HubSpot Onboarding

Get Up & Running on HubSpot With The Help of Our Certified Experts

HubSpot Onboarding team smiling

Learn why our HubSpot Onboarding services stand out from the rest.

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Taking Care of All Technical Setup

Setting up your HubSpot portal can mean a lot of things. HubSpot's great at guiding you in the right direction and keeping you accountable to set up your platform, but our team will dive in and take care of all the technical setup so that you don't have to.

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Huge Value at Unbeatable Prices

Not only do we offer competitively-priced onboarding packages, but we also provide email templates, landing page templates, add-on options, and more. Get all the pieces you need to get up and running on HubSpot with our complete packages.

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We’ll Get You Set Up in Half The Time

HubSpot’s onboarding process typically takes 3 months to complete. Our onboarding will take 1 month or less. Don’t get us wrong, we love continuing to support our HubSpot customers! But for those that need a quick and easy solution, we can help.

We really know HubSpot.

As a HubSpot Diamond Solutions Partner with 10+ years of platform experience, leading the San Diego Central HubSpot User Group, and recently named one of the 17 HubSpot Advanced CMS Implementation Partners worldwide—we have HubSpot expertise that’s hard to find.

HubSpot Diamond Solutions Partner Badge
San Diego City HubSpot Agency Badge
Advanced CMS Implementation Certified Badge
San Diego Central HUG logo
HubSpot Marketing Hub Certified

Support For All HubSpot Platforms & Tiers

 
Marketing Hub Pro and Enterprise Tiers    
Kick-off/ Alignment Call Limited
Setup of Users & Associated Permissions
Hubspot Account Settings and Tracking Codes Setup Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Import of Existing Contacts & Companies into Hubspot CRM Database
Creation of Previously Existing Custom Properties in Database
Buyer Persona Property Setup for Contacts
Landing Page Settings & Subdomain Setup
Blog Settings & Subdomain Setup
Configure Email Sending Domain, Settings, and Tracking
Import Opt-out Lists from Previously Used System
Setup GDPR Compliance Settings
Setup of Default Form Settings & Styles
Social Media Setup and Settings Configuration
Creation of Essential Hubspot Marketing Reports and Dashboards
Integration Setup with Existing Marketing Technology (Hubspot App Partners Only)
Ecommerce Integration Setup (Hubspot App Partners Only)
30-minute Personal Training on Navigating the Hubspot Platform
Creation of Custom Hubspot Marketing Reports or Dashboards Add on / Enterprise Tier
Implementation of Lead Scoring Strategy

Add on / Enterprise Tier

Migration of Existing Assets to New System (Max. Of 3 Emails) Add on / Enterprise Tier
Migration of Existing Assets to New System (Max. Of 5 Pop-ups, Forms) Add on / Enterprise Tier
Segmentation & Creation of Desired Lists (Max of 5) Add on / Enterprise Tier
Ultimate Conversion Landing Page Reskinned to Your Brand
Add on / Enterprise Tier
Master Email Template Reskinned to Your Brand (All Industries or Ecommerce) Add on / Enterprise Tier
HubSpot Professional Starting at... $2,400 $3,000
HubSpot Enterprise Starting at... $4,800 $6,000
 
Sales Hub Pro and Enterprise Tiers    
Kick-off/ Alignment Call Limited
Setup of Users & Associated Permissions
Hubspot Account Settings and Tracking Codes Setup Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Migration of Deal Pipelines & Stages to New System Limited
Import of Existing Contacts, Companies, & Deals into Hubspot CRM Database Limited
Import of Existing Products into Hubspot CRM Database
Creation of Previously Existing Custom Properties in Database
Import Opt-out Lists from Previously Used System
Configure Email Sending Domain, Settings, and Tracking
Sync Ownership Between Contacts and Companies Limited
Configure Companies to Automate Filling Properties with Hubspot Insights
Setup GDPR Compliance Settings
Set up Meetings Tool Through Gmail or Outlook Integration
Creation of Essential Hubspot Sales Reports and Dashboards
Integration Setup with Existing Sales Technology (Hubspot App Partners Only)
30-minute Personal Training on Navigating the Hubspot Platform
Creation of Custom Hubspot Sales Reports or Dashboards Add on / Enterprise Tier
Setup Sales Email Templates (Max of 3) Add on / Enterprise Tier
Development of New Deal Pipeline to Match Sales Process Add on / Enterprise Tier
HubSpot Professional Starting at...
Combined with Marketing Hub Onboarding
$400 $500
HubSpot Professional Starting at...
As a standalone onboarding
$1,450  
HubSpot Enterprise Starting at... $2,400 $3,000
 
