---
title: HubSpot Onboarding Services at 25% Off | Quantum Business
description: "HubSpot onboarding services from a Solutions Partner at 25% off HubSpot's standard onboarding rates: a dedicated strategist, phased setup, and team training."
image: https://www.thequantumleap.business/hubfs/Blog%20Images%20AI/qbs-blog-header-1.jpg
---

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HubSpot Onboarding · 25% off published rates

# HubSpot Onboarding Services That *Maximize Your Investment*

HubSpot's own onboarding methodology, delivered by a HubSpot Platinum Solutions Partner at 25% off HubSpot's published rates. Your dedicated Strategist guides your team week by week, so HubSpot is set up right the first time and your people know how to run it.

- Dedicated HubSpot Strategist
- Kickoff within 7 business days
- A tailored plan, week by week
- Sales, Marketing and Service Hub

[Schedule your onboarding call](https://meetings.hubspot.com/shawn-peterson/quantum-website)[See the week by week plan](https://www.thequantumleap.business/services/onboarding#week-by-week)

**Your onboarding plan**Sales Hub Professional · example

Week 3 of 8

**Kickoff & Discovery**Strategist assigned, goals and tech stack reviewed

*Week 1*

**Strategy & Mapping**Plan and data model signed off

*Week 2*

**Data Import & CRM Setup**Contacts and companies imported and organized

*In progress*

**Pipelines, Sequences & Calling**Deal stages, templates, meeting links

*Weeks 4 to 5*

**Automation & Reporting**Task queues, workflows, dashboards

*Weeks 6 to 7*

Guided, remote sessionsConfident execution by day 90 to 120

**From $1,125**Sales or Service Hub Professional

**Platinum**HubSpot Solutions Partner, delivering HubSpot's own onboarding

**25%**off HubSpot's published onboarding rates, on every hub and tier

**7**business days or less to meet your dedicated Strategist

**90 to 120**days from kickoff to a team that runs HubSpot on its own

Watch · 1 minute

See Guided Onboarding in action

The journey

## Four steps from signed to self-sufficient

Every onboarding follows the same proven path. What changes is what gets built, and that depends on your hub and tier.

1

Week 1

### Kickoff & Discovery

Within 7 business days you meet your dedicated HubSpot Strategist. We learn your business, your goals and how work moves today.

2

Week 2

### Strategy & Mapping

Your Strategist maps a tailored onboarding plan to your objectives, so every session has a clear outcome.

3

Weeks 3 to 8

### Guided Implementation

Session by session, your team builds HubSpot with an expert beside it. You learn by doing, and nothing gets skipped.

4

Day 90 to 120

### Confident Execution

Your team runs HubSpot on its own, with the systems in place and the know-how to keep them clean.

At a glance

## HubSpot onboarding at a glance

A typical plan. Your Strategist tailors the order and pace to your hubs, your tier and your team.

Wk 1Wk 2Wk 3Wk 4Wk 5Wk 6Wk 7Wk 8To day 120

**Kickoff & Discovery*Week 1***Strategist, goals, tech stack

Kickoff

**Strategy & Mapping*Week 2***Plan and data model

Plan

**Data Import & CRM Setup*Week 3***Import, views, associations

Import

**Hub Tools*Weeks 4 to 5***Pipelines, email, help desk

Hub build

**Automation*Week 6***Workflows and task queues

Automate

**Views, Reports & Dashboards*Week 7***What leaders see each week

Report

**Enterprise Tools*Week 8***If your tier includes them

Enterprise

**Confident Execution*To day 120***Your team runs it

Handoff

Sessions are remote and guided: your Strategist leads, your team builds. Dashed steps apply to Enterprise tiers.

Week by week

## Exactly what happens, every week

Pick your hub. Weeks 1 to 3 are the same for everyone; from week 4 your sessions focus on the tools your hub adds.

