Referrals Contact Us

Partner-led HubSpot Onboarding

Unlock the full potential of HubSpot with our expert onboarding services. 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.

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.

Areas of Focus 

Standard Onboarding

  • Weekly Meetings
  • CRM Records and Associations
  • Activities: Emails, Calling, Meetings, Notes, Tasks
  • Templates and Automation
  • Reporting and Analytics

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

Sales Hub

Standard Sales Hub Onboarding

Weekly training sessions on key hub features and functionality.

$1,000/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.
Recommended

High-Touch Sales Hub Onboarding

Weekly training sessions with support between meetings.

$2,500/mo 60 - 90 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.

$3,750/mo 60 - 90 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.

$1,000/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.
Recommended

High-Touch Service Hub Onboarding

Weekly training sessions with support between meetings.

$2,500/mo 60 - 90 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.

$3,750/mo 60 -90 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 - 60 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.

$2,500/mo 60 - 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.
Recommended

Full Marketing Hub Implementation

Weekly training sessions with full support and configuration.

$3,750/mo 90 - 120 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.

Full Suite Onboarding

Standard Full Suite Onboarding

Weekly training sessions on key hub features and functionality.

$3,000/mo 60 - 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 60 - 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.

$7,500/mo 90 - 120 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.

  • 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.
    – T. Carideo | Construction & Renovation

  • 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.
    – K. Eggert | Transportation & Storage

  • 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.
    – S. Both | Automotive & Transport

  • 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.
    – J. Mathern | Manufacturing

  • 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!
    – T. di Paulo | Business Services - General

  • 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.
    – C. Stroh | Construction

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.

 

 

We Thank You for Your Business

At Hypha, our responsibly is to help you make the most of your HubSpot software. Low-touch Consulting Retainers enable our clients to continue growing after an engagement has ended, maximizing your HubSpot utilization.