SESSION 04 · DEAL PIPELINENow you try it →Trainer Approved
Guided Onboarding · Coached by Certified HubSpot Trainers

Learn HubSpot by building it — with a Certified Trainer beside you every step of the way.

Your team does the building in your own portal. We show you exactly how, review what you've built, and unblock you — so you finish owning your HubSpot, not depending on someone else to run it. Half the cost of HubSpot's own onboarding. See your timeline, your time commitment, and your investment before you get on a call.

Plan your onboarding →Book a Growth Call
EliteHubSpot Solutions Partner
5.0★across 88 reviews
50% OFFthan HubSpot's own onboarding
5 CertifiedHubSpot Trainers
Accredited & certified by HubSpot
HubSpot Elite Solutions Partner Program badge
HubSpot Accreditations
HubSpot Academy Guided Onboarding badgeHubSpot Onboarding Accreditation badgeHubSpot Custom Integration Accreditation badgeHubSpot Solutions Architecture Design Accreditation badgeHubSpot Academy Accreditations badgeHubSpot Data Migration Accreditation badge
Advanced Implementation Certifications
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Guided onboarding

Build your guided onboarding plan

Choose your hub(s) and tier. Professional runs six weeks, Enterprise twelve, elective hubs four — weekly sessions throughout — see your sessions, your team's time commitment, and your investment instantly.

Choose your hubs

Select one or more. Add tiers where they apply. Hubs run in parallel.

Sales Hub
pipeline & deals
ProfessionalEnterprise
$7506 weeks · HubSpot charges $1,50050% less
Marketing Hub
campaigns & leads
ProfessionalEnterprise
$1,5006 weeks · HubSpot charges $3,00050% less
Service Hub
tickets & support
ProfessionalEnterprise
$7506 weeks · HubSpot charges $1,50050% less
Content Hub
content & web
Same scope across tiers
$7504 weeks of weekly sessions
Revenue Hub
quoting & invoicing
Same scope across tiers
$7504 weeks of weekly sessions
Data Hub
sync & data quality
Same scope across tiers
$7504 weeks of weekly sessions

Add-ons

Process mapping session
Map how your team works today before you build.
Data migration
Bringing data in from another system
Integration
Connecting HubSpot to an ERP, CRM, or other system (discovery-first)

Your onboarding timeline

Select a hub to generate your plan.
Pick a hub on the left to see your timeline, sessions, and time commitment.
Guided onboarding: we show your team how to build it. Your team does the configuration in your portal. Session times are subject to your trainer's calendar availability; kickoff dates depend on current booking capacity.

What we'll need from you

Because it's guided, the build happens on your side. Your involvement isn't optional — it is the model. The upside is the point of the whole thing: by handoff your team genuinely knows HubSpot, because they're the ones who built it.

The planner above estimates what that means in hours per week for your selection.

  • 01 — Show up to the weekly session. With the people who'll actually own the portal afterwards — not just a project sponsor. The session is where you learn what to build and why.
  • 02 — Do the build between sessions. This is the real commitment, and it's bigger than it is on our Standard onboarding. We show you exactly how and review what you've done — your team does the configuring in your own portal.
  • 03 — Bring the decisions. How you sell, support, or market today. We can show you ten ways to build something; only you know which one matches how your business actually runs.
  • 04 — Provide access. Your HubSpot portal, and — for migrations or integrations — source data and a technical contact who can get us what we need.

Not sure your team has the hours? That's exactly what our Standard onboarding is for — our team does the hands-on building alongside you. Or add support hours to a guided engagement and we'll take the heavier pieces off your plate.

Need a hand with something?

Add hours whenever you want them

Guided onboarding gives your team the knowledge to build it themselves. Sometimes you'd still rather have us take something off your plate — a tricky workflow, a second pair of eyes before launch, or extra training for someone who joined late. Add a block of five hours and use it however helps most. Your trainer will help you spend it well.

  • Extra working sessions, on top of your weekly cadence
  • We build something complex for you instead of walking you through it
  • One-to-one training for a specific person or team
  • A review of what you've built before you turn it on
Support hours
5-hour block
Add at any point during your onboarding. Hours are flexible — use them for build, training, or review.
Ask about adding hours
FAQ

How guided onboarding works

The things worth being clear about before you book.

