Whitehat HubSpot Onboarding is designed for new customers on the Sales Hub Starter, Professional and Enterprise software platforms. You will receive both technical guidance to properly configure the HubSpot software, and Sales Hub assistance to leverage the HubSpot Sales tools and Inbound Sales Methodology.
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:
HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency.
Quick starter onboarding is designed for new customers on the Sales Hub Professional software package with teams of up to 10 people.
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:
With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.
This service is for you if:
You are looking to set up the HubSpot CRM and Sales Professional tools in order to simplify, measure, focus, and scale your sales process.
Professional Onboarding is designed for new customers on the Sales Hub Professional software with teams above 10 people.
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 Sales Methodology.
In additional we will build out:
All designed to get you up and running fast.
This service is for you if:
You are looking to accelerate sales with the HubSpot CRM and Sales Professional tools in order to amplify, measure, focus, and grow your business.
Our expert Inbound Sales Strategist will work with your team to create your reporting dashboards, sales enablement content strategy, sales process and sales meeting schedule, messaging matrix, and supporting workflows to fully embed the Inbound Sales Methodology in your business.
The sales onboarding service that you choose will depend on the HubSpot products that you plan to purchase. Each of our onboarding programs run for 90 days from your set-up.
QUICK START PLAN
Full technical setup
Ongoing email support
Consultation call with a senior strategist
Ongoing campaign support
2 video conference calls
ALL OF THE FEATURES OF THE QUICK START PLAN, PLUS:
HubSpot CRM Customisation
Sales Audit and Strategy
Sales Process Optimisation
1 x Sales Reporting Dashboard
8 video calls with a senior strategist
All of the features of the Professional plan, plus:
Enterprise feature assistance
Content: 3 x Playbooks for Inbound Prospecting
Sales and Marketing Alignment Plan
Onsite visit and strategy session
12 video calls with a senior strategist
More likely to qualify a lead if you respond within 5 minutes
Salespeople say prospecting is the most challenging part of the sales process
Average increase In pipeline after 90 days with Inbound Sales
Have recognised better quality leads with HubSpot
Once you've completed the form, a member of our team will review your responses and get back to you in less than 24hrs.