HERE WE GROW
HubSpot Onboarding
Unlock the full potential of HubSpot with our expert onboarding services.
You’ve committed to HubSpot, and we're committed to you.
It's time to embark on your journey towards digital success. Hypha is here to ensure you make the most of your HubSpot software, whether you’re a new user or an experienced one.
What is HubSpot Onboarding?
HubSpot Onboarding is the essential training you need to master HubSpot, enabling you to maximize its capabilities and ensure a successful implementation. While HubSpot offers onboarding services, you have the option to choose a more personalized and cost-effective approach by partnering with Hypha.
Additional Support Hours
When your needs fluctuate, and added support is needed, additional blocks of time can be purchased as one-time add-ons to your monthly subscription.
$250/hour
One Time
As Needed
Tailored Onboarding for Your Needs
Standard Milestones
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- Item Two
Optional Training Areas
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- Item Two
Standard Milestones
- Item One
- Item Two
Optional Training Areas
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- Item Two
Standard Milestones
- Item One
- Item Two
Optional Training Areas
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- Item Two
Our onboarding process covers standard tools and milestones, but what sets us apart is our commitment to customization. We work closely with you to identify and focus on the tools that align with your specific needs, making your onboarding experience truly tailored to your business.
Areas of Focus
Standard Onboarding
• Weekly Meetings
• CRM Records and Associations
• Activities: Emails, Calling, Meetings, Notes, Tasks
• Templates and Automation
• Reporting and Analytics
Sales Hub-Specific Features
• Lead Scoring and Routing
• Deal and Pipelines
• Email Templates and Sequences
• Products and Quotes
• eSignature and Payments
Service Hub-Specific Features
• Tickets and Pipelines
• Support Channels: Forms, Email, Chatbot, Calling
• Help Desk and Conversations
• Knowledgebase
• Surveys and Feedback
Marketing Hub-Specific Features
• Personas and Segmentation
• Landing Pages and Lead Capture
• Lead Nurturing Emails
• Marketing Automation
• Campaign Management
High-Touch Onboarding
• Support Between Meetings
• Data Migration Consulting
• Enterprise Features
• Light Configuration
Full Implementation
• Complete Strategic Planning
• Fully Managed Data Migration
• Hands-on Portal Customization
Partner-Led Onboarding: Leading to Success
Whether you’re new to HubSpot or an experienced user, onboarding is essential. By selecting Hypha for your onboarding process, you ensure a closer alignment with your specific business objectives, resulting in a more efficient and personalized journey.
- New Users: Partner-Led Onboarding provides comprehensive guidance and hands-on training to help you learn HubSpot from scratch.
- Experienced Users: With a flexible billing structure, experienced users can fast-track their onboarding, allowing them to “test out early” and minimize the time and cost involved.
Additional Support Hours
When your needs fluctuate, and added support is needed, additional blocks of time can be purchased as one-time add-ons to your monthly subscription.
$250/hour
One Time
As Needed
Tailored Onboarding for Your Needs
Standard Milestones
- Item One
- Item Two
Optional Training Areas
- Item One
- Item Two
Standard Milestones
- Item One
- Item Two
Optional Training Areas
- Item One
- Item Two
Standard Milestones
- Item One
- Item Two
Optional Training Areas
- Item One
- Item Two
Our onboarding process covers standard tools and milestones, but what sets us apart is our commitment to customization. We work closely with you to identify and focus on the tools that align with your specific needs, making your onboarding experience truly tailored to your business.
Sales Hub
Standard Sales Hub Onboarding
Weekly training sessions on key hub features and functionality.
$760/mo
30 - 60 Days
Standard HubSpot Training Curriculum. Fundamental training designed to familiarize new users with Sales Hub, providing guidance on how to effectively utilize data within HubSpot, create efficient prospecting and nurturing processes, and best practices for speeding up deal closures, tailored to align with your business goals.
1 assigned specialist, limited to 4 hours of service per month.
