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    
HubSpot CRM setup or integration with other CRM Limited
Alignment call to identify goals/KPIs
Import of existing contacts into HubSpot CRM database Limited
Import of previously existing properties in database
HubSpot account settings and tracking codes setup
Branding settings setup for logo, fonts, colors, etc.
Migration of existing emails, workflow, landing pages, pop-ups, and forms to new system (max. of 3)
Configure email sending domain, settings, and tracking
Ensure CAN-SPAM and GDPR email compliance
Social media setup and settings configuration
Blog domain, settings and templates setup
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)
Personalized training on using your new marketing system
1 HubSpot Campaign template of your choice from Express by Campaign Creators (Limited Time Offer!)
Creation of custom HubSpot marketing reports or dashboards Add on / Enterprise Tier
Custom segmentations from the database

Add on / Enterprise Tier

Custom property creation (requires development/API work) Add on / Enterprise Tier
Contact database hygiene and importing opt-out lists Add on / Enterprise Tier
Digital Visual Style Guide
Enterprise Tier
Ultimate Conversion landing page reskinned to your brand
Enterprise Tier
Master Email Template reskinned to your brand
Enterprise Tier
Starting at... $2,400 $3,000
 
Sales Hub Pro and Enterprise Tiers    
HubSpot CRM setup or integration with other CRM Limited
Alignment call to identify goals/KPIs
Import of existing contacts into HubSpot CRM database Limited
Import of previously existing properties in database
Import existing companies into HubSpot CRM database Limited
Import existing sales deals into HubSpot CRM database Limited
HubSpot account settings and tracking codes setup
Branding settings setup for logo, fonts, colors, etc.
Ensure GDPR compliance in settings
Set up meetings tool through Gmail or Outlook integration
Migration of deal pipeline to new system Limited
Creation of essential HubSpot sales reports and dashboards
Integration setup with existing sales technology (Hubspot App Partners only)
Personalized training on using your new sales system
Creation of custom HubSpot sales reports or dashboards Add on / Enterprise Tier
Custom Segmentations from the Deal Pipeline Add on / Enterprise Tier
Custom property creation (requires development/API work) Add on / Enterprise Tier
Contact database hygiene and importing opt-out lists Add on / Enterprise Tier
Lead scoring Add on / Enterprise Tier
Migration of sales sequences to new system Add on
Create a product pricing webpage through the quotes tool Add on
Sales email template setup Add on
Development of new deal pipeline to match sales process Add on
Starting at... $400 $500
 
Service Hub Pro and Enterprise Tiers    
HubSpot CRM setup or integration with other CRM Limited
Alignment call to identify goals/KPIs
Import existing contacts into HubSpot CRM database Limited
Import of previously existing properties in database
Migrate tickets from previous system to new system
HubSpot account settings and tracking codes setup
Branding settings setup for logo, fonts, colors, company info
Integration setup with existing technology (Hubspot App Partners only)
Assistance developing customer surveys (NPS, CES, CSAT)
Creation of essential HubSpot service reports and dashboards
Personalized training using your new system
Embed support form and automation into website Add on / Enterprise Tier
Custom HubSpot reports on productivity and closed tickets Add on / Enterprise Tier
Standardize automatic email and chat response
Add on / Enterprise Tier
Automate tickets to create a help desk Add on / Enterprise Tier
Customer Feedback Package from Express by Campaign Creators - 1 email template, custom NPS module, 1 workflow, 3 landing pages, 3 forms, 3 custom contact properties (Limited time offer!)
Enterprise Tier
Starting at... $400 $500
 
CMS Hub Pro and Enterprise Tiers    
HubSpot CRM setup or integration with other CRM Limited
Alignment call to identify goals/KPIs
Import existing contacts into HubSpot CRM database Limited
Custom property creation to match previous database
HubSpot account settings and tracking codes setup
Branding settings setup for logo, fonts, colors, company info
Migrating current CMS to new CMS Hub
Integration setup with existing technology (Hubspot App Partners only)
Technical Audit/Report
Creation of essential HubSpot traffic reports and dashboards
Personalized training on using your new system
Custom property creation
Digital Visual Style Guide Add on / Enterprise Tier
Buyer persona property setup for contacts Add on / Enterprise Tier
Technical SEO checklist (focused on title tags, metas, H1s) Add on / Enterprise Tier
Identify opportunities for conversion rate optimization Add on / Enterprise Tier
Ultimate Conversion landing page reskinned to your brand Add on / Enterprise Tier
Master Email Template reskinned to your brand  Add on / Enterprise Tier
Creation of a playbook template Enterprise Tier
Creation of team goals Enterprise Tier
Enable field-level permissions Enterprise Tier
Set calculated property types
Enterprise Tier
Starting at... $640 $800
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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.

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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