STARTER CRM SUITE SERVICE

Inbound Services for the SMB

Now that HubSpot is more affordable for small companies, we have created an implementation package for you! 

HubSpot Starter Suite Onboarding
HOW WE CAN HELP YOU

Get the most out of HubSpot Starter

Fast Onboarding 

Time to value

We offer a personalised onboarding service helping you get the most out of HubSpot in the fastest, most efficient way.

 

Inbound Support

A long-term partner

Already up and running with HubSpot? We also provide ad-hoc support services and consultancy as needed.

 

Flexible services

£50 Per Hour 

We offer a range of services and you can choose between fixed price onboarding packages or £50 per hour +vat.

 

INBOUND TRANSFORMATION

The Best Onboarding for HubSpot Starter CRM Suite

We provide a complete technical setup, as well as training with your live data. Learn with us by your side and get practical experience as you grow your contacts and pipeline. 

Our Approach

Help companies with Inbound transformation

Companies working with Inbound Scaling save time and money by:

  • Simplifying processes
  • Improving content
  • Generating more traffic
  • Converting more traffic into leads, deals and clients
  • Connecting strategy across all departments
HubSpot Starter CRM Suite Onboarding
HubSpot WordPress CRM

Unify your systems

WordPress or HubSpot CMS?

While HubSpot is the most comprehensive inbound system, we can also set up integration with popular software tools and industry specialist apps.

If you want to run your website on another platform like WordPress, we will help ensure you have maximum integration between HubSpot and third-party systems. 

  • Your employees can work from within HubSpot or outside HubSpot, with data synch updating to and from HubSpot.
  • Improve operations across departments with unified systems. 
  • Improve ROI by improving revenue alignment. 

Data Scientists

We will help you interpret reporting to make decisions based on facts. 

Our years of experience in marketing and analytics will help you


  • Identify quick wins
  • Develop a data-driven approach with growth driven design 
  • Refine tactics and strategy
  • Increase website leads and sales
  • Report on success
HubSpot Starter CRM Suite Onboarding
STARTER ONBOARDING PACKAGES

What is covered in the starter onboarding?

Our starter packages cover a complete technical implementation, as well as training and guidance with basic customisation

  • Marketing onboarding

  • Sales onboarding

  • Operations onboarding

  • Service onboarding

  • CMS onboarding

Marketing Setup & Integrations
Complete technical implementation

  • Connect Team Inbox to HubSpot CRM
  • Install the HubSpot Chrome extension on your personal Inbox(s)
  • Team Onboarding (invite, permissions, and resources)
Data Import
  • Data Import - contacts, companies & deals from legacy CRM
Tool Setup
  • Create Tracking Codes and setup domain
  • Ad management
  • How your data lives in HubSpot CRM
  • Forms (set up lead capture forms)
  • Lead Generation
  • Contact Profile - Leverage the about module & timeline module
  • Email marketing (Setup x2 templates)
  • Marketing Events 
  • Form follow-up emails
  • Lead capture and conversion paths
  • Landing pages (create x1 template
  • Facebook Messenger integration
  • Segment data with active lists
  • Setup custom properties (x2 templates)
Marketing Coaching and Training:
  • Reporting & Dashboards setup
  • Contact List segmentation with active and static lists

