HubSpot Setup & Onboarding Services

What is HubSpot Setup & Onboarding?

If you're considering the use of the HubSpot platform, it's likely that you've come across a fee or cost for the setup and onboarding of the platform.  While this can be off-putting, it's important that you understand that this process is absolutely vital and without the platform being setup correctly, you may never achieve your business' true potential without it.

What's Included in HubSpot Setup and Onboarding?

There are three main areas of work that combine during the Setup and Onboarding process:

• Business immersion and understanding of your company's needs with regard to HubSpot
• Technical Setup and Implementation
• Remote or Onsite Training

Why is this important?

Firstly, without the technical setup, your business may not be able to use some of the core features of the platform nor access some of the deep-data that HubSpot can extract from your website traffic.  

But before we even look at a company's technical onboarding requirements, we need to emphasise that every company is different and has different needs.  From our experience, we've seen that even companies who look like very similar businesses from the outside, actually have very different internal processes that need highly customised implementation within HubSpot.  Therefore, before any setup and onboarding project, our team will work with key stakeholders within your organization to understand which features are most relevant to your business and how these need to be setup for optimal use.

Finally, once the technical setup is complete, it's important that your team are fully trained on the platform.  Nexa's HubSpot training team provide both onsite and remote training that is customised for your business and your new platform and is spread over a number of dedicated sessions to avoid information overload for your team!