HUBSPOT STARTER PLAN

Starter Customer Platform

Implementation services for HubSpot Customer Platform Starter covering marketing, sales, operations and service.

HubSpot Starter Suite Onboarding

Services

HOW WE CAN HELP YOU

Get the most out of HubSpot Starter

Fast Onboarding 

Time to value

We offer a personalised onboarding service helping you get the most out of HubSpot in the fastest, most efficient way.

 

Inbound Support

A long-term partner

Already up and running with HubSpot? We also provide ad-hoc support services and consultancy as needed.

 

Flexible services

£90 Per Hour 

We offer a range of services and you can choose between fixed-price onboarding packages or £90 per hour +vat.

 

INBOUND TRANSFORMATION

The Best Onboarding for HubSpot Customer Platform - Starter CRM Suite

We provide a complete technical setup, as well as training with your live data. Learn with us by your side and get practical experience as you grow your contacts and pipeline. 

Our Approach

Help companies with Inbound transformation

Companies working with Inbound Scaling save time and money by:

  • Simplifying processes
  • Improving content
  • Generating more traffic
  • Converting more traffic into leads, deals and clients
  • Connecting strategy across all departments
HubSpot Starter CRM Suite Onboarding
HubSpot WordPress CRM

Unify your systems

WordPress or HubSpot CMS?

While HubSpot is the most comprehensive inbound system, we can also set up integration with popular software tools and industry specialist apps.

If you want to run your website on another platform like WordPress, we will help ensure you have maximum integration between HubSpot and third-party systems. 

  • Your employees can work from within HubSpot or outside HubSpot, with data synch updating to and from HubSpot.
  • Improve operations across departments with unified systems. 
  • Improve ROI by improving revenue alignment. 

Data Scientists

We will help you interpret reporting to make decisions based on facts. 

Our years of experience in marketing and analytics will help you


  • Identify quick wins
  • Develop a data-driven approach with growth driven design 
  • Refine tactics and strategy
  • Increase website leads and sales
  • Report on success
HubSpot Starter CRM Suite Onboarding
STARTER ONBOARDING PACKAGES

What is covered in the starter onboarding?

Our starter packages cover a complete technical implementation, as well as training and guidance with basic customisation

  • Marketing onboarding

  • Sales onboarding

  • Operations onboarding

  • Service onboarding

Marketing Setup & Integrations

  • Complete technical implementation
  • Connect Team Inbox to HubSpot CRM
  • Install the HubSpot Chrome extension on your personal Inbox(s)
  • Team Onboarding (invite, permissions, and resources)
Data Import
  • Data Import - contacts, companies & deals from legacy CRM
Tool Setup
  • Create Tracking Codes and set the domain
  • Integrate Ad management
  • Forms (set up lead capture forms)
  • Segment data with active lists
  • Setup Custom Properties

Sales Setup & Integrations

  • Complete technical implementation
  • Connect Team Inbox to HubSpot CRM
  • Install the Sales Extension on your personal Inbox(s) with (Gmail/Microsoft)
  • Onboarding your team (invite, permissions, and resources)
Data Import
  • Import contacts, companies & deals from legacy records
Tool Setup
  • Deal Stage Setup
  • Calling number set up
  • Live chat implementation (Messenger or HubSpot)
  • Personal or team meeting links setup
Prospecting tools
  •  
  • Templates - Create lead follow-up templates (Setup x3)
  • Snippets (Setup x5)
  • Documents
  • Meetings - Create and use meeting links
Sales Coaching & Training:
  • Training on your data within HubSpot
  • Reporting & Dashboards
  • Setup Prospecting Lists and views
Operations Setup & Integrations
  • Complete technical implementation
  • Data sync
  • Historical sync
  • App Marketplace integrations
System Configuration
  • Default field mappings
  • Custom field mappings
  • Custom Properties
Service Setup & Integrations
  • Complete technical implementation
  • Connect Team Inbox to HubSpot CRM
  • Team Onboarding your team (invite, permissions, and resources)
  • Integrate calendar with meetings tool
Data Import
  • Data Import - Import contacts, companies & deals from legacy CRM
  • Personal & Team Email Setup (Gmail/Microsoft)
Tool Setup
  • Ticketing set up
  • Ticket pipeline setup
  • Calling number setup (HubSpot-provided phone numbers or your own designated number)
  • Live chat implementation (Messenger or HubSpot)
  • Setup Personal or team meeting links
  • How your data lives in HubSpot
Support tools
  • Templates - Create support follow-up email templates
  • Snippets
  • Documents
  • Simple ticket automation
  • Channel Setup
  • Conversation routing

HubSpot Starter Onboarding

FAQ

Need clarification?

What is HubSpot vs Inbound?

HubSpot is a marketing, sales, service, operations, and website platform that helps companies attract more website visitors, convert leads into customers and retain customers.

Inbound is a business methodology that attracts prospects by creating relevant content to reach more people sooner. 

HubSpot helps transform your company into an inbound organization. With everything located in the same interface, HubSpot is no longer just a marketing tool, it's a unified business system.

What happens in the free consultation?

This is a free no-obligation call about your business requirements and how HubSpot and Inbound scaling could be a good match. After the call, we provide a project plan outlining the task list and deliverables.

What happens during onboarding?

We initially start with a kick-off call to run through your company requirements in more detail.

Next, we complete the technical setup and import your legacy data. Then we configure settings and personalise updates specific to your company. 

To finish the onboarding project we then have x3 live screen share calls for coaching and training sessions on your data.

What happens after onboarding?

We are just a call away if you need ongoing support, be it ad-hoc changes within HubSpot or more complicated development and configuration work. 

One company for all your Inbound needs

  • HubSpot Starte CRM Partner
  • marketing Hubspot partner
  • Sales Hubspot partner
  • Services Hub Partner
  • cms Hubspot partner
BOOST YOUR INBOUND APPROACH

Book Free Consultation

Can't find a partner that can achieve your goals? We are seasoned digital marketing experts with a focus on small to medium businesses. 

Achieving Inbound

Taking your journey further

Work with a trusted HubSpot partner that offers a personalised service which aligns with your company to achieve short term and long term goals

We can help you:

  • Understand how you can get the most out of HubSpot
  • Gain a greater understanding of your customers
  • Make changes and optimisation based on validated data
  • Ultimately increase site visitors, leads and customers