Get the most out your investment with our onboarding experts
Personalized HubSpot onboarding prevents frustration and costly errors while getting your team up and running on the tools as quickly as possible.
4 easy steps to get you onboarded successfully
Kickoff & Discovery
Within 7 business days, you’ll meet your dedicated HubSpot Strategist. This initial session is all about understanding your business, goals, and setting the foundation for a successful onboarding experience.
Strategy & Mapping
In the following week, you’ll work closely with your Strategist to align on a tailored onboarding plan—mapped directly to your objectives and designed for a seamless rollout.
Guided Implementation
Over the next 4–6 weeks, our team will guide you through every key step. You’ll gain hands-on experience and confidence using HubSpot, supported by experts who keep your progress on track.
Confident Execution
By the end of onboarding, your team will be fully equipped to manage HubSpot independently. With systems in place and knowledge in hand, you’re ready to make HubSpot a core part of your operations.
Compare onboarding by hub
The same onboarding HubSpot publishes, delivered by a HubSpot Solutions Partner at 25% off published rates. Pick your hub and tier below.
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📊
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Sales Hub onboarding
CRM, pipelines, sequences, forecasting
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| What you may receive guidance on | Professional | Enterprise |
|---|---|---|
| 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 | — | ✓ |
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Onboarding fee
One-time · Remote · ~90–120 days
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$1,500
$1,125
Save $375
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$3,500
$2,625
Save $875
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📣
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Marketing Hub onboarding
Email, automation, campaigns, analytics
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| What you may receive guidance on | Professional | Enterprise |
|---|---|---|
| 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 | — | ✓ |
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Onboarding fee
One-time · Remote · ~90–120 days
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$3,000
$2,250
Save $750
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$7,000
$5,250
Save $1,750
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🎧
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Service Hub onboarding
Help desk, ticketing, knowledge base, SLAs
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| What you may receive guidance on | Professional | Enterprise |
|---|---|---|
| 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 | — | ✓ |
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Onboarding fee
One-time · Remote · ~90–120 days
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$1,500
$1,125
Save $375
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$3,500
$2,625
Save $875
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HubSpot On-Boarding Support Services
Need hands-on help beyond guided onboarding? Add a block of expert hours for builds, migrations, integrations, and custom configuration.
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Starter Block
10 Hours
$2,000
$200 / hour · one-time block
✓ Hands-on builds & configuration
✓ Data import & migration help
✓ Workflow & automation setup
✓ Use anytime during onboarding
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Most Popular
20 Hours
$3,500 Save $500
$175 / hour · one-time block
✓ Everything in the 10-hour block
✓ Custom integrations & API work
✓ Advanced reporting & dashboards
✓ Lower effective hourly rate
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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.
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$295
flat · replaces
onboarding fee Waiver eligible only
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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.