HubSpot CRM Onboarding | Personalized Growth Plans

Start strong with Effortless HubSpot onboarding

Did you know, 50% of HubSpot Onboardings don't reach their goal? With MarkStac, you will not only stay on the path but guide your every step of the way, transforming HubSpot into a powerful tool for your business.

Whether you are looking for HubSpot sales hub onboarding, marketing hub onboarding, or operations hub onboarding our experts are here to ensure a smooth and effortless transition.

We specialize in tailoring HubSpot onboarding to fit your unique business goals, ensuring that you fully leverage the CRM's capabilities from day one.

Time to say goodbye to HubSpot Onboarding Challenges

MarkeStac works closely with you to set up your HubSpot portal, configure it, and customize it to meet your specific needs. We ensure a hassle-free integration, allowing your sales and marketing teams to quickly adopt and operate efficiently using HubSpot's digital tools, automated workflows, analytics, and reporting features.

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Marketing Hub Onboarding

Sales Hub Onboarding

Service Hub Onboarding

Content Hub Onboarding

Operation Hub Onboarding

Commerce Hub Onboarding

Marketing Hub Onboarding

Strategy Consultation

Understanding business goals, internal processes and aligning HubSpot tools to drive marketing efforts.

Account Setup

Setting up account preferences, email configurations, and integrating with other systems for smooth operations.

Lead Capture & Nurturing Setup

Configuring lead capture forms, email workflows, landing pages, and automating marketing tasks.

Reporting & Analytics Setup

Creating dashboards and custom reports to measure marketing campaign success and engagement.

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Sales Hub Onboarding

CRM Setup

Configuring pipelines, custom properties, user roles, and tracking sales activities for better organization.

Lead Management

Setting up lead scoring, and workflows, automating task assignments, and optimizing follow-ups for sales teams.

Sales Email & Templates

Creating email sequences, customizable templates, and automating outreach for consistent and efficient follow-ups.

Reporting & Sales Metrics

Building sales performance dashboards, setting up key performance indicators (KPIs), and tracking revenue growth.

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Service Hub Onboarding

Ticket Pipeline Setup

Setting up ticket pipelines in HubSpot by defining stages, automation, and workflows for efficient issue resolution.

Customer Feedback & Surveys

Setting up customer satisfaction surveys and feedback forms to gather insights and nurture customers.

Knowledge Base Setup

Creating a self-service knowledge base for customers to find answers to common questions and queries.

Service Reporting

Implementing reports and dashboards for tracking customer support metrics, including response times and resolution rates.

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Content Hub Onboarding

Training and Education

Providing thorough training to key users on how to navigate the Content Hub, make the most of its features and strategies for content creation and management.

Platform Configuration

Configuring the Content Hub with suitable workflows, user access, content categories, and taxonomies that align with the business requirements.

Content Migration

Helping with the migration of current content from different platforms into the Content Hub that involves formatting and categorizing.

Template creation

Creating and building tailored content templates for various formats including blogs, articles, landign pages, etc to ensure uniformity.

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Operation Hub Onboarding

Data Sync & Migration

Setting up integrations with other tools and syncing data across platforms for a unified workflow.

Workflow Configuration

Configuring workflows, task automation, and process management across departments.

Data Quality Management

Implementing best practices for data cleanliness, validation, and standardization to ensure precise customer information.

Custom Property Mapping

Matching current data fields with relevant properties in Operations Hub to enhance reporting and analysis.

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Commerce Hub Onboarding

Training and best practices

Configuring Commerce Hub settings, payment gateways, and workflows for seamless transactions and customer management.

Account setup

Setting up payment gateway integrations, establishing payment terms, and configuring tax rules.

Workflow Automation

Configuring automated payment reminders, post-purchase follow-ups, and invoice status notifications.

Data integration

Integrating customer data from the CRM with the Commerce Hub for streamlined billing.

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Choose Your Pricing Plan

We Can Help You Reach the Top of Search Results

Starter – 40 Hours
Get unlimited tasks and revisions with no restrictions. We handle up to 3 active tasks at a time, ensuring seamless task progression. Weekly progress meetings help resolve blockers and improve workflows. With no cap on weekly hours, you can fully leverage HubSpot across any hub.

Growth – 80 Hours
Scale your operations with more active tasks and enhanced workflow management. This plan includes 5 active tasks at a time, unlimited revisions, and weekly progress meetings to ensure smooth execution. No cap on weekly hours and no restrictions on HubSpot hubs.

Enterprise – 120 Hours
Designed for high-efficiency execution, this plan allows 7 active tasks to be worked on simultaneously. Enjoy unlimited revisions, priority execution, and expert guidance to scale operations seamlessly. No cap on weekly hours and complete flexibility across all HubSpot hubs.

Starter

Growth

Enterprise