HubSpot Implementations, Onboardings, and Custom Integrations

Marketing Hub
Sales Hub
Service Hub
Operation Hub

HubSpot

Marketing Hub Onboarding

Revenue growth starts by fully leveraging HubSpot's Marketing Hub to grow traffic, convert leads, and continuously innovating your outreach and nurturing tactics.

Designed for those using HubSpot for the first time, we provide a comprehensive onboarding service that manifests your marketing strategy through HubSpot.

Get setup to track and optimize:

Conversion Rates by channel
Click-Through Rates
Customer Acquisition Costs (CAC)
Customer Lifetime Value (CLV)
Your custom metrics

Do-it-With-You (DIWY)

Advanced

For established and/or scaling go-to-market teams that are looking to onboard either Marketing, Sales, or Service functions. Ideal for HubSpot Marketing/Sales/Service Professional.

You get a team of HubSpot Onboarding experts that deliver a customized onboarding experience in collaboration with your teams with the goal of training your personnel on how to do all the heavy lifting.

You also get 4 custom trainings for each Hub once all the configurations are completed and HubSpot is live. Additional training and custom integrations can be included as add-ons.

Do-it-For-You (DIFU)

Enterprise

For rapidly scaling and mature teams with complex business requirements and integration needs that are looking to take their RevOps function to the next level. Ideal for HubSpot Marketing/Sales/Service/Operations/CMS Enterprise.

You get a full-stack, dedicated team with a Senior Solution Architect that works directly with your business stakeholders to uncover business requirements and deliver the end-to-end solution on a platter.

You also get bespoke strategic consulting, training, and documentation to ensure your teams' ongoing success with HubSpot.

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

Do-it-yourself

Tactical-Do-it-with-you

Strategic-Do-it-for-you

Pro

$4,000

Enterprise

$7,000

Pro

$10,000

Enterprise

$15,000

Account and Tech Setup

Connect your email inbox and calendar

Set up your personal profile & settings

Create custom properties to store your data

Training on importing contacts, companies, deals, and notes into HubSpot

Install HubSpot tracking code on your website

Set up your deal currencies

Set up external system integrations

Import your contacts, companies, deals, and notes into HubSpot

Review existing CRM & lead management system(s)

Connect with Prospects on their Terms

Set up live chat on your webpages

Learn how to use conversations to answer your prospects’ questions

Training on email scheduling to send to prospects at their preferred times

Custom training for your sales team on best practices of using HubSpot

Automate your Sales Process

Creating deal stages to automate the pipeline process

Setup your Task Queues and Sequences

Set up workflow extensions to automate sales processes

Automating how leads are rotated to sales reps

Customize deal pipelines to fit your sales process

Explore how other tools integrate with HubSpot

Define Lead Status and Lifecycle Stages for your business

Personalize your Outreach at Scale

Set up your product library to include the items that you sell

Using personalization tokens in emails to send emails faster

Set up quotes and pyaments to get deals closed faster

Consulting on setting up Sales Forecasting and KPI Reporting

Training & Consulting

Business process & tech stack consult with Sr. HubSpot Solution Architect

Custom workshops, training, and documentation for your teams

Do-it-yourself

Tactical-Do-it-with-you

Strategic-Do-it-for-you

Pro

$4,000

Enterprise

$7,000

Pro

$10,000

Enterprise

$15,000

Account and Tech Setup

Add your team members as users

Install HubSpot tracking code on your website

Connect your shared team email addresses to Conversations

Connect or add a subdomain for your knowledge base

Edit and embed the support form on your website

Import contacts and/or tickets into HubSpot

Configure your conversations notification preferences.

Create a form to collect incoming tickets from customers.

Import your existing Knowledgebase

Delight Customers at Scale

Automatic ticket assignments for service reps

Workflows to update ticket properties, move tickets to a new stage, and create tasks for the ticket’s owner

Configure Support and Customer Success pipelines

Optimize service pipelines and stages to your team’s processes.

Set up standard reporting

Set up custom reporting

Explore how other tools integrate with HubSpot

Help Customers Help Themselves

Create a new Knowledge base or learn how to import your existing one

Design your knowledge base to optimize for Google search and customer satisfaction.

Develop categories and subcategories that make the knowledge base easy for your customers to navigate.

Collect and implement feedback on your knowledge base to improve the end experience for your customers.

Include your knowledge base at optimal locations on your website and customer communications so that it’s easy to find at the right times.

Learn how to add videos to your knowledge base to give customers a visual walkthrough.

Design an end-to-end customer support model based on your business needs

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

Do-it-yourself

Tactical-Do-it-with-you

Strategic-Do-it-for-you

Pro

$4,000

Enterprise

$7,000

Pro

$10,000

Enterprise

$15,000

01 Why opt for HubSpot as your go-to RevOps platform?

HubSpot excels in Revenue Operations (RevOps), providing an integrated framework that aligns your marketing, sales, and customer service departments for maximized efficiency and profitability. Its user-friendly interface and comprehensive toolset make it a superior solution for unifying your data and processes. Whether you're focusing on lead cultivation, pipeline management, or customer retention, HubSpot offers unmatched support and scalable pricing options to build a customized solution that drives revenue growth. Choose HubSpot, and take the first step in revolutionizing your RevOps strategy.

02 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

03 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

04 How long does the onboarding process take with Learners.ai for HubSpot?

The duration of the onboarding process with Learners.ai for HubSpot generally falls within a 3-4 month range but can vary based on several factors. These include the complexity of your existing systems, your team's size, and the specific objectives you have for utilizing HubSpot's features. Crucially, the timeframe also depends on the onboarding approach you select—whether it's the Do-It-Yourself, Do-It-With-You, or Do-It-For-You option. Each approach offers a different level of support and hands-on guidance, thus influencing the overall time required to get your team fully operational on the platform.

05 What are the procedures for setting up HubSpot?

Evaluation of your objectives and necessities in areas like marketing, CRM, client assistance, and CMS to recommend the most suitable plan for your enterprise.

Blueprint for implementation, detailing tech essentials: transferring your contact and business records, customizing your data structure, and aligning with your IT environment.

Activating HubSpot: Establishing the marketing toolkit (e.g., email layouts, landing pages, form designs, CTAs, automated email sequences), CRM functionalities (like sales funnels and deal oversight, workflows, sequences automation, deal pipelines), and Service modules (such as ticketing and client service operations, chatbots, and pipelines).

Educational workshop sessions on HubSpot's optimal usage and best practices.

06 Is it mandatory to utilize all of the HubSpot products?

No, HubSpot is designed to cater to your specific requirements. Each product, including Marketing, CRM, Services, and CMS, is available individually, and there are different pricing levels based on the functionalities you need. You have the freedom to choose a combination of products that align with your needs, allowing you to create a customized solution for your organization.

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

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.

Cynthia LaRue

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.

Brandon Palmer

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!

Jamal M.

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!

Chris G.

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!!

Brett Oliveira

ShipHero Sales

Learn from our

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Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.