Sales Hub

Marketing Hub

Service Hub

Onboarding more than one hub? [Ask about a combined plan.](https://meetings.hubspot.com/shawn-peterson/quantum-website)

#### By the end, you will have

- Deal pipelines that match how you sell
- Templates and sequences your reps use
- Meeting links and calling inside HubSpot
- Task queues and automation that keep deals moving

**$1,125**$1,500

Professional onboarding fee, one-time. Enterprise pricing below.

[Start Sales Hub onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

Week 1

### Kickoff, Discovery & Setup

**Kickoff call**

Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.

**Discovery**

Walk through how leads, deals or tickets move today, and where things fall through the cracks.

**Tech stack review**

Map the tools HubSpot has to work with, and the tracking that needs to be in place.

**Account setup**

Account defaults, branding, and the HubSpot tracking code on your website.

Week 2

### Strategy & Mapping

**Your onboarding plan**

A tailored plan mapped to your objectives, with a clear outcome for every session.

**How your data lives in HubSpot**

Contacts, companies and the records your hub adds, and how they connect.

**Properties**

Decide which fields you need, which to create, and which old ones to leave behind.

**Users**

Get your team into HubSpot with the right access from day one.

Week 3

### Data Import & CRM Setup

**Importing and organizing your contacts**

Bring contacts and companies over from spreadsheets or your old system, cleanly.

**Record views**

Saved views and filters so each person sees the records they work.

**Associations**

Keep contacts, companies and the rest of your records linked the right way.

**Data quality**

Spot duplicates and gaps before they spread through reporting.

Weeks 4 to 5

### Sales Tools

**Deal pipelines and stage setup**

Pipelines and stages that match how you actually sell, with the details required at each stage.

**Email templates and sequences**

Reusable templates and automated follow up sequences for your reps.

**Meeting links and calling setup**

Booking links on every calendar, plus calling and call logging inside HubSpot.

**Deal records**

The deal views and cards your reps work from every day.

Week 6

### Sales Automation

**Sales automation**

Workflows that create tasks, assign new leads and update deals automatically.

**Task queues**

Queues so each rep knows exactly who to call and email next.

Week 7

### Views, Reports & Dashboards

**Pipeline views**

Board and list views your managers use in the weekly pipeline review.

**Sales dashboards**

Activity and pipeline reports gathered into one dashboard.

Week 8

### Enterprise Tools

*If your tier includes them*

**Custom reporting and forecasting**

Custom reports and the forecast view for sales leadership.

**Permissions, teams and territory setup**

Teams, territories and permission sets that match your org chart.

Day 90 to 120

### Confident Execution

**Handoff**

Your team runs HubSpot independently, with systems in place and knowledge in hand.

**Success habits**

The weekly routines that keep data clean and reports worth trusting.

**What comes next**

Need hands-on help after onboarding? Add a block of expert hours, shown below.

#### By the end, you will have

- Forms and conversion paths that capture leads
- Segmented lists you can target and report on
- Email and nurture programs for each audience
- Campaigns you can measure end to end

**$2,250**$3,000

Professional onboarding fee, one-time. Enterprise pricing below.

[Start Marketing Hub onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

Week 1

### Kickoff, Discovery & Setup

**Kickoff call**

Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.

**Discovery**

Walk through how leads, deals or tickets move today, and where things fall through the cracks.

**Tech stack review**

Map the tools HubSpot has to work with, and the tracking that needs to be in place.

**Account setup**

Account defaults, branding, and the HubSpot tracking code on your website.

Week 2

### Strategy & Mapping

**Your onboarding plan**

A tailored plan mapped to your objectives, with a clear outcome for every session.

**How your data lives in HubSpot**

Contacts, companies and the records your hub adds, and how they connect.

**Properties**

Decide which fields you need, which to create, and which old ones to leave behind.

**Users**

Get your team into HubSpot with the right access from day one.

