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
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.
Kickoff & Discovery
Within 7 business days you meet your dedicated HubSpot Strategist. We learn your business, your goals and how work moves today.
Strategy & Mapping
Your Strategist maps a tailored onboarding plan to your objectives, so every session has a clear outcome.
Guided Implementation
Session by session, your team builds HubSpot with an expert beside it. You learn by doing, and nothing gets skipped.
Confident Execution
Your team runs HubSpot on its own, with the systems in place and the know-how to keep them clean.
HubSpot onboarding at a glance
A typical plan. Your Strategist tailors the order and pace to your hubs, your tier and your team.
Sessions are remote and guided: your Strategist leads, your team builds. Dashed steps apply to Enterprise tiers.
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.
Onboarding more than one hub? Ask about a combined plan.
Kickoff, Discovery & Setup
Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.
Walk through how leads, deals or tickets move today, and where things fall through the cracks.
Map the tools HubSpot has to work with, and the tracking that needs to be in place.
Account defaults, branding, and the HubSpot tracking code on your website.
Strategy & Mapping
A tailored plan mapped to your objectives, with a clear outcome for every session.
Contacts, companies and the records your hub adds, and how they connect.
Decide which fields you need, which to create, and which old ones to leave behind.
Get your team into HubSpot with the right access from day one.
Data Import & CRM Setup
Bring contacts and companies over from spreadsheets or your old system, cleanly.
Saved views and filters so each person sees the records they work.
Keep contacts, companies and the rest of your records linked the right way.
Spot duplicates and gaps before they spread through reporting.
Sales Tools
Pipelines and stages that match how you actually sell, with the details required at each stage.
Reusable templates and automated follow up sequences for your reps.
Booking links on every calendar, plus calling and call logging inside HubSpot.
The deal views and cards your reps work from every day.
Sales Automation
Workflows that create tasks, assign new leads and update deals automatically.
Queues so each rep knows exactly who to call and email next.
Views, Reports & Dashboards
Board and list views your managers use in the weekly pipeline review.
Activity and pipeline reports gathered into one dashboard.
Enterprise Tools
If your tier includes themCustom reports and the forecast view for sales leadership.
Teams, territories and permission sets that match your org chart.
Confident Execution
Your team runs HubSpot independently, with systems in place and knowledge in hand.
The weekly routines that keep data clean and reports worth trusting.
Need hands-on help after onboarding? Add a block of expert hours, shown below.
Kickoff, Discovery & Setup
Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.
Walk through how leads, deals or tickets move today, and where things fall through the cracks.
Map the tools HubSpot has to work with, and the tracking that needs to be in place.
Account defaults, branding, and the HubSpot tracking code on your website.
Strategy & Mapping
A tailored plan mapped to your objectives, with a clear outcome for every session.
Contacts, companies and the records your hub adds, and how they connect.
Decide which fields you need, which to create, and which old ones to leave behind.
Get your team into HubSpot with the right access from day one.
Data Import & CRM Setup
Bring contacts and companies over from spreadsheets or your old system, cleanly.
Saved views and filters so each person sees the records they work.
Keep contacts, companies and the rest of your records linked the right way.
Spot duplicates and gaps before they spread through reporting.
Marketing Tools
Forms, CTAs and landing pages that turn visitors into contacts.
Active and static lists for targeting, suppression and reporting.
Marketing emails and nurture programs for each audience.
Campaigns that tie your emails, pages and assets together.
Marketing Automation
Workflows that send the right follow up when someone converts.
Alert the right person when a lead is ready for sales.
Views, Reports & Dashboards
Where visitors come from and which pages turn them into leads.
Report on each campaign across every asset in one place.
Enterprise Tools
If your tier includes themCalculated fields and custom reports for deeper analysis.
Teams, permission sets and brand setup for larger marketing teams.
Confident Execution
Your team runs HubSpot independently, with systems in place and knowledge in hand.
The weekly routines that keep data clean and reports worth trusting.
Need hands-on help after onboarding? Add a block of expert hours, shown below.
Kickoff, Discovery & Setup
Meet your dedicated HubSpot Strategist and agree goals, timeline and who owns what on your side.
Walk through how leads, deals or tickets move today, and where things fall through the cracks.
Map the tools HubSpot has to work with, and the tracking that needs to be in place.
Account defaults, branding, and the HubSpot tracking code on your website.
Strategy & Mapping
A tailored plan mapped to your objectives, with a clear outcome for every session.
Contacts, companies and the records your hub adds, and how they connect.
Decide which fields you need, which to create, and which old ones to leave behind.
Get your team into HubSpot with the right access from day one.
Data Import & CRM Setup
Bring contacts and companies over from spreadsheets or your old system, cleanly.
Saved views and filters so each person sees the records they work.
Keep contacts, companies and the rest of your records linked the right way.
Spot duplicates and gaps before they spread through reporting.
Service Tools
Connect email, chat and forms so every request becomes a ticket.
Ticket stages, priorities and rules that send each ticket to the right person.
Self service articles and live chat on your website.
Surveys after key moments, with the answers on the customer record.
Service Automation
Response and resolution targets on every ticket.
Workflows that escalate, notify and close the loop automatically.
Views, Reports & Dashboards
Queues and views so each agent sees the right tickets first.
Ticket volume, time to close and survey results in one view.
Enterprise Tools
If your tier includes themCustom reports across tickets, customers and feedback.
AI agent, skills based routing and permission sets for larger teams.
Confident Execution
Your team runs HubSpot independently, with systems in place and knowledge in hand.
The weekly routines that keep data clean and reports worth trusting.
Need hands-on help after onboarding? Add a block of expert hours, shown below.
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.
Professional
CRM, pipelines, sequences, forecasting
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
Enterprise
Everything includedCRM, pipelines, sequences, forecasting
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
Professional
Email, automation, campaigns, analytics
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
Enterprise
Everything includedEmail, automation, campaigns, analytics
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
Professional
Help desk, ticketing, knowledge base, SLAs
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
Enterprise
Everything includedHelp desk, ticketing, knowledge base, SLAs
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
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
$200 per hour · one-time block
- Hands-on builds and configuration
- Data import and migration help
- Workflow and automation setup
- Use anytime during onboarding
20 Hours
Most popularBest value
$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
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.
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.
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.”
“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.”
“Marko has already helped us untangle a difficult syncing issue between HubSpot and Agent Dealer. Their handle on CRMs and AI integration is impressive.”
Why teams onboard with Quantum
HubSpot Platinum Solutions Partner
The same methodology HubSpot publishes, delivered by a partner that lives in HubSpot every day.
One dedicated Strategist
The same person from kickoff to handoff, who knows your business and your portal.
25% off published rates
You pay less than going direct, for the same onboarding scope. Savings are shown in the tables above.
Built to last after onboarding
Your team learns by doing, and expert hour blocks are there if you want hands-on help later.
Frequently Asked Questions
What is included in HubSpot onboarding?
How much does HubSpot onboarding cost through a Solutions Partner?
How long does HubSpot onboarding take?
What is the difference between HubSpot onboarding and partner onboarding?
Do we still need onboarding if our team has used a CRM before?
Which hubs do you onboard?
What happens when onboarding ends?
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.