HubSpot Onboarding

Specialist Onboarding designed to set your education or non-profit organisation up for success!

What is HubSpot Onboarding?

Onboarding is the most important part of your HubSpot journey, it involves getting your CRM set up correctly (strategically and technically) from the very beginning, training your team, and transforming the way you work.

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.

We offer best-in-class education and non-profit specific Onboarding, providing HubSpot technical expertise as well as value-added insights from our wealth of experience from working with (and within) these sectors. Our Professional Onboarding is delivered over three months and includes support with strategy, technical set up and team training.

We offer a range of Onboarding plans designed for those using Starter, Professional and Enterprise HubSpot products.

During Onboarding we will hold your hand at every step of the way, with full project management and a dedicated, experienced consultant, ensuring you are setting up your HubSpot portal for success.

Why do you need Onboarding?

Implementing a new CRM system requires investment of both time and money, seeing a return on your investment and a quick time-to-value is key to proving value to internal stakeholders and budget holders.

An effective HubSpot implementation requires input from multiple teams and will quickly enable you to align your efforts and remove friction in your processes and operations; with this in mind, it is crucial that your implementation is handled effectively.

Getting the right partner to deliver your Onboarding is key and can be the difference between success or frustration. We strive to make Onboarding as simple and efficient as possible, with 100% 5-star reviews from our customers across the education and non-profit sectors - you can rest assured that we will give you the skills you need to make HubSpot implementation a success in your organisation.

Do you have more questions? Check out our Onboarding FAQs or read our Onboarding Guide.

THE FULL WORKS

£5800 / + 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.

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: Those who only want to use HubSpot for marketing or simple sales processes.

No.1 package for schools

What’s included:

13 weeks duration

2 hours per week of hands-on technical support from our team to help you with the implementation of HubSpot

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

Dedicated HubSpot for education or HubSpot for non-profits specialist

Access to our exclusive Onboarding Hub

FUNDAMENTALS

£2300 / + VAT

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

Ideal for: Tech-savvy teams with marketing or sales focus, confident with digital tools. Or those with simple processes who need training or strategic guidance on using 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.

Does not include importing or migrating existing data, this would be quoted for separately on an individual basis and starts at £500+VAT.

What’s included:

13 weeks duration

Weekly 1-hour consultancy call for training and troubleshooting.

0.5 hours per week for Q&A support

Dedicated HubSpot for education or HubSpot for non-profits specialist.

Access to our exclusive Onboarding Hub

STARTER

£2000 / + VAT

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

Only suitable for those using Starter HubSpot Products.

Does not include importing or migrating existing data, this would be quoted for separately on an individual basis and starts at £500+VAT.

What’s included:

8 weeks duration

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

Dedicated HubSpot for education or HubSpot for non-profits specialist

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

TEMPLATE BUILD

From £650 / + VAT

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

What’s included:

Initial consultancy call to establish brand and template requirements

Template building

Review call to identify any small changes and approve templates

ENTERPRISE

From £7100 / + VAT

A dedicated experienced Senior Consultant will guide you through every step of your HubSpot implementation and set you up for success with your new Enterprise level HubSpot tools.

Speak to us for a quote based on your unique requirements.