HubSpot Onboarding (Marketing)

Technical setup and marketing campaign assistance to match your business needs. We'll provide everything you need to get going fast and ensure your first campaign is a success.

Get better, faster professional HubSpot onboarding

Get your HubSpot portal setup fast and your first campaign live within 30 days.

The top two reasons for failure with the HubSpot platform are 1. customers don’t fully understand the product, and 2. they don’t obtain any value from it, quickly. Professional onboarding from an experienced HubSpot partner agency can solve both of these issues.

Marketing Hub Onboarding Overview

Whitehat HubSpot Onboarding is designed for new customers on the Marketing Hub Starter, Professional and Enterprise software platforms. You will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.

  • An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
  • Assistance with the technical setup associated with HubSpot Marketing Hub
  • Advice and guidance on integrating your existing CRM or other systems with HubSpot
  • Guidance on developing, managing and executing your first inbound campaign

HubSpot onboarding with Whitehat Inbound

The Whitehat team are certified HubSpot trainers and we are committed to getting our customers up and running fast on the HubSpot platform.

You will also receive on-going access to resources including:

  • your HubSpot portal set up and ready to use in 48 hours
  • your first inbound campaign launched in a month
  • coaching and training with HubSpot-certified experts
  • unlimited email support
  • one-to-one video coaching
  • campaign consultation with an inbound content expert

Why Whitehat? Why work with an agency?

HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency.

  • We provide more service for less price
  • We will match the onboarding services provided by HubSpot at a significant discount
  • We offer more, value-added services which get you going better and faster
  • Working with a local agency who have experience in your sector and your geography is always going to give you a competitive advantage
  • We would love the opportunity to continue to work as part of your marketing team, so there is a big incentive to over-deliver to showcase our services - it's a great way to test us out.

"I am a HUGE Clwyd fan, although it took me a year to pronounce his name. Dan Tyre, Sales Director & Employee #4 at HubSpot

"Guidance is always very 'to-the-point', helping us set specific and measurable goals, providing brilliant resources, and always being available to answer questions. We're confident Whitehat will help us achieve substantial improvements around our SEO, inbound and overall marketing strategy - highly recommend." Anastasia Valti, Capdesk

Get the most out of your new software

HubSpot marketing starter on-boarding plan

Quick starter on-boarding plan

Quick starter onboarding is designed for new customers on the Marketing Hub Starter software package.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.  

Completing the Quick Start Consultation will help you:

  • Complete the essential configuration of the software.
  • Feel empowered to be a self-sufficient user of the product.
With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.
HubSpot Marketing Professional on-boarding plan

Professional on-boarding plan

Professional Onboarding is designed for new customers on the Marketing Hub Professional software.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Methodology.

In additional we will build out:

  • Custom landing page template
  • Pillar page template 
  • Blog page templates
  • Email template
  • Delivery workflow
All designed to get you up and running fast.
Enterprise HubSpot on-boarding plan

Enterprise on-boarding plan

Enterprise onboarding is designed for new customers on HubSpot’s Enterprise or Professional marketing package.
This is the ultimate onboarding experience for those who need to get their first campaign out of the door quickly.
  • Guidance on integrating HS into your Sales and Marketing stack
  • Creating strategies for implementing complex use cases in the software
  • Going beyond best practices and working to develop new tactics and strategies for your marketing and sales teams
  • Creating and publishing content to get your first campaign live.

In addition, our creative team will work to create the landing page, pillar page content and supporting workflows to fully launch your first inbound campaign.


Onboarding options

The onboarding service that you choose will depend on the HubSpot products that you plan to purchase. Each of our onboarding programmes run for 90 days from your set-up.





Full technical setup

Ongoing email support

Consultation call with a senior strategist

Ongoing campaign support

2 additional video conference calls


£ 1,995



1 x blog template

1 x pillar page template

1 x landing page template

1 x delivery email & workflow

8 video calls with a senior strategist



All of the features of the Professional plan, plus:


Enterprise feature assistance

Content: 3 x blog post (1,000 words each)

Content: 1 x pillar page content (2,000 words)

Onsite visit and strategy session

12 video calls with a senior strategist


Companies that implement the inbound methodology properly see amazing results.


Average ROI From Inbound


Reduction in Cost Per Lead


Increase In Leads From Companies that blog


Consumers Who Enjoy Reading Relevant Content

Get Started Now

Register your interest in HubSpot Onboarding with Whitehat.

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