Unleash Your Business Potential!

A personalized onboarding experience to help you reach your most important goals faster.

Start Your Onboarding

Get your team using HubSpot fast!

4x
faster than an average agency doing a HS onboarding
5*
Customers have rated us 5 star - check out our reviews

At Avidly Lean we know that you want to be confident that your team is getting the most out of HubSpot to reach their goals.

To do that, they need to learn how to utilize every tool inside HubSpot.

The problem is you don't know how to properly configure and implement HubSpot and train your team for better tool adoption which makes you feel frustrated by low performance and lack of support to make any change.

We believe onboarding your team on HubSpot should be easy and suited to what you need. That's why we have options:

  • Guided Onboarding - think of us as the coach
  • Accelerated Onboarding - up and running in 2 weeks
  • Admin Onboarding - up and running in 2 weeks, and then we transfer all the knowledge to your HS admin so they are empowered to scale it internally
  • Custom Onboarding - we will do the heavy lift for you
Are you facing any of these challenges?

You are feeling overwhelmed by the Hubspot learning curve because there are so many features

You know you can be getting value from HubSpot and don't where to start

 

You need speed  because you have purchased HubSpot and want to make the most of it quickly

You are struggling to see a return on your investment from HubSpot

Your business needs to grow beyond your current HubSpot implementation

Let's talk

Onboardings

We can onboard you on

01
Marketing Hub

We start by understanding your marketing world, whom you are selling to, and the customer value journey. What are the different touchpoints, and where and how? How are you handing off to Sales, and how are Sales handing back to you? How are you scoring and segmenting? Customer Service, how are they handing off your happy customers back to you in Marketing? We then use all the features in the HubSpot marketing hub to implement your desired marketing strategy; we set the tool for you and train you on how to continue running your impactful campaigns in-house.

 
Let's talk
process-step1

02
Sales Hub

We start by understanding your sales world, whom you sell to, when, and how. We document your sales process, identify automation to optimize the process, set up your data structure as needed for your business and sales team success. We then set up your tool accordingly, and train your team on how to work smarter using the Hubspot CRM. This is then completed with a HubSpot Sales Reporting training and an adoption plan and ongoing support (if needed).

Let's talk
process-step2

03
Service Hub

We help you prepare your team with the Service Hub to start delighting your customers by offering extraordinary customer service at each point of contact with your brand using tickets and automation, pipelines, feedback surveys, and a knowledge base to help customers help themselves. We set up the tool for you and train your Customer Service team on how to use HubSpot, and we offer an adoption plan and ongoing support if needed.

Let's talk
process-step3

What they say about us

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How much does a HubSpot onboarding cost?

Pricing depends on which hub and what type of onboarding you need. Our pricing model is set to work for you and what you need

Starting from

$2,400

Start Using HubSpot

We have answers to your questions...

Everyone who is going to use HubSpot needs to be trained to use the necessary tools according to their role.

We limit the training group to a maximum of 8 trainees to offer the best experience, encourage dialogue, and have enough one-to-one interactions with the instructor.

Between 2 and 3 hours a week on live training and some assignments to complement the training.

HubSpot onboarding and training service is a monthly service and you can extend it for as long as you deem necessary our support in training and consulting.

We can onboard your team onto more than one hub at a time, or we can phase out the rollout. This is something that we plan together at the start of the project when we identify your objective and timeline.

Let's talk about your marketing automation migration project