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ONBOARDING PACKAGE

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Remote

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What this package includes

Included

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Not included

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What we need from you

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From kickoff to handover. The four phases are the same across every package. The depth inside them changes with the scope.

Strategy

We start by understanding how you sell, market, and support customers. Then we agree the plan, workshops, people involved, and what “done” looks like before anyone touches the portal.

Solution Design

We run workshops with the people who’ll use HubSpot daily, mapping your customer journey and designing the right pipelines, properties, lifecycle stages, automation, and reporting to support it.

Staging & Build

We build in stages, cleaning your data, configuring the portal, and testing integrations. Workflows are validated with your team to ensure the setup works in practice, not just on paper.

Success

We train your champion and team, provide documentation and playbooks, and support rollout through handover, ensuring everyone knows what they’re doing and new processes stick.