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HubSpot Onboarding

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Specialist Onboarding designed to set your education and non-profit organisations 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. 

Want to ensure long-term success with HubSpot, even after onboarding ends? Add our Training Resources Add-On to your package for a one-off fee. We’ll record custom training videos using your live portal and create a simplified blueprint of your setup — making it easier to introduce HubSpot to new starters and keep your team aligned.

Why choose HubGem to be your Onboarding partner?  

We are the experts in the education and non-profit sectors!  We share best practices from across similar organisations and bring our understanding of these sectors, as well as years of HubSpot experience.  

Find out more about why you should choose HubGem to deliver your Onboarding.

To see how our education sector specific onboarding compares to other HubSpot onboarding providers, take a look at our onboarding comparison table here. 

team

Our Onboarding Options:

THE FULL WORKS
From £7020 / + VAT

Our most popular 5* Onboarding plan, delivered by one of our specialist HubSpot-for-education consultants.

Full Works Onboarding is 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.

Suitable for those using Professional HubSpot Products.

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 want to do the set-up fully in-house and do not require technical support.

 

Planning to grow your team?

Our Training Resources Add-On is the perfect companion to onboarding. We’ll create custom training videos and a visual blueprint of your HubSpot setup — so you can confidently train new team members and refresh your knowledge whenever you need it.

One-off cost: £1,000 + VAT
Available to add to any onboarding package. Learn more here. 

No.1 package for education

 

 
What’s included:
Elements Image 13 weeks duration
Elements Image 2 hours per week of hands-on technical support from our team to help you with the implementation of HubSpot
Elements Image Twice weekly 1-hour training/consultancy calls with a deep dive into all of the HubSpot features and actionable tips on implementation
Elements Image Dedicated HubSpot for education or HubSpot for non-profits specialist
ENTERPRISE
From £8640 / + 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.

 

 
What’s included:
Elements Image Customer Journey mapping
Elements Image Strategic support and training for your team
Elements Image Dedicated HubSpot for education or HubSpot for non-profits specialist
Elements Image Full project management
STARTER ONBOARDING
From £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 £550+VAT. 

 

 
What’s included:
Elements Image 8 weeks duration
Elements Image Weekly 1-hour training call and 0.5 hour behind-the-scenes hands-on technical support
Elements Image Dedicated HubSpot for education or HubSpot for non-profits specialist
Elements Image An adaptation of our popular Professional Onboarding options, tailored for those using HubSpot Starter products
Bespoke onboarding
Enquire / discuss your needs

Need something a little more bespoke?

We know that organisations have wide-ranging experience and requirements, and one-size doesn't necessarily fit all. 

If you know you need some support but are unsure if our listed packages would meet your needs, we recommend having a chat to one of our experienced consultants who can advise.

 

Onboarding Comparison

Other Onboarding

HubGem Onboarding

Other Onboarding

HubGem Onboarding

Dedicated point of contact to deliver your Onboarding
No education sector specialism
Dedicated Specialist HubSpot-for-Education Consultant
Tailored Education focused onboarding plan
From the outset we work directly with you to establish key onboarding goals and objectives, and create a tailored onboarding plan bringing in best-in-class sector experience and examples
Education-focused Customer Journey Mapping
Dedicated time for education-focused journey mapping for marketing and admissions teams to ensure processes are streamlined and effective
Education Sector Specialist Consultant
Specialist HubSpot-for-education consultant who has extensive experience working with education organisations and who understands your day-to-day processes
Full project management of your implementation
We'll guide you through the entire HubSpot setup process, tailored to your organisation. Our online project management board provides Q&A support, alongside training, consulting, and technical assistance.
Hands-on set-up of your HubSpot account
Hands-on support setting your account up for success, which means you see a faster time-to-value, and know that it is configured in line with sector best practice. Your team can begin using the system much sooner
Support with education sector marketing strategy
Sector-specific support with strategy and inbound lead generation - we can advise on how to attract, engage and convert more leads using HubSpot tools with our specialist strategic advice
Dedicated weekly calls for onboarding and training teams in HubSpot tools
No Education sector specialism
Up to 2x scheduled calls each week, for tailored training in specific tools based on the needs of your individual teams
Option to add on further education-focused services
We offer ongoing support plans, team training, and custom projects
HubSpot-for-education resources
We offer an extensive library of HubSpot-for-education resources - designed to support you on your onboarding journey and beyond - including hundreds of blog articles and videos focused on tools and strategy for education providers
Bespoke training for teams (e.g. Admissions, Marketing)
We offer tailored training for your teams. We understand that the training needs of can differ between teams, so we work with you to make bespoke training plans
Support with key ‘HubSpot for education’ integrations
We have extensive knowledge and experience of the best integrations thatcan enhance and streamline processes for teams and customers in an education setting.
iSAMS integration for schools, and support with implementing this
We provide the world’s first HubSpot to iSAMS integration, we offer the unique ability for schools to streamline their marketing and admissions processes in HubSpot and then sync data to iSAMS student management system
Growing community of education providers to network with
We have a growing community of education providers that we can connect you with for networking, sharing best practices with and testimonials
Dedicated Sector-Specialist CRM Executive
In addition to a dedicated consultant, we also offer support from a dedicated executive who specialises in the technical set up of your account
100% 5* reviews from organisations like yours
We have a 100% 5-star review ratings (over 65 in total!) for our onboarding services, evidencing our dedication to providing the best service to our clients

Ready to discuss your needs?

Book a call to discuss which Onboarding option would be best for your organisation! 

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