HubSpot Onboarding

Drive growth with a strategic, results-focused HubSpot onboarding experience. At Digitalegy, we guide your team through every stage of onboarding to support efficient platform adoption, align marketing, sales, and service, and establish a strong foundation for scalable, predictable growth.

Our job

Structured Milestones

Step-by-Step

Our HubSpot Marketing, Sales, Customer Service, Content, and Commerce packages give you access to a dedicated specialist consultant who will guide you step by step through the setup and implementation of your selected HubSpot Hubs, tailored to your processes and designed to meet your specific business objectives.

Process Alignment

To your Company

We start with a detailed assessment of the processes you need to optimize, ensuring that HubSpot is configured to deliver precisely what your company requires. Then we translate the core principles into clear, practical steps, equipping your team with the knowledge to apply them confidently and effectively.

Team Training

& Strategic Launch

Once we have analyzed your existing data and workflows, we design a strategic plan to deploy and connect HubSpot across your organization. Our focus is to help you reach your objectives efficiently, so the platform delivers measurable value for your business.

DELIVERABLES

What You Get

Expert Guidance at Every Stage: A specialist guides your team step by step to ensure a clear, organized implementation aligned with your business goals.
Strategic HubSpot Setup: We structure the essential elements of the platform so your team can begin operating with a strong foundation.
Process and Team Alignment: The onboarding process connects marketing, sales, and service to support a more cohesive and efficient operation from the start.
Preparation for Effective Adoption: Your team receives the guidance needed to use HubSpot with greater confidence, consistency, and focus on results.

Start my HubSpot Onboarding

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💎

HubSpot Diamond Partners

Digitalegy helps businesses grow through Revenue Operations, data-driven strategy, and stronger alignment across marketing, sales, and customer service. With more than a decade of experience, our consultants help organizations build the systems, processes, and clarity they need to compete more effectively and grow with confidence. We combine advanced technical solutions with strategic expertise to help your business achieve its goals with precision and measurable impact.

digitalegy-accredited-certified-hubspot-partner

Onboarding Stages

Launching your first successful HubSpot campaign can be complex. During onboarding, we define the right approach for your business, set it up in HubSpot, and train your team to execute with confidence.

Kickoff

Strong team alignment, clear communication, collaborative routines, and a structured activity plan are essential to keep your organization focused, efficient, and moving toward its growth goals.

Tech Stack Habilitation

Configure and structure your tools to automate key processes, define clear stages, and assign ownership, so every project moves reliably from planning to delivery.

Ops Habilitation

Training every involved team, creating the right assets, using the tools effectively, and automating agreed processes are all essential to keep your operations consistent, scalable, and results-driven.

Onboarding price & timing

50 days

Pro

$1,850 USD / $2,670 CAD

More info

60 days

Pro

$1,575 USD / $2,300 CAD

More info

70 days

Pro

$1,575 USD / $2,300 CAD

More info

40 days

Pro

$1,850 USD / $2,670 CAD

More info

70 days

Enterprise

$6,900 USD / $9,960 CAD

More info

90 days

Enterprise

$6,950 USD / $10,050 CAD

More info

80 days

Enterprise

$6,950 USD / $10,050 CAD

More info

70 days

Enterprise

$6,900 USD / $9,960 CAD

More info

Do you need to connect HubSpot to your platforms?

We can help you. We have developed integrations of varying complexity to meet your needs.

Our technical team is dedicated to providing the support you need to operate effectively both within and outside of HubSpot, helping you achieve your desired growth.

To learn more, please contact your consultant.

Let's Talk

ONBOARDING

Marketing Hub

Marketing Hub Professional Onboarding

Five 60 minutes Weekly Sprints

$1,850 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 15 custom properties
- Social channels connection and setup
Asset Setup
- Marketing email configuration
- Chatbot and Inbox setup
- Configuration of up to two workflows (max. 5 steps each)
- Forms and CTAs setup
- Lead scoring configuration
Strategic Setup
- Buyer Intent configuration
- Ad accounts connection and setup
- Overview of AEO and technical SEO tools
- Marketing Studio overview
Reporting and Analytics
- Configuration of one dashboard with up to 10 custom reports
- Analytics tools overview
- Overview of AEO and technical SEO tools
Strategic Consulting
- Company customer lifecycle definition
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Marketing Hub Professional Onboarding

Marketing Hub Enterprise Onboarding

Seven 60 minutes Weekly Sprints

$4,900 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 30 custom properties
- Social channels connection and setup
Asset Setup
- Marketing email configuration
- Chatbot and Inbox setup
- Configuration of up to three workflows (max. 5 steps each)
- Forms and CTAs setup
- Lead scoring configuration
Strategic Setup
- Buyer Intent configuration
- Ad accounts connection and setup
- Overview of AEO and technical SEO tools
- Marketing Studio overview
- Campaigns management
- A/B and Multivariate testing
Reporting and Analytics
- Configuration of two dashboards with up to 10 custom reports
- Advance Analytics tools overview
- Overview of AEO and technical SEO tools
Strategic Consulting
- Company customer lifecycle definition
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Marketing Hub Enterprise Onboarding

