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Accelerated HubSpot Onboarding

Give Your Team a Portal That Works

 

We work directly inside your HubSpot portal, tailoring everything to your business in real time. No generic PowerPoint presentations, just hands-on execution where it matters most.

Each session is recorded, so you can revisit any topic whenever you need, share it with your team, or use it as ongoing reference.

The result is a faster ramp-up, meaningful work completed during every session, and a HubSpot portal designed around how your team actually operates, not how a template says it should.


Onboarding is customized to each client. The topics listed are examples and may vary based on your setup and priorities. Only the number of live sessions in each plan is guaranteed.  Due to the nature of our services, onboarding sessions that have been redeemed are non-refundable.

01.Onboarding

Ready To Start?

Something Powerful

Tell The Reader More

The heading and subheading tells us what you're offering, and the form heading closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
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ProductIcons_MarketingHub_Stacked_Color
ProductIcons_ServiceHub_Stacked_Color
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A new CRM is only as powerful as the team using it. Sales Hub Onboarding gets your reps and managers set up quickly with a configured pipeline, prospecting sequences, deal automation, and outreach templates, so they spend less time on admin and more time closing. We translate your existing sales process into HubSpot so your team hits the ground running.

Essential

For small teams and businesses just getting started with HubSpot. A streamlined onboarding focused on getting the essentials up and running quickly

$400.

Essential plan includes

  • 1 x 45-min Live Session
  • Basic Portal Setup
  • Email & Calendar Setup
  • Overview of Activities
  • Productivity Tricks
  • Call Configuration
  • 1x Custom Property
  • 1x Meeting Link Setup
  • 2x Custom Snippets
  • 3x Email Template Build
  • 5x Custom Deal Stages
  • Post-onboarding support (7 Days)
Get started

Professional

For growing teams ready to unlock the full power of HubSpot. A guided onboarding that goes deeper into your goals.

$1,500.

Pro plan includes

  • Everything in Starter plan PLUS
  • Kickoff call in 24 hours
  • 4 x 45-min Live Sessions
  • Advanced Portal Setup
  • Domain Connection
  • Data Import Assistance
  • 5x Custom Properties
  • 2x Custom Sequences
  • 1x Pipeline Automation
  • Prospecting Tools
  • Sales Workspace
  • 1x Dashboard & 3x Reports
  • Post-onboarding support (30 days)
Get started

Enterprise

For businesses that can't afford to get it wrong. A thorough onboarding designed for complex setups, multiple teams, and advanced customizations

$3,500.

Enterprise plan includes

  • Everything in Professional PLUS:
  • Kickoff call in 24 hours
  • 8 x 45-min Live Sessions
  • 1x Prospecting Agent Setup
  • Prospecting Agent Customization
  • 1x Custom Objects Setup
  • 3x Custom Pipelines & Stages
  • 5x Lead Form Logic & Routing
  • Lead Object Configuration
  • Connect Custom AI to Workflows
  • Forecasts & Goals
  • Advanced Permissions
  • Priority Post-onboarding support (90 days)
Get started

⚡ Need it faster? Add our Accelerated Onboarding to get up and running in 1 week instead of 4. Available as an add-on at checkout page. 

More than 1 Hub - Get your bundle onboarding
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You just invested in powerful marketing tools,  now let's make them work for you. Marketing Hub Onboarding helps your team get up and running fast by setting up lead capture forms, email automation, nurturing workflows, and lead qualification processes. The result: a marketing engine that consistently attracts the right audience and converts them into opportunities, aligned to your business goals from day one.

Essential

For small teams and businesses just getting started with HubSpot. A streamlined onboarding focused on getting the essentials up and running quickly

$600.

Essential plan includes

  • 2 x 45-min Live Session
  • Basic Portal Setup
  • User Invitations
  • Setup LeadForms
  • Building Segments
  • Email Template Build
  • Email Marketing Health
  • See Baseline Reporting
  • Post-onboarding support (7 Days)
Get started

Professional

For growing teams ready to unlock the full power of HubSpot. A guided onboarding that goes deeper into your goals.

$3,000.

Pro plan includes

  • Kickoff call in 24 hours
  • 4 x 45-min Live Sessions
  • Team &Account Setup
  • Data & Migration Guide
  • Marketing Studio
  • SMART LeadCapture
  • Lead Nurturing
  • Activate Brand Voice
  • Automation & Reports
  • Post-onboarding support (30 days)
Get started

Enterprise

For businesses that can't afford to get it wrong. A thorough onboarding designed for complex setups, multiple teams, and advanced customizations

$3,500.

Enterprise plan includes

  • Everything in Professional PLUS:
  • 8 x 45-min Live Sessions
  • Custom Event Tracking
  • AI Assistant & Breeze
  • Enable LLM Workflows
  • Multi-Touch Attribution
  • Priority Post-onboarding support (90 days)
Get started

⚡ Need it faster? Add our Accelerated Onboarding to get up and running in 1 week instead of 4. Available as an add-on at checkout page. 

More than 1 Hub - Get your bundle onboarding
ProductIcons_ServiceHub_OneLine_Color

Your customers expect fast, consistent support and Service Hub delivers it. Service Hub Onboarding helps you stand up a help desk, configure ticket pipelines, set up live chat or chatbots, and build the automations your team needs to resolve issues faster. The goal: a scalable support operation that turns customers into loyal advocates.

Essential

For small teams and businesses just getting started with HubSpot. A streamlined onboarding focused on getting the essentials up and running quickly

$300.

Essential plan includes

  • 1 x 45-min Live Session
  • Initial Pipeline Setup
  • Overview of Activities
  • Canned Snippets
  • Shared Inbox
  • Ticket Routing
  • Custom Properties
  • Basic KPI Reporting
  • Post-onboarding support (7 Days)
Get started

Professional

For growing teams ready to unlock the full power of HubSpot. A guided onboarding that goes deeper into your goals.

$1,500.

Pro plan includes

  • Kickoff call in 24 hours
  • 2 x 45-min Live Sessions
  • Multi Pipeline Setup
  • Email, Chat, Forms
  • Help Desk Workspace
  • SLA Tracking
  • Feedback Surveys
  • Dashboards & Report
  • Post-onboarding support (30 days)
Get started

Enterprise

For businesses that can't afford to get it wrong. A thorough onboarding designed for complex setups, multiple teams, and advanced customizations

$3,500.

Enterprise plan includes

  • Everything in Professional PLUS:
  • 4 x 45-min Live Sessions
  • Skill-based Routing
  • IVR Call Configuration
  • Customer Agent Setup
  • Conditional SLAs
  • Enable LLM Workflows
  • Priority Post-onboarding support (90 days)
Get started

⚡ Need it faster? Add our Accelerated Onboarding to get up and running in 1 week instead of 4. Available as an add-on at checkout page. 

More than 1 Hub - Get your bundle onboarding
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Expert Digital Marketing Consulting & Advisory Services

We specialize in providing clarity around automation, technology stack selection, and revenue operations.

Our team delivers comprehensive HubSpot onboarding, training, and seamless implementation, ensuring your CRM and marketing automation runs efficiently and delivers results.

From email marketing and deliverability optimization to paid advertising, website development, and targeted lead generation campaigns, AlphaHub Advisory offers both modern and traditional marketing solutions tailored to fuel your growth.

Get in Touch

Ready to elevate your digital marketing strategy? Fill out the form below to connect with our experts in HubSpot onboarding, email deliverability, automation, and more.

Let us help you optimize your tech stack and drive growth for your B2B business.