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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.

Strategic HubSpot Support With LAIRE

HubSpot Fundamentals Onboarding

This onboarding engagement includes 10 hours of service at $200 per hour (total: $2,000) for foundational HubSpot setup and configuration. The scope covers initial configuration and knowledge transfer only; no advanced customization, third-party integrations, custom development, ongoing management, or data migration beyond what’s listed. All setup will use HubSpot’s native tools and standard functionality. Deliverables are limited to what can be reasonably completed within the allotted hours (e.g., a set number of forms, pipelines, or views). Additional requests or extended customization will require a separate agreement for more hours.

Onboarding for HubSpot Fundamentals
LAIRE
Hubspot HubSpot_icon
Email and Calendar Tracking
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Email Health Reporting
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Basic Templates and Snippets
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Users, Teams and Permissions
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limited
Connect Social Accounts
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Basic Object Overview (Contacts, Companies, Deals, Tickets)
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limited
Object Custom Views
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Required Fields for Entry
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Basic ChatBot and Live Chat
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Basic Form Setup
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limited
Basic Pipeline and Stage Setup, Deal and Lifecycle
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Basic Domain Setup
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Object Tagging
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Multiple Currencies
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Basic Website Analytics
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limited
Basic Personalization Tokens
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Basic Ad Management
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Basic SEO Recommendations
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Segmenting Your Data
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limited
Basic Email and Content Strategy
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limited
Lead Nurture Automation
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limited
Lead Assignment
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limited
Migration Consulting
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limited
HubSpot Fundamentals Onboarding Starting at...
$2,000
$3,000

Account Setup

This onboarding engagement includes 5-15 hours of service at $200 per hour (estimated total: $1,000-$3,000). Actual time may vary based on team size and the level of coordination or permissions setup required. The scope covers initial setup and configuration only and excludes full-scale user training, individual troubleshooting, advanced permission modeling, or ongoing administration. Deliverables are limited to what can reasonably be completed within the allotted hours. Additional needs or large-scale rollouts beyond this scope will require a separate agreement for more hours.

Account Setup
LAIRE
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Invite team members.
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limited
Set user permissions.
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limited
Create/manage teams.
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limited
Customize default language, time zone, and currency.
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limited
Set up company branding.
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limited
Turn on data privacy settings.
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limited
Enable and manage AI settings.
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Account Setup Starting at...
$1,000
$3,000

CRM Database Setup

This onboarding engagement includes 8-12 hours of service at $200 per hour (estimated total: $1,600-$2,400). The scope covers initial setup and configuration only and excludes advanced data migrations, large-scale property creation, complex object redesigns, and third-party integrations. Deliverables are limited to what can reasonably be completed within the allotted hours. Additional customization, bulk setup, or extended training will require a separate agreement for more hours.

CRM Database Setup
LAIRE
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Configure standard objects.
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limited
Configure custom objects.
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View HubSpot data model.
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limited
Customize property field types.
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limited
Filter and create saved views.
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limited
Build active/static lists.
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limited
Create/use association labels.
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Customize record layout and preview sidebars.
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CRM Database Setup Starting at...
$1,600
$3,000

Automation Tasks

This onboarding engagement includes 8-12 hours at $200/hour (estimated $1,600-$2,400) for basic automation setup and demonstration only. It excludes advanced custom workflows, third-party integrations, ongoing optimization, or enterprise-level automations. Deliverables are limited to workflows reasonably built and tested within the allotted hours. Any complex automation or cross-platform integration beyond this scope requires a separate agreement.

Automation Tasks
LAIRE
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Basic automation in forms and emails.
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limited
Create tasks or notifications based on submissions.
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limited
Use pipeline-based automation (deals, tickets, leads).
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limited
Build workflows using enrollment triggers and actions.
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limited
Basic AI to generate workflows (Breeze).
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Automate record creation and enrichment.
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Connect workflows to Google Sheets.
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Test and troubleshoot workflows.
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Automation Tasks Starting at...
$1,600
$3,000

Marketing Hub Tasks

This onboarding engagement includes 12-20 hours for HubSpot Pro accounts at $200/hour (estimated $2,400-$4,000). Enterprise accounts may require additional time for advanced features. Scope is limited to initial setup and configuration only. Excludes custom-coded assets, advanced campaign attribution, third-party ad integrations beyond HubSpot, and ongoing campaign management. Deliverables are capped at a reasonable number of assets within the allotted hours. Additional customization, multi-channel orchestration, or extended management requires a separate agreement.

