What Does HubSpot Onboarding Look Like with LevelUp Digital?

At LevelUp Digital, we’re more than just an onboarding service—we’re your partner in transforming your marketing, sales, and operations. With over 15 years of experience, our team has been working with HubSpot almost since its inception. We don’t just onboard you to HubSpot; we build a strategy that aligns with your unique goals and implement it with best practices for long-term data success.

Our Onboarding Options

We understand that every business is different, and our onboarding packages reflect that flexibility. Each option is designed to meet you where you are and help you achieve your specific goals.

Option One: Foundational Setup

If you’re new to HubSpot, Option One focuses on building a solid foundation for your business. This package is perfect for setting up your HubSpot account and integrating it with your existing systems. We also help you develop a basic strategy and provide comprehensive training to ensure your team knows how to use all the tools effectively. Deliverables may include items like:

• Setting up your HubSpot account.

• Integrating your website and current systems.

• Segmenting, and importing your accounts and contacts.

• Basic strategy development.

• Comprehensive training to help your team effectively use HubSpot tools.

Option Two: Enhanced Strategy

For businesses looking to align their marketing and sales processes, Option Two builds upon the foundational setup with additional strategic support. In this package, we work with you to create custom solutions tailored to your business needs, ensuring that your workflows, email templates, and performance tracking are optimized. Deliverables include:

• Custom email template creation.

• Development of a tailored sales strategy process.

• Enhanced segmentation and cleaning of accounts and contacts.
• Building out automation for your sales and marketing flows.

• Setup of blog subscriptions and smart lists.

• Optimization of workflows for efficient use of marketable and non-marketable contacts.

• Ad account integrations, audience, and event creation.

• Custom dashboards to track marketing and sales performance.

Option Three: Comprehensive Build-Out

Ready to go all-in? Option Three is designed for businesses looking to fully integrate HubSpot into their operations. This package includes everything in Options One and Two, plus advanced integrations and customizations. Whether you need seamless API integrations or detailed reporting dashboards, this package covers it all. Deliverables include:

• Advanced operational integrations, including custom API setups.

• Creation of custom objects and service / operational flows.

• Deep marketing and sales alignment with detailed reporting dashboards.

• Seamless integrations with platforms like Salesforce or custom software solutions.

• Advanced SEO and marketing strategies to go forward with.

Why Choose LevelUp Digital?

Choosing the right partner for your HubSpot onboarding can make all the difference, and LevelUp Digital offers a unique approach. We handle the work for you, ensuring that your onboarding process is smooth, efficient, and tailored to your business. Unlike other onboarding services that rely on heavy client involvement, we take care of the setup so you can focus on what you do best.

Our team also prioritizes clarity for the future by providing easy-to-reference documentation, ensuring that anyone making changes down the line has a clear roadmap. We bring both marketing and development expertise to the table, offering innovative solutions like custom integrations and advanced data setups. Additionally, with our fractional CMO leadership, you gain the experience of a seasoned marketing executive without the full-time cost.

Let’s Build Your HubSpot Success Story

HubSpot is a powerful tool, but its true potential is unlocked with the right onboarding and strategy. Whether you’re just starting out or looking to take your existing setup to the next level, LevelUp Digital is here to guide you every step of the way.

Ready to get started? Book a meeting with us today and see how we can help you maximize HubSpot’s potential to drive your success.