Week 3

### Data Import & CRM Setup

**Importing and organizing your contacts**

Bring contacts and companies over from spreadsheets or your old system, cleanly.

**Record views**

Saved views and filters so each person sees the records they work.

**Associations**

Keep contacts, companies and the rest of your records linked the right way.

**Data quality**

Spot duplicates and gaps before they spread through reporting.

Weeks 4 to 5

### Marketing Tools

**Lead capture and conversion paths**

Forms, CTAs and landing pages that turn visitors into contacts.

**Segmenting your data**

Active and static lists for targeting, suppression and reporting.

**Email marketing and nurturing**

Marketing emails and nurture programs for each audience.

**Campaign setup**

Campaigns that tie your emails, pages and assets together.

Week 6

### Marketing Automation

**Nurture workflows**

Workflows that send the right follow up when someone converts.

**Internal notifications**

Alert the right person when a lead is ready for sales.

Week 7

### Views, Reports & Dashboards

**Traffic and website analytics**

Where visitors come from and which pages turn them into leads.

**Campaign analysis**

Report on each campaign across every asset in one place.

Week 8

### Enterprise Tools

*If your tier includes them*

**Calculated properties and custom reporting**

Calculated fields and custom reports for deeper analysis.

**Permissions, teams and multiple brands**

Teams, permission sets and brand setup for larger marketing teams.

Day 90 to 120

### Confident Execution

**Handoff**

Your team runs HubSpot independently, with systems in place and knowledge in hand.

**Success habits**

The weekly routines that keep data clean and reports worth trusting.

**What comes next**

Need hands-on help after onboarding? Add a block of expert hours, shown below.

#### By the end, you will have

- One help desk for email, chat and forms
- Tickets routed to the right person
- A knowledge base customers actually use
- Feedback surveys and SLAs you can report on

**$1,125**$1,500

Professional onboarding fee, one-time. Enterprise pricing below.

[Start Service Hub onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

Week 1

### Kickoff, Discovery & Setup

**Kickoff call**

Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.

**Discovery**

Walk through how leads, deals or tickets move today, and where things fall through the cracks.

**Tech stack review**

Map the tools HubSpot has to work with, and the tracking that needs to be in place.

**Account setup**

Account defaults, branding, and the HubSpot tracking code on your website.

Week 2

### Strategy & Mapping

**Your onboarding plan**

A tailored plan mapped to your objectives, with a clear outcome for every session.

**How your data lives in HubSpot**

Contacts, companies and the records your hub adds, and how they connect.

**Properties**

Decide which fields you need, which to create, and which old ones to leave behind.

**Users**

Get your team into HubSpot with the right access from day one.

Week 3

### Data Import & CRM Setup

**Importing and organizing your contacts**

Bring contacts and companies over from spreadsheets or your old system, cleanly.

**Record views**

Saved views and filters so each person sees the records they work.

**Associations**

Keep contacts, companies and the rest of your records linked the right way.

**Data quality**

Spot duplicates and gaps before they spread through reporting.

Weeks 4 to 5

### Service Tools

**Help desk and ticketing setup**

Connect email, chat and forms so every request becomes a ticket.

**Ticket pipelines and routing**

Ticket stages, priorities and rules that send each ticket to the right person.

**Knowledge base and live chat**

Self service articles and live chat on your website.

**Customer feedback surveys**

Surveys after key moments, with the answers on the customer record.

Week 6

### Service Automation

**SLA configuration**

Response and resolution targets on every ticket.

**Pipeline configuration**

Workflows that escalate, notify and close the loop automatically.

Week 7

### Views, Reports & Dashboards

**Ticket views**

Queues and views so each agent sees the right tickets first.

**Service dashboards**

Ticket volume, time to close and survey results in one view.

Week 8

### Enterprise Tools

*If your tier includes them*

**Custom reporting and analytics**

Custom reports across tickets, customers and feedback.

**AI agent, advanced routing and permissions**

AI agent, skills based routing and permission sets for larger teams.

