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HubSpot Solutions

  • HubSpot Onboarding
  • CRM Setup & Optimization
  • Revenue Operations (RevOps)
  • Lead Scoring & Workflows
  • Loop Marketing & Smart CRM
  • Migration to HubSpot
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Free HubSpot Onboarding - Scope & Inclusions

Our Free HubSpot Onboarding is designed to help businesses get started with HubSpot. This onboarding ensures your HubSpot portal is properly set up, ready for day to day usage, and positioned for future scale up initiatives.

Inclusions

What’s Included in Free HubSpot Onboarding

01

Account & Portal Setup

  • Review or initial setup of HubSpot account
  • Validation of selected hubs (CRM / Marketing / Sales / Service)
  • Configuration of essential account settings:
    • Company details
    • Time zone and currency
    • Default HubSpot lifecycle stages

02

User Setup & Permissions

  • Add and configure up to 5 users
  • Assign standard HubSpot roles and permissions
  • Overview of access levels and basic usage rights

03

CRM Core Configuration

  • Setup of standard HubSpot objects:
    • Contacts
    • Companies
    • Deals (single pipeline)
  • Enable and review default HubSpot properties
  • Add up to 20 basic custom properties (text, dropdown, number)

04

Data Import (One Time)

  • One‑time import for one object only (Contacts or Companies or Deals)
  • Single file upload
  • Basic field mapping to standard properties
  • High‑level validation for obvious data error

05

Email & Domain Connection

  • Connect one sending inbox (individual or shared)
  • Connect one email sending domain
  • Basic SPF/DKIM setup guidance

06

Pipeline Setup

  • Setup of one sales or service pipeline
  • Use of HubSpot default stages
  • Basic deal stage probability configuration

07

Dashboards & Reporting

  • Setup of one shared dashboard
  • Inclusion of standard HubSpot reports, such as:
    • New contacts created
    • Deals by stage
    • Email activity overview

08

Platform Walkthrough & Enablement

  • One 60 minutes onboarding session covering:
    • CRM navigation and basics
    • Managing contacts, companies, and deals
    • Logging activities and emails
    • Viewing dashboards and reports

09

Documentation & Handover

  • Summary document outlining:
    • What has been configured
    • What is live in the portal
    • Recommended next steps for scaling (paid phase)

Next Phase

Scale Up & Optimization

Once onboarding is complete, we help clients unlock HubSpot’s full growth potential through structured, paid scale up and optimization engagements. This phase combines marketing led growth initiatives with HubSpot ops and RevOps execution to drive measurable demand, conversions, and revenue.

Growth, Inbound Marketing & Demand Generation

  • Inbound marketing strategy aligned to business goals and ICPs
  • Content and campaign planning
  • Blog writing and publishing through HubSpot
  • SEO strategy and execution (on‑page SEO, technical recommendations, content SEO)
  • AEO (Answer Engine Optimization) for AI search, featured snippets, and voice search

Paid Campaign Management

  • Paid media strategy (Google Ads, Meta, LinkedIn, and other platforms)
  • Campaign setup and ongoing management
  • Ad copy, creatives, and audience targeting
  • Conversion tracking and funnel alignment with HubSpot
  • Performance optimization, reporting, and ROI monitoring

Landing Pages & Conversion Optimization

  • High‑converting landing page design and build (HubSpot CMS or external platforms)
  • Conversion‑focused form strategy
  • Thank‑you pages and funnel mapping
  • A/B testing and conversion rate optimization (CRO)

Email Marketing & Marketing Automation

  • Email template design (marketing and sales emails)
  • One‑time and recurring email campaigns
  • Drip campaigns and nurture flows
  • Workflow automation and segmentation
  • Lead scoring and lifecycle stage management

CRM, Sales & Revenue Operations (RevOps)

  • Advanced CRM customization and optimization
  • Multiple pipelines and complex sales processes
  • Custom objects, properties, and data modeling
  • Sales sequences, playbooks, and enablement assets
  • Forecasting, revenue analytics, and pipeline health reportin

Integrations, Analytics & Attribution

  • Third‑party integrations (Ads platforms, Email, SMS, WhatsApp, Cloud Telephony, payment gateways, third party apps etc.)
  • Website tracking and event configuration
  • Multi‑touch attribution and ROI reporting
  • Custom reports and executive dashboards

Ongoing Optimization & Strategic Support

  • Continuous performance and funnel optimization
  • Monthly reporting with insights and recommendations
  • HubSpot support and ongoing enhancements
  • Strategic growth and RevOps consulting

These scale up services are delivered through clearly defined, paid engagement models tailored to your growth stage, industry, and objectives.

Ready to Turn HubSpot into Your
Growth Engine?

Let’s talk about your growth goals, current challenges, and how HubSpot can become the foundation of your revenue system.

End-to-end HubSpot solutions for predictable, scalable growth.

  • hello@hubcentrik.com
  • 1205, Galaxy Diamond Plaza, Sector 4, Greater Noida West, UP

What We Do

  • Marketing Automation
  • Email Campaigns
  • Paid Media
  • SEO & AEO
  • Content Marketing
  • Social Media
  • Conversion Rate Optimization
  • Website Design & Development

HubSpot Solutions

  • HubSpot Onboarding
  • CRM Setup & Optimization
  • Revenue Operations (RevOps)
  • Lead Scoring & Workflows
  • Loop Marketing & Smart CRM
  • Migration to HubSpot
  • HubSpot Integrations
  • Dashboards & Reporting

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