18.09.2023

Sales & CRM

HubSpot Onboarding costs in the United States: what you need to know

13 min read

Jessica

If you're looking to implement HubSpot in your business, it's important to understand the costs associated with Hubspot Onboarding in the United States. In this blog post, we'll take a closer look at HubSpot onboarding costs and the different options available to you. 

What is HubSpot onboarding?

HubSpot is a powerful, multi-featured CRM tool with a lot to offer. Once you've decided to incorporate it into your tech stack, you want to take full advantage of its capabilities to get the best ROI. A well-planned onboarding process for HubSpot sets the stage for leveraging HubSpot's benefits.

Every new HubSpot customer must make a decision regarding their onboarding process: they can either opt for direct onboarding with HubSpot or choose to go through the process with a partner, such as Huble.

HubSpot onboarding is the process of getting your HubSpot account set up and configured to meet your specific needs. It involves everything from setting up your HubSpot portal and integrations to training your team on how to use the platform effectively.

What are the options available?

When it comes to onboarding HubSpot in the US, you have three options to choose from: 

Option 1: Onboarding with HubSpot directly 

Option 2: Standard onboarding with a HubSpot partner 

Option 3: Advanced onboarding with a HubSpot partner 

What is the cost of going direct with HubSpot?

(Costs as of September 2023) 

HubSpot Hub

Price USD

Marketing Hub Onboarding

$3,000

Sales Hub Onboarding

$1,000

Service Hub Onboarding

$1,000

 

The onboarding experience with HubSpot depends on the plan you choose, but typically, you'll have a consultant for the first 90 days. For clients who prefer to do most of the HubSpot implementation themselves, direct onboarding with HubSpot is a great option.

In this approach, a consultant is assigned to act as a project manager and provide guidance by assigning tasks and homework. This low-cost, low-support option is ideal for clients who want to replicate their existing processes and learn how best to set them up HubSpot themselves.

In addition, if you're looking for a solution that accurately maps your current processes into HubSpot while being cost-effective, Direct Onboarding could be the perfect solution for you. However, if you want an expert to set up and improve your processes or to onboard with greater support, you should consider a HubSpot partner in the United States.

What is the cost of going for onboarding with Huble?

 

HubSpot Hub

Price USD

Foundational HubSpot Setup

$3,575

Marketing Hub Onboarding

$2,475

Sales Hub Onboarding

$1,650

Service Hub Onboarding

$2,475

 

When onboarding with Huble, the final cost is determined by which Hubs you’re onboarding and a foundational HubSpot setup fee.

The foundational HubSpot setup is not just a requirement, it is the key to success. Getting it right from the beginning is crucial, and we've done it hundreds of times before. Even if you're onboarding more than one Hub, the foundational setup only needs to be completed once. 

The onboarding process includes planning, foundational setup, implementation per Hub, and training and handover. During the planning phase, you'll go through discovery calls on business processes and non-functional requirements, and the Solutions Architect will create the HubSpot implementation and specifications.

Next, you'll receive 13 hours of foundational setup that can involve creating custom properties, migrating data via CSV, and setting up user accounts, brand guidelines, and dashboard reporting.

The implementation phase includes either 9 hours of Marketing Hub setup, 6 hours of Sales Hub setup, or 9 hours of Service Hub setup, depending on the Hubs you're implementing. After about two months, the training and handover phase begins, which includes live training and implementation walkthroughs and the implementation of training edits.

Onboarding with Huble is the perfect fit for clients who are seeking professional support and guidance while setting up HubSpot. It is especially beneficial for customers who want to outsource the fundamental setup components based on reliable experience and industry best practices.

Additionally, clients who are willing to invest in a higher level of service and input beyond the onboarding of HubSpot itself will find it an ideal solution.

However, for bespoke large-scale onboarding involving change management and CRM governance or process and architecture review, consultation, and improvement, our Advanced Onboarding may be more suitable.

What is the cost of going for advanced onboarding with Huble?

Our Advanced Onboarding offers a highly consultative approach to maximise the potential of your business processes, provide HubSpot CRM control and governance, and offer sophisticated change management services.

The cost of going for advanced onboarding with Huble will depend on the complexity and requirements of your project. Typically, it will range from $35,000 USD up to $250,000 USD or more, completely depending on the complexity of the build. 

Throughout the discovery phase, our team of expert consultants will work closely with you to provide a comprehensive cost breakdown based on your specific requirements. 

Investing in advanced onboarding with Huble: The key to a successful and engaged workforce

While the cost of advanced onboarding with Huble may be higher than the other options, it's important to consider the value that you'll receive.

With advanced onboarding, you'll get customised training that's tailored to your business needs. This can include in-depth training on specific features or integrations that are critical to your success.

In addition to customised training, advanced onboarding with Huble also includes custom integrations.

This means that your HubSpot account will be set up to work seamlessly with other tools and platforms that you use in your business.

This can save you time and money in the long run by streamlining your workflows and eliminating manual data entry.

So what exactly does advanced onboarding with Huble look like, what is included and what is not?

The power of advanced onboarding with Huble

Huble's Advanced HubSpot Onboarding provides a team of consultants to help you create a sophisticated onboarding plan for HubSpot.

The process involves discovery and governance, architecture and strategy, configuration, training and change management, and ongoing operations support.

 

Discovery & Governance

In the discovery and governance phase, a steering committee is formed and an MVP is agreed upon. The architecture and strategy phase includes setting up a sandbox environment and developing CRM architecture, views and permissions, data mapping and transformation strategy, and integrations.

 

Architecture & Strategy

The configuration phase involves setting up processes, CRM, users, and security, and testing before moving to the live environment.

While setting up and implementing HubSpot technically is one aspect, utilising the platform to its fullest potential is another.

With our extensive proficiency in intricate HubSpot configurations and holding HubSpot's Advanced Implementation Certification, we can provide you with the expertise to optimise the use of the platform.

 

Configuration, training & change management

The training and change management phase includes user acceptance testing, training, and decommissioning of previous systems.

After the technical setup and implementation, we focus on user adoption to ensure your team is proficient in utilising the platform. We offer personalised training sessions and workshops to introduce your team to the platform, enabling them to feel at ease with its features and functionalities.

Our training sessions are designed to equip your team with the necessary resources and best practices to facilitate quick and effective campaign launches.

 

Ongoing operations support

Hubspot Onboarding is a journey that may present challenges and raise questions along the way. At Huble, we recognize this and provide ongoing support to help you overcome any obstacles and ensure your continued success with the platform.

This is why the ongoing operations support phase includes ongoing change management, training, and governance. Our support is dedicated to troubleshooting any issues and providing you with the necessary resources to thrive and continuously improve your usage of HubSpot.

This solution is best for customers looking for a fully bespoke enterprise-level onboarding experience. If you are looking for a cheaper option or have never worked with a consultancy before, a different solution may be more suitable.

Why should you trust Huble with your HubSpot onboarding?

With Huble's HubSpot Onboarding, a Solutions Architect will assist you in configuring HubSpot. Our method, which has been used in over 400 onboardings, gets your team up and running with the tool quickly.

In conclusion, when it comes to HubSpot onboarding costs, it's important to choose the option that's right for your business needs and budget.

While going direct with HubSpot may be the most cost-effective option, investing in advanced onboarding with Huble can provide significant value in the long run.

Contact us today to learn more about our onboarding packages and how we can help you get the most out of HubSpot.

Not using HubSpot yet?

Book a demo with our team today.

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