ONBOARDING

Sales Hub

Sales Hub Professional Onboarding

Five 60 minutes Weekly Sprints

$1,575 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 25 custom properties
- Setup of up to 20 users and 3 team accounts
Sales Process Setup
- One Deals Pipeline Configuration
- Up to 20 products/services setup in Library
- Configuration of up to two workflows (max. 5 steps each)
Tools Configuration
- Phone calls tool configuration and setup
- Creation and configuration of up to three email templates and snippets
- Configuration of one sales Sequence (up to 5 steps)
- Guidance on connecting user email and calendar
Reporting and Analytics
- Configuration of one dashboard with up to 10 custom reports
- Analytics tools overview
Strategic Consulting
- Company customer lifecycle definition
- Task tools training
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Sales Hub Professional Onboarding

Sales Hub Enterprise Onboarding

Seven 60 minutes Weekly Sprints

$4,250 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 30 custom properties
- Setup of up to 50 users and 5 team accounts
Sales Process Setup
- Up to two Deals Pipelines Configuration
- Up to 40 products/services setup in Library
- Configuration of up to three workflows (max. 5 steps each)
- One Playbook creation
- One Custom Object configuration
Tools Configuration
- Phone calls tool configuration and setup
- Creation and configuration of up to six email templates and snippets
- Configuration of up to two sales Sequence (max. 5 steps)
- Guidance on connecting user email and calendar
Reporting and Analytics
- Configuration of two dashboards with up to 10 custom reports
- Analytics tools overview
- Sales Goal setting
- Forecast report overview
Strategic Consulting
- Company customer lifecycle definition
- Task tools training
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Sales Hub Enterprise Onboarding

ONBOARDING

Service Hub

Service Hub Professional Onboarding

Five 60 minutes Weekly Sprints

$1,575 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 15 custom properties
- Setup of up to 20 users and 3 team accounts
Service Process Setup
- One Ticket Pipeline Configuration
- Knowledge base setup with 1 category and up to 5 articles
- One CSAT, one NPS, and one CES Surveys setup
- Configuration of up to two workflows (max. 5 steps each)
- Service Level Agreement setup
Tools Configuration
- Chatbot and inbox setup
- Phone calls tool configuration and setup
- Creation and configuration of up to three email templates and snippets
- Configuration of one sales Sequence (up to 5 steps)
- Guidance on connecting user email and calendar
Reporting and Analytics
- Configuration of one dashboard with up to 10 custom reports
- Analytics tools overview
Strategic Consulting
- Customer service training
- Productivity and Help Desk training
- Definition of Ticket escalation process
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Service Hub Professional Onboarding

Service Hub Enterprise Onboarding

Seven 60 minutes Weekly Sprints

$4,250 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 30 custom properties
- Setup of up to 50 users and 3 team accounts
Service Process Setup
- Up to two Ticket Pipelines Configuration
- Knowledge base setup with 1 category and up to 5 articles
- One CSAT, one NPS, one CES, and one Custom Surveys setup
- Configuration of up to three workflows (max. 5 steps each)
- Service Level Agreement setup
- One Custom Object setup
Tools Configuration
- Chatbot and up to two inboxes setup
- Phone calls tool configuration and setup
- Creation and configuration of up to six email templates and snippets
- Configuration of two sales Sequences (up to 5 steps)
- Guidance on connecting user email and calendar
Reporting and Analytics
- Configuration of up to two dashboards with up to 10 custom reports
- Analytics tools overview
Strategic Consulting
- Customer service training
- Productivity and Help Desk training
- Definition of Ticket escalation process
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access

Start my Service Hub Enterprise Onboarding

Standard Onboarding Service Hub

Service Hub Pro

Training and Support
Kick-off meeting
Training on basic tools
2 sessions of 60 minutes

Up to 10 people
Communication channel via Google Chat
Initial Setup
HubSpot portal setup
Contacts migration/import*
User and team setup
Up to 20 users and 3 teams
Custom properties setup
Up to 15 custom properties
Service Process Configuration
Ticket Pipeline setup
1 Pipeline
Knowledge base setup**
1 category with up to 5 items
Survey tool setup
Surveys: 1 CSAT, 1 NPS y 1 CES
Workflows setup
Up to 2 workflows of maximum 5 levels
Service Level Agreement setup
Custom objects setup
Tools Configuration
Chatbot and inbox setup
1 Inbox
Sequences and templates setup
Up to 3 templates and 1 sequence
Calls tool setup***
Reporting and Analytics
Custom reports
1 Dashboard with up to 10 personalized reports
Explanation of analytical tools
Strategic Consulting
Customer service instruction
Productivity tools instruction
Case escalation definition
Access to Customer Portal and Knowledge Base
Onboarding Duration
60-minute Weekly Sprints
5 sprints
Price: $1,575 USD / $2,300 CAD

