HubSpot Onboarding: Set Up Right. Launched Fast.
Get the most from HubSpot with expert onboarding and implementation services.
What Is HubSpot Onboarding?
Onboarding is the strategic setup of your portal, customized to your goals, workflows, and teams. From CRM structure to smarter automation, we build a system that performs across your Sales, Marketing and Service Hubs. Done right, onboarding turns HubSpot into a growth engine, not just another tool.
HubSpot Sales Hub
We configure deal pipelines, lead scoring, and automations that help your team close faster, with full visibility and less manual work.
HubSpot Marketing Hub
From forms to workflows, we set up the tools you need to attract, segment, and nurture leads, pairing built-in AI with HubSpot’s Smart CRM to identify high-intent leads.
HubSpot Service Hub
We build ticket pipelines, feedback loops, and knowledge bases that keep support moving quickly and customers coming back.
What Our Clients Say
“With We Are Working guiding the process, we saw a measurable boost in lead generation and clarity in campaign performance. Their expertise made the difference between just using HubSpot and truly leveraging it.”
Shane Best, Director of Online Marketing – Achieve Test Prep
Your HubSpot Success Starts Here
Trusted by businesses across the U.S. to launch faster, scale smarter, and make HubSpot work from day one.
Here’s how we do it:
HubSpot Onboarding Process – From Setup to Success in 4 Easy Steps
A proven process that gets HubSpot working for your business: fast, customized and built to scale.
What Our Clients Say
“We Are Working has been an excellent partner in helping us implement HubSpot and maximize our subscription. Their team guided us through automating workflows, improving efficiency, and creating more transparency across our organization. With connected data, we’re now able to deliver even more value to our customers.”
Craft, A. – Mobile Health Resources
Hubspot Implementation Packages
Ready to get started with HubSpot or overhaul your current setup?
Sales Hub
Pro
Enterprise
Marketing Hub
Pro
Enterprise
Service Hub
Pro
Enterprise
Frequently
Asked
Questions
Got questions? We’ve got answers. Check out these Frequently Asked Questions and answers, or schedule a free consultation with us to get your unique questions answered.
What’s included in your HubSpot onboarding service?
Our HubSpot onboarding includes all the core setup and configuration needed to successfully launch your Sales, Marketing, and Service Hubs. Services are tailored to your business goals and typically include:
- Sales Hub: CRM setup, custom deal pipelines, lead scoring, task automation, and reporting dashboards
- Marketing Hub: Email and form setup, landing pages, lead segmentation, marketing workflows, and campaign reporting
- Service Hub: Ticket pipelines, knowledge base setup, feedback surveys, SLA configuration, and support reporting
How long does the onboarding process take?
Most clients complete HubSpot onboarding and are fully operational within 30 days. The timeline may vary depending on your goals, Hub usage, and integration needs. Our process is designed to be efficient and outcome-focused:
- Standard onboarding is completed in 2-4 weeks for most Sales, Marketing, and Service Hub setups.
- Timelines include portal configuration, data migration, automation workflows, integrations, and team training.
- Each project is tailored to your business needs while maintaining a focused and streamlined implementation process.
Do I need onboarding if I’ve used HubSpot before?
Yes, HubSpot onboarding is still recommended even for experienced users. Most businesses benefit from a structured setup that aligns the platform with current goals, processes, and updated features. Onboarding helps ensure your system is optimized for performance, not just functional. Here’s how:
- Aligns HubSpot with new business priorities, updated workflows, and team roles
- Ensures you’re leveraging the latest tools, automations, and reporting features across all Hubs
- Identifies and resolves inefficiencies in your existing setup, integrations, or data structure
Can you help with data migration or integrations?
Yes, both are included in our HubSpot onboarding process. We ensure accurate data transfer and smooth integration with your existing tools.
- Migrate contacts, companies, deals, and other CRM data from your previous system
- Integrate tools like Salesforce, Google Workspace, Slack, email platforms, and more
- Validate data accuracy and test integrations to ensure everything works as expected
What happens after onboarding is complete?
After onboarding, you’ll have a fully configured, launch-ready HubSpot system, plus access to continued support if needed.
- Optional ongoing support for troubleshooting, updates, and user questions
- Optimization services to improve workflows, reporting, and automation as your needs evolve
- Strategic guidance to help you scale HubSpot usage across teams or new business units
Free HubSpot Onboarding Consultation
Let’s map out a smarter setup together. Book your free onboarding consultation now – just pick a time on the calendar below.
