Skip to content
menu-toggle
menu-close
Book your free consultation

Hands-On HubSpot Onboarding - We Set It Up For You

Most onboarding is advice and a checklist. CETDIGIT, an Elite HubSpot Partner, rolls up our sleeves and configures HubSpot in your own account - data, pipelines, automation, dashboards - so you go live ready to work, not just trained.

Onboarding
orangearrows-1

How Can CETDIGIT Help?

CETDIGIT is a trusted HubSpot Platinum Partner, offering a wide range of solutions to support your business's growth and success. With our expertise in HubSpot, we are committed to helping you leverage the platform's capabilities to drive your marketing, sales, and customer service initiatives. 

Unlock Your Company’s Full Potential
HubSpot Solutions For Better Results

We Set It Up For You - Not "Guidance Only"

Here's the difference between CETDIGIT onboarding and standard onboarding: we don't just point at the buttons. We configure HubSpot with you, in your account.

What onboarding covers CETDIGIT Standard HubSpot onboarding
Platform setup & customization to your business We set it up Guidance only
Users, permissions & security We set it up Guidance only
Outlook / Gmail & calendar integration We set it up Guidance only
Custom properties built for your data We build them Guidance only
Deal / ticket pipelines & stages We build them Guidance only
Importing your companies, contacts & deals We migrate it Guidance only
Automation & workflows We configure them Guidance only
Dashboards & reports We build them Guidance only

Every plan is tailored to your business — the list above is a guideline, not a fixed menu.

Onboarding

When it comes to HubSpot Onboarding, there’s no room for cutting corners. The difference between success and frustration often lies in the small details.

At CETDIGIT, we own those details. We don’t just manage your project like all of our competitors do. We see it through to the end. Here’s what makes CETDIGIT different:

Cetdigit-onboarding-illustration

Some Of Our Clients

sentinelone
work_share
ServiceAide
Verenia
buildfire
ximble
TechTrust
Insycle
Unite US
CBT NUGGETS

Choosing CETDIGIT for your HubSpot onboarding comes with several unique benefits:

CETDIGIT stands out among HubSpot partners with our client-centered approach, expertise, and tailored solutions. Our seasoned professionals stay abreast of the latest HubSpot features and industry trends, offering innovative solutions that align with your specific business goals.

Here's what makes our HubSpot services different:

Alignment Call

We start by setting clear goals, success metrics, and priorities, and map how Marketing, Sales, and Service Hubs support them.

DemandHelm Blog Images-1
Hands-On Setup

We don't hand you a to-do list. We configure HubSpot in your account - properties, pipelines, integrations, automation, and dashboards - tailored to how you work.

2-4
Data Migration

We import and clean your companies, contacts, and deals from your existing systems so your new platform is accurate from day one.

DemandHelm Blog Images-2

What We Actually Set Up For You

Depending on your hubs, here's the hands-on work included in your onboarding:

  • funnel

    Sales Hub

  • ai-revenue-engine

    Marketing Hub

  • operations

    Service Hub

  • Sales Hub

    • Kick-off / alignment call
    • Overview of your custom sales process in HubSpot
    • General setup and customization of the HubSpot platform to your business
    • Setup of users and permissions
    • Integration with MS Outlook / Gmail
    • Calendar configuration and setup
    • Call setup for call tracking and analytics
    • Setup and configuration of deal pipelines and stages
    • Creating custom properties tailored to your requirements
    • Importing company, contact, and deal data from your existing system
    • Standard sales automation setup
    • Setup of the Sales Workspace
    • Creation of dashboards and reports
    • Creation of views and segments to streamline workflow
    • Basic setup of AI features
    • Turning on standard integrations (App Marketplace / native)

  • Marketing Hub

    • Kick-off / alignment call
    • Lead capture and conversion paths
    • General setup and customization of the HubSpot platform to your business
    • Setup of users and permissions
    • Integration with MS Outlook / Gmail
    • Configure privacy and data protection
    • Creating custom properties tailored to your requirements
    • Importing company and contact data from your existing system
    • Data segmentation — views and segments to streamline workflow
    • HubSpot analytics website integration
    • HubSpot campaign tool consulting
    • Marketing email settings configuration
    • Custom marketing email template design and development
    • Basic landing page development
    • Form submission workflow
    • Lead nurturing workflow
    • Basic marketing chatbot setup
    • Google Search Console and Google Analytics integration
    • Basic setup of AI features
    • Lead scoring setup
    • Creation of dashboards and reports

