HubSpot onboarding, done for you, not left to you.
HubSpot's included onboarding hands you documentation and a checklist. We do the setup for you. One Hub at a time, our certified experts configure your portal end to end, integrations, data, properties, dashboards, sequences and playbooks, then train your team and sign off. Professional in 4 to 6 weeks, Enterprise in 6 to 8.
The Elite HubSpot Partner
Accredited by HubSpot
Five partner-tier accreditations, vetted by HubSpot itself.
The credentials HubSpot uses to verify real implementation depth, held by a small fraction of its global partner network.
When we're the right fit, and when we're not.
HubSpot's included onboarding works for small, simple teams. We're not the right fit for everyone. Here is the honest read.
Right fit when
- You want your portal set up right, by experts, instead of configuring it yourself.
- You're standing up one or more Hubs and want integrations, data, and automation done for you.
- You're switching from another CRM and want the build handled, not just advised.
- You want a fixed fee and a firm timeline, scoped before you commit.
- You want your team trained on your actual configured portal, not generic academy videos.
Wrong fit when
- You have the time and technical resources to configure HubSpot yourself from documentation.
- Your use case is simple enough that HubSpot's included onboarding covers it.
- You only need self-paced product training. HubSpot Academy is free and excellent.
- You need heavy custom development or a full CRM migration. Those are separate engagements.
Done for you, or left to you.
HubSpot's included onboarding is guidance and self-service. Ours is the actual build, done by certified experts inside your portal.
| INSIDEA onboarding Recommended | HubSpot standard onboarding | |
|---|---|---|
| Who does the setup | We configure your portal for you | You configure it from documentation |
| Scope | Integrations, data import, properties, dashboards, sequences, playbooks | General guidance and best practices |
| Data import | Done for you, standard objects | You import it yourself |
| Training | 1 to 2 live sessions on your configured portal | Self-serve HubSpot Academy |
| Timeline | 4 to 8 weeks to a working portal | Self-paced, no fixed end |
| Price | From $2,000 per Hub, fixed-fee | Included with Professional or Enterprise |
| Best fit | You want it set up right without doing it yourself | Small teams comfortable configuring HubSpot |
The build, handled for you.
Every engagement covers these areas, scoped to your Hub and tier. The full per-Hub deliverable list lives on the pricing page.
Account, users, data
Kickoff and requirements, users and permissions, email and calendar, domains and tracking, branding, and your data imported into the CRM.
Properties, workflows, playbooks
Custom properties and associations, lists and segmentation, sequences and workflows, lead scoring, and sales or marketing playbooks, scoped to your motion.
Dashboards, training, sign-off
Reporting dashboards and reports, then live training on your configured portal and a formal project sign-off.
From kickoff to a portal your team can run.
The same path on every engagement, 4 to 8 weeks depending on Hub and tier. We build it; you review at each gate through your project dashboard.
Kickoff
A kickoff call to align on your technical and business requirements. You get a project dashboard to track every activity through to sign-off.
Configure
Users and permissions, email and calendar, App Marketplace integrations, domains and tracking, branding, and your data imported into the CRM.
Build
Custom properties and associations, lists and segmentation, sequences and workflows, lead scoring, playbooks, and reporting dashboards, scoped to your Hub and tier.
Train
Live training on your actual, configured portal. One session on Professional, two on Enterprise. Extra sessions are available at $250 each.
Sign-off
A project sign-off call to review the build, close open items, and formally hand over. Your team runs HubSpot from day one.
Inside an onboarding engagement.
Real deliverables, not bullet points. Exact scope depends on the Hub and tier; the full per-Hub list is on the pricing page.
Kickoff
- ·Kickoff call on your technical and business requirements
- ·Certified expert pod assigned to your build
- ·Project dashboard to track every activity to sign-off
- ·Scope confirmed per Hub and tier
Configure
- ·Users, permissions, and super-admin setup
- ·Email, calendar, and App Marketplace integrations
- ·Domain and tracking-code setup, CRM branding
- ·Your data imported (standard objects, one file)
Build
- ·Custom properties and associations
- ·Lists and segmentation
- ·Sequences, workflows, and lead scoring
- ·Sales or marketing playbooks, scoped to your motion
- ·Reporting dashboards and reports
Train & sign-off
- ·1 live training session (Professional) or 2 (Enterprise) on your portal
- ·Project sign-off call and formal handover
- ·Additional training available at $250 per session
- ·Migration or custom development scoped separately
Build your onboarding plan.