Sales Setup & Integrations

  • Complete technical implementation
  • Connect Team Inbox to HubSpot CRM
  • Install the Sales Extension on your personal Inbox(s) with (Gmail/Microsoft)
  • Onboarding your team (invite, permissions, and resources)
Data Import
  • Import contacts, companies & deals from legacy records
Tool Setup
  • How your data lives in HubSpot CRM
  • Deal Stage Setup
  • Calling number setup
  • Live chat implementation (Messenger or HubSpot)
  • Personal or team meetings links setup
  • Quotes: Setup Template
Prospecting tools
  • Contact Profile - Leverage the about module & timeline module
  • Templates - Create lead follow-up templates (Setup x3)
  • Tasks - Create and setup tasks
  • Snippets (Setup x5)
  • Documents
  • Meetings - Create and use meetings links
Sales Coaching & Training:
  • Two hours of training on your data within HubSpot
  • Reporting & Dashboards
  • Setup Prospecting Lists and views
Operations Setup & Integrations
  • Complete technical implementation
  • Data sync
  • Historical sync
  • App Marketplace integrations
  • Marketing events API
System Configuration
  • Default field mappings
  • Custom field mappings
  • Custom Properties
Operations Monitoring
  • Company Insights
  • Email health reporting
  • Email reply tracking
Operations Coaching
  • Reporting & Operations Dashboards
Service Setup & Integrations
  • Complete technical implementation
  • Connect Team Inbox to HubSpot CRM
  • Team Onboarding your team (invite, permissions, and resources)
  • Integrate calendar with meetings tool
Data Import
  • Data Import - Import contacts, companies & deals from legacy CRM
  • Contacts
  • Personal & Team Email Setup (Gmail/Microsoft)
Tool Setup
  • Ticketing set up
  • Ticket pipeline setup
  • Calling number setup (HubSpot-provided phone numbers or your own designated number)
  • Live chat implementation (Messenger or HubSpot)
  • Setup Personal or team meetings links
  • How your data lives in HubSpot
Support tools
  • Contact Profile - Leverage the about module & timeline module
  • Templates - Create support follow-up email templates
  • Tasks - Create and setup tasks
  • Snippets
  • Documents
  • Simple ticket automation
Customer Services Coaching:
  • Reporting & Dashboards
  • Channel switching
  • Conversation routing
CMS Setup & Integrations
  • Complete technical implementation
  • Connect team inbox to HubSpot CRM
  • Install the sales extension on your Inbox
  • Team Onboarding your team (invite, permissions, and resources)
  • Setup domain
  • Integrate calendar with meetings tool
Data Import & Theme setup
  • Setup theme (Free template from asset marketplace, a theme you provide, or a copy of your existing website)
  • Convert existing website into HubSpot CMS using the drag-and-drop editor
  • Website structure import
  • Blog Import
  • Blog setup page and listings template
  • URL mappings
  • Email Setup of shared team Inbox & Personal (Gmail/Microsoft)
  • How your data lives in HubSpot CRM
CMS Setup
  • Design manager & page Builder Setup
  • Facebook Messenger integration & Live chat
  • Landing pages
  • Forms (set up lead capture forms)
  • Form follow-up emails
  • Mobile design optimisation
  • Payments
  • Up to x10 pages created
Growth-Driven Design
  • Contact Profile - Leverage the about module & timeline module
  • Reporting dashboard
  • Website traffic analytics (Standard web analytics dashboard setup)
  • Form follow-up emails
  • Landing pages
CMS Coaching:
  • Reporting & Dashboards
  • Contact List segmentation with active and static lists

HubSpot Starter Onboarding Packages

Single Hub Starter Onboarding

We also provide onboarding services for single Hubs. Operations Hub onboarding is included free of charge along with the purchase of any of our Hub implementation plans. 

Marketing

£450

Set the foundation for becoming an inbound marketing company. 


Sales

£299

Set the foundation for becoming an inbound sales company


Service

£249

Set the foundation for becoming an inbound client services company


Operations

£199

Connect departments and improve collaboration across your company


FAQ

Need clarification?

What is HubSpot vs Inbound?

HubSpot is a marketing, sales, service, operations, and website platform that helps companies attract more website visitors, convert leads into customers and retain customers.

Inbound is a business methodology that attracts prospects by creating relevant content to reach more people sooner. 

HubSpot helps transform your company into an inbound organization. With everything located in the same interface, HubSpot is no longer just a marketing tool, it's a unified business system.

What happens in the free consultation?

This is a free no-obligation call about your business requirements and how HubSpot and Inbound scaling could be a good match. After the call, we provide a project plan outlining the task list and deliverables.

What happens during onboarding?

We initially start with a kick-off call to run through your company requirements in more detail.

Next, we complete the technical setup and import your legacy data. Then we configure settings and personalise updates specific to your company. 

To finish the onboarding project we then have x3 live screen share calls for coaching and training sessions on your data.

What happens after onboarding?

We are just a call away if you need ongoing support, be it ad-hoc changes within HubSpot or more complicated development and configuration work. 

One company for all your Inbound needs

BOOST YOUR INBOUND APPROACH

Book Free Consultation

Can't find a partner that can achieve your goals? We are seasoned digital marketing experts with a focus on small to medium businesses. 

Achieving Inbound

Taking your journey further

Work with a trusted HubSpot partner that offers a personalised service which aligns with your company to achieve short term and long term goals

We can help you:

  • Understand how you can get the most out of HubSpot
  • Gain a greater understanding of your customers
  • Make changes and optimisation based on validated data
  • Ultimately increase site visitors, leads and customers