Day 90 to 120

### Confident Execution

**Handoff**

Your team runs HubSpot independently, with systems in place and knowledge in hand.

**Success habits**

The weekly routines that keep data clean and reports worth trusting.

**What comes next**

Need hands-on help after onboarding? Add a block of expert hours, shown below.

Partner pricing

## Onboarding pricing, hub by hub

The same onboarding HubSpot publishes, delivered by a HubSpot Solutions Partner at 25% off published rates. Pick your hub and tier.

Sales Hub

Marketing Hub

Service Hub

### Professional

CRM, pipelines, sequences, forecasting

**$1,125**$1,500Save $375

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Importing and organizing your contacts
- Deal pipelines and stage setup
- Email templates and sequences
- Meeting links and calling setup
- Sales automation and task queues
- Custom reporting and forecasting
- Permissions, teams and territory setup

[Start Professional onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### Enterprise

Everything included

CRM, pipelines, sequences, forecasting

**$2,625**$3,500Save $875

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Importing and organizing your contacts
- Deal pipelines and stage setup
- Email templates and sequences
- Meeting links and calling setup
- Sales automation and task queues
- Custom reporting and forecasting
- Permissions, teams and territory setup

[Start Enterprise onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### Professional

Email, automation, campaigns, analytics

**$2,250**$3,000Save $750

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Lead capture and conversion paths
- Segmenting your data
- Email marketing and nurturing
- Traffic and website analytics
- Campaign setup and analysis
- Calculated properties and custom reporting
- Permissions, teams and multiple brands

[Start Professional onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### Enterprise

Everything included

Email, automation, campaigns, analytics

**$5,250**$7,000Save $1,750

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Lead capture and conversion paths
- Segmenting your data
- Email marketing and nurturing
- Traffic and website analytics
- Campaign setup and analysis
- Calculated properties and custom reporting
- Permissions, teams and multiple brands

[Start Enterprise onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### Professional

Help desk, ticketing, knowledge base, SLAs

**$1,125**$1,500Save $375

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Help desk and ticketing setup
- Ticket pipelines and routing
- Knowledge base and live chat
- Customer feedback surveys
- SLA and pipeline configuration
- Custom reporting and analytics
- AI agent, advanced routing and permissions

[Start Professional onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### Enterprise

Everything included

Help desk, ticketing, knowledge base, SLAs

**$2,625**$3,500Save $875

One-time onboarding fee · Remote · About 90 to 120 days

- How your data lives in HubSpot
- Help desk and ticketing setup
- Ticket pipelines and routing
- Knowledge base and live chat
- Customer feedback surveys
- SLA and pipeline configuration
- Custom reporting and analytics
- AI agent, advanced routing and permissions

[Start Enterprise onboarding](https://meetings.hubspot.com/shawn-peterson/quantum-website)

Add-on support

## Onboarding support services

Need hands-on help beyond guided onboarding? Add a block of expert hours for builds, migrations, integrations and custom configuration.

### 10 Hours

Starter block

**$2,000**

$200 per hour · one-time block

- Hands-on builds and configuration
- Data import and migration help
- Workflow and automation setup
- Use anytime during onboarding

[Add 10 hours](https://meetings.hubspot.com/shawn-peterson/quantum-website)

### 20 Hours

Most popular

Best value

**$3,500**Save $500

$175 per hour · one-time block

- Everything in the 10-hour block
- Custom integrations and API work
- Advanced reporting and dashboards
- Lower effective hourly rate

[Add 20 hours](https://meetings.hubspot.com/shawn-peterson/quantum-website)

**Need more than 20 hours?** Custom blocks are available.[Talk to our team](https://meetings.hubspot.com/shawn-peterson/quantum-website)

Onboarding waiver option

### QBS Consulting Jumpstart

For clients who qualify to waive HubSpot’s required onboarding fee. Two dedicated consulting calls covering your goals, tech stack, and a personalized 30-day action plan. Qualification determined by QBS based on tier, prior CRM experience, and complexity.