Pick your Hubs, plan tier, and current CRM. Your fixed-fee estimate, timeline, and training plan update instantly, with the full configuration scope below. No form, no email gate.
Configure
Which Hubs
Plan tier
Current CRM
Your estimate
from $2,000
Fixed fee for 1 Hub on Professional
- Timeline
- 4 to 6 weeks, per Hub
- Training
- 1 live session, on your portal
- Hubs covered
- Sales Hub
Switching from Salesforce? The migration is scoped separately from onboarding. We will scope both in the strategy call.
What we configure
Portal setup
Users, permissions, and super-admin setup
Integrations
Email, calendar, and App Marketplace
Data import
Standard objects, imported for you
Data model
Custom properties and associations
Segmentation
Lists and segmentation, built to your motion
Automation
Sequences, workflows, and lead scoring
Playbooks
Sales or marketing playbooks
Reporting
Dashboards and reports, mapped to your KPIs
Estimate only. Final scope and price are confirmed in the strategy call.
Per Hub. Fixed-fee.
Onboarding is priced per Hub as a fixed fee: from $2,000 for Professional (4 to 6 weeks, one training session) and from $4,000 for Enterprise (6 to 8 weeks, two training sessions). Scope is agreed upfront, so there are no surprises. See the full per-Hub breakdown.
Things people ask.
How is this different from HubSpot's included onboarding?+
HubSpot's onboarding is guidance and self-service: they point you to documentation and you configure the portal yourself. We do the setup for you. Certified experts configure integrations, import your data, and build properties, dashboards, sequences, and playbooks in your portal, then train your team and sign off.
What does it cost?+
Onboarding is priced per Hub as a fixed fee: from $2,000 for Professional and from $4,000 for Enterprise. Scope is agreed upfront, so there are no surprises. The full per-Hub breakdown is on the pricing page.
How long does it take?+
Professional engagements run 4 to 6 weeks and Enterprise 6 to 8 weeks, depending on the Hub and scope. You review the build at each gate through your project dashboard.
Which Hubs do you onboard?+
Marketing Hub, Sales Hub, and Service Hub, each in Professional and Enterprise tiers. Onboarding more than one Hub is common; each is scoped and priced per Hub.
How much training is included?+
One live training session on Professional and two on Enterprise, delivered on your actual configured portal, plus a project sign-off call. Additional training sessions are available at $250 each.
What is not included?+
CRM migration from another platform is scoped separately, as is data cleaning or strategy work beyond a standard import, and heavy custom development. Anything outside the agreed per-Hub deliverables is scoped and quoted before we start.
Can you onboard alongside an implementation?+
Yes. Onboarding and implementation are often run together, so your team is trained on the exact configuration going live. We will scope both in the strategy call.
How do we get started?+
Book a 30-minute strategy call. We'll confirm the Hubs, tier, and scope, then send a proposal. Most engagements can start within a week.
Where this fits in the broader stack.
Onboarding that gets teams live.
Four real onboarding engagements. Each card links to the full story with the team, the setup, and where they landed.
Sales team live on HubSpot in 6 weeks
Promptly's full sales team onboarded onto HubSpot Sales Hub Enterprise, with forecasting tied to deal weighting by week four.
Marketing Hub set up across 3 regions
AdLib's marketing team onboarded onto Marketing Hub Pro, configured and trained across three time zones.
Leadership trusting the dashboard by week 4
IPS Group's leadership trusts HubSpot's forecast more than their old spreadsheet, four weeks in.
Quote-to-cash configured in 3 weeks
Hunter Pumps onboarded across quote workflows, payment links, and renewal flows in three weeks.
How INSIDEA works