  • Service Hub

    • Kick-off / alignment call
    • General setup and customization of the HubSpot platform to your business
    • Setup of users and permissions
    • Integration with MS Outlook / Gmail
    • Calendar configuration and setup
    • Call setup for call tracking and analytics
    • Creating custom properties tailored to your requirements
    • Importing company and contact data from your existing system
    • Setting up intake channels
    • Creating a customized ticket pipeline
    • Live chat implementation
    • Enabling customer self-serve through the knowledge base
    • Ticket automation
    • Measuring customer experience
    • Basic setup of AI features
    • Creation of dashboards and reports

Sales Hub

  • Kick-off / alignment call
  • Overview of your custom sales process in HubSpot
  • General setup and customization of the HubSpot platform to your business
  • Setup of users and permissions
  • Integration with MS Outlook / Gmail
  • Calendar configuration and setup
  • Call setup for call tracking and analytics
  • Setup and configuration of deal pipelines and stages
  • Creating custom properties tailored to your requirements
  • Importing company, contact, and deal data from your existing system
  • Standard sales automation setup
  • Setup of the Sales Workspace
  • Creation of dashboards and reports
  • Creation of views and segments to streamline workflow
  • Basic setup of AI features
  • Turning on standard integrations (App Marketplace / native)

Marketing Hub

  • Kick-off / alignment call
  • Lead capture and conversion paths
  • General setup and customization of the HubSpot platform to your business
  • Setup of users and permissions
  • Integration with MS Outlook / Gmail
  • Configure privacy and data protection
  • Creating custom properties tailored to your requirements
  • Importing company and contact data from your existing system
  • Data segmentation — views and segments to streamline workflow
  • HubSpot analytics website integration
  • HubSpot campaign tool consulting
  • Marketing email settings configuration
  • Custom marketing email template design and development
  • Basic landing page development
  • Form submission workflow
  • Lead nurturing workflow
  • Basic marketing chatbot setup
  • Google Search Console and Google Analytics integration
  • Basic setup of AI features
  • Lead scoring setup
  • Creation of dashboards and reports

Service Hub

  • Kick-off / alignment call
  • General setup and customization of the HubSpot platform to your business
  • Setup of users and permissions
  • Integration with MS Outlook / Gmail
  • Calendar configuration and setup
  • Call setup for call tracking and analytics
  • Creating custom properties tailored to your requirements
  • Importing company and contact data from your existing system
  • Setting up intake channels
  • Creating a customized ticket pipeline
  • Live chat implementation
  • Enabling customer self-serve through the knowledge base
  • Ticket automation
  • Measuring customer experience
  • Basic setup of AI features
  • Creation of dashboards and reports

This is a guideline - we tailor the work to your business needs.

For smaller businesses, the Quick Onboarding packages deliver the same hands-on, 1-to-1 setup in a shorter engagement (3–10 hours of sessions plus offline work, within 90 days, on client-selected topics).

The CETDIGIT Edge: Elite Partner, Elite Results

We can say we offer HubSpot Onboarding services and sound like any other HubSpot partner, but that isn’t what CETDIGIT is. CETDIGIT is an Elite HubSpot Partner, and we’ve earned our rank as North America’s number one for HubSpot related services. Why? Because we don’t do half measures…

Here’s how we ensure your HubSpot onboarding is a success:

Strategic Setup
Strategic Setup
2-4
Data Migration Mastery
Tailored Training for Your Team
Tailored Training for Your Team
From lead tracking to marketing automation, we optimize every touchpoint to accelerate your growth.

Onboarding Plans and Pricing

HubSpot Sales Hub    

VIEW MORE

HubSpot Marketing Hub

VIEW MORE

HubSpot Service Hub

VIEW MORE

Partner with the Best

At CETDIGIT, we’re in the top 1% of HubSpot Partners – but that’s just the beginning. Our team is recognized with the ‘HubSpot Onboarding Accreditation,’ ‘HubSpot Custom Integration Accreditation,’ ‘HubSpot Data Migration Accreditation,’ and ‘HubSpot Solution Architecture Design Accreditation.’ This means that we know what we’re doing, so you don’t have to. Just ask any of our 500+ satisfied clients.

HubSpot Onboarding Accreditation

CETDIGIT’s HubSpot Onboarding Accreditation guarantees a smooth and effective start with HubSpot. We provide comprehensive onboarding services, guiding your team through every step to ensure they are fully equipped to leverage the powerful capabilities of HubSpot from day one.

HubSpot CRM Data Migration Accreditation

At CETDIGIT, we pride ourselves on seamless and efficient data transitions. Our HubSpot CRM Data Migration Accreditation ensures that your valuable customer data is securely and accurately transferred to HubSpot's robust CRM platform, minimizing disruptions and maintaining data integrity.

2024_Academy_Credentials_Accreditations_HS_SolutionsArchitectureDesignAccreditation534x534

Our expertise in designing scalable, efficient CRM architectures is recognized with the HubSpot Solutions Architecture Design Accreditation. CETDIGIT's tailored solutions provide a solid foundation for your business growth, ensuring that your HubSpot setup is optimized for your unique needs.

