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Marketing Hub Onboarding

Learn to personalize marketing at scale

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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.

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Data Migration

Data Migration

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.

Set up & Configuration

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.

Workflow Automation

Workflow Automations

Personalize your marketing at scale with sophisticated workflows that will help you get full value from your HubSpot software investment.




Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

Planning (6)

Account Setup

We handle the basic setup to ensure that we’re building on top of a solid foundation. From connecting your subdomains and installing tracking code to configuring email and social accounts, we’ll take care of the details up front to equip you for success.

Account Setup (3)

Capture & Convert

With the foundations in place, we begin customizing HubSpot for your business with defined buyer personas and journeys. We’ll also lead you through forms, custom properties, lead scoring, and Lifecycle Stages to ensure that your setup meets your business needs.

Capture & Convert

Engage & Nurture

We define lifecycle stages and define differentiated nurturing paths depending on a contact’s specific stage. This involves mapping out a nurturing process flow that takes your HubSpot and wider tech stack into account.

Engage & Nurture (1)

Automate & Personalize

Identify and automate manual tasks with workflows, lists or smart content to add value to your target audiences. Connect your social and ad tools and use setup custom properties to build target lists.

Automate & Personalize (1)



For a custom pricing plan that’s right for your business, contact our team.

Frame 15 (1)



For a custom pricing plan that’s right for your business, contact our team.

Account and Tech Setup
Set up your teams and users
Connect subdomains and configure settings
Import contacts, companies, and deals
Connect you Website and Social Media accounts
Permissioning and setting up multiple brands
Data Import Strategy and cleanup
Capture and Convert Leads
Set up Buyer Personas
Set up forms and custom properties
Training to use Contacts, Lists, Forms, and CTAs
Map out your Lead Capture process flow
Engage and Nurture Leads
Configure your Lead Status and Lifecycle Stages
Training on Email Templates, Workflows, and Campaigns
Configure Lead Scoring
Set up Calculated Properties
Define the most optimal lead scoring
Map out a nurturing process flow for your target personas
Define Lead Status and Lifecycle Stages for your business
Automate and Personalize Marketing
Develop workflows based on requirements
Setup your Task Queues, Lists, and Campaigns
Define the most optimal setup for your team
Training & Consulting
Business process & tech stack consult with Sr. HubSpot Solution Architect
Custom workshops, training, and documentation for your teams
Test Test Test


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.

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