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ONBOARDING PACKAGE

Onboarding Program – Growth

Core plus the structure behind it: solution design, lead capture, lead routing, smart lists, permission sets, operational dashboards and a testing and QA pass before anything goes live.

Onboarding Program – Growth

AU$9,075

Typically 90 days (14 weeks)

Remote

Book Onboarding Book Onboarding

What this package includes

Included

Client has everything in the Core package, in a working HubSpot portal.
The CRM structure has been designed before it was built.
Leads are captured with their source tracked and routed to the right owner.
Smart lists, permission sets and operational dashboards are in place.
The whole setup has been tested and validated before it goes live.

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 solution design, 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
Where your leads come from and which sources to track, needed before lead capture
How leads should be assigned to owners, needed before lead routing
The audiences you need lists for, needed before segmentation
Roles and the access each should have, needed before permission sets
The reports and dashboards your team needs, needed before operational dashboards
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.