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NEED HELP WITH HUBSPOT?

Mastering Your HubSpot Setup for Success

HubSpot is a powerful marketing, sales, and customer service platform that connects your data all in one place. But here's the deal: it all hinges on nailing that setup.

An incorrect setup can quickly become the culprit for messy data, leaving your internal teams scratching their heads in confusion and drowning in frustration. In addition to this, if your team doesn’t know how to use it, they may give up on using HubSpot altogether. You need a HubSpot partner that prioritizes user adoption to make the most of your investment.

That’s where we come in. 

ACCREDITED ONBOARDING PARTNER

Why Partner With LAIRE for HubSpot Onboarding?

After signing up for HubSpot, there are a lot of moving pieces to organize to ensure your portal is tracking the data that matters most to you. 

As a Diamond Solutions Partner with HubSpot Onboarding Accreditation, we've helped more than 100 clients synchronize their inbound marketing, sales enablement, and service workstreams, with an emphasis on creating and optimizing HubSpot portals to better suit their needs. 

We have been active and contributing members of the Charlotte-Metro HubSpot User Group and have received national recognition for our strategic inbound marketing campaigns. 

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WE EXCEL AT HUBSPOT

Exceptional Onboarding with LAIRE

Diamond Partner

We proudly stand as a Diamond HubSpot Solutions Partner, equipped with the necessary certification and expertise to empower your team in harnessing the full potential of HubSpot's Marketing, CRM, and bundled tools. Our past client successes and superior service earn consistent 5-star reviews on HubSpot’s solutions directory.

Tailored Strategy

We recognize the uniqueness of every business, which is why we invest the time and effort to design a customized strategy that perfectly aligns with your specific needs. From meticulously setting up your portal to providing personalized training and beyond, we leave no aspect untouched, ensuring a comprehensive solution that caters to your business's success.

Unbeatable Value

While HubSpot provides setup options, our team takes a comprehensive approach to ensure your team hits the ground running. With our unbeatable value, you can have peace of mind knowing that we've left no stone unturned in setting you up for success.

WHAT YOU GET WITH LAIRE

Strategic Support for All HubSpot Platforms

MARKETING HUB PRO AND ENTERPRISE TIERS

MARKETING HUB ONBOARDING
LAIRE
HubSpot HubSpot_icon
Setup of users and associated permissions
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Import of existing products into HubSpot CRM database
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Setup GDPR compliance settings
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Import existing contacts, companies, and opt-out lists into the HubSpot CRM database
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Configure email sending domain, settings, and tracking
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Strategic kick-off call
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limited
Landing page and blog settings and subdomain setup
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limited
HubSpot account settings and tracking codes setup
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limited
Buyer persona property setup for contacts
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Branding settings setup for logo, fonts, colors, etc.
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Setup of default form settings and styles
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Social media setup and settings configuration
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Creation of essential HubSpot marketing reports and dashboards
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Integration setup with existing marketing technology (HubSpot app partners only)
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E-commerce integration setup (HubSpot app partners only)
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30-minute personal training on navigating the HubSpot platform
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Creation of custom HubSpot marketing reports or dashboards
enterprise
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Implementation of lead scoring strategy
enterprise
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Migration of existing assets to new system (max. of 3 emails)
enterprise
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Migration of existing assets to new system (max. of 5 pop-ups, forms)
enterprise
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Segmentation and creation of desired lists (max. of 5)
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Ultimate conversion landing page reskinned to your brand
enterprise
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Master email template reskinned to your brand (all industries or E-commerce)
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SALES HUB PRO AND ENTERPRISE TIERS

SALES HUB ONBOARDING
LAIRE
Hubspot HubSpot_icon
Import of existing products into HubSpot CRM database
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Setup of users and associated permissions
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Creation of previously existing custom properties in database
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Configure email sending domain, settings, and tracking
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Creation of essential HubSpot sales reports and dashboards
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Import of existing contacts and companies into the HubSpot CRM database
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limited
Strategic kick-off call
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limited
Migration of deal pipelines and stages to new CRM
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limited
Set up meetings tool through Gmail or Outlook integration
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limited
HubSpot account settings and tracking codes setup
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limited
Configure companies to automate filling properties with HubSpot Insights
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Branding settings setup for logo, fonts, colors, etc.
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Sync ownership between contacts and companies
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Integration setup with existing marketing technology (HubSpot app partners only)
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30-minute personal training on navigating the HubSpot platform
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Creation of custom HubSpot sales reports or dashboards
enterprise
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Set up sales email templates (max. of 3)
enterprise
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Development of new deal pipeline to match sales process
enterprise
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CONTENT HUB PRO AND ENTERPRISE TIERS

CONTENT HUB ONBOARDING
LAIRE
Hubspot HubSpot_icon
Setup of users and associated permissions
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Creation of previously existing custom properties in database
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HubSpot account settings and tracking codes setup
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limited
Import of existing contacts and companies into the HubSpot CRM database
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limited
Strategic kick-off call
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limited
Branding settings setup for logo, fonts, colors, etc.
check-mark
cross-mark
Landing page and blog settings configuration
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Creation of essential HubSpot website reports and dashboards
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30-minute personal training on navigating the HubSpot platform
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Integration setup with existing marketing technology (HubSpot app partners only)
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Creation of custom HubSpot website reports or dashboards
enterprise
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Digital UI kit (based on existing brand elements)
enterprise
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Ultimate conversion landing page reskinned to your brand
enterprise
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SERVICE HUB PRO AND ENTERPRISE TIERS

