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ONBOARDING PACKAGE

Onboarding Program – Core

A solid foundation for most new portals, built for day-to-day sales use: journey mapping, portal settings and users, custom properties, record views, a sales pipeline, sales automation and a team training workshop.

Onboarding Program – Core

AU$4,480

Typically 90 days (14 weeks)

Remote

Book Onboarding Book Onboarding

What this package includes

Included

Client has a working HubSpot portal configured for how their sales team works day to day.
The customer journey has been mapped in discovery.
Portal settings, users and seats are set up.
Custom properties, record views and default saved views are in place.
A sales pipeline and a sales automation are built.
The team has been trained in a workshop.

Not included

Ongoing support or helpdesk
Unlimited changes or ad hoc requests
Anything outside the modules in this package
Scope changes mid-engagement

What we need from you

Admin access to your HubSpot portal, needed before portal configuration
The right people available for discovery and journey mapping, needed before discovery
Your goals and what success looks like, needed before the project plan is set
List of users and the seat each one needs, needed before users are invited
Description of your sales process and its stages, needed before the sales pipeline build
A champion from your team to attend the training workshop, needed before training

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.