**$295**

Flat fee · replaces the onboarding feeWaiver eligible only

Onboarding is advisory: HubSpot’s proven methodology, delivered by QBS, guides your team while your team executes the build. One-time fees shown; software subscription pricing quoted separately. Starter editions include free self-guided onboarding.

In their words

## What clients say about working with us

Verified reviews from the HubSpot Solutions Directory.

★★★★★

> “Working with Quantum Business Solutions has been one of the best decisions we've made during our CRM migration. They bring deep expertise, excellent communication, and a genuine commitment to helping their clients succeed.”

**Otoka, S.**A Trusted Partner in Our CRM Transformation · HubSpot Solutions Directory

★★★★★

> “Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track.”

**Blatchford, J.**Image 2000 · HubSpot Solutions Directory

★★★★★

> “Marko has already helped us untangle a difficult syncing issue between HubSpot and Agent Dealer. Their handle on CRMs and AI integration is impressive.”

**Christino, J.**These guys know their stuff · HubSpot Solutions Directory

[Read every review on the HubSpot Solutions Directory](https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions)

Why Quantum

## Why teams onboard with Quantum

**01**

### HubSpot Platinum Solutions Partner

The same methodology HubSpot publishes, delivered by a partner that lives in HubSpot every day.

**02**

### One dedicated Strategist

The same person from kickoff to handoff, who knows your business and your portal.

**03**

### 25% off published rates

You pay less than going direct, for the same onboarding scope. Savings are shown in the tables above.

**04**

### Built to last after onboarding

Your team learns by doing, and expert hour blocks are there if you want hands-on help later.

[Schedule your onboarding call](https://meetings.hubspot.com/shawn-peterson/quantum-website)[Review the week by week plan](https://www.thequantumleap.business/services/onboarding#week-by-week)

## Frequently Asked Questions

### What is included in HubSpot onboarding?

Onboarding is advisory. Your team is guided through the setup rather than handed a portal somebody else configured, which is what makes the knowledge stick after the engagement ends. Scope covers how your data lives in HubSpot, importing and organizing contacts, deal pipelines and stage setup, email templates and sequences, meeting links and calling setup, and sales automation. Professional and Enterprise tiers differ: Enterprise adds custom reporting and forecasting plus permissions, teams and territory setup.

### How much does HubSpot onboarding cost through a Solutions Partner?

It is the same onboarding HubSpot publishes, delivered by a HubSpot Solutions Partner at 25% off published rates. The comparison table above lists the exact figure for each hub and tier, along with what you save. Fees are one-time rather than recurring.

### How long does HubSpot onboarding take?

You meet your dedicated HubSpot Strategist within 7 business days. Strategy and mapping happens the following week. Guided implementation runs 4 to 6 weeks after that. Engagements are scoped as one-time remote programs of roughly 90 to 120 days end to end, which leaves room for your team to work at a realistic pace alongside their day jobs.

### What is the difference between HubSpot onboarding and partner onboarding?

The curriculum is the same one HubSpot publishes. A Solutions Partner delivers it at 25% below published rates, and you work with one named Strategist assigned to your account for the duration rather than starting over with context each session.

### Do we still need onboarding if our team has used a CRM before?

Usually, and it tends to move faster when they have. Prior CRM experience transfers concepts but not the specifics of how HubSpot models data, associates records, and handles automation. The expensive pattern is a portal configured on guesswork during a self-serve start, then unwound later once reporting does not add up.

### Which hubs do you onboard?

Sales Hub, covering CRM, pipelines, sequences and forecasting. Marketing Hub, covering email, automation, campaigns and analytics. Service Hub as well. Each is available at Professional and Enterprise tiers, and the scope differs between tiers. Pick your hub and tier in the comparison table above.

