HubSpot Onboarding

Posted by Bill Colbert on Jul 7, 2022 1:40:34 AM

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HubSpot Plans

HubSpot is one of the most well-known CRM tools. It works globally and has more than 113,000 users. It offers a variety of plans for all kinds of users.

Here’s all you need to know:

Marketing Hub

HubSpot’s marketing platform offers a variety of marketing-related tools including landing page creation, forums, email marketing, and marketing automation. In addition, it comes with some free tools such as email reply tracking, live chat, and ad retargeting.

HubSpot Starter -

The cheapest marketing plan offers the following:

  • Landing pages
  • 5 times contact tier email marketing send limit
  • Forums
  • List segmentation
  • Ad management
  • Basic bots
  • Reporting dashboard
  • Mobile optimization
  • Up to 3 automated emails per form

You will get 1,000 marketing contacts with this plan with the option to purchase more – in increments of 1,000 – starting as low as $45 per month.  

HubSpot Professional - $800/Month

Said to be suitable for professionals, this mid-level plan comes with the following:

  • Omni-channel marketing automation
  • Video hosting and management
  • Dynamic personalization
  • A/B testing
  • Campaign management and collaboration tools
  • Website traffic analytics
  • Ad conversion events
  • Salesforce integration
  • Custom campaign reporting

You will get 2,000 marketing contacts with this plan with the option to purchase more – in increments of 5,000 – starting as low as $224.72 per month.

HubSpot Enterprise - $3200/Month

Suitable for big companies, this plan comes with the following:

  • Single sign-on
  • Behavioral triggers and reporting
  • Partitioning and hierarchical teams
  • Email send frequency cap
  • Field-level permissions
  • Sandboxes
  • Salesforce custom object sync
  • Adaptive testing
  • Predictive lead scoring
  • Multi-touch revenue attribution

You will get 10000 marketing contacts with this plan with the option to purchase more – in increments of 10,000 – starting as low as $100 per month.

Sales Hub

This platform is designed to make it easier to sell. It comes with some rich features including the ability to track sales and make calls. Moreover, it offers free tools such as contact management, live chat, and deal pipeline. 

You can choose from the following plans: 

Starter Plan - $45/Month

The cheapest plan only offers 2 paid users with the option to buy additional users starting as low as $23 per user per month.

Here’s are some of its main features:

  • Streamline B2B buying
  • Conversion routing 
  • Organization of sales process
  • Stripe integration

Professional - $450/Month

This plan offers 5 paid users with the option to buy additional users starting as low as $90 per user per month.

Here are some of its main features:

  • Sales analytics
  • Forecasting and customization
  • Sales automation
  • Personalize outreach at a scale
  • Product library
  • ABM tools and smart send times
  • eSignature

Enterprise - $1200/Month

This most expensive plan offers 10 paid users with the option to buy additional users starting as low as $120 per user per month.

Here’s are some of its main features:

  • Extended administrative controls
  • Customized sandboxes to meet business requirements
  • Sales analytics
  • Conversion intelligence
  • Playbooks
  • Predictive lead scoring

Service Hub

This platform is designed to improve customer service and make it easier to connect with your clients. It comes with some free tools including live chat, basic bots, and ticketing.

You’ll be able to choose from these paid plans:

HubSpot Service Hub Starter - $45 Per Month

Suitable for small businesses, this plan comes with 2 paid users with the option to buy additional users starting as low as $23 per user per month.

Here’s are some of its main features:

  • Basic bots
  • Organized support channels
  • Simple ticket automation
  • Ticket pipelines
  • Email tracking and notifications
  • Streamline customer efficiency
  • Reporting dashboard

HubSpot Service Hub Professional - $450 Per Month

Suitable for growing businesses, this plan comes with 5 paid users with the option to buy additional users starting as low as $90 per user per month.

Here’s are some of its main features:

  • Scaling with automation and self-service
  • Ticker routing
  • Help desk automation
  • SLAs
  • Forecasting
  • Customer feedback surveys
  • Expanding customer relationships
  • Connecting service with the front office
  • Service analytics
  • Access to the customer portal
  • Standard contact scoring and channel switching

HubSpot Service Hub Enterprise - $1200 Per Month

Suitable for growing businesses, this plan comes with 10 paid users with the option to buy additional users starting as low as $120 per user per month.

Here’s are some of its main features:

  • Hierarchical management of the team
  • Field-level permissions
  • Single sign-in
  • Sandboxes
  • Record customization
  • Calculated properties
  • Playbooks
  • Conversion intelligence
  • Optimizing performance for growth

HubSpot CRM Suite

The CRM Suite is a complete solution that allows users to generate leads, create content, track communications, and maximize productivity.

HubSpot Onboarding Timeline: What to Expect in 30 Days

Here’s what you can accomplish in a month with HubSpot:

  • Start by realizing your goals and creating a plan that explains how you’d migrate to HubSpot. This phase will help you prioritize goals such as reducing customer churn rate, increasing leads, and optimizing conversion rates.
  • Next, set up technology to facilitate processes such as domain emails, dashboards, chatbots, and blog migration. Migration is easy and the technical setup is usually completed in about a week.
  • Lastly, create customer profiles and integrate them into your marketing approach so you can improve your ROI and get better results.

