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Get HubSpot ready for use

Make a successful start with HubSpot

During a HubSpot Onboarding session, we will set up HubSpot so that it is fully aligned with your needs and wishes. We take our time to really understand your business and goals so we can get the most out of your HubSpot portal. We are also happy to share our tips and tricks on how to make your HubSpot portal work for you.

Find out more about HubSpot Onboarding

What does the onboarding process look like?

This is how we get started

The start of onboarding

During the kick-off meeting, we will discuss the project with you to make sure that we set up HubSpot in the way that will benefit you the most. We will consider your goals, discuss your strategies and confirm the planning. Onboarding takes 90 days on average, with weekly or fortnightly calls to keep each other properly informed of progress.

A plan based on your objectives

Based on the kick-off, our HubSpot experts will look at your key goals. We then shape these goals into a project plan that we can focus on during onboarding. Moreover, we look at the tools your organisation uses (and would like to use) and how these tools should interact with HubSpot.

We start at the beginning

First of all, we will make sure that the HubSpot foundation is as solid as a rock. This could include installing HubSpot tracking code on the website, linking HubSpot to the domain name, giving team members access to HubSpot, linking social media accounts and sorting out the correct privacy, cookie and GDPR settings. Once the basic steps have been completed, HubSpot is basically ready to go!

We take a goal-oriented approach, together

We will set up HubSpot based on your main goals, and align our work with them completely. With this approach, we know our work is based on your priorities and you are sure to see results – fast!

Objective-based onboarding

Objective-based onboarding is about putting your business goals first and personalising your process as HubSpot consultants. Each goal comprises different tasks and assignments that you will work on yourself. You will then get to know the system better and better. We discuss progress during our fortnightly meetings.

We guide you through your process
Focused on three objectives
Using HubSpot hands-on

Guided onboarding

Guided onboarding means that we help you implement the tools. From start to finish, we will give you the information you need to get going. You will also start working with the tools yourself so you can get a feel for the CRM. We discuss progress during our fortnightly meetings.

Together, we set up HubSpot
Personalised project
Achieving objectives

Full-service onboarding

Based on the three focus points we agreed upon during the kick-off, your HubSpot consultant will start setting up your portal! During the fortnightly meetings, we discuss progress with you, so you are always up to date with developments.

We will set up HubSpot for you
Fully personalised pathway
Updates to discuss progress

Our crew are at your service

The right crew member for your issue

Case study


Fairybell and Conversion Crew joined forces to apply and configure the Sales Professional Hub. By hosting a training and implementation session with the team, we were able to guarantee a smooth and effective transition and put this new sales process into action with everyone's collaboration.


Schedule a no-obligation meeting

If you want to find out more about onboarding and implementing HubSpot for your business, feel free to contact us!

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Frequently Asked Questions

Frequently asked questions about HubSpot onboarding and implementation.

What are the different types of onboarding?

At Conversion Crew, we offer three different types of onboarding:
Objective-Based Onboarding
Guided Onboarding
Full-Service Onboarding

What is the difference between objective-based onboarding and guided onboarding?

With objective-based onboarding, you are fully in charge. You will personally handle the implementation and we’re there to help guide you in the right direction. This approach works because you set everything up yourself, so you will also learn about HubSpot in the process.
Guided onboarding means that you get more assistance from your HubSpot consultant. We will set up examples for you, so you can then continue by yourself. It means a little more guidance while setting up your HubSpot portal.

How will you assist my colleagues in getting to work with the software?

We will make sure your colleagues are fully behind the changes in the company. For example, we make sure that everyone understands how the process works in HubSpot and that it is easy for everyone to use. Additionally, you can also opt for extra training for your team.

Why do I need onboarding?

During a HubSpot Onboarding session, we will make sure HubSpot is fully tailored to your needs and requirements. We take our time to really understand your business and goals so that we can get the most out of your HubSpot portal. We are also happy to share our tips and tricks on how to get the most out of your HubSpot portal.

How long does onboarding usually take?

Onboarding takes approximately 90 days.

How much does onboarding cost?

For more pricing information, get in touch with our sales department.

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