HubSpot Onboarding

Designed specifically for education and non-profit organisations.

HubSpot Onboarding

HubSpot Onboarding is what we call the implementation period with your new software. How your implementation goes will directly determine the long-term success of HubSpot at your organisation and the impact it makes on lead generation and student/supporter recruitment.

For full information on what is included in Onboarding, why our onboarding is different and things you should consider, download our Guide to Onboarding using the button below.

Learn more about Onboarding

Professional Onboarding

Option 1:
Strategy or Training Led

£3000+VAT

£

Designed to help teams get the most out of the HubSpot Pro tools and implement an inbound approach to marketing, sales and service.

Weekly 1-hour consultancy call which includes 15 mins for troubleshooting and 45 mins for strategy.

13 weeks duration

Dedicated HubSpot for Education or HubSpot for Non-profits specialist

Access to our exclusive Onboarding Hub

Ideal for: Tech-savvy teams with marketing or sales focus, confident with digital tools. Or those with simple processes who need training or strategy on specific tools in HubSpot.

Not for: Teams with limited technical ability, admissions or complex sales processes, those with limited time to dedicate to the implementation.

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Option 2:
Training Led

£4000+VAT

£

Designed to give your team confidence and a thorough understanding of all aspects of the HubSpot CRM platform, along with guidance on implementing an inbound approach.

Twice weekly 1-hour consultancy calls with a deep dive into all of the HubSpot features and actionable tips on implementation.

13 weeks duration

Dedicated HubSpot for Education or HubSpot for Non-profits specialist

Access to our exclusive Onboarding Hub

Ideal for: Teams with in-house capacity for implementation, those who are familiar with using digital tools but would benefit from sector-specific support using new software.

Not for: Small teams who lack time to dedicate to the project, or those who have little to no experience or confidence with using digital tools.

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Option 3:
The Full Works

£5500+VAT

£

Designed to upskill your team and give them confidence using the HubSpot tools. We will deliver a purpose-built platform with hands-on technical task completion in addition to our training and strategy meetings.

Twice weekly 1-hour consultancy calls with a deep dive into all of the HubSpot features and actionable tips on implementation.

1 hour per week of hands-on technical support from our team to help you with the implementation

13 weeks duration

Dedicated HubSpot for Education or HubSpot for Non-profits specialist

Access to our exclusive Onboarding Hub

Ideal for: Small to medium sized teams with some in-house capacity for implementation and a basic understanding of digital tools. Those wanting to use HubSpot for end-to-end admissions or complex sales processes.

Not for: Teams who want to be more hands-on with the CRM set-up and who would prefer a self-guided approach. Those without a need for structured training and technical support. Those who only want to use HubSpot for marketing or simple sales processes.

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Starter Onboarding Services

We offer specific onboarding for HubSpot's Starter products.

Starter Onboarding
Option 1

£1000+VAT

£

An adaptation of our popular Professional Onboarding, tailored for those using HubSpot Starter products

Weekly 1-hour consultancy call, which includes 15 mins for troubleshooting and 45 mins for strategy and training.

8 weeks duration

Dedicated HubSpot for Education or HubSpot for Non-profits specialist

Designed to help tech-savvy teams get the most out of the HubSpot starter tools and implement an inbound approach to marketing, sales and service.

Ideal for: Those using HubSpot's Starter products. Tech-savvy teams with marketing or sales focus.

Not for: Teams with limited technical ability, those wanting to use HubSpot for complex sales processes, those with limited time to dedicate to the implementation.

Contact Us

Starter Onboarding
Option 2

£1600+VAT

£

An adaptation of our popular Pro Onboarding options, tailored for those using HubSpot Starter products

Weekly 1-hour consultancy call and 1-hour behind the scenes hands-on technical support.

8 weeks duration

Dedicated HubSpot for Education or HubSpot for Non-profits specialist

Designed to give your team confidence and a thorough understanding of all aspects of the HubSpot Starter tools, along with guidance on implementing an inbound approach and some hands-on technical support.

Ideal for: Teams with in-house capacity for implementation who are familiar with using digital tools but would benefit from sector-specific support using new software.

Not for: Small teams who lack time to dedicate to the project, those who have little to no experience or confidence with using digital tools, those using HubSpot Professional-tier products.

Contact Us

Add-Ons

We now offer a range of add-ons that are designed to complement our main Onboarding options and give you additional training or support.

Add-ons are subject to availability. We recommend you arrange any add-ons prior to Onboarding kick-off to avoid disappointment

Template Build

£360+VAT

£

Initial consultancy call to establish brand and template requirements

HubSpot CMS templates built for landing pages, blog listing and blog post pages, and branded email template build

Review call to identify any small changes and approve templates

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Set Up Task Completion

£475+VAT

£

Gives your team additional hands-on support with implementing HubSpot CRM during your onboarding period

HubSpot portal set-up, inclusive of tasks such as property building, users & teams permissions setting, records customisation, populating product library and automated workflow creation (up to 5 workflows)

Project management for these tasks throughout your Onboarding period, including task assigning and review

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Additional Hours from

£75+VAT

£

Additional Onboarding hours for strategy, training or technical support as required

Ideal for those wanting to bring other teams or functions into HubSpot during Onboarding (eg. venue hire or Alumni management), or those with complex needs/processes

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CMS Hub Onboarding

£475+VAT

£

3 hours of dedicated consultancy or training to cover the CMS Hub features

+2 hours of CMS Hub technical support

Ideal for those hosting their website on HubSpot and teams who will be using CMS Hub to optimise their website for SEO

Designed to give your team confidence with editing HubSpot hosted webpages and content and understand website analytics

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Ops Hub Onboarding

£475+VAT

£

3 hours of dedicated consultancy or training to cover the Operations Hub features

+2 hours of Ops Hub technical support

Those who want to supercharge their CRM with improved integrations, more robust data quality tools and more flexible automation

Designed to give your team confidence with using the HubSpot Ops Hub tools

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Enterprise Onboarding

£475+VAT

£

3 hours of dedicated consultancy or training to cover additional features included in Enterprise Hubs

+2 hours of technical support

Ideal for those who have an Enterprise level HubSpot subscription and need training and support with using the additional functionality

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