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.

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Discuss Your HubSpot Needs & Goals

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.

Initial Setup

Phase 1

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.

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.

Length: 1 week

Let's Get Started

Lead Management

Phase 2

Lead management is all about ensuring your CRM is tied into the Hubs you're using.

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.

Length: 2 weeks

Let's Get Started

Process Automation

Phase 3

Phase 3 is all about taking your team's manual actions and automating them in HubSpot.

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.

Length: 2 weeks

Let's Get Started

Success Planning

Phase 4

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.

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

Length: 1 week

Let's Get Started

Pricing Options

	HubSpot Jumpstart (DIY + Support)$1,500	Premium Onboarding (Done-with-You)$7,500	White-Glove Onboarding (Done-for-You)$15,000
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*
	Learn More	Learn More	Learn More

HubSpot
Jumpstart
(DIY + Support)

$1,500

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*

Learn More

Premium
Onboarding
(Done-with-You)

$7,500

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*

Learn More

White-Glove
Onboarding
(Done-for-You)

$15,000

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*

Learn More

* 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.

Kevin has extensive experience helping a variety of different companies scale with HubSpot and the HubSpot CMS Pro & Enterprise. He's very business savvy and has a good understanding of how to take complex requirements and bring them into reality.

I've worked with Lean Labs on multiple projects over the years and always left happy. They do a great job of strategically thinking about how we best get to our desired outcome and then follow through with strong execution.

I have been working side-by-side with the Lean Labs team for a number of years now and I highly recommend hiring the Lean Labs team to guide and onboard you to make the most of your HubSpot investment.