(321) 234-0448 
Trusted by 200+ high-growth companies
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.
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 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 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 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 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 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.
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.
training
$5K
Guided Hubspot Training
Investment: $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 consultation
- Lead assignment automation
- Deal and pipeline customization
- Website and 3rd party tool integrations
- Account based marketing setup
- Revenue tracking recommendations
“Chatter Buzz transformed our use of HubSpot CRM, enabling us to generate clear, insightful reports that have empowered our C-suite to make data-driven decisions in both sales and customer service. Thanks to their expertise, we’ve moved away from inefficient manual Excel reporting and now have access to real-time, actionable data.”
– Rick Coleman, COO of Star Equity Holdings
FAQ
HubSpot Onboarding and Training Services
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.
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.
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.
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.
Meet with an expert
Book a call ro see if we’re the right partner to help you grow.
We’ll assess the situation and determine if we can help. Then we’ll craft a tailored plan for you.