HubSpot Onboarding Services
HUBSPOT ONBOARDING DESIGNED AROUND YOU
You are paying for the licence from day one. HubSpot's own onboarding is coaching, so they advise and your team does the work. We design the model around how your business actually runs, build it, and train your people into it before go-live.
We are a certified Platinum HubSpot partner
CAMBRIDGE SPARK | TOM PHILLIPS
CHIEF OPERATING OFFICER
“Digital Litmus helped us build the HubSpot foundations we needed to scale. We can now trust our pipeline data, our sales team is more effective, and marketing and sales are finally working in sync. We're ready to accelerate the next stage of our growth journey."
SIGNS YOU NEED A HUBSPOT ONBOARDING PARTNER
The licence is live and nothing has moved
You bought HubSpot weeks ago. Someone was going to own the setup, then quarter end happened. HubSpot's onboarding needs about ten hours a week from your side, your team does not have them, and the 90 days runs out whether you use it or not.
It got set up, and nobody uses it
The portal exists. So do the spreadsheets, the personal inboxes and the deals that live in someone's head. It was configured the way HubSpot comes out of the box rather than the way your business runs, so working through it costs more effort than working around it.
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Nobody can agree what good looks like
Ask three people what a qualified lead is, or when a deal moves stage, and you get three answers. Configuring HubSpot before that is settled just encodes the disagreement. Every report built on it will then be argued with rather than used.
WHO WE ONBOARD
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New to HubSpot
You have bought the licence and want it set up properly first time. We design the data model, configure against it, import what you are bringing with you, and train your teams before go-live. No checklist you have to work through yourself.
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Set up, but stalled
The portal is live and the team works around it. We audit what is there, keep what works, and rebuild the rest around how your business actually runs. Usually faster than starting again, and it does not waste the configuration that was right.
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Adding a new hub
Sales is running and you are adding Marketing, Service or Operations Hub. The risk is a second silo inside one platform. We design the new hub into the model you already have, so reporting stays joined up across the lifecycle.
HOW WE WORK
Diagnose
We start with how your business runs. Who you win, how work flows, what has to be reported on, and what your teams do today instead of using HubSpot. You get a scoped onboarding plan with a fixed sequence, so cost and timeline are known before anything is configured.
Design
Objects, properties, lifecycle stages, pipelines and ownership, designed around your process rather than the HubSpot default. This is the step a checklist onboarding skips, and the one that decides whether your reporting and automation work later.
Build
We configure against the model, then build the automation and reporting on top of it. Your data comes in clean. Your teams are trained as we build, so they arrive at go-live already working the way the system expects.
Grow
After go-live we stay. Quarterly reviews, adoption monitoring and 90-day sprints of improvement, because onboarding is worth what your business does with HubSpot in year two, not what went live on launch day.
WHY CHOOSE DIGITAL LITMUS FOR YOUR HUBSPOT ONBOARDING
Accredited, not self-appointed
HubSpot Platinum Partner and Onboarding Accredited. The accreditation is granted for onboarding work HubSpot has verified, not for saying you do it. Not a freelancer who read the documentation, and not a marketing agency that added onboarding to the list.
100+ portals built
Across 10+ years of HubSpot work. We have met the edge cases already: the process that does not fit the default object model, the reporting requirement nobody mentioned until go-live, the team that will not give up its spreadsheet.
Design before configuration
Most onboarding starts in the portal. We design the target model first, because the structure you land in decides what your automation, reporting and AI can do for the next three years. Configure first and you pay to unpick it later.
We do the work, not the homework
HubSpot's own onboarding advises and your team executes, which is why so much of it stalls. We build alongside your team instead, so onboarding does not depend on someone finding ten hours a week they do not have.
Adoption designed in from the start
A live portal is not a return on your licence. Teams are trained into the process as it is built, and adoption is monitored after go-live, because onboarding only pays back when people work through the system rather than around it.
Clients who stay
We have retained clients continuously since 2014. Our commercial model depends on the engine still working in year three, which is a different incentive from a partner paid to set you up and move on.
SUPPORTING EDUCATION GROUP | Anthony Lee
Group CMO
“Digital Litmus have been integral in upgrading all SEG businesses onto the same, superior marketing automation platform. Taking advantage of HubSpot's automation workflows with the ongoing training and support of DL, we are beginning to optimise and personalise a number of critical customer journeys. More importantly, we are already seeing this translate into increased MQLs".
TALK TO US ABOUT YOUR HUBSPOT ONBOARDING
Tell us where you are and we will tell you what onboarding would involve. If you have already bought the licence, that includes whether your HubSpot onboarding fee can be replaced by working with us.
On the call we will:
- Understand how your business runs and what HubSpot needs to support
- Identify the decisions that will drive the cost and the timeline
- Show you what your HubSpot data model should look like
- Agree whether there is a case for working together
