HubSpot Onboarding
HubSpot onboarding that gets you live faster
Accelerate your HubSpot success with guidance from HubSpot Diamond Partners. We help you get up and running faster while avoiding common roadblocks, to maximize the value of your HubSpot investment.
How onboarding works
Step 1
Kickoff & plan
Step 2
Configure
Step 3
Train
Step 4
Launch & scale
Onboarding plans
Three ways to onboard
Compare Plans
Every plan, side by side
| Included | Basic $750 Weekly cadence | Standard $1,500 Over 10 weeks | Advanced $7,000 Over 10 weeks |
|---|---|---|---|
| Core setup | |||
| Dedicated onboarding specialist | ✓ | ✓ | ✓ |
| Project plan access | ✓ | ✓ | ✓ |
| User permissions & teams | ✓ | ✓ | ✓ |
| Users included | Guided | 30 | 50 |
| Key integrations | Guided | ✓ | ✓ |
| Data import | Guided | Guided | 2 objects |
| Custom properties | Guided | 25 | 75 |
| Workflows (automations) | Guided | 3 | 5 |
| Segments (lists) | Guided | 3 | 5 |
| Forms | Guided | 1 | 3 |
| Reports | Guided | 5 | 10 |
| Dashboards | Guided | 1 | 2 |
| Sales Hub | |||
| Sales pipeline | Guided | 1 | 3 |
| Sequences | Guided | 1 | 2 |
| Snippets | Guided | 10 | 15 |
| Marketing Hub | |||
| Lead scoring | Guided | 1 | 2 |
| Call-to-actions (CTAs) | Guided | 3 | 5 |
| Landing pages | Guided | — | 1 |
| Service Hub | |||
| SLAs setup | Guided | ✓ | ✓ |
| Surveys | Guided | 1 | 3 |
| Commerce Hub | |||
| Quote templates | Guided | 1 | 3 |
| Tiered-pricing products | Guided | 1 | 2 |
✓ Included · Guided = covered in your guided training sessions · number = built for you · — not included in this plan
Why onboard with Commercient
Diamond Partner expertise
A plan for every stage
One partner, end to end
Frequently asked questions (FAQs)
Onboarding is delivered on a weekly cadence over up to a 10-week period, depending on your plan. Basic engagements can move faster, and accelerated meeting options are available.
Yes. As a HubSpot Diamond Partner and Certified Trainer, we deliver onboarding directly. Often in place of HubSpot's own onboarding fee, with a dedicated specialist guiding your team.
We onboard across the core CRM plus Sales, Marketing, Service and Commerce Hubs. Exactly which tools we configure depends on your plan and your HubSpot subscription.
Onboarding is delivered remotely through live, guided working sessions with your dedicated onboarding specialist, on a schedule that fits your team.
Usually not. If you're already live, a HubSpot Audit & Optimization is typically the better fit. Where our HubSpot experts review and improve your existing setup rather than starting from scratch.
Data import for contacts, companies and deals is included at the Standard and Advanced tiers. For ongoing ERP-to-HubSpot data, our data migration and integration options connect HubSpot to your source systems.
