PREMIUM ONBOARDING
Crush it With HubSpot.
Lean Labs works with both marketing AND sales within your organization to streamline and optimize your new HubSpot portal so that you hit the ground at highway speed.
HubSpot Premium Onboarding.
A Solutions Partner of 7 years, we exclusively work with HubSpot. We provide the strategic & technical guidance on to get your Marketing Hub and Sales Hub set up and running like a champ.
Our premium onboarding plan customizes HubSpot to your company, goals, sales process & qualification criteria, along with showing you some of our pro tips to save you time and set you up for a successful transition and immediate momentum.
Premium Onboarding is designed for new customers using HubSpot software for the first time. Our customers enjoy our assistance with data migration, best practices around lead qualification, sales alignment with marketing and so much more.
At Lean Labs we believe that you shouldn't allow minor execution on major things. The platform that runs your sales & marketing is a major thing.
“Kevin has extensive experience helping a variety of different companies scale with HubSpot, HubSpot CMS Pro and Enterprise. He understands the technology inside and out. He’s very easy to work with. Happy to recommend him, as a top notch solutions partner."
Dan Tyre, HubSpot
.png?width=674&height=397&name=Frame%20382%20(1).png)
Premium 4 Phase Onboarding.
We've strategically structured our premium onboarding to get you up and running on HubSpot fast. However, we know different teams are at different stages of readiness for the move.
So while we plan to be complete within 6 weeks of starting, we're able to extend it to a pace that helps you better adopt the platform. We'll schedule a kick-off call where we can learn more about your organization and customize the timeline to fit your needs.
Our onboarding process includes an extensive workbook so we can capture and monitor progress while providing additional resources along the way.
Check out the phases below to learn more.
PHASE 1
Initial Setup.
Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed.
LENGTH: 1 WEEK
What we cover:
- Your HubSpot Goals
- Kickoff Call
- Stakeholder Alignment
- Platform Audit
- Integration Planning
- Adding Team Members to HubSpot
- Lead Qualification Criteria
- Contact Property Management
- Email Account Setup
- Social Account Connections
- HubSpot Tracking Code
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.
PHASE 2
Lead Management.
Lead management is all about ensuring your CRM is tied into the Hubs you're using.
LENGTH: 2 WEEKS
This phase includes:
- Defining Lifecycle Stages
- Defining Deal Stages
- Importing Contacts
- Establishing Lead Scoring
- Contact Segmentation
- Building HubSpot Forms
At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.
PHASE 3
Process Automation.
Phase 3 is all about taking your team's manual actions and automating them in HubSpot.
Length: 2 weeks
Process Automation includes:
- Establishing Your Lead Status
- Mapping Your Nurturing Process
- Developing Custom Workflows
- Creating Templates and Sequences
- Assigning Lead Ownership
- Establishing Smart Content
The goal is to let HubSpot do the heavy lifting for you.
PHASE 4
Success Planning.
In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.
Length: 1 week
This phase covers:
- Meetings Link Best Practices
- Contact Record Upkeep
- Team Q&A
- Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
- 90 Days of Support*
- Success Planning
Pricing Options.
HubSpot Jumpstart
DIY + SUPPORT
$1,500$200/y
-
Kick-off Consultation
-
Onboarding Workbook
-
Video Walkthroughs
-
Email Support
-
Contact List Import
-
Smart List Creation
-
Workflow Creation
-
Integration Support
-
Lead Scoring
-
Team Training Event
-
Optimization Audit
-
90 Days of Support*
Premium On Boarding
DONE-WITH-YOU
$7,500$900/y
-
Kick-off Consultation
-
Onboarding Workbook
-
Video Walkthroughs
-
Email Support
-
Contact List Import
-
Smart List Creation
-
Workflow Creation
-
Integration Support
-
Lead Scoring
-
Team Training Event
-
Optimization Audit
-
90 Days of Support*
White-Glove On Boarding
DONE-FOR-YOU
$15,000$550/y
-
Kick-off Consultation
-
Onboarding Workbook
-
Video Walkthroughs
-
Email Support
-
Contact List Import
-
Smart List Creation
-
Workflow Creation
-
Integration Support
-
Lead Scoring
-
Team Training Event
-
Optimization Audit
-
90 Days of Support*
Get More Information About Onboarding Services.
* Important Note: 90 Days Of Support Requires HubSpot Certification. We want to help you beyond the basics of understanding HubSpot. We want to help you crush it on HubSpot. This requires you come in with the basics in place. HubSpot has already done an amazing job of providing the Inbound & HubSpot certifications. One of our first actions in premium onboarding is to help you find and enroll in relevant HubSpot self-paced certifications. New Feature Just added 9/24/2020:Upon completion of your certifications, our team will support you with HubSpot software onboarding Q&A support for 90 days.
What to Expect From our Meeting.
Onboarding HubSpot with Lean Labs has been a seamless experience. Chris has been a great guide for us, but also a major value add with advice, tips, and input on strategy. It would have taken me four times as long to get this set up half as well.
Chris provided outstanding onboarding services for our first foray into the land of HubSpot. His comprehensive knowledge of the platform and experience applying it to mature digital marketing strategies were extremely helpful as we navigated our company onboarding and fleshed out our initial marketing strategies using best practices provided by Chris.
.svg){kind=small}
Get More Information About Onboarding Services.
Want to learn more? We can help customize an onboarding plan that's right for you.