set up properly in the first place? A good consultant will help streamline your onboarding process, increase adoption and engagement within your team and maximize your ROI.

If you’re considering working with a consultant, click here to schedule a chat with a Hubspot expert who can help guide you through the process of working with and hiring a consultant.

About The Automation Strategy Group

Since 2015, the Automation Strategy Group has helped tech, healthcare and B2B service businesses maximize the return on their marketing investment through marketing automation.

Our team of marketing automation experts achieves this by implementing and optimizing tools like ActiveCampaign, Hubspot and Eloqua.

We understand that every business is different, and we work closely with each client to create a unique strategy tailored specifically to their needs.

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