HubSpot Onboarding, Training, and Implementation

Train your company to take ownership of HubSpot and get the most out of your investment.

HubSpot Onboarding and Training Services

Meet with a dedicated HubSpot Marketing & Sales 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. 

Marketing Hub

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.

HubSpot onboarding and training services

Sales Hub

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.

HubSpot onboarding and training services

Enterprise Hub

Work directly with a trainer to develop a customized onboarding and utilization plan for your team on any Enterprise Hub.

HubSpot onboarding and training services

Our Hubspot Training Process

We handle the heavy lifting of customizing HubSpot to your own business needs and processes. Our training & on-boarding program is approximately 4-6 weeks per hub.  

Step 1: Discovery Call
Typically, within 10 business days, you will be booked on a Discovery Call with our Strategist. They’ll learn about your business use case and understand what systems and tools you currently use.
Step 4: Technical Setup
During the intervals between your weekly meetings, our technical team is actively engaged in integrating, constructing, and customizing HubSpot to suit the specific needs of your business.
Step 2: Process Call
Work with your Strategist to map out your business, marketing and/or sales processes so our team can then build everything from your systems. 
Step 5: CRM Review and Handoff

Upon completion of the setup process, you will have a 30-minute call scheduled with your Strategist to review the setup and transfer all necessary information and assets to you and your team.

Step 3: Weekly Meetings
Our Strategist will meet with you weekly to discuss what has been completed and what is next on our list. This is also the time when we can address any additional questions.
Step 6: Ongoing Support

Our aim is to get you up and running independently within 4-6 weeks. Nevertheless, for clients seeking ongoing comprehensive support beyond the onboarding phase, we offer monthly packages starting at $1,000.


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.”


Dr. Sandra Acosta, CEO, BioMedical Pharms Labs

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.
Marketing Hub Advanced HubSpot Training and Onboarding services Approach

HubSpot Training Schedule

Hubspot On-boarding Schedule

HubSpot Onboarding and Training Services Pricing

Guided Hubspot Training

Starts at $5,000

HubSpot’s Onboarding employs a ‘do-it-yourself’ coaching approach. Provide your team with firsthand experience in systematically configuring your HubSpot ecosystem, guided and educated by our team of certified and accredited experts.

  • Four 30-minute training calls or four 60-minute training calls 
  • Access to your trainer via email between meetings as well.
  • Business and requirements capture
  • Strategic alignments with your teams
  • Hubspot platform overview
  • Hubspot technical account setup
  • Hubspot setup consultation
  • Lead assignment automation
  • Deal and pipeline customization
  • Website and 3rd party tool integrations
  • Account based marketing setup
  • Revenue tracking recommendations

HubSpot Onboarding and Training Services FAQs

How much does the Hubspot Training, On-boarding and Implementation Cost?

In most cases, the total cost is $5,000 per hub. You pay 50% to start, then 25% at the halfway point and 25% upon completion. The price increases depending if you need our help in migrating any data from another CRM or the number of tool integration we need to connect. Contact us to get an exact quote.

Can I cancel anytime?

Yes, you’re able to cancel during the program.

How long does the onboarding take?

Each Hub in our Onboarding program can last between 4 - 10 weeks. You can expect weekly calls and based on which version of a hub you purchased will vary the number of calls. Onboarding Add-ons can add up to 2 weeks to your timelines. Accelerated timelines are available at no extra cost.

What do we need to provide you during the program?

We will need your HubSpot account information, your marketing or sales process, third party application information (if applicable), technical information for successful HubSpot setup, feedback during consultation calls, and approvals throughout strategy development.

We estimate this 4-6 week program will require ~10 hours of your time.

We take care of the rest.

Do you provide monthly Hubspot support?

Yes, if you need Hubspot monthly support, we offer it for $1,500 / month (10 hours per month) which includes:

Sales, Marketing, Service and Business Automations & Processes
Reports, workflows, pipelines, etc.
Emails, landing pages, blogs, etc.
Data Cleanup
Portal Audit
Native and 3rd Party Integrations (Zapier, Make, etc.)
Digital Design Team
NO Contract (just 30 days cancellation notice)
...anything in HubSpot is supported!

Are all training calls recorded?

Yes, if you want. We use Zoom conference during training calls.