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Sales Hub Onboarding

Experience seamless sales hub onboarding service

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Sales

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.

Book Consultation

Deliverables

Deliverables

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.

process

Process

Planning

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)

pricing

Pricing

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

Frame 15 (2)

pricing

Pricing

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
Tactical-Do-it-with-you
Strategic-Do-it-for-you
Pro
$2,000
Enterprise
$4,000
Pro
$5,000
Enterprise
$10,000

Client Testimonials

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