HubSpot Onboarding Services

Setting you and your team up for long-term success.

Advanced HubSpot Onboarding Services

New to HubSpot? Have no fear!

We’ll guide you through things like data migration, best practices, implementing automation, reporting, and more.

Whether you're looking to build in-house expertise or you need help to quickly deploy a turnkey system we're here to help.

“Extremely well informed, reliable and even fun”
James-Dee
James Dee
The Black Dog
“ThinkFuel changed the way we got to market - in a great way.”
Aaron-Riddle
Aaron Riddle
Revolution Data Systems
“Choose ThinkFuel with Confidence!.”
Brenda-Whitman
Brenda Whitman
CoinIRA
“ThinkFuel was an integral part of our CRM migration, supportive, friendly and knowledgable!”
Stephen-Malka
Stephen Malka
David Sklar & Associates
“Do yourself and your organization a favor and connect with ThinkFuel and discuss your options."
Harrison-Brazier
Harrison Brazier
Axios HQ

 

Marketing Onboarding

 

Sales Onboarding

 

Service Onboarding

 

Foundational Onboarding Add-Ons

When you choose one of our Foundational Onboarding programs, you can choose 2 of the following add-ons for basic onboarding or 4 for premium onboarding.

Onboarding more than one Hub?

Add-ons are cumulative. Meaning if you're doing basic onboarding for both Marketing and Sales, you can choose 4 (2 each). If you're doing premium onboarding for Marketing and Service, choose 8 (4 each).

Cross Hub Add-Ons

  • Import your contacts, companies, deals and tickets from a CSV file.
  • Connect and configure 2 integrations from the App Marketplace
  • Create up to 20 custom properties in HubSpot
  • Creation of up to 10 active/static lists
  • Create 3 workflows up to 25 steps each
  • Setup of 2 dashboards with pre-built reports and up to 5 custom reports
  • Setup of a chatbot or live chat
  • Setup of GDPR compliance and privacy settings*
  • Setup of a custom object and up to 10 properties (Enterprise only)
  • Setup of 5 custom user permission sets (Enterprise only)

Marketing Hub Add-Ons

  • Create and replace up to five forms/pop-ups with HubSpot forms
  • Create a landing page template using your current sites header and footer design
  • Create 2 marketing email templates - One newsletter style and one nurture style.
  • Migration of your existing blog articles to HubSpot (does not include article by article clean up)
  • Development of 2 buyer personas
  • Setup of 4 custom behavioural events (Enterprise only)
  • Setup leading scoring property, notifications, and segmentation
  • Setup multi-touch revenue attribution (Enterprise only)

Sales Hub Add-Ons

  • 3 personalized sales team training sessions
  • Build out of 1 sales pipeline with required fields
  • Creation of up to 3 sales sequences
  • Creation of a 1-page quote template
  • Setup of up to 10 meeting links
  • Setup of sales goals and forecasting
  • Creation of 2 sales playbooks
  • Setup of recurring revenue tracking (Enterprise only)

Service Hub Add-Ons

  • 3 personalized customer service team training sessions
  • Setup and branding of your knowledge base and categories
  • Build out of 1 ticket pipeline with required fields
  • Setup and branding of your client service portal
  • Setup of 2 customer feedback surveys and trigger events
  • Setup of ticket creation form and inbox
  • Creation of 2 customer service playbooks

* Note: ThinkFuel cannot provide legal advice but can support your organization with best practices.

Ready to Get Started? Speak with a HubSpot Expert

Mitigate Your Risk

Every day, over 150 clients trust ThinkFuel for marketing services, HubSpot optimization and web development. 

“Extremely well informed, reliable and even fun”
James-Dee
James Dee
The Black Dog
“ThinkFuel changed the way we got to market - in a great way.”
Aaron-Riddle
Aaron Riddle
Revolution Data Systems
“Choose ThinkFuel with Confidence!.”
Brenda-Whitman
Brenda Whitman
CoinIRA
“ThinkFuel was an integral part of our CRM migration, supportive, friendly and knowledgable!”
Harrison-Brazier
Harrison Brazier
Axios HQ
100%

5-Star Reviews

On the HubSpot Partner Ecosystem

150+

Managed Clients

 

100+

HubSpot Certifications

 

 

READY TO GET STARTED?