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Marketing Hub Onboarding

Get technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.

Marketing Hub Onboarding Overview

Marketing Hub Onboarding is designed for new customers using Marketing Hub software for the first time. We’ll guide you on how to flex your best Marketing Hub muscles: you’ll get recommendations on how to utilize your data in HubSpot, learn how to create automation and nurturing processes, and get best practices around lead generation and qualification — all with your business objectives in mind.

During Marketing Hub Onboarding, you may receive guidance on the following:

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 Professional Enterprise
How your data lives in HubSpot

Lead capture and conversion paths

Segmenting your data

Email marketing

Traffic and website analytics

Content strategy

Automated lead nurturing and internal lead assignment setup

Consulting to migrate/import data from your CRM

Campaign setup and analysis

Calculated properties and custom reporting


Permissioning, team setup and managing multiple brands in HubSpot


Key Details


Setting: Remote

Legal Description


Setting: Remote

Legal Description

Want a look at what’s covered in onboarding? Check out this sample Marketing Hub Professional Onboarding plan that covers some of the most popular topics customers ask for. When you purchase onboarding, the goals and tasks will be aligned to your business needs.

Looking for more advanced help with Marketing Hub?

HubSpot Advanced Onboarding guides you through the considerations of a more sophisticated setup, while HubSpot Solutions Partners provide strategic consultation and hands-on support to execute your highly customized setup for you.

Both options provide you with strategic and technical guidance, but if you need additional help executing, you'll want to enlist a certified Solutions Partner.
  • tim-ryan
    Making the decision to go with HubSpot to help YouEarnedIt promote "Happiness at Work" is one of the best business decisions I've made as a marketing professional. The support, training, account management, and overall product experience have exceeded my expectations.

    Tim Ryan

    Director of Happiness Marketing


  • Zola_Enkhbold
    Getting HubSpot for our company was a wise decision and we already see great results from it. Our implementation specialist went above and beyond to get us onboarded successfully and efficiently. They were well prepared and extremely knowledgeable.

    Zola Enkhbold

    Director of Marketing


  • anthony-hodge
    We think of HubSpot as the extra full-time employee on our digital marketing team that we rely on daily.

    Anthony Hodge

    Global Content & Digital Marketing Communications Manager


  • Dave Longwell
    HubSpot's services have been a huge reason for our marketing success. It was important that we hit the ground running when we started using HubSpot. HubSpot's onboarding professionals and tech support helped us transition and launch our campaigns while we got up to speed on the robust toolbox that HubSpot offers. Thanks to their attentive, dedicated support teams, we didn't miss a beat in our communication with new and existing contacts.

    David Longwell

    Director of Marketing

    Rent Like a Champion

Get More Information About Onboarding Services

Want to learn more? We can help find the onboarding plan that's right for you.