HubSpot Onboarding Timeline: What to Expect in 60 Days

Here’s what you can accomplish in two months with HubSpot:

  • You’ll be able to set up nurturing, lead scoring, and automation. This can help save time and make it easier to meet deadlines.
  • In 60 days, you will be able to personalize your marketing content including landing pages, CTAs, and emails. This can help attract more readers and improve retention. Plus, you will be able to set up chatbots.
  • Once you’ve done the needful, we’ll help start your first campaign.

What To Do Post HubSpot Onboarding?

Here's what to do after the onboarding process:

Create a Strategy

Create an action plan that covers all about automating your processes and creating high-value leads. Various processes and tools can be used for this purpose. Moreover, HubSpot has tools that can help users understand what has and what hasn’t worked in the past. This information can help you create a solid strategy.

Implement Your Strategy

Once you have a strategy in place, it’s time to implement it. HubSpot's implementation process can make the job easier as it allows users to form a solid bond with leads. In fact, HubSpot lets users collaborate and work without having to rely on someone else.

Monitor Results

Keep an eye on the numbers and measure your performance so you can bring changes to your strategy and get the best possible outcome. HubSpot offers detailed reports that can even be customized for a clear understanding. It can narrow down to specific goals and allow you to check individual objectives and how each is performing in terms of actual figures.


You may have to make some modifications and tweaks to your strategy if you don’t get your desired results. HubSpot experts can help you identify problem areas and changes needed to boost your campaigns.

How to Get Most Out Of Your HubSpot Marketing Investment

HubSpot is easy and user-friendly, however, there’s a learning curve. You can get the best out of this tool if you know all the hacks and tactics. We have shared some below:

  • Learn about the platform and what it offers. Opting for HubSpot certifications can be a great way to understand different HubSpot services to ensure you know exactly what you need to do to get your desired results. It offers certifications in social media, inbound marketing, email marketing, and more.
  • HubSpot mainly concentrates on three departments – sales, customer support, and marketing – and the best way to get the most out of these tools is to ensure these departments are well-connected. The lead or customer will get transferred from one department to another and improving collaboration between these divisions can be a great way to ensure the journey goes well. 
  • Don’t just count on automation tools to create a strategy for you; sit down, understand your business, and create a plan. It will help you choose the right HubSpot tools and ensure they get used in a suitable manner. The process can be a little difficult, but experts at Treetop Growth Strategy can help you create a strategy and pick suitable HubSpot tools.
  • Keep the portal organized by conducting regular portal audits and archiving old files including dated campaigns and inactive forms. This will make it easier to manage campaigns.
  • HubSpot makes things easier by automating different processes but still needs human intervention. Have an employee oversee marketing efforts and make changes as necessary.

HubSpot Onboarding Benefits

Here are some of the main reasons why companies and individuals choose to work with HubSpot partners, such as the Treetop Growth Strategy:

  • Ease: One of the biggest benefits of HubSpot boarding is the ease it comes with. Companies like Treetop Growth Strategy have to pass several HubSpot Certifications to qualify as partners. We have experience working with all kinds of businesses and can take the pressure off your shoulder and provide exactly what you need.
  • Flexible HubSpot Onboarding: HubSpot onboarding involves a pre-onboarding audit of your sales and marketing processes. We’ll analyze all aspects of your existing processes and future scope, and propose a flexible plan based on your business requirements.
  • Access to Pros: HubSpot onboarding process will give you access to qualified and skilled pros. Plus, you’ll get to work with a company fully dedicated to your clients, delivering expertise in support, CRMs, marketing, and web design. We have been in the business for years and have built a reputation for providing excellent customer service to all our clients.
  • Better Results: Working with the pros means working with a company that follows a defined path and organized process. Thanks to neatly defined steps, you will know exactly what to expect at each phase. You’ll be able to look at the bigger picture and review activities at the right time.

What Happens After HubSpot Boarding

Businesses use HubSpot due to its many benefits. Once you complete the HubSpot onboarding process, you will enjoy perks such as access to a wide variety of tools that cover sales, customer service, and marketing. Plus, it also helps boost one's social media presence with tools that improve interaction, help publish content, and find relevant topics. 

Moreover, you will enjoy more conversions thanks to better lead tracking. You will be able to have a better understanding of how visitors arrive at your site and what they engage with.

In fact, expect more traffic as HubSpot can also prove to be a great SEO partner. It offers keyword-tracking and content creation tools that can help you generate more organic traffic.

It comes with an integrated CRM that works by connecting to your social media accounts and website, thus giving you access to valuable insights including how prospects react to your website and social media pages. Above all, with HubSpot, you will get access to the latest and most reliable data that can make you take the right call. 

To sum it up, after HubSpot boarding, you will see more traffic and better leads as HubSpot automation tools will make these tasks easier and allow you to win a larger share of the market. However, remember that you will not alone be able to do this, and having a HubSpot Partner by your side will ensure you get the maximum out of HubSpot.

Topics: Content Marketing Agency, b2b lead generation, Customer Acquisition, HubSpot Onboarding




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