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A Hand-Holding Approach to HubSpot's Onboarding

Based on HubSpot’s own standard onboarding, Digifianz offers a new hand-holding approach to improve on four crucial aspects: implementation assistance, speed, know-how and price.

How do we compare with HubSpot's Onboarding?

We improve 4 crucial aspects:

Hand-holding

  • We dedicate 50% more hours per onboarding so we can get to know your company and implement crucial parts of the CRM setup directly in our calls.
  • You will not only learn how to use HubSpot, but you will also leave each session closer to a fully functioning Hub.

Speed

  • Our hand-holding approach, with more hands-on time and direct implementation, mean that meetings can happen on a weekly basis.
  • Our onboarding usually takes 50% less time to complete.

Know-how

  • HubSpot's main focus is to develop the best CRM, ours is to provide the best talent to help you use it.
  • We are a HubSpot Diamond Partner with +7 years of experience, and winners of Rookie of the Year and Customer First Awards.

Price

  • HubSpot’s onboarding can entail paying up to $14K in onboarding fees.
  • Our HubSpot Core onboarding is offered at cost so that we can help as many companies as possible to get the most out of HubSpot.

Starting at $499

  • $499 on the first Hub and $299 per additional Hub.
  • Applies up to the Professional plan of Sales, Marketing, Service and CMS Hubs. 
  • Includes the basic set-up of the hub and implementation assistance to achieve your 3 main goals within each hub.

Is this onboarding for me? Read our knowledge base to learn more >

Step 1: Achieve your goals with HubSpot

Get the most out of HubSpot from the start with an objective-based onboarding. Not sure where to begin? We'll help you set goals according to your business needs and challenges.
  • Sales Hub
  • Marketing Hub
  • Service Hub
  • CMS Hub
Reach your prospects
  • Connect your Sales Team's emails with HubSpot to have all conversations in one place

  • Sync calendars so your prospects can directly book meetings through forms

  • Create email sequences 
Automate your Pipeline
  • Forget manual assignment: Automatically assign leads to your sales reps.

  • Painless follow-ups: with follow-up tasks, emails, and actions set automatically.

  • No step skipped: ensure follow-through from your sales team. 
Create reports and track goals
  • Team Performance: How long does it take to close deals? Who closes the most? Who earns the most for the company?

  • Revenue: Revenue per quarter/month/week/day, comparative reports, revenue per pipeline/product

  • And more: custom reports tailored to your team's needs
Know your audience
  • Create Buyer personas to better understand the contacts in your CRM and segment them accurately

  • Capture and qualify leads: with the right form fields that collect all the information you need

  • Set lifecycle stages to classify contacts based on where they are on your Marketing / Sales process
Nurture your leads
  • Welcome new leads with an automated email flow

  • Follow up with leads in a timely manner  with automated lead nurturing

  • Create a lead scoring strategy to prioritize your contacts
Personalized Marketing at Scale
  • Leverage smart content modules to personalize your communications

  • Automated marketing actions triggered by lead behaviour 

  • Make use of segmented lists to get your message to the right audience
Triage customer support effectively
  • Connect intake channels to one universal inbox

  • Create a customized ticket pipeline to prioritize issues based on urgency
     
  • Let your customers book meetings directly in your calendar through forms to provide them support on their terms
Minimize response times
  • Resolve tickets faster with automated responses

  • Assist customers in real time with live chat and/or service chatbots
  • Help customers help themselves by creating your own knowledge base

 

Track Performance
  • Key metrics to continually optimize your service process

  • Team performance: ticket resolution per representative, ticket resolution time, and more

  • Gather customer feedback with NPS, CSAT, CES, and personalized surveys
Optimize your website
  • Improve your website's online positioning with SEO best practices 
     
  • Create topic clusters linking supporting content back to your core pillar pages to optimize your site's crawlability and help leads find what they are looking for. 

Make your web more engaging
  • Capture more leads with optimized landing pages

  • Create an effective end-to-end conversion path

  • Improve your conversion rate and website content with A/B tests 
     
Create reports and track goals
  • Learn how your website and data lives in HubSpot

  • See how your content is performing with key data points like bounce rate, average time on page, and more.

     
  • Create custom reporting to track specific KPIs, and site performance metrics
     
Sales Hub
Reach your prospects
  • Connect your Sales Team's emails with HubSpot to have all conversations in one place

  • Sync calendars so your prospects can directly book meetings through forms

  • Create email sequences 
Automate your Pipeline
  • Forget manual assignment: Automatically assign leads to your sales reps.

  • Painless follow-ups: with follow-up tasks, emails, and actions set automatically.

  • No step skipped: ensure follow-through from your sales team. 
Create reports and track goals
  • Team Performance: How long does it take to close deals? Who closes the most? Who earns the most for the company?

