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.

via GIPHY

HubSpot Premium Onboarding

HubSpot-Kevin-BarberA 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.


Jill and KevinOur 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.


hubspot-solution-partnerPremium 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.

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*
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*
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*
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*
* 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.

dan-tyre Luke-Headshot-Square-Medium jill-fratianne-small
Dan Tyre, HubSpot
Luke Summerfield, HubSpot
Jill Fratianne, HubSpot

Get more information about onboarding services

Want to learn more? We can help customize an onboarding plan that's right for you.