2024_Academy_Credentials_Accreditations_HS_CustomIntegration534x534

CETDIGIT offers tailor-made CRM solutions with our HubSpot Custom Integration Accreditation. We specialize in integrating HubSpot with your existing systems, creating a unified platform that enhances workflow efficiency and maximizes the utility of your CRM data.

 

 

hubspot-content-experience

CETDIGIT transforms your marketing strategy with our HubSpot Content Experience Accreditation. We craft personalized, data-driven content journeys that engage your audience across every stage of the buyer’s funnel. By leveraging HubSpot’s powerful content tools, we help you deliver relevant experiences that boost engagement, drive conversions, and build lasting customer relationships.

hubspot-platform-enablement

CETDIGIT empowers your teams with our HubSpot Platform Enablement Accreditation. We provide strategic guidance and hands-on support to help your organization fully adopt and optimize the HubSpot ecosystem. From onboarding to advanced configuration, we ensure your team is equipped to drive results and scale operations using the full potential of the HubSpot platform.

 

CETDIGIT, as a HubSpot Elite Partner, provides all of the strategic capabilities that today's uncompromising markets demand. Meet the demands of your customers and industry by optimizing on HubSpot.

Seamless Integration with Other Platforms

As a premier HubSpot solutions partner, we pride ourselves on the breadth of integrations we support:

Salesforce
Slack
Linkedin
Stripe
DocuSign
PandaDoc
Twilio
quickbook

What Our Clients Say About Us

Businesses of all sizes trust Cetdigit Cloud Services.

quote

"Brian demonstrated exceptional skill in guiding me through the onboarding process at HubSpot. His mentorship not only enhanced my understanding of various tasks but also fueled my excitement to delve deeper into HubSpot's offerings. I look forward to further exploring the platform, leveraging the invaluable knowledge I gained from him."

star star star star star
Grant Sage
Truck Insurance Specialist - RJS Truck Insurance
sage
quote

"Emiliano from Cetrix was incredible for my onboarding into HubSpot! If i could give 10 stars, I would, his knowledge of the platform helped me feel comfortable quickly. We took about four 30-60 minutes zoom calls to get everything dialed in and I still have a few hours remaining. THANK YOU Emiliano!"

star star star star star
Steven Reed
Owner - The Linksman
steven reed
quote

"Pedro has been an invaluable partner for the training, customization, and onboarding of HubSpot for our organization. His expertise, insights, and patience has made the entire experience enjoyable and engaging."

star star star star star
Mark Puwal
Chief Operating Officer - Sannt holdings
Mark Puwal
quote
"Working with Pedro and David has been amazing. You can tell they are experts in their field. They have been super helpful as all the features that HubSpot offers. It can be overwhelming at first but they both have make this onboarding experience smooth and enjoyable so far. Highly recommend Pedro and David!"
 
star star star star star
Brenda Keo
National Account Manager - Utility Connect
Brenda Keo
quote
"I am not a technology wiz, so I was very nervous about the learning curve with onboarding. Steven was very patient and an excellent teacher. Thank you!"
star star star star star
Angela Cremers
Vice President of Sales - Velocity Group International
Angela Cremers

So, Why Settle for Less?

Forget the basic onboarding process – you deserve onboarding success. Partner with the best, and make HubSpot work for you, from day one.

Ready to Start? Let’s make HubSpot the tool you wish you had 10 years ago. Contact us today to kick off your journey with CETDIGIT, where elite status isn’t just a title – it’s a guarantee.

FAQs

HubSpot Onboarding FAQs

How much of the onboarding work will CETDIGIT do?

A lot more than guidance. For the tasks that matter - platform setup, custom properties, pipelines, integrations, data import, automation, and dashboards - CETDIGIT does the hands-on configuration in your own HubSpot account. Standard HubSpot onboarding only guides you through these yourself. You're welcome to work alongside us in the sessions, but you don't have to build it on your own.

Is CETDIGIT onboarding different from HubSpot's standard onboarding?

Yes. HubSpot's standard onboarding is largely guidance - they advise, you do the setup. CETDIGIT onboarding is hands-on: we configure HubSpot with you, in your account, across setup, data migration, pipelines, integrations, automation, and reporting, tailored to your business.

Do you set HubSpot up for me, or just show me how?

We set it up for you. CETDIGIT onboarding is hands-on - we do the configuration in your account, not just walk you through a checklist. We'll show you how everything works along the way so your team is confident once we're done.

Your HubSpot Partner

CETDIGIT, as a HubSpot Elite Partner, provides all of the strategic capabilities that today's uncompromising markets demand. Meet the demands of your customers and industry by optimizing on HubSpot.

Book a Free Consultation Contact Us