Learn more

Service Hub Enterprise

Training and Support
Kick-off meeting
Training on basic tools
3 sessions of 60 minutes

Up to 10 people
Communication channel via Google Chat
Initial Setup
HubSpot portal setup
Contacts migration/import*
User and team setup
Up to 50 users and 5 teams
Custom properties setup
Up to 30 custom properties
Service Process Configuration
Ticket Pipeline setup
Up to 2 Pipelines
Knowledge base setup**
Up to 2 categories with up to 5 items each
Survey tool setup
Surveys: 1 CSAT, 1 NPS, 1 CES y 1 Costum
Workflows setup
Up to 3 workflows of maximum 5 levels
Service Level Agreement setup
Custom objects setup
1 Costum item
Tools Configuration
Chatbot and inbox setup
Up to 2 Inboxes
Sequences and templates setup
Up to 6 templates and 2 sequence
Calls tool setup***
Reporting and Analytics
Custom reports
2 Dashboards with up to 10 personalized reports each
Explanation of analytical tools
Strategic Consulting
Customer service instruction
Productivity tools instruction
Case escalation definition
Access to Customer Portal and Knowledge Base
Onboarding Duration
60-minute Weekly Sprints
5 sprints
Price: $6,950 USD / $10,050 CAD

Learn more

ONBOARDING

Content Hub

Content Hub Professional Onboarding

Four 60 minutes Weekly Sprints

$1,850 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 15 custom properties
Assets Setup
- HubSpot Theme installation and configuration
- Subscription page configuration
- Up to two Landing pages setup
- Blog enablement
- Brand voice and tone configuration
- Podcast connection
Tools Configuration
- Remix content setup
- Pilar and web pages setup
- AEO configuration
- SEO tool overview
- Google Search Console connection
Reporting and Analytics
- Configuration of one dashboard with up to 10 custom reports
- Analytics tools overview
Strategic Consulting
- Company customer lifecycle definition
- HubSpot Marketplace Apps Integration**
- Customer Portal and Knowledge Base access

Start my Service Hub Professional Onboarding

Content Hub Enterprise Onboarding

Six 60 minutes Weekly Sprints

$4,900 USD /One time

Training and Support
- Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
Setup Foundations
- HubSpot account configuration
- Contacts migration and import*
- Setup of up to 30 custom properties
Asset Setup
- HubSpot Theme installation and configuration
- Subscription page configuration
- Up to four Landing pages and A/B tests setup
- Blog enablement
- Up to two Brand voices and tone sconfiguration
- Up to two Podcasts connections
Tools Configuration
- Remix content setup
- Pilar and web pages setup
- AEO configuration
- SEO tool overview
- Google Search Console connection
Reporting and Analytics
- Approvals configuration
- Configuration of up to two dashboards with up to 10 custom reports
- Analytics tools overview
Strategic Consulting
- Web pages, Landing pages, and content Optimization overview
- Company customer lifecycle definition
- HubSpot Marketplace Apps Integration**
- Customer Portal and Knowledge Base access

Start my Service Hub Enterprise Onboarding

* HubSpot Onboarding Service Terms & Conditions

All configurations are performed only once. / Database & Migration: Migration services may be restricted based on the size of your database and specific requirements. Please discuss your needs with our team; additional charges may apply depending on the complexity of the migration. / Product Uploads: We do not migrate or upload products en masse. / Integrations: Only integrations available in the official app market are included. This service does not include custom-coded integrations. / Design & Themes: Services do not include custom module, template, or theme design. Free themes from the HubSpot marketplace will be used, though we can also work with a theme purchased independently by the client. / Resources: A video guide is included.

Is HubSpot for your company?

Meet with our team in a video call to review your current needs, main challenges, and desired outcomes.
This is how our clients describe us.

“I love working with them, they are dynamic, open to feedback and help you grow your business. They move fast with the industry and know how to work as a team to achieve the brand objectives. :)”

WEBSITE DESIGN | SEO | INBOUND MARKETING | PROGRAMMABLE AUTOMATION

Tatiana Macaya Sales VP

“With our existing marketing strategy, we understood the potential to expand our user base. However, partnering with Digitalegy introduced us to the power of inbound marketing, and the results speak for themselves. The remarkable professionalism and dedication of their entire team pleasantly surprised us, and we are thrilled with the substantial growth they have helped us achieve.”

INBOUND MARKETING | SEO | BI CONSULTING | PROGRAMMABLE AUTOMATION

Martín Arochi COO

"I have had the opportunity to work with Digitalegy developing a new website and I am very satisfied with their services. One of the things I like the most is that their proposals are always original and different. They don't just do what has already been done, they are always looking for new ideas and solutions. In addition, the customer service is excellent. They are always available to answer our questions and doubts."

WEBSITE DESIGN | WEBSITE DEVELOPMENT | WEBSITE MIGRATION | SEO

Jacqueline Romano Digital Marketing Director

This is Your First Step Towards a Better Growth

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