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HubSpot Onboarding and Implementation

Strategic HubSpot Solutions for Lasting Success

We go beyond just setting up HubSpot—we tailor it to fit your business's unique needs, ensuring every tool works as hard as your team does.

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Maximize Your HubSpot Investment with Expert Onboarding and Implementation

As a HubSpot Diamond Solutions Partner, we are true HubSpot experts and know that a strong onboarding process is essential to getting the most out of your investment.

Our team tailors the setup to your specific business needs, ensuring your CRM is optimized from day one. From custom configurations to seamless integrations, we equip you with the right tools and strategies for long-term success.

Let us help you set a solid foundation and unlock HubSpot’s full potential.
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Why Partnering with a HubSpot Solutions Partner Matters

Switching to HubSpot is a big move — one that can streamline your operations, improve your tech stack, and reduce costs. But without the right guidance, companies often find themselves back where they started: underutilizing the platform, struggling with adoption, and failing to see ROI.

In fact, many companies that go it alone end up churning within two years.

At LeadG2, we help you avoid that path. Our team ensures a smooth rollout, builds a strong foundation tailored to your goals, and equips your team to fully leverage HubSpot — so you don’t just implement it, you actually get value from it.

Getting Started with HubSpot?

We are here to help you every step of the way. Our HubSpot onboarding process is designed to ensure your HubSpot portal is set up for success, whether you're using one hub or all five.
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Full Hub Setup

We specialize in setting up all of the HubSpot hubs and aligning them with your business processes. Our onboarding ensures that everything from workflows to email templates is fully optimized and customized for your needs.

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Tailored Implementation

We take the time to understand your business processes and configure HubSpot to match. Whether you're transitioning from another CRM or starting from scratch, we make sure the platform is tailored to your workflows.

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Comprehensive Training

HubSpot is powerful, but it’s even more effective when your team knows how to use it. Our training program is designed to get your team comfortable with the tools, so they can hit the ground running from day one.

Cost:

  • Professional Starting at $2,000

  • Enterprise Starting at $4,000

Standard Estimated Timeline: 4-12 Weeks

Includes: 

  • Integration of current website with HubSpot (tracking, forms, settings, etc.)
  • Creation of all existing and initial forms 
  • Setup of necessary email templates (blog subscriptions, campaign promotion, lead nurturing)
  • Domain and email sending setup
  • List segmentation strategies
  • Reporting dashboard creation
  • Social media setup and integration
  • Lead flow plan (automated notifications, basic workflows)
  • CRM custom property creation specific to marketing needs
  • Training – dedicated training hours

Cost:

  • Professional Starting at $2,000

  • Enterprise Starting at $4,000

Standard Estimated Timeline: 4-12 Weeks

Includes: 

  • Setup of various landing page and thank you page templates
  • Setup of complementary workflows for landing pages
  • Setup of blog templates and blog migration (if applicable)
  • Reporting dashboard creation
  • Social media setup and integration
  • CRM custom property creation specific to content needs
  • Training – dedicated training hours

Cost:

  • Professional Starting at $1,500

  • Enterprise Starting at $3,000

Standard Estimated Timeline: 4-12 Weeks

Includes: 

  • CRM Usage Guidelines  
  • Customization of HubSpot Sales settings
  • Inbox integration
  • Deal pipeline creation with basic deal automation & notifications setup
  • Setup of meeting links and calling features
  • Creation of email templates (for outreach, follow-ups, etc.)
  • Organization of documents in HubSpot
  • Basic saved filters setup for sales reps
  • Templated sequence setup
  • Reporting dashboard creation
  • Training – dedicated training hours

Cost:

  • Professional Starting at $1,500

  • Enterprise Starting at $3,000

Standard Estimated Timeline: 4-12 Weeks

Includes: 

    • Customization of ticket pipelines 
    • Setup of ticket properties and ticket views 
    • Creation of customer feedback surveys (NPS, CSAT, CES) 
    • Knowledge base import support 
    • Setup of live chat and/or chatbot 
    • Conversation inbox configuration 
    • Creation of customer service email templates 
    • Workflow setup for ticket automation and internal notifications 
    • CRM property creation specific to service/support needs 
    • Creation of service reporting dashboards
    • Training – dedicated training hours

Includes: 

    • Data sync and integration guidance
    • Custom workflow & automation setup
    • Data hygiene & deduplication
    • Calculated properties & custom reporting
    • Training – dedicated training hours
 
Seamless Integration

Already have other tools in place? That’s perfectly fine! Our team understands the importance of keeping your existing platforms integrated with HubSpot, even if you're using a variety of third-party solutions like Salesforce, WideOrbit, SugarCRM, Zoho, Zoom, Outlook, and more. 

Our goal is to make sure your systems communicate seamlessly so that your business processes stay aligned and efficient. Whether you're looking to connect sales tools, CRM systems, marketing platforms, or communication apps, we provide the guidance and support you need to ensure your data flows freely between platforms. 

By partnering with us, you’ll gain the confidence that your tools are working together, empowering your team to focus on what really matters: growing your business.

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A True Extension of Our Team! Over the course of several years, we have built a great amount of trust with our partners at LeadG2. With their help, beginning with the launch of a new B2B-focused website, we have dramatically increased our web presence and ability to interact with existing customers and prospective clients with educational content and unique audience opportunities. This long-term approach has started to show great results while we also leverage their expertise to make short term gains via improved sales enablement, customer outreach sequences, optimized lead management practices and more. LeadG2 is a true partner and the attention to detail in their ongoing analysis and optimization of our efforts is what I would expect from on-staff team members. This fact, coupled with their content creation abilities and strategic insights, make the team a highly-valued extension of our marketing organization.
Jason Smith
McClatchy
Great partner! LeadG2 has been an excellent partner for Xenium. We recently moved into HubSpot and wanted to maximize our outbound marketing, so we hired LeadG2. They have helped us create dashboards, build gated forms, sales sequences, email workflows, and content creation. Our rep Carly, is extremely knowledgeable and has delivered on what they agreed on. We really enjoy the partnership with LeadG2 and are thankful for their expertise and their guiding us to success.
Brandon Laws
Xenium
You HAVE to Work with them... I wholeheartedly recommend LEADG2. Their knowledge of the sales/marketing process is top rate, and their level of customer service is amazing. They have always been very responsive to my questions and have gone the extra mile to make sure I have the answers I need. Based on my experience with LEADG2, I am confident that you’ll have a positive experience working with them.
Teri Glaser
Mid-West Family
A Top Shelf Partnership! We've worked with LeadG2 since 2015 and will continue working with them...no end in sight. Not only are they positive, inspiring, responsive and fun to work with, they have transformed our business. We consider them partners and trusted advisors. They help us with our complete inbound marketing strategy from beginning to end...and since starting we have tracked and attributed well over a million dollars in new revenue and have blown past all our key success metrics. We recommend LeadG2 to anyone...except our competition.
Mike McCann
Premployer

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