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HubSpot Sales Hub Onboarding

Platinum-certified HubSpot expertise to setup and onboard you to HubSpot Sales Hub - with ISO 27001 & SOC 2 security included.

Platinum Partner Project36 ISO27001-2022 Project36 Limited-1 soc2

 

We align HubSpot to your existing workflows and growth objectives with tailored configuration, embedded best-practice processes, and role-specific training.

All-inclusive Onboarding Pricing for HubSpot Sales Hub:

SEAT-BASED ONBOARDING
£125
One-off, per seat
Seat-based pricing for those with HubSpot Sales Hub Professional.

Everything required to get HubSpot Sales Hub Professional configured to your business, but on a low cost, per-seat basis.
Replaces Mandatory HubSpot onboarding
3 working day turnaround (or less)
1 hr of team training
Sidekick guidance
GET STARTED
PRO
£1,125
All-inclusive
All-inclusive, account-wide setup, of HubSpot Sales Hub Professional

Our full setup is tailored to you and gives you everything you need to move forward with HubSpot.
Replaces manadatory HubSpot onboarding
1.5 hrs of discovery calls
2 hrs of team training
Sidekick guidance
GET STARTED
ENTERPRISE
£2,590
All-inclusive
All-inclusive setup of HubSpot Sales Hub Enterprise

Fully comprehensive, account-wide, in-depth setup and configuration tailored to your unique business processes.
Replaces manadatory HubSpot onboarding
3 hrs of discovery calls
3 hrs of team training
Sidekick guidance
GET STARTED

Official Onboarding from a Certified HubSpot Partner is just a click away

Onboarding designed for scale, speed, and self-sufficiency.

RevOps and marketing leaders can expect full adoption from day one — with teams using HubSpot independently, efficiently, and in a way that’s scalable. No hand-holding.

No wasted licences. Just immediate operational impact.

Step 1: Kickoff call

As soon as you enquire, we'll talk you through your onboarding and then book your kick off call; this is where we learn about the specifics of your business.

This critical step helps us setup HubSpot exactly as you need it.

GET STARTED
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Step 2: Onboarding

We'll begin the technical setup of your account immediately and we'll then customise the setup with information obtained during our Kick-off call in step 1. 

SEE WHATS INCLUDED
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Step 3: Training

With your HubSpot account now professionally configured, we'll train your teams to use every facet of the platform.

As no business is the same, so to is your training and we also include an open forum with opportunity for Q&A throughout.

READY TO GET STARTED?
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All-inclusive Onboarding

Tailored technical setup, CRM configuration, branded templates, automation workflows, performance dashboards, best-practice campaign structures, and role-specific training.

Delivered by certified HubSpot experts. Fixed scope. No surprises.

Initial Setup & Configuration

SEAT-BASED
PROFESSIONAL
ENTERPRISE
Price
£125 per seat comptab-infoalt7-icon
£1,125 comptab-infoalt7-icon
£2,590 comptab-infoalt7-icon
Time Allocated
3 Hours
6 Hours
18 Hours
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Marketing Hub Professional
Marketing Hub Professional
Marketing Hub Enterprise
Kickoff & Discovery Calls
30 Minutes
1.5 Hours
3 Hours
Setup teams and enable role-based permissions for each user
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1 Team
3 Teams
Verify HubSpot Tracking Code Installation
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Set up the HubSpot calling tool and connect to HubSpot Calling feqature comptab-infoalt7-icon
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Enable call recording and conversational intelligence features comptab-infoalt7-icon
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Customise call and meeting types for better tracking of sales activities
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Data Management & Automation

SEAT-BASED
PROFESSIONAL
ENTERPRISE
Customisation of deal stage automation workflows
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Configure deal pipelines, including stages and automation where necessary
1
2
5
Add products to HubSpot, including product library setup
10
20
50
Set up custom objects to extend CRM functionality
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5
10
Create custom properties for deals, contacts, and companies as needed
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Set default and custom properties for deal records and configure record sidebars and association cards
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Customise properties for deal creation forms and evaluate lifecycle stage sync settings
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Set default quote expiration periods and enable quote approval processes
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Configure basic lead routing workflows with up to 2 notifications and no more than 3 sales reps
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Content & Sales Management

SEAT-BASED
PROFESSIONAL
ENTERPRISE
Set up a sandbox account for testing functionalities without impacting the main account
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Reporting & Analytics

SEAT-BASED
PROFESSIONAL
ENTERPRISE
Setup dashboards
1
2
3
Setup standard deal reports
6
11
11
Setup standard sales reports
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10
10
Setup standard forecast & revenue reports
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7

Training

SEAT-BASED
PROFESSIONAL
ENTERPRISE
Included Training (Virtul) comptab-infoalt7-icon
1 Hour
2 hours
3 hours
Sidekick Guidance
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Show clients how to configure user profile setup, email account connection, and notification configuration
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Show clients how to use sales analytics reports for tracking team performance and sales pipeline health
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Show clients how to use the prospecting workspace, creating email templates, sequences, and snippets
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Show clients how to enable chat, upload documents, create playbooks, and use the forecast tool
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Set up and show client Customer Journey Analytics Report for Deal Stages
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Show clients how to configure deal splits for revenue sharing among multiple users
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Show clients how to redirect a form to a meeting booking page to streamline scheduling
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Provide the client's IT team with instruction on how to set up Single Sign-On (SSO)
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Show clients how to configure field-level permissions to restrict property access by specific users or teams
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SEAT-BASED
£125
One-off, per seat
Get started
PROFESSIONAL
£1,125
All-inclusive
Get started
ENTERPRISE
£2,590
All-inclusive
Get started

Data Security

Did you know? Project36 is the only HubSpot certified partner to have both ISO27001 and SOC 2 Type II certifications. Why? Because we think anyone working on your CRM should be have security and data integrity at the heart of everything they do.

Visit our Trust Centre

We help HubSpot users grow.

We’re Project36, a UK-based HubSpot Platinum Partner. Real people, in the UK, helping businesses like yours scale using HubSpot.

When you complete this form we'll be in touch (usually within a few minutes) where we can discuss your requirements and guide you through your options and next steps.

Platinum Partner Project36

 

HubSpot Sales Hub Onboarding