Onboarding for HubSpot's Marketing Hub - Everything You Need to Know

In this article, we will cover everything you need to know about HubSpot's Marketing Hub Professional & Enterprise onboarding: the process, the options, and how to choose what's right for you.

Why do you need HubSpot onboarding?

When you acquire a HubSpot Professional or Enterprise package, regardless of your prior experience with HubSpot, you need to purchase an onboarding package to ensure your system is properly set up. It's a HubSpot requirement to undergo this onboarding and it's a process that can be both time and capital-intensive, but doing it right ensures you make the most of the system.

This article will delve into the significance of onboarding and the options available to marketers onboarding HubSpot's Marketing Hub Professional, explaining the difference between HubSpot's onboarding and what you can gain by onboarding with a certified HubSpot partner.

What happens during the onboarding?

During the onboarding or 'implementation' process, your system is configured to meet your needs based on the onboarding package you chose. The experience is designed to ensure a successful adoption of HubSpot's Marketing Hub Professional. This includes strategy and process design, setup, and training to ensure adoption, i.e. building your automation, funnel flow, embedding the forms on your site, and more. To onboard directly with HubSpot costs $3,000, it follows a specific onboarding program and provides no hands-on support while onboarding with a HubSpot partner ensures you choose the best onboarding taking into account both your needs and budget.

Determining your needs as a company will help you decide which onboarding style is best for you. Let's explore the distinct onboarding requirements that large and small companies may have.

Onboarding for medium to large enterprises

For large companies with extensive processes and existing data, the onboarding process needs to be more in-depth and custom, such as a custom partner onboarding (we will dive into the onboarding options afterward). Your onboarding should focus on customization and careful implementation. The onboarding team will conduct in-depth discovery sessions to understand your company's specific goals, workflows, and data structure. This information is then used to configure HubSpot to seamlessly integrate with your existing systems. The onboarding team will guide you through complex tasks such as salesforce integrations or custom-made integrations, ensuring a smooth transition and minimal disruption to your operations. Additionally, comprehensive training and ongoing support are provided to ensure that all teams within your organization embrace the new software and continue for long-term success.

Onboarding for startups

On the other hand, small companies may require a more streamlined onboarding process (such as a light onboarding with a partner, or our onboarding course for teams of 1-10). The focus here is to get the team up and running quickly and efficiently. The onboarding team will provide essential training sessions covering the fundamental features and functionalities of the Marketing Hub. These sessions are designed to help execute marketing campaigns, manage contacts, and utilize automation tools. The process for small companies is often more condensed, allowing them to quickly implement HubSpot into their marketing operations.

Onboarding for startups

What are the Benefits of Onboarding with a Partner?

While HubSpot provides its own onboarding program, partnering with a certified HubSpot agency, such as ScaleOps, offers several advantages. Firstly, when working with a certified partner, you can be sure your onboarding is created with experience from the field. For example, at ScaleOps, both our enterprise onboarding plans and our onboarding for startups were curated based on HubSpot implementations we performed for over a hundred companies in various industries from medical technology to cyber security, B2B SaaS, PLG and everything in between, tweaking the process to fit it to how our clients actually use the software on the ground.

Secondly, the partner can tailor the onboarding process to align with your specific marketing goals, ensuring that your team receives the most relevant training and support.

By choosing the right partner, you gain access to a wealth of knowledge and guidance specific to your industry. Whether you need assistance with salesforce integrations, custom-made integrations with third-party software such as Make (which we are also certified in), or other complex requirements, a certified partner like ScaleOps can provide specialized support throughout the onboarding journey.

Lastly, onboarding with a partner includes hands-on implementation, ensuring that your team gets practical experience using HubSpot's tools and features right from the start. This immersive approach fosters confidence and empowers your marketing professionals to hit the ground running.

Onboarding Options at ScaleOps

At ScaleOps, we understand that onboarding is not a one-size-fits-all process. We offer a range of onboarding options tailored to meet the diverse needs of our clients. We are also HubSpot Onboarding Accredited receiving recognition as having the required skills to perform complex onboarding for Enterprise clients as well as clients of all sizes.

Onboarding Options at ScaleOps

Here are the types of onboardings we provide:

  1. Classic Onboarding: This is perfect for medium-sized companies looking to get started with HubSpot and grow with it. We set up everything you need to get started with running your marketing campaigns based on our comprehensive checklist. It combines hands-on and live sessions.
  2. Custom/Complex Onboarding: For organizations with specific requirements our custom onboarding option is ideal. Our experienced team will work closely with you to develop a comprehensive onboarding plan that addresses your unique challenges and goals. This option ensures seamless integration of HubSpot within your existing infrastructure.
  3. Lite Onboarding: Suited for smaller companies or those looking for a streamlined onboarding experience, our basic onboarding option provides eight live sessions with your team. These sessions cover the essentials of HubSpot, equipping your marketing professionals with the knowledge and skills necessary to leverage the platform effectively.
  4. Self-Onboarding: Small startups (1-10 employees) operating under tight budget constraints or those with prior experience using HubSpot may opt for our self-onboarding with a digital course and 2 live sessions with our expert. Designed for marketing managers who want to do the hands-on of setting their system up, this course offers two live sessions—one at the beginning of the course and one at the end—to address any specific questions or challenges. This onboarding option costs $575 and offers a cost-effective alternative to the $3,000 HubSpot onboarding fee.

Which Onboarding Best Suits Your Needs?

Which Onboarding Best Suits Your Needs?

Selecting the right onboarding option is paramount to the success of your HubSpot implementation. By recognizing the importance of onboarding and understanding your organization's specific needs, you can make an informed decision. Whether you require a custom onboarding plan, a basic training program, or a digital course, the goal is to ensure that your team is well-prepared to make the most of HubSpot's powerful marketing tools.

Onboarding is an indispensable step for any company venturing into HubSpot's Marketing Hub Professional. While HubSpot offers its own onboarding program, partnering with a certified HubSpot agency like ScaleOps provides numerous advantages, including customization, industry-specific expertise, and hands-on implementation. By choosing an onboarding option that aligns with your goals and budget, you can maximize the potential of HubSpot's marketing capabilities and pave the way for success in your marketing endeavors.

Check out the onboarding plans we offer for Marketing, Sales, and Service, and schedule a call with our experts to see which plan is best suited for your needs.

Penina Shtauber

Penina Shtauber

Director of Marketing @ ScaleOps


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