HubSpot Onboarding: Understanding your Onboarding Solutions
Whether you’re deciding to purchase HubSpot or you’re moving forward with it to grow your business, one of the most important things you need to consider is how to go about onboarding.
HubSpot is a powerful tool that boasts an impressive suite of features, but it can be overwhelming to onboard if you don’t have the right tools and knowledge for implementation.
It’s a major reason why HubSpot requires new accounts to go through a professional onboarding solution. Without it, it’s difficult to set up the platform properly and maximize your investment.
Those who are new to HubSpot can encounter problems and errors when integrating the software for the first time, so it helps to have an expert guiding you. With professional assistance, you can take full advantage of the benefits HubSpot can offer your business.
Participating in onboarding is the best way for you to learn the ins and outs of HubSpot and the various features you’ll be working with to help manage your strategies.
Two Onboarding Choices
There are two options to choose between when deciding on an onboarding solution.
- HubSpot’s Onboarding Services
- HubSpot Solutions Partner - like Revvy
Big differences exist between the options, so it’s important to understand the two so that you can make an informed decision on who to work with as you embark on your HubSpot journey.
HubSpot Onboarding Service
HubSpot offers a few different onboarding experiences depending upon the subscription - Starter, Professional, or Enterprise - that your business purchases.
High-Level Overview
HubSpot provides technical setup guidance, an implementation specialist for the first 90 days of your subscription, and an array of additional resources to support you and your team as you work with the platform on an ongoing basis.
Your Team Implements
If you choose to onboard through HubSpot directly, you or your team will do most of the implementation work yourself.
The advantage to this process is that your team is able to get an up-close look at the software. It’s a great way for your team to gain a thorough understanding of the platform and its technical aspects. On the other hand, this can be challenging for those who lack the time, skills, or experience to play a large role in setting it up.
Flat-Rate Pricing
Another key difference between onboarding through HubSpot versus another agency is that HubSpot offers a flat-fee price for the service—you’ll be made aware upfront how much you’re being charged.
Depending upon the subscription you purchased, the HubSpot onboarding ranges from $3,000-$8,000.
Again, onboarding is required for all HubSpot purchases, so you will need to factor in onboarding costs no matter which options you choose.
Questions to Consider
- Do you have strong HubSpot technicians on your team?
- Does your team have the capacity to onboard itself into HubSpot?
- Are your marketing, sales, and customer service teams proficient in HubSpot?
- Are you on a tight budget?
If the answer is yes to all of these questions, the HubSpot Onboarding Service is an excellent option for your business.
Solutions Partner Onboarding
HubSpot Solutions Partners are professional service agencies that are certified by HubSpot to offer and provide HubSpot solutions. These partners are also licensed to sell HubSpot and earn commission off of the sales.
It’s important to note that not all partners are the same. They each provide their own type of services and specialties.
We recommend visiting the HubSpot Solutions Directory to find a provider that meets your needs. Additionally, we wrote a professional onboarding guide to help you understand partners in more detail.
Let’s jump into what a partner onboarding offers that HubSpot doesn’t.
White-Glove Onboarding
One of the primary differences is that with a partner, the bulk of the implementation process falls on them. In other words, you direct them on your goals and needs, and they’ll take charge to deliver a personalized implementation for your business.
Of course, this isn’t to say that your team isn’t involved in the process—to the contrary, you’ll be able to work with them and see what they’re doing. When you’re finding a partner to help, make sure you ask them questions about how they communicate and collaborate with your teams throughout the onboarding.
Some agencies may specialize in areas like web design or inbound marketing, while others tackle business needs from a more holistic angle. It’s important to assess your business’s core values and priorities in order to choose a partner that meets your most pressing needs.
Personalized Onboarding
A partner will coordinate with your business to personalize and tailor the onboarding experience directly to your business model to maximize your HubSpot investment and ensure it is aligned with your strategies for future growth.
This means that your partnering agency of choice will be able to create a customized roadmap and solution that you wouldn’t receive if you were to onboard with HubSpot directly—and receive it’s cookie-cutter, out-of-the-box onboarding.
Tailored Training and Support
No matter how good the onboarding and implementation is of your HubSpot platform, it doesn’t matter all that much unless your teams know how to use it. Partners offer training for each of your teams specific to the use cases and scenarios that are relevant for your business.
Relationships with HubSpot Expert
You may also want to consider partnering with an agency if you may need to foster an ongoing relationship with a certified HubSpot expert. A partner can be an excellent resource for the future, as they’ll be familiar with your company, your HubSpot platform, and your teams in order to ensure you’re maximizing your HubSpot usage and implementing best practices.
Additionally, some partners will provide ongoing support and training for your teams post-HubSpot implementation and onboarding to ensure your teams get up to speed quickly and the right way.
HubSpot also provides an excellent customer service experience, but partners are intimately familiar with your platform and able to provide more hands-on training.
Questions to Consider
- What type of onboarding experience do you need - basic, premium or somewhere in between?
- What is your budget? There’s a wide array of partner onboarding options available with varying costs. We’ve seen them range from $1,500-$20,000+.
- What are your goals and use cases with your HubSpot platform? Partners should ask you for this information to onboard you based upon your needs.
Revvy Onboarding
Revvy is a growth agency that specializes in HubSpot software adoption, customer experience, tech stack, and data optimization to drive revenue growth.
At Revvy, we make it a priority to personalize your onboarding experience from the planning to the onboarding to the training. We begin every onboarding with a deep dive into your business and your goals to ensure we build your HubSpot platform for your needs today and ensure it’s flexible and scalable for your needs in the future.
Our approach focuses on six core pillars: strategic insights and planning, technology, data and reporting, enablement, process and automation, and customer experience.
We map out the tech stack, data, customer journey and experience, and internal processes to ensure the HubSpot platform is set up for ongoing and long-term success that is ready to grow into. This also enables us to maximize your HubSpot investment and fully optimize data and KPIs.
RevOps is a comprehensive combination of technology, process, and people. These elements work in synchrony to streamline operations and create all-around smoother procedures to maximize employee efforts to increase revenue.
The ultimate goal is to enhance your HubSpot platform to optimize the customer experience through data-driven processes, consolidating a business’s core vision and mission and unifying teams across the organization.
So, which one is best?
One isn’t necessarily better than the other—it all comes down to your business and your specific needs and goals.
When it comes to choosing a HubSpot onboarding process, there are a number of items to factor into your decision. If your business is looking for a high-level and guidance-driven onboarding that your teams implement, HubSpot Onboarding Service may be the best option.
However, if your organization wants a personalized, white-glove experience and plans to foster a long-term collaborative effort with a HubSpot partner, you’ll likely want to team up with a HubSpot partner agency.
Revvy is one such agency that offers HubSpot onboarding, and can work with your team to not only implement HubSpot, but fully optimize your data to create a better experience for all users.
If you’d like to learn more about Revvy and our onboarding services, please feel free to reach out to us, and we’d be happy to assist you. We know that HubSpot onboarding can be a stressful and confusing process, which is why we’re here to answer any questions you may have.