### What happens when onboarding ends?

Your team runs HubSpot independently. That is the deliverable: systems in place and the knowledge sitting with your people. If you want continued help afterwards, HubSpot Admin as a Service and hour blocks are separate offerings with their own published rates.

Schedule your onboarding call

No call required

## Tell us what is not working in your portal

Describe the problem in a line or two and we will reply with an honest read on what is causing it and what we would fix first. If the answer is that you do not need us, we will say that.

![Quantum Business Solutions](https://www.thequantumleap.business/hubfs/Quantum%20Logo%20White.png) ![Quantum Business Solutions](https://www.thequantumleap.business/hubfs/quantum-theme/brand/quantum-light.png)

Quickly understand your business and what technology you are using.

[Contact Us](https://www.thequantumleap.business/contact-us?hsLang=en)  ·  [(712) 389-4639](tel:+17123894639)  ·  [shawn@thequantumleap.business](mailto:shawn@thequantumleap.business)

<https://www.facebook.com/profile.php?id=100075560065925> <https://www.instagram.com/the.quantum.leap/> <https://www.linkedin.com/company/quantum-business-solutions> <https://www.youtube.com/@the.shawn.peterson>

Solutions

[Outbound Sales](https://www.thequantumleap.business/outbound-sales?hsLang=en) [ZoomInfo as a Service](https://www.thequantumleap.business/zoominfo-as-a-service?hsLang=en) [Connect and Sell](https://www.thequantumleap.business/cas?hsLang=en) [HubSpot Admin as a Service](https://www.thequantumleap.business/services/hubspot-admin-as-a-services?hsLang=en) [HubSpot Implementation](https://www.thequantumleap.business/hubspot-implementations?hsLang=en) [Website Design](https://www.thequantumleap.business/website-services?hsLang=en)

Resources

[Blog](https://www.thequantumleap.business/blog?hsLang=en) [Webinar](https://www.thequantumleap.business/blog/tag/webinar?hsLang=en) [eBooks & Playbooks](https://www.thequantumleap.business/blog/tag/ebooks-playbooks?hsLang=en) [Enroll in Quantum Academy](https://webservices.lightspeedvt.net/regform/register.aspx?linkid=B36EEFE3C48B02587B912B814114415A)

 Copyright © 2026 Quantum Business Solutions  |  [Privacy Policy](https://www.thequantumleap.business/privacy-policy?hsLang=en)  |  [Terms of Service](https://www.thequantumleap.business/terms-of-service?hsLang=en)

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      "@type" : "Rating",
      "bestRating" : "5",
      "ratingValue" : "5",
      "worstRating" : "1"
    },
    "url" : "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions"
  } ],
  "sameAs" : [ "https://www.linkedin.com/company/quantum-business-solutions", "https://ecosystem.hubspot.com/marketplace/solutions/quantumbusinesssolutions" ],
  "serviceArea" : {
    "@type" : "Country",
    "name" : "United States"
  },
  "telephone" : "+1-712-389-4639",
  "url" : "https://www.thequantumleap.business"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://www.thequantumleap.business/#website",
  "@type" : "WebSite",
  "inLanguage" : "en-US",
  "name" : "Quantum Business Solutions",
  "potentialAction" : {
    "@type" : "SearchAction",
    "query-input" : "required name=search_term_string",
    "target" : "https://www.thequantumleap.business/search?q={search_term_string}"
  },
  "publisher" : {
    "@id" : "https://www.thequantumleap.business/#organization"
  },
  "url" : "https://www.thequantumleap.business"
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "BreadcrumbList",
  "itemListElement" : [ {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/",
    "name" : "Home",
    "position" : 1
  }, {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/services",
    "name" : "Services",
    "position" : 2
  }, {
    "@type" : "ListItem",
    "item" : "https://www.thequantumleap.business/services/onboarding",
    "name" : "Onboarding",
    "position" : 3
  } ]
}
```