HubSpot Onboarding Process

Understand Hypha's partner-led HubSpot onboarding process, from discovery and implementation to training and optimization, with packages for every need.

Our HubSpot Onboarding Process

Starting with HubSpot doesn't have to be overwhelming. Our partner-led onboarding process ensures a smooth transition while maximizing your return on investment from day one.

Why Partner-Led Onboarding Matters: Unlike standard HubSpot onboarding, our approach aligns closely with your specific business objectives, resulting in a more efficient and personalized implementation focused on the capabilities that drive the most value for your organization.

Our 4-Phase Onboarding Process:

1. Discovery & Strategy

In-depth assessment of your current systems and processes
Clear definition of goals and success metrics
Identification of key integration points
Development of customized implementation roadmap

2. Implementation & Configuration

Setup of your HubSpot portal with proper user roles
Custom property configuration aligned with your business
Creation of tailored workflows, pipelines, and automation
Integration with existing systems and data migration

3. Training & Enablement

Role-specific training sessions for your team
Hands-on workshops with real business scenarios
Documentation of custom processes and best practices
Admin training for ongoing management

4. Optimization & Handoff

Testing and refinement of all implemented features
Initial performance assessment
Strategic recommendations for continued success
Clear transition plan for ongoing support

Onboarding Options:

Sales Hub Onboarding

Standard: $1,000 per month (4 hours, 30-60 days)
High-Touch: $2,500 per month (10 hours, 60-90 days)
Full Implementation: $3,750 per month (20 hours, 60-90 days)

Service Hub Onboarding

Standard: $1,000 per month (4 hours, 30-60 days)
High-Touch: $2,500 per month (10 hours, 60-90 days)
Full Implementation: $3,750 per month (20 hours, 60-90 days)

Marketing Hub Onboarding

Standard: $1,000 per month (4 hours, 30-60 days)
High-Touch: $2,500 per month (10 hours, 60-90 days)
Full Implementation: $3,750 per month (20 hours, 90-120 days)

Full Suite Onboarding

Standard: $2,000 per month (8 hours, 60-90 days)
High-Touch: $5,000 per month (20 hours, 60-90 days)

Important Note: Cost of services is subject to change. Pricing was last updated March 5, 2025.