High-Touch Sales Hub Onboarding
Weekly training sessions with support between meetings.
$1,900/mo
60 Days
The reason you are going with a partner in the first place: hands-on support. Building upon Standard Onboarding, this level of service includes all the foundational training plus guidance on data migrations and portal configuration for your unique business case.
1 assigned specialist, limited to 10 hours of service per month.
Full Sales Hub Implementation
Weekly training sessions with full support and configuration.
$3,500/mo
60 Days
Complete data migration and setup of your Sales Hub, with our team implementing advanced strategies and optimizing your sales processes to align perfectly with your business goals, ensuring a seamless, comprehensive onboarding experience.
1 assigned specialist, limited to 20 hours of service per month.
Service Hub
Standard Service Hub Onboarding
Weekly training sessions on key hub features and functionality.
$760/mo
30 - 60 Days
Standard HubSpot Training Curriculum. For new Service Hub users, this training covers essential features and best practices for setting up a help desk, utilizing data, and streamlining business processes within HubSpot. It aims to boost customer service efficiency and satisfaction aligned with your business goals.
1 assigned specialist, approximately 4 hours of service per month.
High-Touch Service Hub Onboarding
Weekly training sessions with support between meetings.
$1,900/mo
60 Days
With the “hands-on” support that only comes with working with a partner, this advanced training includes everything in Standard Onboarding plus extra support for data migration and personalized help in configuring your HubSpot portal. Ideal for a seamless and tailored setup to meet specific business needs.
1 assigned specialist, approximately 10 hours of service per month.
Full Service Hub Implementation
Weekly training sessions with full support and configuration.
$3,500/mo
60 Days
Full data migration and Hub configuration, incorporating sophisticated strategies and enhancing support workflows to perfectly match your business objectives, providing an effortless, end-to-end onboarding experience.
1 assigned specialist, approximately 20 hours of service per month.
Marketing Hub
Standard Marketing Hub Onboarding
Weekly training sessions on key hub features and functionality.
$1,000/mo
30-90 Days
Standard HubSpot Training Curriculum. Essential for new users of Marketing Hub, offering insights on maximizing data usage within HubSpot, establishing effective automation and nurturing strategies, and implementing best practices for lead generation and qualification, all tailored to meet your specific business objectives.
1 assigned specialist, approximately 4 hours of service per month.
High-Touch Marketing Hub Onboarding
Weekly training sessions with support between meetings.
$2,250/mo
90 Days
Elevating the Standard Onboarding experience, this “hands-on” level of support includes all foundational training, plus guidance on data migration and personalized assistance with configuring your portal, aimed at ensuring a smooth integration and the optimal utilization of Marketing Hub to meet your unique business needs.
1 assigned specialist, approximately 10 hours of service per month.
Full Marketing Hub Implementation
Weekly training sessions with full support and configuration.
$3,500/mo
90 Days
Full data migration and a complete setup of your Marketing Hub. Our team handles everything from implementing advanced automation and nurturing strategies to optimizing lead processes, ensuring your setup aligns perfectly with your business goals for an effortless, end-to-end onboarding experience.
1 assigned specialist, approximately 20 hours of service per month.
When considering a Full Marketing Hub Implementation, also consider additional resources including design and content support.
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Top Tier Operations
Hypha helped me get a deeper understanding of HubSpot and just how well it can help grow our business. There were features I didn’t even know I had access to that have improved our operational efficiency far beyond what we were expecting when we first decided to switch CRMs.
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CRM & Custom Quote Tool
We have been working with Katherine and Amy to implement the HubSpot CRM into our business. They have both been very helpful and have been giving very thorough Sales and Marketing focused trainings to ensure success.
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Great Onboarding From Kevin
Kevin was super helpful. Whenever we had questions before our next meeting, he would help us figure it out. Very energetic and enthusiastic, Kevin showed us how to work with HubSpot in the best way possible.
