The Fastest Growing HubSpot Partner
We take the ‘complicated’ out of HubSpot Onboarding.
Why Should You Partner with INSIDEA for HubSpot Onboarding?
HubSpot Pros
A dedicated team of HubSpot specialists, working tirelessly for your success
We Handle It All
Stay focused on what you do best while our experts take care of all the HubSpot setup details
Smooth Integration
Effortlessly connect HubSpot with your current tools, creating a seamless, efficient workflow
Success Team
Weekly check-ins with your dedicated HubSpot specialist and Account Manager to map out a winning plan and get you fully set up in just 4-6 weeks
Ongoing Optimization
After setup, our team continues to refine and optimize your HubSpot system, ensuring it consistently performs at its best, keeping your operations smooth and efficient
Smart Savings
Get outstanding expertise and service while saving significantly with our services
Multihub Support
No matter which hub you’re seeking guidance in setting up properly for your team to utilize, we can support your every onboarding need
Leveraging Expertise
With us, your business can easily navigate the complex landscape of the onboarding process by harnessing the expertise of our HubSpot pros
Technical Onboarding For All
HubSpot Platforms & Tiers
Marketing Hub
Sales Hub
Service Hub
Migration
Integration
Marketing Hub
Professional
Enterprise
Professional
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and users with marketing-level access to coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
As a Standalone Onboarding
Starting At
$2,000
Starting At
$3,000
Enterprise
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
INSIDEA can help you create standard sandbox accounts, which can be used to test various functionalities without impacting your main HubSpot account. For instance, you can connect an app to your standard sandbox account and test a new integration. This allows you to keep your main account data clean while syncing data from your main account for testing purposes.
INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.
We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Use the calls-to-action (CTA) tool to create button CTAs, banners, or pop-ups to add to your HubSpot pages and attract new visitors. You can also add CTAs to external pages. Utilizing HubSpot CTA buttons can help in the effective tracking of potential customer behaviour. We will help in building a maximum of 6 CTA’s which can be used in your Emails or Landing pages to track.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate, streamline and organize tasks, processes, and procedures.
HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to two unique custom objects that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.
As a Standalone Onboarding
Starting At
$4,000
Starting At
$7,000
Sales Hub
Professional
Enterprise
Professional
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
As a Standalone Onboarding
Starting At
$2,000
Starting At
$1,500
Enterprise
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
As a Standalone Onboarding
Starting At
$4,000
Starting At
$3,500
Service Hub
Professional
Enterprise
Professional
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM, and standardize and optimize the way service teams interact with customers.
Task Queues are like dynamic to-do lists that allow users to compile tasks in an ordered manner and work through them systematically, one at a time. This feature can be of great help to service teams that handle customer support issues or manage follow-ups. It enables them to move smoothly from one task to the next in an organized manner.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating feedback lists , enrolling contacts in workflows, filtering lists for reports, creating targeted customer persona audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
As a Standalone Onboarding
Starting At
$2,000
Starting At
$1,500
Enterprise
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating feedback lists , enrolling contacts in workflows, filtering lists for reports, creating targeted customer persona audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
As a Standalone Onboarding
Starting At
$4,000
Starting At
$3,500
Migration
Reduce complexity and unlock new capabilities with a HubSpot Migration
For more information and pricing, get in touch with our Sales team.
Integration
Make your tech stack work for your exact needs with an HubSpot Integration
Build 1 and 2-way integrations with HubSpot leveraging the HubSpot API. Get in touch with our Sales team for pricing
Certified HubSpot Diamond Solutions Partner
INSIDEA specializes in using HubSpot’s comprehensive tools to refine your tech stack, expand your market reach, and increase your revenue. Our experts are adept in managing complex workflows, automation, and integrations within the HubSpot ecosystem.
Choosing to work with our team of HubSpot Certified Experts not only saves you significant time compared to DIY setups—it also ensures your technology stack is managed by seasoned professionals.
Partner with INSIDEA for efficient, expert-led management of your HubSpot resources, leading to substantial business growth.
HubSpot Onboarding in 4 Easy Steps
Plan &
Align
We set up an initial call with you to understand yourgoals and requirements. This helps us create the perfect onboarding plan for you, which is completely aligned to your needs.
Success
Training
After setup, we’ll conduct a one-on-one session with your team to review the setup and provide comprehensive training for long-term success.
Expert Technical
Setup
Leave the heavy lifting to us. Our experts handle all the technical details of your HubSpot setup, ensuring everything is configured correctly so you can focus on your business.
Ongoing
Growth
Your onboarding doesn’t end here. We offer continuous support and advanced marketing services to keep your HubSpot strategy evolving and your business growing.
Our Happy Customers
-
Stacey Kusnier
Marketing Director,
Ostra Cybersecurity, Inc.Insidea was our onboarding partner from migrating from MS Dynamics to HubSpot Sales Hub. Their expertise in HubSpot helped us get our org up and running, and they played a critical role in our data migration. -
Robb Crawford
Operations Manager,
The Solar Store LLC.Insidea was great to work with during our onboarding to HubSpot! The team was very kind, responsive and worked hard to find solutions to any questions or issues we had. They helped us get setup to exactly what our requirements were regarding HubSpot. Highly recommend this organization!! -
Chris Thorne
Director of Marketing,
AsimovVery happy with my onboarding experience with Insidea – we were up and running in HubSpot in no time. I also wanted to migrate our blog across to HubSpot and they were able to deliver well matched templates in quick order without breaking the bank. Thank you! -
Boaz Peer
Chief Technology Officer,
BridgeOver IncINSIDEA developed a structured and well organized methodology for HubSpot onboarding for each of the modules that we have implemented. This lays a good foundation for an efficient process and expectations alignment. The team is highly service-oriented, accessible and responsive. -
Ben Gray
Managing Partner,
RSN Property GroupI’ll keep this short and sweet. Very professionally structured and organized company and engagement style. I spent my career running big IT projects for the fortune 100 customers so I know when a group knows what they’re doing. Additionally they have good people and get good results. I recommend them! -
Adam Yarnes
Chief Operating Officer,
Sierra Nevada JourneysINSIDEA has been wonderful getting our HubSpot onboarding process moving forward. We are a complex organization with several moving parts. INSIDEA has taken the time to understand our needs and make the HubSpot onboarding process smooth.
Technologies We Work With
As digital natives we are agnostic to technology. We hand pick and tailor the best solution
based on what will work best for your team.