What does “guided” onboarding actually mean?
You build your portal; we make sure you build it right. Each week you meet your certified HubSpot trainer, who walks your team through exactly how to configure the next piece, answers questions, and reviews what you've built. The configuration happens in your portal, by your people — which is why your team knows it inside out by handoff, and why this costs a fraction of HubSpot's own onboarding.
So your team isn't configuring our portal for us?
That's right, and it's the whole idea. In guided onboarding we teach and review rather than build. You get the expertise, the walkthroughs, and a second set of eyes on everything — your team keeps their hands on the keyboard. If you'd rather we did the building, that's our Standard onboarding, where our team configures your portal alongside you in live working sessions.
What do we actually get each week?
A live session with your trainer, plus the materials to work from between sessions: SOPs, knowledge base articles, and Loom walkthroughs covering what you're building. You keep all of it — so anything you don't finish during the engagement, your team can still complete on their own afterwards.
What if we need more help than the sessions cover?
You can add hours whenever you want them, in blocks of five. Use them however helps most — extra working sessions, having our team build something tricky for you, deeper training for a specific person, or a review before you turn something on. Buy a block at any point during onboarding; your trainer will help you spend it where it does the most good.
Who needs to be involved from our side?
A decision-maker for kickoff and process mapping, and whoever will actually be building and using HubSpot for the weekly sessions. Because your team does the configuration, the people in the room should be the people who'll own the portal afterwards.
How much of our team's time does this take?
The weekly session plus the build work in between. The planner above estimates your weekly commitment from the hubs you select. Guided asks more of your team than our Standard onboarding does — that's the trade for the lower price and the deeper understanding you end up with.
Is the price in the planner final?
Guided onboarding pricing is fixed — what you see is what you pay. Partner-Assisted data migration is included at no cost. Partner-Led migration and custom integrations are variable and quoted to your specific scope, since they depend on your data and systems.
How does scheduling work?
After signature you'll get a booking link and schedule your sessions directly on your trainer's calendar, at times that suit your team. Sessions book against live availability, so booking early gives you more choice. Scheduling terms are set out in your service agreement.
Do we buy HubSpot from you?
No — you purchase your HubSpot subscription directly from HubSpot. We're your onboarding partner. As a HubSpot Partner we take a free seat in your portal so we can see what you're building and guide you through it.
What happens when the engagement ends?
Your team runs HubSpot independently, with all the SOPs, articles, and recordings to fall back on. If you'd like ongoing help, you can add hour blocks, step up to a Standard onboarding for another hub, or move onto Managed Services. None of it is required.
Ready to check out?
Pick your package below to pay securely through HubSpot. Each link opens in a new tab.
Optional add-ons

Beyond onboarding — more ways we support you

Optional services scoped to what you need. Prices are starting points; final scope and pricing are confirmed on a call.

Data & Architecture
Custom Objects
Model non-standard records — assets, projects, properties — with the associations to fit how your business works.
from $1,000
Book a Growth Call →
Data Architecture & Modeling
Design a scalable data model — objects, properties, and associations — before you build or migrate.
from $3,000
Book a Growth Call →
Asset Migration
Move existing assets — emails, pages, templates, workflows — into HubSpot cleanly.
from $3,000
Book a Growth Call →
Data Cleanup & Deduplication
Standardize, de-duplicate, and clean your records so your CRM data is trustworthy.
from $3,000
Book a Growth Call →
Integrations & Technical
Technical Discovery
A paid, discovery-first engagement that confirms feasibility, scope, and cost before any integration build.
from $3,750
Book a Growth Call →
Salesforce Integration Sync
Sync contacts, leads, opportunities, and custom objects between Salesforce and HubSpot with field mapping, deduplication, and ongoing reliability.
from $3,500
Book a Growth Call →
Custom Integrations
Connect HubSpot to your ERP, CRM, or other systems — scoped and built by our technical team. Begins with Technical Discovery.
Quoted to scope
Book a Growth Call →
Strategy & AI
RevOps Consulting
Strategic guidance on process, pipeline, and reporting to align your revenue teams.
from $1,500
Book a Growth Call →
AI Consulting
Advisory on where and how to apply AI across your HubSpot and go-to-market motion.
from $2,500
Book a Growth Call →
AI Agents
Build AI-powered agents — prospecting, support, ops — that work inside your HubSpot.
from $2,000
Book a Growth Call →
Training & Ongoing Support
Admin Training
Hands-on training for your HubSpot admins on managing and governing the portal.
from $2,000
Book a Growth Call →
Role Training
Targeted training tailored to specific roles — reps, marketers, service, or ops.
from $2,000
Book a Growth Call →
Managed Services
Ongoing optimization and support from a dedicated HubSpot expert after go-live.
from $1,895/mo
Book a Growth Call →

These are optional and separate from your onboarding package above. Data migration and integrations are variable and quoted to your specific scope. Prices in USD.

Elite
HubSpot Solutions Partner
5.0★
across 88 reviews
98%
five-star reviews
5 Certified
HubSpot Trainers
★★★★★

Every representative we worked with was fantastic and left no rock unturned. They walked through each program in HubSpot with detailed, easy-to-follow explanations, and did a fantastic job helping us integrate the information we requested.

— Rumbolt, M. · HubSpot Onboarding & CRM Implementation
★★★★★

They helped us learn the platform properly — building our team's confidence and competence — and tailored the tool to our specific business needs rather than settling for a one-size-fits-all approach. We couldn't be more impressed.

— Saenz Lancuba, I. · HubSpot Onboarding
★★★★★

Fantastic job setting up our HubSpot system. The process was smooth, communication was great, and everything was customized to fit our workflow. We're already seeing the benefits of proper automation and organization.

— Sporn, D. · CRM Implementation