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HubSpot Onboarding empowers you to maximise the features and functionalities of the HubSpot platform.

Whether you're using the Sales Hub, Marketing Hub, Service Hub, CMS Hub, or Operations Hub, HubSpot Onboarding is designed to help you navigate the powerful capabilities the platform has to offer.

When you choose Digital Media Stream as your HubSpot Onboarding service provider, you'll be expertly guided through HubSpot by accredited partners whose goal is to help your business succeed. 

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How can HubSpot Agency Onboarding benefit your business?

HubSpot Onboarding can be completed directly with HubSpot, or it can be done through a HubSpot Solutions Partner AKA a HubSpot Agency

Your onboarding plan will be tailor-made, based on your highest priority goals with HubSpot, taking into account the size & complexity of your business as well as your desired use of the platform.

You'll be shown around the features and functionality of the HubSpot products you purchased, and advised on how best to integrate your current tech stack with HubSpot.

As one of the longest-serving and most experienced HubSpot Solutions Partners in the UK, Digital Media Stream will guide you to success with a hands-on, customised approach to onboarding success.

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HubSpot Agency Onboarding Services

Guided by HubSpot Diamond Solutions Partners to enable your success.

Marketing Hub Onboarding

At the heart of growing traffic, generating and nurturing leads, the Marketing Hub is a central part of your demand generation strategy. 

Digital Media Stream's guided Marketing Hub Onboarding plan will help you navigate your way around the core of the HubSpot platform and set your marketing activity up for achieving your goals.

This service is primarily designed for companies who are new to HubSpot or have added the Marketing Hub to their existing HubSpot license.

Marketing Hub offers endless opportunities to run lead generation campaigns, content marketing strategies, PPC funnels, and much more. 

As HubSpot Platinum Solutions Partners, we can help you focus on what is going to provide the greatest return in the shortest amount of time and help you plan for future objectives you have in place.

What's included
  • How your data lives in HubSpot
  • Lead capture and conversion paths
  • Segmenting your data
  • Email marketing
  • Traffic & website analytics
  • Content strategy
  • Automated lead nurturing & internal lead assignment setup
  • Consulting to migrate/import data from your CRM
  • Campaign setup and analysis
  • Calculated properties and custom reporting
  • Permissions, team setup and managing multiple brands in HubSpot
  • Technical consulting
  • Business strategy consulting

Sales Hub Onboarding

HubSpot's Sales Hub is a powerful CRM with world-class capabilities to help you manage your prospects and generate quality pipeline opportunities.

With our Sales Hub Onboarding service, we will put a customised plan in place to ensure your sales team gets to action quickly and streamlines their process to aid prospecting and deal creation. 

Adoption of any CRM is key, so we will walk you through all the necessary steps to encourage your team to adopt your new system and reap the rewards of using HubSpot.

Success in sales relies heavily on having a systematic, repeatable process in place that can be continually measured and optimised. 

If you are new to the HubSpot Sales Hub and want to put a solid foundation that your team can thrive upon, then this is the service for you.

What's included in HubSpot Sales Hub Onboarding?
  • Productivity tools
  • Overview of your custom sales process in HubSpot
  • Customisation of the CRM for your processes
  • Baseline reporting setup and review
  • Onboarding your team (invite, permissions, and resources)
  • Standard sales automation setup
  • Turning on standard integrations (App Marketplace/native)
  • Consulting to migrate/import data from your CRM
  • Routing and managing multiple teams
  • Business process mapping
  • Custom integration consulting (APIs)
  • Phase 1 success planning

Service Hub Onboarding

Completing the customer journey brings the HubSpot Service Hub into play! 

You've made the decision to invest in a platform that helps you serve and nurture your customer relationships to the highest standards. Happy, satisfied customers breed new opportunities.

Our HubSpot Service Hub Onboarding service sees us build a roadmap that will help you accomplish your immediate and long-term customer service goals. 

Digital Media Stream's team of experts will help you navigate the HubSpot Service Hub to gain a crystal clear view of the interactions that are taking place across your customer base.

We are here to guide you every step of the way, from the setup process to raising enhancement request tickets or triggering up-sell opportunities.

We'll ensure you know exactly how to leverage HubSpot to maximise your customer relationships.

What's included in HubSpot Service Hub Onboarding?
  • Setting up intake channels
  • Scheduling meetings
  • Creating a customised ticket pipeline
  • Reporting on productivity and closed tickets
  • Live chat implementation
  • Standardised email and chat responses
  • Helping customers self-serve through the knowledge base
  • Ticket automation
  • Measuring customer experience
  • Managing multiple teams
  • Developing support playbooks
  • Creating custom dashboards

CMS Hub Onboarding

Website development has changed. If you've chosen to build on the HubSpot CMS, welcome to the fast track to website personalisation and Growth-Driven Design.

