HubSpot Onboarding
Tailored implementation that accelerates your growth and adds value within 30 days.
Your mission is our mission
Wave's HubSpot onboarding services help you accomplish your goals every step of the way. Whether you're a HubSpot novice or branching out into another area of the portal, we design tailored onboarding plans that enable you to say "Mission Accomplished!"
Our collaborative approach ensures that we optimise your HubSpot portal to meet the unique needs of your organisation, integrate your existing systems, and elevate your marketing campaigns and automation.
With our "concierge" level of support, we offer interchangeable consultancy hours to tackle any technical difficulty you and your team may encounter in HubSpot. We not only solve the problem for you but also demonstrate our step-by-step process, making it effortless for you to replicate our effective solution.
HubSpot implementation that's a cut above the rest
Wave customises your onboarding based on your goals and marketing & sales strategy, the size of your team and the number of contacts you want to have in HubSpot, and the size of your technology ecosystem.
The onboarding sessions transform your team into HubSpot pros, ready to ride the wave of inbound marketing and see the results start to fly in. Our team is friendly, knowledgable, and happy to tackle the most complex of issues (or the silliest of questions!).
Our onboarding process
HubSpot onboarding from Wave is packed with value for your team. Take the opportunity to draw on our years of experience to optimise your HubSpot portal and get results.
Before anything else, it's crucial to know what you're aiming for. Whether it's boosting your sales, enhancing customer service, or improving marketing efforts, having clear goals will help you get the most out of HubSpot.
This is also when we'll start to look at your existing processes to see how they can map over to HubSpot.
We'll gather information to allow us to tweak HubSpot's settings to match your business needs. This includes setting up your deal stages, creating contact properties, and customising your email templates. We'll also connect HubSpot to your website.
Our portal setup service is usually completed within 48 hours of signing up with Wave.
We'll customise your HubSpot CRM ready for implementation as well as importing a sample set of contact and company data to allow us to populate fields relevant to your business.
HubSpot is a team tool, so everyone should be on board. With Wave, you'll have a series of tailored onboarding sessions to support and upskill your team - think sales pipeline, marketing campaigns, workflows and reporting to name a few!
HubSpot also offer plenty of resources, including HubSpot Academy, to get your team familiar with the platform as well - great for continuous improvement!
We'll build workflows to automate low-value and repetitive tasks that have arisen from onboarding sessions as well as from our own experience working with numerous organisations.
You'll need to bring over your current customer data to HubSpot. Don't fret, it's a simple process. HubSpot allows you to import contacts, companies, deals, tickets, and more from a .csv file or probably through an integration so data is kept live in your legacy or new CRM system.
We'll take stock of the work done and implement any fine tuning.
Onboarding pricing
Our HubSpot onboarding is priced competitively and is designed to deliver maximum value with a combination of a "We do it for you" approach, consultancy and training.
10% off*
when onboarding with multiple hubs.
We reserve the right to withdraw the offer at any time.
"The Wave team are nothing short of phenomenal at offering insight into HubSpot best practice and Inbound marketing know-how."
Jemma
Chief Operating Officer |
"For more than four years, the Wave Marketing team has provided incredible marketing and CRM support to our business. Every single task that we sent their way was handled to the highest possible standard, with the utmost professionalism and with genuine care. They're as good as it gets."
John
Founder |
"Wave's work is detailed, thorough and completed to an exceptional quality. I would recommend Wave Marketing a thousand times over, to anyone looking to develop their inbound marketing efforts, maximise their use of HubSpot and grow their business."
Anna
Marketing Director |
"I have worked with the Wave team for 18 months and I can say I have never worked with a more gifted group of marketing and HubSpot experts. Not only do they know the HubSpot portal back to front, but they are also multi-talented marketers who can get to know brands quickly and deliver high quality work for challenging industries. As well as all that, they are a joy to have around, they bring a calmness and confidence to any project (usually backed by the experience of having done it successfully before)."
James
Marketing Director |
"Working with Wave Marketing is quite simply a pleasure. The team are experts within their field and a joy to work with. They deliver fantastic work that gets results, always on time and always to the highest standard. They are down to earth, straight talking and honest. I would recommend them in a heartbeat."
Sue
Client Services Manager |
"I have no hesitation in recommending the team at Waves for any of your CRM needs. A great bunch of humans with an absolute breadth of knowledge in so many different areas."
Charlotte
CRM Manager |
See if we're the
right fit
Your challenges are unique. Let's get on a 15 minute call to see if we can help.