SERVICE HUB ONBOARDING
LAIRE
Hubspot HubSpot_icon
Creation of previously existing custom properties in database
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Setup of users and associated permissions
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Migrate tickets from the previous system to HubSpot
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Configure email sending domain, settings, and tracking
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Import of existing contacts and companies into the HubSpot CRM database
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limited
HubSpot account settings and tracking codes setup
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limited
Strategic kick-off call
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limited
Branding settings setup for logo, fonts, colors, etc.
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Creation of essential HubSpot service reports and dashboards
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30-minute personal training on navigating the HubSpot platform
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Integration setup with existing marketing technology (HubSpot app partners only)
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Set up meetings tool through Gmail or Outlook integration
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Implementation of ticket routing and notifications
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30-minute personal training on navigating the HubSpot platform
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Creation of custom HubSpot sales reports or dashboards
enterprise
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Implementation of ticket routing and notifications
enterprise
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Connect team inbox for service requests
enterprise
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Knowledge base settings and subdomain setup
enterprise
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Not Sure Where to Start?

Let LAIRE Audit HubSpot for You

As a current HubSpot user, you have the opportunity to optimize your portal and unleash its full potential through our comprehensive audit service. Our expert team specializes in evaluating your portal's usage and configuration, ensuring that you are maximizing all the powerful features and functionalities offered by HubSpot. 

By conducting this thorough audit, our aim is to enhance the effectiveness of your HubSpot experience, enabling you to streamline your operations and achieve even greater digital success.

CLIENT TESTIMONIALS

"LAIRE has been a great partner as we were preparing to take a completely new brand and website design live while simultaneously implementing HubSpot Marketing Hub and creating alignment between our HubSpot CRM and the Marketing side of the house. The team at LAIRE is engaging, knowledgeable, highly professional, and really cares about us as a client and the work they do. We highly recommend them if you are in the market for a full-service digital agency."

sascha
Director of Marketing - Financial SaaS Firm

"LAIRE has been a huge asset in transforming our digital infrastructure, which has improved the reporting and communication between sales and marketing. LAIRE’s collaborative and agile approach has helped us exceed our goals while increasing efficiencies through thorough planning, marketing automation, and guiding us through the challenges of adopting HubSpot."

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Molly Holbert - Director of Marketing, Spaugh Dameron Tenny

"We are just getting started with HubSpot and LAIRE is training us. So far, they have been prompt and professional. I recommend them."

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Rick McQuaide - COO, Challenge Warehousing
FREQUENTLY ASKED QUESTIONS

FAQs About HubSpot Onboarding

What is HubSpot onboarding, and why is it important?

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Our HubSpot onboarding is a personalized setup designed to align the platform with your business’s goals, tools, and team. Rather than relying solely on generic HubSpot training, we guide you through hands-on learning, smart integrations, and clean data migration.

Our onboarding process provides improved efficiency, higher adoption, and fewer headaches from tech issues or team pushback, so your team can hit the ground running.

At LAIRE, we bring not only our HubSpot Onboarding Accreditation and years of experience, but also a commitment to making HubSpot work for you. We take the time to understand your goals, tailor every setup step to your processes, and guide your team until they feel confident using it every day. The result? A HubSpot portal that fits like a glove, drives faster ROI, and makes adoption a smooth, stress-free experience.

How long does HubSpot onboarding typically take?

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Most clients complete HubSpot onboarding with LAIRE within the timeframe outlined in their project scope, often just a few weeks. This allows us to configure your account, set up key features, build essential assets, and guide you through the platform in real time.

The exact pace may vary based on your setup’s complexity and how quickly you progress through sessions. By the end, you’ll have a fully customized HubSpot account and the confidence to manage it effectively.

Can HubSpot onboarding include integrations with other systems?

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Yes, HubSpot onboarding can include integrations with other systems. Connecting tools like Databox, PandaDoc, and Unbounce plays a key role in improving functionality and streamlining how your team works. These integrations help you get the most out of your tech stack.

It’s also important to clearly communicate your integration needs to your onboarding partner so everything is properly set up before your team begins using HubSpot.

Can we customize our onboarding for unique business processes or industries?

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Yes, our HubSpot onboarding services are fully customizable to fit your unique business processes and industry needs. Personalization is key, and every HubSpot onboarding is tailored to reflect what matters most to your organization.

By focusing on your specific goals from the start, we create a bespoke onboarding experience designed to align perfectly with your priorities. This ensures HubSpot is configured to support your team’s distinct workflows and helps you unlock the platform’s full potential for maximum impact.

How do we measure onboarding success?

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Onboarding success is measured by how well the process aligns with your specific business goals and how confidently your team adopts and uses the platform. Success can be seen in outcomes like smooth system setup, working integrations, thorough documentation, and increased team engagement during training.

If your team feels supported, asks questions, and starts using HubSpot effectively, that’s a strong sign your onboarding was a success, even without tracking formal metrics.

What’s the first step to get started with HubSpot onboarding with LAIRE?

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The first step to getting started with our onboarding services is to define your business goals. Whether you want to generate leads, keep more customers, or improve marketing workflows, knowing your priorities is key. Clear goals help tailor the onboarding process and set you up for long-term success with HubSpot.

As a HubSpot Diamond Solutions Partner with HubSpot Onboarding Accreditation, we bring proven expertise in implementing HubSpot. Our process includes setup, data migration, CRM customization, content strategy, and marketing automation. With our experience and proven approach, your onboarding will be efficient, strategic, and set up to deliver results faster.

START YOUR PATH TO NEW REVENUE GROWTH WITH HUBSPOT

Ready to Discuss Your Business Goals With Our Team of Hubspot Marketing Experts?

To learn more about a strategic partnership between your company, LAIRE, and HubSpot — and how we can take your revenue growth to the next level together — fill out the form and hit SEND.

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