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Get Up and Running Fast with AHA HubSpot Onboarding

 

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 iscustomized to each client. The topics listed are examples and may vary based onyour setup and priorities. Only the number of live sessions in each plan isguaranteed. Sessions that have been redeemed are non-refundable.

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Hubspot Sales Onboarding

Starter

1 x 1-hr LiveSession,  Email Support 14 Days

• BasicPortal Setup
• Overview ofActivities
• Productivity Tricks

• MeetingLink Setup
• EmailTemplate Build
• Custom Deal Stages

Professional

2 x 1-hr Live Sessions, Email Support 30 Days

• AdvancedPortal Setup
• Data Import Assistance
• Custom Properties
• ProspectingTools
• SalesWorkspace
• Dashboard& Reports

Enterprise

4 x 1-hr Live Sessions, Email Support 90 Days

• Professional AND:
• ProspectingAgent
• CustomObjects Setup
• Lead Form Routing
• Forecasts& Goals
• AdvancedPermissions

Hubspot Marketing Onboarding

Starter

2 x 1-hr LiveSession,  Email Support 14 Days

• BasicPortal Setup
• UserInvitations
• Setup LeadForms
• BuildingSegments
• EmailTemplate Build
• EmailMarketing Health
• See Baseline Reporting

Professional

4 x 1-hr Live Sessions, Email Support 30 Days

• Team &Account Setup
• Data & Migration Guide
• Marketing Studio
• SMART LeadCapture
• LeadNurturing
• ActivateBrand Voice
• Automation& Reports

Enterprise

8 x 1-hr Live Sessions, Email Support 90 Days

•Professional AND:
• CustomEvent Tracking
• Email Deliverability
• AdvancedAutomations
• AI Assistant & Breeze
• Enable LLMWorkflows
• Multi-Touch Attribution

Our services

Hubspot Service Onboarding

Starter

1 x 1-hr LiveSession,  Email Support 14 Days

• InitialPipeline Setup
• Overview of Activities
• Canned Snippets
• SharedInbox
• TicketRouting
• CustomProperties
• Basic KPIReporting

Professional

2 x 1-hr Live Sessions, Email Support 30 Days

• MultiPipeline Setup
• WorkflowAutomation
• Email, Chat, Forms
• Help DeskWorkspace
• SLA Tracking
• FeedbackSurveys
• Dashboards& Reports

Enterprise

4 x 1-hr Live Sessions, Email Support 90 Days

• Professional AND:
• Skill-basedRouting
• IVR CallConfiguration
• Customer Agent Setup
• Conditional SLAs
• Enable LLMWorkflows
• Customized Dashboard

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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.

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