  • Revenue: Revenue per quarter/month/week/day, comparative reports, revenue per pipeline/product

  • And more: custom reports tailored to your team's needs
Marketing Hub
Know your audience
  • Create Buyer personas to better understand the contacts in your CRM and segment them accurately

  • Capture and qualify leads: with the right form fields that collect all the information you need

  • Set lifecycle stages to classify contacts based on where they are on your Marketing / Sales process
Nurture your leads
  • Welcome new leads with an automated email flow

  • Follow up with leads in a timely manner  with automated lead nurturing

  • Create a lead scoring strategy to prioritize your contacts
Personalized Marketing at Scale
  • Leverage smart content modules to personalize your communications

  • Automated marketing actions triggered by lead behaviour 

  • Make use of segmented lists to get your message to the right audience
Service Hub
Triage customer support effectively
  • Connect intake channels to one universal inbox

  • Create a customized ticket pipeline to prioritize issues based on urgency
     
  • Let your customers book meetings directly in your calendar through forms to provide them support on their terms
Minimize response times
  • Resolve tickets faster with automated responses

  • Assist customers in real time with live chat and/or service chatbots
  • Help customers help themselves by creating your own knowledge base

 

Track Performance
  • Key metrics to continually optimize your service process

  • Team performance: ticket resolution per representative, ticket resolution time, and more

  • Gather customer feedback with NPS, CSAT, CES, and personalized surveys
CMS Hub
Optimize your website
  • Improve your website's online positioning with SEO best practices 
     
  • Create topic clusters linking supporting content back to your core pillar pages to optimize your site's crawlability and help leads find what they are looking for. 

Make your web more engaging
  • Capture more leads with optimized landing pages

  • Create an effective end-to-end conversion path

  • Improve your conversion rate and website content with A/B tests 
     
Create reports and track goals
  • Learn how your website and data lives in HubSpot

  • See how your content is performing with key data points like bounce rate, average time on page, and more.

     
  • Create custom reporting to track specific KPIs, and site performance metrics
     

More about Goals? Learn more >

Step 2: Get your team up and running on HubSpot ASAP

You'll get the necessary technical set-up and guidance to accomplish your top HubSpot goals along with the knowledge to maintain your HubSpot account long-term.
  • Icono (12)

    Kick off call

    Here is where you will meet the team and we will review your goals together to determine the priorities of your onboarding.
    Learn more

    Kick off call

    Here is where you will meet the team and we will review your goals together to determine the priorities of your onboarding.
  • Icono (16)

    Onboarding roadmap

    Our onboarding process comes with a step-by-step plan to ensure that your implementation needs are met and goals are achieved.
    Learn more

    Onboarding roadmap

    Our onboarding process comes with a step-by-step plan to ensure that your implementation needs are met and goals are achieved.
  • Icono (17)

    Management & Implementation

    We will be there along the way to keep the project on track and help you and your team overcome obstacles so you can reach your goals faster.
    Learn more

    Management & Implementation

    We will be there along the way to keep the project on track and help you and your team overcome obstacles so you can reach your goals faster.
  • growth-planning

    Growth Planning

    At the end of the onboarding, we will have one final meeting where we will review: onboarding experience, recommendations for growth and future opportunities
    Learn More

    Growth Planning

    At the end of the onboarding, we will have one final meeting where we will review: onboarding experience, recommendations for growth and future opportunities
  • Icono (7)

    Wrap Up

    Now what? Once the onboarding is completed, you and your team will be ready to use HubSpot independently. Though we are available for additional support if desired.
    Learn more

    Wrap Up

    Now what? Once the onboarding is completed, you and your team will be ready to use HubSpot independently. Though we are available for additional support if desired.

More about Meetings and Objectives? See all details >

Your Onboarding Specialists

Perfil-Vicky-1

Victoria Ottaviano

Experienced Marketing analyst and CRM specialist.

+5 Years working with HubSpot

Perfil-Liz-1

Elizabeth Hendry

Product enthusiast motivated by helping companies scale.

+6 Years working with HubSpot

 

Frequently asked questions

Why HubSpot?

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HubSpot provides you with the tools you need to create memorable experiences that drive the customer-centric cycle. Your entire database will be in one place, accessible to your entire team, making communication more fluid and effective.

Which HubSpot plan do I need?

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There’s a HubSpot plan for every need. Our advisors will help you understand which is the plan that best suits your company.

How to start with HubSpot?

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Whether you want to simplify your processes, accelerate your sales, generate more leads or improve your website, HubSpot has a solution to help you sell and grow better. You can request a free demo to learn more about their 5 hubs.

How quickly can my team start using HubSpot?

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With our accelerated objectives-based onboarding, your team can be up and running on HubSpot in as little as 4 to 6 weeks.

 

Do you only work with the HubSpot CRM?

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Yes, our team are HubSpot implementation experts, and our onboarding is designed with HubSpot in mind.

Will the onboarding be customized to our needs?

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Yes! Our objectives-based onboarding focuses on your company's main goals and needs in regard to HubSpot — we wouldn’t want it any other way.