Service Hub Pro and Enterprise Tiers    
Kick-off/ Alignment Call Limited
Setup of Users & Associated Permissions
Hubspot Account Settings and Tracking Codes Setup Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Import of Existing Contacts & Companies into Hubspot CRM Database
Creation of Previously Existing Custom Properties in Database
Migrate Tickets from Previous System to New System
Integration Setup with Existing Marketing Technology (Hubspot App Partners Only)
Configure Email Sending Domain, Settings, and Tracking
Creation of Essential Hubspot Marketing Reports and Dashboards
30-minute Personal Training on Navigating the Hubspot Platform
Creation of Custom Hubspot Service Reports or Dashboards Add on / Enterprise Tier
Implementation of Ticket Routing and Notifications Add on / Enterprise Tier
Connect Team Inbox for Service Requests Add on / Enterprise Tier
Knowledge Base Settings & Subdomain Setup Add on / Enterprise Tier
HubSpot Professional Starting at...
Combined with Marketing Hub Onboarding
$400 $500
HubSpot Professional Starting at...
As a standalone onboarding
$1,450  
HubSpot Enterprise Starting at... $2,400 $3,000
 
CMS Hub Pro and Enterprise Tiers    
Kick-off/ Alignment Call Limited
Setup of Users & Associated Permissions
Hubspot Account Settings and Tracking Codes Setup Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Import of Existing Contacts & Companies into Hubspot CRM Database
Creation of Previously Existing Custom Properties in Database
Website Settings & Domain Setup
>Landing Page Settings Configuration
Blog Settings Configuration
Integration Setup with Existing Technology (Hubspot App Partners Only)
Creation of Essential Hubspot Traffic Reports and Dashboards
30-minute Personal Training on Navigating the Hubspot Platform
Creation of Custom Hubspot Traffic Reports and Dashboards Add on / Enterprise Tier
Digital Ui Kit (Based on Existing Brand Elements) Add on / Enterprise Tier
Ultimate Conversion Landing Page Reskinned to Your Brand Add on / Enterprise Tier
HubSpot Professional Starting at... $640 $800
HubSpot Enterprise Starting at... $1,600 $2,000
Funnel

HubSpot Onboarding In 4 Easy Steps.

01

Alignment & Crafting Your Plan

Not sure where to start? Don't sweat! Based on your goals, we'll craft the perfect onboarding plan and schedule an initial alignment call to make sure we're aligned on your needs.

Team planning together

02

HubSpot Technical Setup

This is the biggest difference between HubSpot and Campaign Creators' Onboarding Service. HubSpot's great at keeping you accountable to set up your platform, but our team will dive in and take care of all the technical setup so that you don't have to. Sit back and relax as your dedicated team of HubSpot experts get to work.

Person working within HubSpot platform

03

Setting You Up For Long-Term Success

Once your setup is complete, we’ll schedule a 1-on-1 training session for you (or your team) to learn how to navigate your new system. Our personalized training will cover everything you need to know to get up and running on your own.

Person on phone and laptop smiling

04

Take Your HubSpot to the Next Level

Your onboarding may be complete, but the HubSpot growth doesn’t have to stop! If you're interested in continuous support, our custom retainer program is the perfect solution. Whether you need help building your website, driving traffic, generating leads, optimizing conversions, or just additional HubSpot support—we’re here to help!

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Need Ongoing HubSpot Support?

Explore our client-centered marketing retainers.

Explore Retainers
PlanetTogether operations

325% increase in lead flow

PlanetTogether spent too much time educating and not enough time selling. With Campaign Creators help, PlanetTogether was able to quickly get set up on HubSpot in order to successfully execute their new strategy. This resulted in a 300% increase in sales and a much shorter sales cycle—from 9 months to 3-6 months.

Other Companies We’ve Helped

“They really are a strategic partner. They’re listening to what I’m saying, and they’re taking the initiative to show that they care about us, and for that we’ll be loyal forever.”

Alexandra Brown

VP of Marketing, Careerminds

Careerminds Success Story

Frequently Asked Questions

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How are you different from other agencies and HubSpot Partners?

How do you evaluate success and how is Campaign Creators held accountable?

Interested in Our HubSpot Onboarding Packages?

Talk to us today about your current challenges and goals.

Let’s Talk