HubSpot Onboarding Services

Tailored Onboarding for
HubSpot Products

We offer specialized onboarding services for each major HubSpot Product, including Marketing Hub, Content Hub, Sales Hub and Service Hub, all tailored to your company’s specific needs.

Each program includes a kickoff call, plan outline, and a comprehensive walkthrough of key settings and functionalities specific to your chosen Hub.

Marketing Hub

Marketing Hub Pro+

Starting at

$1,8000

Request Pricing

Content Hub

Content Hub Pro+

Starting at

$1,800

Request Pricing

Sales Hub

Sales Hub Pro+

Starting at

$1,500

Request Pricing

Service Hub

Service Hub Pro+

Starting at

$1,500

Request Pricing

Marketing Hub

Content Hub

Sales Hub

Service Hub

Rows1

Setup user & team permissions

Account settings and tracking code implementation on websites not hosted in HubSpot

Branding setup (logo, fonts, colours, etc.)

GDPR setup - Meticulosity will not provide any guidance on legal matters at any point during the partnership

Integration implementation (select native apps only - 3rd party or custom integrations will require a quote)

Connect email sending domain (compliant with spam email prevention)

Build standard relevant reporting dashboard

List imports using standard object data (contacts, companies, deals, tickets, products) into CRM

Custom property creation

Update form settings and styles

Connect social media accounts

Identify marketing contact rules

Setup website settings & domain

Complete landing page settings

Implement blog settings

Guide theme selection and setup

Demonstration of the page editor

Setup meeting tool

Email tracking from Gmail or Outlook integration

Build out pipelines (Does not include sales or service process consulting)

What Does the Onboarding Process Look Like?

Create a Plan of Action

We will kick off the project with a meeting to align on the objectives that need to be accomplished, at which point our team will create a plan of action.

Set Up Your HubSpot

Our team will collect the appropriate information and complete the setup for your Hub(s) so you don’t have to, saving you valuable time.

Review the Implementation

We will book a meeting with you and your team to walk through the setup and answer questions.

Maximize Your HubSpot ROI

If you’re interested in our continued support, we offer consulting and retainer programs designed to help you achieve your business goals.

Frequently Asked Questions

We’ve answered some of our frequently asked questions when it comes to our onboarding packages.

Request a HubSpot Onboarding Consultation

Why Choose an Agency Over HubSpot for Onboarding Services?

The primary benefit of choosing Meticulosity for your HubSpot Onboarding services comes down to money. By working with Meticulosity, the mandatory $3,000 onboarding fee that you would have to pay with HubSpot is waived, and you’ll still receive all of the value from working with a HubSpot expert throughout your onboarding process.

Is Your HubSpot Onboarding Tailored to Our Business-Specific Needs?

Every single one of our HubSpot Onboarding projects starts with an initial consultation. This aligns Meticulosity with your company’s goals and objectives. From there, we are able to create a plan of action that ensures your business is able to get the most out of the onboarding process.

What Types of Integrations Do You Work With?

We are able to integrate your HubSpot platform with a range of select native applications. Tell us your needs and we’ll work with you to ensure that you have the integrations you need to be successful. For third party or custom integrations, a further discussion and quote may be required depending on the complexity of the integration.

Prototype With Robust Modules

Yes, we do offer project-based work alongside our retainer packages. Please reach out to us with your specific needs and we can provide a quote tailored to your goals.

Want to Learn More About Our HubSpot Onboarding Services?

Not 100% confident working in your HubSpot platform? Or do you simply need a refresher on how to best utilize the tools that are available in your existing Hub(s)?

At Meticulosity, we offer customized onboarding for new and existing HubSpot users to set you up for long-term success. Book a meeting and let us show you how to maximize your HubSpot investment.