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Sales Hub Onboarding

Experience seamless sales hub onboarding service

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Sales Hub Onboarding

Get technical advice for setting up Sales Hub, plus actionable guidance to help you simplify and scale your
sales process so you can close more deals. With an onboarding plan customized to your company, goals,
software, and tech stack, we’re here to help you—every step of the way.

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Data Migration Sales Hub Onboarding

Data Migration

The right data is critical for getting the most out of your CRM and accelerating your sales growth. Our data migration services ensure you are set up for success, no matter where your data currently lives.

Account Setup Sales Hub Onboarding

Account Setup

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 scoring, nurturing and engagement.

 Analytics Reporting Sales Hub Onboarding

Analytics Reporting

Track your sales team performance and tools usage in real-time and build in continuous improvement as your buyers and their journeys evolve.




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 (9)

Account Setup

We handle the basic setup to ensure that we’re building on top of a solid foundation. From setting up your team’s profiles and importing data to integrating your email and other external systems, we’ll take care of the details up front to equip you for success.

Account Setup (7)

Engage Prospects

This is where we start customizing your HubSpot for your business. We set up live chat, meetings, and email scheduling so you connect with your prospects on their terms.

Engage Prospects (3)

Automate Processes

We uncover your current sales process and automate your deal pipeline using deal stages, leads rotation, and other workflow extensions.

Automate Processes (5)

Personalize Outreach

Engage with your prospects at scale with our help to add videos, create sequence queues, and setup your product library and quotes to close deals faster.

Personalize Outreach (2)



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

Frame 15 (2)



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

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
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 & documentation for your teams

Client Testimonials

Learn from our
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

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Sales Enablement
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.

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Data Driven Marketing
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.

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Reimagining Customer Service
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.

Read More
Operations Hub
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.

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Operations Hub Enterprise
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.

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