HubSpot onboarding

The way your HubSpot portal is configured largely determines the success of your work in the CRM. Our onboarding service helps you with the complete set‑up of the CRM, including the implementation of your current workflows.

As a HubSpot partner, we support you with the implementation of HubSpot within your organisation.

 

Get real value from HubSpot

Why a HubSpot Onboarding?

Purchasing HubSpot does not automatically deliver results for your organisation. You will only see the benefits and added value once HubSpot is configured correctly and used consistently.

A HubSpot onboarding is more than putting data and settings in order. During onboarding, we also look at the elements that matter to your organisation and deliver tangible value. This ensures a strong start and helps you make effective use of the most important tools in the platform.

 

 

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Addmark: HubSpot Onboarding Partner

Addmark is a HubSpot Platinum Partner and completes the onboarding steps together with you. Certified HubSpot consultants help you set up and configure your HubSpot portal. We deliver an onboarding process for all Hubs, whether you use a HubSpot bundle or only Marketing, Sales or Service Hub. We make sure your organisation can work with HubSpot confidently after the onboarding.

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Steps HubSpot onboarding

Data is the starting point of the onboarding. If data is stored across multiple systems, you miss a 360‑degree view of your customer. We ensure this data is imported into HubSpot and that key systems are integrated.
Key data to import includes:
• Contact data
• Company data
• Deal data

Your HubSpot portal settings must align with your organisation. All elements should be configured correctly and comply with your brand guidelines. This includes colours and logos in line with your visual identity and setting up lead notifications correctly.

Measuring and making all data visible in HubSpot is essential for achieving results. This requires installing the HubSpot tracking code on your website, connecting domains and integrating other systems so that all insights are available. 

During onboarding, content creation shifts from multiple systems to HubSpot. Existing content is migrated, and templates enable you to create new content within HubSpot. This may cover your entire website or focus on migrating the blog, landing pages and chatflows.

Every organisation works differently, so we tailor components during onboarding. This ensures the onboarding matches your needs and fits the way your organisation operates.

1. Data import

Data is the starting point of the onboarding. If data is stored across multiple systems, you miss a 360‑degree view of your customer. We ensure this data is imported into HubSpot and that key systems are integrated.
Key data to import includes:
• Contact data
• Company data
• Deal data

2. Account settings

Your HubSpot portal settings must align with your organisation. All elements should be configured correctly and comply with your brand guidelines. This includes colours and logos in line with your visual identity and setting up lead notifications correctly.

3. Analytics

Measuring and making all data visible in HubSpot is essential for achieving results. This requires installing the HubSpot tracking code on your website, connecting domains and integrating other systems so that all insights are available. 

4. Content

During onboarding, content creation shifts from multiple systems to HubSpot. Existing content is migrated, and templates enable you to create new content within HubSpot. This may cover your entire website or focus on migrating the blog, landing pages and chatflows.

5. Business processes

Every organisation works differently, so we tailor components during onboarding. This ensures the onboarding matches your needs and fits the way your organisation operates.

Why choose Addmark

Certified HubSpot experts with experience across sectors
Personal guidance and tailored solutions
Focus on results and continuous optimisation

Our Pricing

We value clarity. No hidden costs or endless engagements, but transparent packages that fit your organisation. Whether you are a small business getting started with HubSpot or an established company looking for advanced marketing and sales solutions, we have an option that suits you.

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