HubSpot Onboarding: How to Get Up and Running With Your New CRM

So you’ve taken the plunge and your B2B organization signed up for HubSpot.

That’s great! HubSpot is a comprehensive and feature-loaded CRM platform integrated with a variety of sales, marketing, service and operational tools that are sure to deliver benefits.

But before you can start reaping those benefits, you need a comprehensive onboarding to ensure you understand all its functionalities and can deliver a hassle-free experience for all of your users.

HubSpot offers their own onboarding service, or you can hire a HubSpot-certified partner such as The WDG Agency to handle all of the setup, implementation, and training of your team.

So, which option is better for you and your business?

Let’s dig into the ins and outs of HubSpot onboarding.


What You Can Expect With Direct HubSpot Onboarding

HubSpot is a widely-used platform for many reasons. It offers the utmost convenience (along with the full web-based version is a mobile app) and ease of use. However, bear in mind that there is no standard package for direct HubSpot onboarding. It differs from company to company because all business portals are different.

Multiple Subscription Plans

To get started, you must pick from the many subscription plans. The CRM is included with all Hubs and Plans.

Multiple Demo Videos and Detailed User Manuals

The onboarding plan comprises numerous how-to videos and articles for every aspect of your plan.

A Dedicated Implementation Specialist

You are also assigned a dedicated implementation specialist for 90 days who will help you with the basic setup processes and provide advice on the most useful integrations.

More complex and in-depth tasks such as migrating data, building buyer journeys, adding integrations, building templates, etc., are your responsibility. Your implementation specialist may recommend steps you should take, but ultimately, you would be doing most of the work yourself. In essence, tailoring your portal for your company's needs comes down to you, which is trickier than it sounds.


The cost of the direct HubSpot onboarding program depends on your chosen subscription Hub (e.g., Marketing) and tier (Starter, Professional, or Enterprise), which can start as low as $250. Obviously, the higher the price, the more features you can access.

What You Can Expect When Working With The WDG Agency for HubSpot Onboarding

As a HubSpot-certified Gold partner, The WDG Agency team is extensively trained and experienced to guide you end to end through the HubSpot platform onboarding after a detailed evaluation of your business goals.

A Tailored Onboarding Experience to Suit Your Business Needs

Unlike the direct HubSpot onboarding program, The WDG Agency's HubSpot onboarding program is rooted in the idea of tailoring an experience entirely based on your business requirements. It also works with other tools to provide an all-around onboarding experience.

Flexible Timelines; Support From Multiple Specialists

The WDG Agency's onboarding does not stick to a fixed timeline and it focuses on understanding your business expectations, processes, goals, and needs. It goes the extra mile by not only suggesting what is best for your business but also helping you achieve your goals, for example, setting up essential native integrations (e.g., Zoom, QuickBooks, Message IQ). In addition, we provide you with the expertise of several specialists from sales, marketing, and services backgrounds.

Most of the tasks are handled by our reps with your business's best interest at heart. We record all training sessions for your future reference, and we are available between meetings for additional support. 


The investment cost in our onboarding program is higher than HubSpot’s onboarding program. However, our program provides you far more value for the money in the long run because of its comprehensive and fulfilling onboarding experience. With the limited knowledge you would receive from the direct HubSpot onboarding program, you may have to spend on other training resources for a deeper understanding of the platform. (We have helped many companies with onboarding projects beyond the basic service they received directly from HubSpot.)

The pricing of The WDG Agency's onboarding depends on your subscription plan as well as your business goals and what you need from the experience. We will prepare a custom quote for you after a lengthy conversation about your needs. Bottom line: we will do as much or as little as you need and want, in the timetable that works best for you. 

If you're considering HubSpot for managing your sales, marketing, and/or service, and would like to learn more about our process for onboarding companies, please reach out!