Marketing Hub Tasks
LAIRE
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Connect Google, Facebook, LinkedIn ad accounts.
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Create audiences and ad campaigns.
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Create and customize forms.
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Embed forms on HubSpot or external sites.
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Track form submissions and conversions.
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limited
Create and customize landing pages.
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Basic AI to generate landing pages.
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Connect and manage social media accounts.
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Create, schedule, and publish social posts.
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Monitor social inbox streams.
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Set up email subscription types.
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Build and send marketing emails (drag-and-drop or classic).
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A/B test emails.
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Basic campaigns.
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Marketing Hub Tasks Starting at...
$2,400
$3,000

Sales Hub Tasks

This onboarding engagement includes 12-20 hours for HubSpot Pro accounts at $200/hour (estimated $2,400-$4,000). Enterprise accounts may require extra time for advanced features or larger team rollouts. Scope is limited to standard configuration and enablement. Excludes advanced sales process redesign, CRM data migration, third-party dialer integrations beyond HubSpot defaults, or ongoing call coaching. Deliverables are capped at a reasonable number of pipelines, sequences, and templates within the allotted hours. Extended customization, complex automations, or large-scale training requires a separate agreement.

Sales Hub Tasks
LAIRE
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Customize deal pipelines and stages.
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limited
Set up pipeline automation.
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Connect Gmail, Outlook, or other inboxes.
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Install and use HubSpot Sales extensions.
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Build and use email templates/snippets.
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Create and manage sequences.
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Enroll contacts in sequences.
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Automate follow-ups within sequences.
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Create and share scheduling pages.
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Sync with Google or Outlook calendars.
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Enable HubSpot calling or third-party calling.
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Record and review calls.
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Basic playbooks on calls.
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Customize notifications for lead revisit alerts.
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Basic sales workspace.
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Set up Conversations Inbox for Sales.
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Create live chat and bot chatflows.
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Connect Facebook Messenger or WhatsApp.
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Sales Hub Tasks Starting at...
$2,400
$3,000

Service Hub Tasks

This onboarding engagement includes 12-20 hours for HubSpot Pro accounts at $200/hour (estimated $2,400-$4,000). Enterprise accounts may require extra hours for advanced features or multi-team setups. Scope is limited to initial setup and configuration. Excludes advanced escalation structures, help desk migrations, third-party knowledge base integrations, or ongoing survey/report management. Deliverables are capped at what can reasonably be completed within the allotted hours. Additional customization, complex workflows, or extended support requires a separate agreement.

Service Hub Tasks
LAIRE
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Set up Conversations Inbox or Help Desk.
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Connect support channels (email, forms, chat, WhatsApp, Messenger).
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Create live chat and bot flows for support.
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Edit ticket pipelines and statuses.
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limited
Automate ticket workflows.
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Assign/reassign tickets across teams.
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limited
Track conversations and ticket resolution.
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Basic knowledge base configuration.
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Customize knowledge base branding and language.
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Create and send customer satisfaction or NPS surveys.
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Build custom surveys.
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Set up dashboards to track support ticket metrics.
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Service Hub Tasks Starting at...
$2,400
$3,000

CMS & Content Hub Tasks

This onboarding engagement includes 12-20 hours for HubSpot Pro accounts at $200/hour (estimated $2,400-$4,000). Enterprise accounts may require extra hours for advanced functionality or complex content strategies. Scope is limited to initial website and content setup. Excludes custom-coded themes, full-scale migrations, multi-language structures, or ongoing content management. Deliverables are capped at a reasonable number of pages, blogs, and assets within the allotted hours. Advanced development, content strategy, or large-scale migrations require a separate agreement.

CMS & Content Hub Tasks
LAIRE
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Choose a theme or build templates.
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Customize theme settings and page layouts.
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Basic website pages, landing pages, or blogs.
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Upload and manage images/videos.
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Connect domain and subdomains.
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Customize blog settings and authors.
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Blog subscription notifications.
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Basic AI (Breeze) for content generation.
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Repurpose content with content remix.
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Use smart content and A/B testing.
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Analyze traffic with HubSpot analytics or Google Analytics.
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Optimize content with HubSpot SEO recommendations.
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Set up topic clusters.
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CMS & Content Hub Tasks Starting at...
$2,400
$3,000

Reporting Tasks

This onboarding engagement includes 8-12 hours at $200/hour (estimated $1,600-$2,400), covering initial setup, configuration, and knowledge transfer only. It excludes long-term report management, custom-coded reports, BI tool integrations (e.g., Power BI, Tableau), or ongoing analytics optimization. Deliverables are limited to a reasonable number of reports and dashboards within the allotted hours. Additional report builds, recurring analytics, or external data integrations require a separate agreement.

Reporting Tasks
LAIRE
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Pre-built standard reports from the library.
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Share/export reports via email or Slack.
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Create custom single/multi-object reports.
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Build and customize dashboards.
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Add filters and external content to dashboards.
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Use tool-specific analytics (e.g., emails, forms, feedback).
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Set up tracking code on external pages.
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Set up sales forecasts and revenue goals.
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Reporting Tasks Starting at...
$1,600
$3,000
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

Achieve Your Growth Goals With LAIRE + HubSpot

Ready to discuss your business goals with our team of HubSpot marketing experts?

Fill out and submit the form on this page to explore a strategic partnership and discover how LAIRE and HubSpot can drive your growth.

Learn More About HubSpot Onboarding With LAIRE