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Fantastic Experience with Kevin and the Hypha Team for HubSpot Implementation
We recently worked with Kevin and his team at Hypha to get HubSpot up and running, and they did an amazing job. If you’re looking for someone to help you with HubSpot, we highly recommend Kevin and Hypha. They really know their stuff and are great to work with.
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A one-stop shop!
Working with Kevin and the Hypha team was a fantastic experience! Not only was their team thorough in their approach, but they helped us to uncover and patch additional gaps within our own internal systems and processes. We couldn’t have chosen a better partner!
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Thank you Amy!
Amy was tremendous in helping us understand the mechanics of the HubSpot platform and optimizing its tools for our company’s needs and sales processes. Amy was always enthusiastic and eager to answer any question we had throughout onboarding.
-
Top Tier Operations
Hypha helped me get a deeper understanding of HubSpot and just how well it can help grow our business. There were features I didn’t even know I had access to that have improved our operational efficiency far beyond what we were expecting when we first decided to switch CRMs.
-
CRM & Custom Quote Tool
We have been working with Katherine and Amy to implement the HubSpot CRM into our business. They have both been very helpful and have been giving very thorough Sales and Marketing focused trainings to ensure success.
-
Great Onboarding From Kevin
Kevin was super helpful. Whenever we had questions before our next meeting, he would help us figure it out. Very energetic and enthusiastic, Kevin showed us how to work with HubSpot in the best way possible.
-
Fantastic Experience with Kevin and the Hypha Team for HubSpot Implementation
We recently worked with Kevin and his team at Hypha to get HubSpot up and running, and they did an amazing job. If you’re looking for someone to help you with HubSpot, we highly recommend Kevin and Hypha. They really know their stuff and are great to work with.
-
A one-stop shop!
Working with Kevin and the Hypha team was a fantastic experience! Not only was their team thorough in their approach, but they helped us to uncover and patch additional gaps within our own internal systems and processes. We couldn’t have chosen a better partner!
-
Thank you Amy!
Amy was tremendous in helping us understand the mechanics of the HubSpot platform and optimizing its tools for our company’s needs and sales processes. Amy was always enthusiastic and eager to answer any question we had throughout onboarding.
Full Suite Onboarding
Standard Full Suite Onboarding
Weekly training sessions on key hub features and functionality.
$2,500/mo
30-90 Days
End-to-end training across Sales, Service, and Marketing Hubs, tailored to new HubSpot users. It covers data utilization, prospecting, nurturing, customer service processes, lead generation, and more, aligning each aspect with your business goals. Designed for efficiency and cohesion, this package ensures a streamlined adoption of HubSpot’s full suite, maximizing your team’s success across all business interactions.
2 assigned specialists, approximately 8 hours of service per month total.
High-Touch Full Suite Onboarding
Weekly training sessions with support between meetings.
$5,000/mo
90 Days
Standard Onboarding across Sales, Service, and Marketing Hubs with additional, “hands-on” advanced support. It includes comprehensive data migration assistance and personalized help in configuring your entire HubSpot suite. Ideal for businesses seeking a seamless, tailored setup, this option ensures smooth integration and optimal utilization of all HubSpot capabilities, tailored to meet your specific business needs.
2 assigned specialists, approximately 20 hours of service per month total.
Full Suite Implementation
Weekly training sessions with full support and configuration.
$7,000/mo
90 Days
Complete portal setup, configurations, deployment and training. We implement advanced strategies, optimize processes, and configure your entire HubSpot suite to align perfectly with your business goals. From sales acceleration and support systems, to sophisticated marketing automation, this comprehensive service ensures your HubSpot environment supports your entire business operations.
2 assigned specialists, approximately 40 hours of service per month total.
Why Choose Hypha?
Our Partner-Led Onboarding stands out as a superior and highly flexible alternative to standard HubSpot onboarding. Plus, it opens up a direct channel to one of the most experienced HubSpot Partner Agencies. Your support relationship will evolve alongside your software usage and needs.
Onboarding is required, but with Hypha, you have control over the price, duration, and quality of your onboarding experience.