Through our HubSpot CMS Onboarding service, you will be introduced to a powerful platform that will help you measure and analyse the performance of your website. Unlock your ability to make strategic, data-informed, and growth-focused enhancements to your website experience.

Conversion is key, and understanding your way around the HubSpot CMS platform is what we are here to help you achieve.

From tracking conversion paths to measuring topic cluster SEO content campaigns, Digital media Stream's step-by-step guided onboarding will set you up for success.

What's included in HubSpot CMS Onboarding?
  • How your data and website live in HubSpot
  • Optimising your website and blog
  • Content strategy
  • Lead capture and conversion paths
  • Traffic and website analytics
  • CMS Memberships
  • Custom reporting to track KPIs, site performance reporting, reporting by brand domain
  • Website speed and security best practices/tools
  • Content partitioning
  • Dynamic page testing

Operations Hub Onboarding

Say hello to a world of automated business processes and synced customer data. The newest member of the HubSpot Hub family, Operations Hub is a unified toolset that helps your business deliver a seamless, intelligent customer experience. 

Our HubSpot Operations Hub onboarding service will help you uncover the possibilities of a central platform designed for growing operations teams. 

HubSpot Operations Hub provides an unprecedented source of truth for customer data, with all the tools and functionalities you need to turn your operations into a strategic arm of your business.

What's included in HubSpot Operations Hub Onboarding?
  • Data sync
  • Historical sync
  • Default field mappings
  • App Marketplace integrations
  • Contact management
  • Companies
  • Deals
  • Tasks & activities
  • Company insights
  • Custom properties

Growth Suite Onboarding

HubSpot Growth Suite bundles together the three most popular Hubs: Marketing, Sales, and Service. Each Growth Suite offers an adapted version of each Hub with varying user access levels, and different price points.

The integrated functionalities of these bundles make them a suitable and cost-effective solution for businesses of any size, looking to scale quickly and effectively. 

HubSpot Growth Suite is available throughout the Starter, Professional and Enterprise Suites. 

  • HubSpot Starter Growth Suite is best suited to first-time HubSpot users and startups. You have access to Marketing, Sales and Service Hubs in this suite.

  • HubSpot Professional Growth Suite is the most popular solution, geared towards growing SMEs. This suite includes the Marketing, Sales and Service Professional Hubs, as well as the newest Operations Hub and CMS Hub.

  • HubSpot Enterprise Growth Suite is the ultimate package for large businesses driven by exceptional growth and progressive needs. The Enterprise Growth Suite includes Marketing, Sales and Service Enterprise Hubs, as well as the Enterprise CMS Hub.
What's included in HubSpot Growth Suite Onboarding?

Depending on your plan, you'll have access to a variety of Hubs within the HubSpot platform.

For all HubSpot Growth Suite Onboardings,  you'll be expertly guided through the functionalities of the Marketing, Sales and Service Hubs to help you maximise and maintain efficient sales pipelines, implement strategic marketing campaigns and provide exceptional customer experiences.

The Professional Growth Suite Onboarding will also include CMS Hub and Operations Hub discovery, while Enterprise Growth Suite Onboarding will include CMS Hub training.

HubSpot Onboarding Pricing

Our pricing, like our HubSpot Onboarding service, is tailored to each business.

Your onboarding process and pricing will be fully customised for you, based on your desired usage of the platform, coupled with your specific goals.

With our HubSpot Diamond Solutions Partner credentials, you can rest assured you'll be getting the best from our team of experts. Digital Media Stream is an accredited HubSpot Agency and provider of top quality Onboarding Services.

Request your customised HubSpot Onboarding pricing quotation below.

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Why Digital Media Stream as Your HubSpot Onboarding Agency?

We are HubSpot experts, and our HubSpot Diamond Solutions Partner credentials are a testament to our expertise.

We’ve delivered success to a proud portfolio of clients, across a variety of sectors and campaign budgets.

We know the value of getting the most HubSpot - and we are confident we can help you and your team maximise your HubSpot usage.

It is critical to utilise the platform in the most impactful way that will meet the short and long-term goals of your business. Our expertise positions us perfectly to manage your onboarding to HubSpot and to help you and your team adopt the platform as a core part of your everyday activity.

Our motivation is simple: To provide you with the highest quality, fully tailored HubSpot Onboarding experience to enable your business and team to reach new heights. We look forward to delivering success in your business.


Request a Quotation.