HubSpot Onboarding and Training Services
Meet with a dedicated HubSpot Certified Trainer and follow a customized weekly roadmap so you can maximize the potential of your Hubspot CRM, don’t waste time in understanding the best way to use the CRM for your business and eventually execute everything on your own.
Whether you’re just getting started or you’re looking to do more with tools like workflows, email, or reporting, your HubSpot expert will dive into your unique challenges and needs, guiding you through a customized training program designed to maximize results and clarify your marketing ROI.
From onboarding to advanced training for your sales reps and managers, we will create a training plan that will empower your sales team for long-term success.
Work directly with a trainer to develop a customized onboarding and utilization plan for your team on any Enterprise Hub.
Our Hubspot Training Process
Meet with a dedicated HubSpot Certified Trainer and follow a customized weekly roadmap so you never rely on an agency to execute sales, marketing, or service strategies in HubSpot ever again. Our training & on-boarding program is approximately 8-12 weeks.
Step 1: Account Setup
Step 4: Lead, Deal, and Support Automations
Step 2: Technical Configurations
Step 5: Marketing Content and Promotion
Strong content is what drives leads to your site. Our team will help you get all of the foundational items set up so you can start publishing content as soon as possible.
Step 3: Setup Hubs
Step 6: Reporting and Insights
Want to unlock insights that inspire marketing genius? We will ensure HubSpot is hooked up to Google Analytics, help you find dashboards and reporting, and teach you how to track KPIs needed to prove—and boost—marketing ROI.
“As we continued to partner with Chatter Buzz, they helped us realize the extent of what we could achieve with inbound marketing and sales enablement tactics, powered through our HubSpot platform. We’ve now built a data-driven distribution function, with seamless integration between marketing and sales activities.””
When Hubspot standard onboarding just isn't enough
The Chatter Buzz advanced onboarding includes technical consulting as well as a baseline of implementation to take the basic lift of set up off of you.
- Discover & maximize the full capabilities of HubSpot.
- Workflow setups so you can get started faster than on your own.
- Receive live technical consulting to help you validate various use cases.
- Train and onboard your team with a custom training plan.
- Develop a hit list of future things to launch.
HubSpot Training Schedule
HubSpot Onboarding and Training Services Pricing
Starts at $5,000
Enjoy expert, done-for-you configuration of your HubSpot portal, followed by tailored onboarding, customized to your business’ needs and delivered by experienced B2B marketers.
Achieve deeper sales and marketing alignment on the HubSpot platform, with seamless lead management, automated sales processes, and fully deployed productivity tools
- Eight 30-minute training calls or four 60-minute training calls (most common) per month
- Access to your trainer via email between meetings as well.
- Business and requirements capture
- Strategic alignments with your teams
- Tailored onboarding sessions
- Goal setting and strategy development
- Hubspot technical account setup
- SLA development
- Hubspot setup consultation
- Lead assignment automation
- Deal and pipeline customization
- Reporting dashboard configuration
- Website and 3rd party tool integrations
- Inbound lead tagging
- Account based marketing setup
- Data migration
- Revenue planning and recommendations