Unleash Your Business Potential!
A personalized onboarding experience to help you reach your most important goals faster.
Get your team using HubSpot fast!
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
Onboardings
We can onboard you on
01Marketing 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.
02Sales 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).
03Service 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.
What they say about us
Professional and Friendly Team
Jorge is very detailed and knowledgeable about CRM. He always answered my questions promptly and never said no to a request. Jorge also went above and beyond to create custom videos for my team to understand how to use HubSpot. Highly recommend!
Services provided
Myers, N.51-200
Great onboarding!
Great! Straight forward onboarding, easy to work with and Ranya gave as a lot of useful tips! :)
Services provided
Blomgren, A.26-50
Great service!
Jorge was so helpful and made onboarding easy !
Services provided
Ressa, S.2-5
Very happy to have Avidly as a partner to support us!
I have had the pleasure of collaborating with Avidly for over a year in my role as Digital Marketing Specialist at Devyser. The services provided by Anton Goosens, Kaius Aavavuo, Christoffer Vølund, Örjan Bergholm, and Riku Talvinen have been exceptional. They consistently go above and beyond in supporting our website development, maintenance, and CRM migration projects. The team's expertise is matched only by their unwavering dedication and friendly client interactions, making them an invaluable partner.
Services provided
Singh, R.51-200
Excellent, informative training session with Luis!
I learned so much from our onboarding session with Luis Salazar. Luis was patient, engaging, kind, and personable. I would highly recommend his training session to new HubSpot users!
Services provided
Adler, C.11-25
Superb Guidance by Luis Salazar
Working with Luis Salazar was a pleasure. He provided guidance that perfectly suited our team’s needs. Luis made complex ideas easy to understand and encouraged teamwork. With his help, we improved our HubSpot use and streamlined our processes. I highly recommend Luis for any HubSpot related issues.
Services provided
zaghloul, H.2-5
Luis has been the best!
Luis was instrumental in helping our team create a streamlined process tailored to our specific needs in HubSpot. In just 45 minutes, he efficiently answered all our questions. His positive attitude in addressing our numerous inquiries showed his genuine passion to help us learn. I highly recommend booking a session with Luis for any HubSpot needs.
Services provided
Al Marzooqi, T.11-25
Pleasure working with Luis Salazar
Luis delivered exceptional coaching tailored precisely to our team's needs. His ability to simplify complex concepts and foster collaboration was outstanding. Under his guidance, we made tangible improvements in our HubSpot utilization and streamlining processes. I highly recommend Luis for his expertise and dedication.
Services provided
Shah, Z.11-25
Extremely pleased working with Luis!!
Our team was very overwhelmed in learning the HubSpot platform, but Luis not only made the process approachable but fun! His personality and humor made each call fly by all while learning a handful of new functions, tips and tricks. We would work with Luis again in an heartbeat!
Services provided
Roe, E.11-25
Meet the objectives
Working with Izzy has been a pleasure. Izzy listens to what we want to achieve and charts the path to achieve it. Any questions or needs that arise along the way are reviewed and an appropriate solution is found. Until we are all happy with the result, the project is not finished. Thank you very much Izzy for your help!
Services provided
Ribera, L.1001-10000
The best of the best!
It was an absolute pleasure to work with Javier, he is so knowledgeable and an amazing developer. The process was so smooth. I knew I was in the BEST hands from the kickoff meeting. His communication is top notch and his willingness to help goes above and beyond. He made sure the project was done 100% perfect. He set the right expectations and over-delivered in the overall experience. I would hire Avidly in a heartbeat. I highly recommend it! I'm delighted with my new website!!! It's always a dream to work with Javier as the project lead!!! thank you for the terrific job! :)
Services provided
Toro, A.2-5
Daniel is awesome
He has been tremendously helpful throughout the entire experience, displaying flexibility in finding solutions to overcome our obstacles. He provided my team and me with valuable tools and layouts that we intend to utilize in the future should any challenges arise.
Services provided
ElDemerdash, O.2-5
HubSpot onboarding with Luis Salazar!
Luis expertly guided us through the basics of HubSpot's sales and marketing tools and adeptly managed complex questions on leveraging HubSpot for various business objectives. His onboarding set us on a solid path with HubSpot!
Services provided
Kullberg, A.11-25
HubSpot onboarding with Jorge Nava!
Jorge was very knowledgeable and easy to work with. I appreciate his patience seeing as I'm practically Amish when it comes to computers and technology.
Services provided
VanBuren, B.11-25
Excellent Onboarding and Instruction
Avidly was extremely helpful throughout our entire HubSpot onboarding process. We worked with Luis, and he was fantastic! We had already gotten into HubSpot, and were testing out features for a week or two by the time we started our onboarding. Despite this, he was extremely adaptable, switching around the planned topics for our meetings as we found new challenges or ideas. He was also very knowledgeable about HubSpot as a whole - I don't think there was any point where he didn't have an answer, or next step for a question we asked. Great experience, I highly recommend working with Luis.
Services provided
Essa, I.26-50
This is the end of the list
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
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.