HubSpot Video

HubSpot Onboarding

You’ve built something amazing, so why water it down with technology-first onboarding?

Most companies solely pay attention to how HubSpot works and then build their clients’ businesses around it. Not only does this deliberately decrease the amount of personal optimization you have through HubSpot, but it also forces your business to come second to this platform.

 

Our Remotish Onboarding team will help you successfully move your business to HubSpot by…

  • Uncovering the secret capabilities you should be using (that you probably didn’t even know you bought)
  • Guiding you through the core system to catapult your start (so you don’t have to worry about losing any more time)
  • Training your team with a custom training plan curated to your business (without having to spend days creating an onboarding system)
Let’s Talk Onboarding!

The Process

A 45-90 Day Minimum Viable Product Launch
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Kickoff

Let's get this party started

Meet the team and review the Onboarding tasks and timeline. Great work is only ever the result of great planning.

Trouble

Weekly Training Sessions

You have questions, we have answers

Each of the weekly meetings will include training on HubSpot tools, best practices, and recommendations on the strategies that will be most effective for your business.

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Guides & Resources

Yes, there may be homework

Resources will be provided and discussed during weekly meetings to guide you through setup and strategic planning. You'll utilize these resources between meetings, and we'll review them with you on call to answer questions and get the details squared away.

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Implementation & Customized Training

Execution and custom tailored training for your team

* Implementation is an add-on at additional cost

Stand back, we've got this! At this stage, we execute on the carefully laid plans. The result? Hubs set up exactly the way you want them. Also included in the Implementation add-on is a 1 hour customized live training session for your team.

Work

Offboarding

Your Onboarding graduation

You've learned the HubSpot basics and are ready to continue on your HubSpot journey. We're so proud! At this point, we either wish you a fond farewell, or you join us for monthly ongoing services to continue building on the framework established throughout the onboarding program.

HubSpot Onboarding Pricing Calculator

Which hubs would you like to onboard? Next icon
MARKETING HUB

MARKETING HUB

  • ATTRACT: drawing in the right people with valuable content and conversations that establish you as a trusted advisor.

Onboarding

Standard
Advanced
$4500
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SALES HUB

SALES HUB

  • ENGAGE: presenting insights and solutions that align with their pain points and goals so they are more likely to buy from you.

Onboarding

Standard
Advanced
$4500
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SERVICE HUB

SERVICE HUB

  • DELIGHT: providing help and support to empower your customers to find continual success with their purchases.

Onboarding

Standard
Advanced
$4500
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CMS HUB

CMS HUB

  • GROW: advance your business by incorporating your website into your HubSpot growth machine.

Onboarding

Standard
Advanced
$4500
Select
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Standard onboarding is a 6 week guided onboarding approach including weekly training calls. Advanced onboarding is an 8 week program including all standard onboarding services with two technical consulting sessions to give you an extended amount of information to ensure your portal will continue to support your business needs.

Grab Some Add-ons

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Any Hub Implementation

Any Hub Implementation ($3000)

CRM Implementation

CRM Implementation ($3000)

CRM Cleanup

CRM Cleanup ($2500)

CRM Integration

CRM Integration ($2500)

Custom Object

Custom Object ($2500)

Reporting Dashboards

Custom Reporting Dashboard & Analytics ($2500)

CMS Additions

CMS Additions ($2500)

Technical SEO Setup

Technical SEO Setup ($1000)

Technical SEO Implementation (Custom)

Technical SEO Implementation

Custom Consultation & Audit

Custom Consultation & Audit ($2500)

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Review Quote

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Final Pricing
Hubs $0
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Always Included

Every HubSpot Onboarding comes with these perks
  • Guided Development
  • Weekly Training Sessions
  • Wishlist Development

Frequently Asked Questions

You Ask, We Answer!
How Long Does Onboarding Take?

Each Hub in our Onboarding program can last between 6 - 10 weeks.

 

You can expect weekly calls and based on which version of a hub you purchased will vary the number of calls. 
 

How is Remotish Onboarding different from HubSpot Onboarding?

Like HubSpot, we have a process we take our clients through to get them onboarded adequately on the Hubspot platform to ensure successful tool usage. 

 

The difference is our approach. 

 

HubSpot takes an Objective-Based onboarding approach, meaning they will lead you through certain milestones you will complete along the way. 

 

Their process will be the same for each new user on the platform. 

 

The Remotish method is to take a Business First approach, meaning we will look to understand your business and move you through our onboarding process based on the unique needs of your business. 

 

There will always be foundational pieces to the process that everyone new to HubSpot will need to learn and leverage. Still, the difference is that we will work to understand your business and tailor the experience to your needs. 

 

Part of the Remotish onboarding will include our team working in your HubSpot portal and giving direction.
 

Why are Remotish Onboarding prices higher than HubSpot Onboarding?

We take a business-first approach, which goes beyond the standard onboarding process that Hubspot provides so there is a level of depth we're able to reach based on our experience with clients. 

 

HubSpot has built an awesome platform, we've committed our whole business around it, but we know how to apply the tool to real-world use cases so businesses can thrive. 

What if I need more than your standard onboarding?

We offer advanced onboarding which includes two additional technical consulting sessions to ensure we address your needs. 


We also allow for a larger expansion of onboarding when you sign up for our RevOps monthly program. The RevOps program allows us to customize based on your unique needs that would fall outside of our onboarding framework. You can learn more about our RevOps program here.
 

Do you offer custom onboarding programs?

Yes - we offer custom onboarding when onboarding is done within our monthly RevOps program. This allows us to expand the onboarding program to be built around your unique needs and focus on objectives that would fall outside the standard/advanced onboarding framework.
 

Will I be able to fully use my HubSpot portal after completing onboarding?

The objective is to get a strong foundation in place so you can make the most of your HubSpot investment. You will be able to take full advantage of your HubSpot portal once we complete our onboarding program, but mastering and building deep knowledge and expertise within the HubSpot ecosystem will take time.
 

What onboarding do I need if I am purchasing multiple hubs?

You would select the onboarding needed for each of the hubs based on your HubSpot subscription. 

 

Example: You are looking to purchase the Marketing and Sales hub, each hub's onboarding would be $4500 for a total to onboard of $9000.
 

How is Remotish onboarding structured?

We start with a kick-off call to get introduced and organized so you know what to expect during the process. We leverage weekly meetings to focus on training, strategy, integrations, migrations, and analytics.

We use several templates and resources to pinpoint HubSpot your needs. If you’re needing additional support building items in your portal, we recommend purchasing an Implementation add-on where we will assist in implementation and provide a 1 hour live training session with your team.

The final pieces will be built around a plan to ensure you know how to use the platform and then move into offboarding to close out the project properly. You will have options to continue our work together or go on your way and flex your new HubSpot muscles!