Get HubSpot Right From Day One
Whether you need expert guidance or hands-on implementation, our onboarding solutions are designed to unlock HubSpot’s full potential — faster, smarter, and with more impact than HubSpot’s own onboarding.
with accelerated options available
companies onboarded
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Why Our Clients Choose Wave for HubSpot Onboarding
HubSpot’s in-house onboarding is limited. Most agencies hand you off to a junior team. We do neither.
At Wave, you get HubSpot onboarding that’s strategic, scalable, and completely aligned to your business. Whether you're a lean team launching quickly or a growing business with complex workflows, we deliver onboarding that’s designed to create value — not just tick boxes.
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.
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.
We start with a strategy session to understand your goals, team structure, and current systems.
You’ll receive a clear, achievable onboarding roadmap that reflects your business priorities — not a generic checklist.
Depending on your package, we either guide or fully deliver your HubSpot setup — workflows, properties, automations, integrations.
We don’t just train — we enable. Role-based sessions ensure your team knows what to do and how to do it well.
For Signature clients, we include a post-launch check-in window to catch anything that needs refining — giving you peace of mind.
Choose Your Onboarding Experience
Smart Start Onboarding
Perfect for: Internal teams that can execute with guidance.
Key Features:
- - Strategic and technical guidance tailored to your goals
- - One-to-one sessions with a HubSpot expert
- - Walkthroughs, checklists, and prioritised plans
- - More useful than HubSpot onboarding — same price
from £1,310
Signature Onboarding
Perfect for: Busy teams or high-growth companies who want it done right
Key Features:
- - Full portal setup: properties, workflows, sequences
- - CRM migration and asset creation
- - One-to-one sessions with a HubSpot expert
- - Advanced reporting, integrations, and role-based training
- - Includes post-launch check-in and futureproof CRM structure
from £5,000
Custom Onboarding & Implementation
For larger organisations or businesses with very specific processes, we offer Custom Onboarding — a fully tailored engagement designed around your data, your tech stack, and your way of working.
Whether you’re integrating with complex systems, onboarding multiple teams across regions, or rebuilding a legacy CRM structure, we scope your onboarding around what success looks like for you. No templates. No assumptions. Just a clear, confident rollout plan designed to support scale, compliance, and long-term adoption. In this package we offer a block of consultancy hours to tackle any technical difficulty you may be having.
Priced from £6,000
Compare & Add-Ons
Choose the right onboarding package for your business — and enhance it with additional support where it matters most.
Onboarding Package Comparison
| Feature | HubSpot's own onboarding | Smart Start by Wave | Signature by Wave |
|---|---|---|---|
| Consultant type | Success Coach | HubSpot Specialist | HubSpot Specialist |
| Setup guidance | Generic templates | Strategy-led sessions | Done-for-you |
| Workflow and automation setup | ❌ | ⚠️ Advised only | ✅ Included |
| CRM migration | ❌ | ⚠️ Advised only | ✅ Included |
| Reporting dashboards | ❌ | ✅ Guided | ✅ Custom built |
| Integration setup | ❌ | ❌ | ✅ Native apps |
| Role-based training | ❌ | ✅ Group-focused | ✅ Tailored |
| Post-launch support | ❌ | ❌ | ✅ Check-in period |
Custom Onboarding
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.
Add-On: Data Foundations
Start strong with clean, structured data.
Before we begin onboarding, we can prepare your data for a smooth transition. Our Data Foundations service ensures you're not importing clutter or creating tech debt from day one.
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Advanced CRM data migration including Salesforce, Dynamics, Copper, Zoho, ActiveCampaign, Capsule, Freshdesk, Pipedrive, Sugar and more
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Full portal setup
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Custom data and process mapping
-
Option to add enhanced data migration such as emails, attachments and more
Ideal for: businesses migrating from legacy CRMs, complex sales processes or those with outdated or inconsistent records.
Pricing: From £1,500
Available with: Smart Start, Signature, or Custom onboarding
"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 |
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