Marketing Hub Onboarding
Revenue growth starts by fully leveraging HubSpot’s Marketing Hub to grow traffic, convert leads, and crush
your marketing goals. We provide customized technical and strategic guidance for your company’s unique
needs, goals, software and tech stack. We’re here to help you—every step of the way.
The right data is critical for jump starting your Inbound Marketing engine and accelerating your sales growth. Our data migration services ensure you are set up for success, no matter where your data currently lives.
Setup & Configurations
With so many features and options, it is easy to get overwhelmed. That’s where we come in: we can guide your setup with best practice and industry knowledge around lead generation, qualification, and nurturing.
Personalize your marketing at scale with sophisticated workflows that will help you get full value from your HubSpot software investment.
For a custom pricing plan that’s right for your business, contact our team.
Frequently Asked Questions
What is Hubspot onboarding, and why is it necessary?
The process of setting up all the options that come with your Hubspot subscription and making them functionally available to your team is called Hubspot onboarding. It also involves guiding and training your team on each stage of running Marketing Hub and getting the most value from its various features. It will help you:
• Understand the software and all the options in detail
• Avoid delays using our best practices
• Get a strong foundation and training for your team
• Hit the ground running to achieve your goals
Why is onboarding with a Hubspot partner better than working with Hubspot?
When you have plugged your business into a massive platform like Hubspot, you need proper onboarding, and there are two ways to achieve it. Work with the Hubspot onboarding team or hire a Hubspot partner agency. Working with Learners has several advantages such as:
• We provide more services compared to Hubspot and their price
• Our onboarding services includes training your team on critical features
• Our agency has practical financial services industry domain knowledge and experience
• We offer ongoing and on-demand support throughout the journey
• You will work with an experienced team that has successfully onboarded numerous times
• Have a practical understanding of the problems and solutions
How long does Marketing Hub Onboarding take?
Marketing Hub Onboarding can take up to 3-4 months, depending on the complexity of your setup and your overall organizational needs.
Owner and Relationship Specialist
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
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