
Train Your Team

Automate

Close Deals Faster

Close More Deals with HubSpot Sales Hub
Sales Hub is a game-changer for overworked sales teams, enabling them to follow up with every lead and deliver a seamless buyer experience with ease. But with the wrong set up, the platform can create as many bottlenecks as it eliminates.
Our onboarding services leverage experience working with 50+ B2B sales teams to ensure your organization gets the maximum value with minimum effort and disruption:
Partner with a team of experts that executes Sales Hub onboarding quickly and efficiently.
Prepare your sales team to align with marketing and convert leads into customers.
Set the foundation for sales efforts that will pay off for years to come.

A Sales Hub Onboarding Plan for All Your Needs

Essentials
Enables you to be fully independent in HubSpot’s Sales Hub within 90 days.
Includes training on Sales essentials, such as email integration, pipeline creation, templates and sequences, reporting, and much more.

Growth
Includes training on Sales essentials and extras like prospecting, closing deals, and more.
Start your sales efforts strong with custom reporting, sales sequence creation, lifecycle definitions, and custom field and pipeline creation.

HyperGrowth
Includes extensive training on Sales essentials and extra tools.
Experience ongoing success with pipeline and lead status automation, custom playbook creation, comprehensive data mapping, integration consultation, and more.
HubSpot Sales Pro, Enterprise, and Advanced Onboarding Plans Comparison
Professional
$1,500
Compares to HubSpot Pro Onboarding
Enterprise
$3,500
Compares to HubSpot Enterprise Onboarding
Advanced
$8,000
Compares to HubSpot Advanced Onboarding
Professional
$1,500
Compares to Hubspot Pro Onboarding
-
How to set up and use meetings
-
How to use documents, quotes, payments, playbooks
-
Customize your home view and use tasks
-
How to integrate HubSpot with your email
-
How to create your pipeline in HubSpot
-
How to use default sales reporting
-
Default reporting templates
- Invite, permissions and resources
- How to use templates and sequences
- How to turn on App Market Place integration
- How to setup contact/lead assingment
Enterprise
$3,500
Compares to Hubspot Enterprise Onboarding
- Prospecting in HubSpot Training
- Closing deals in Hubspot Training
- One pipeline creation
- Custom lead statuses and lifecycle stage definition
- One custom playbook creation
- Lead status automation
- Custom field creation
- Custom report setup and review
- One sales sequence creation
- 3 app marketplace integrations
Advanced
$8,000
Compares to Hubspot Advanced Onboarding
- Pipeline automation
-
New data Structure recommendation and mapping
- Data migration (quoted separately)
- Data deduplication and standardization (quoted separately)
- Custom sales dashboard
- One sales sequence creation
- Lead/contact assingment workflow creation & implementation
- Sales and Marketing alignment
- Target accounts tool recommendation
- C-level / Board Reporting Dashboard
- Custom Reporting
- CRM and Custom Integration Consulting
Professional
$3,000
Compares to Hubspot Pro Onboarding
- Update Data Structure And Property Mapping
- Lifecycle Stages Build
- Create Sources: Contact, Company and Deal Level
- Email Validation
- Form Creation And Implementation
- Custom Lifecycle Definitions
- Marketing Lists
- Suppression Lists
- Segmentation Training
- Email Marketing Training
- Automated Lead Assignment
- Automated Form Emails & Notifications
- HubSpot Tracking Code Implementation
- Google Analytics Integration
- Marketing Reporting Dashboard
- Sales Reporting Dashboard
Enterprise
$7,000
Compares to Hubspot Enterprise Onboarding
- Custom Properties
- Data Migration & Consolidation
- Lead Scoring Implementation
- Ad Network Integration
- Sales Lists
- Email Template Design And Implementation
- Automation & Workflow Training
- Standard Workflow Implementation
- Custom Tracking Links
- C-level / Board Reporting Dashboard
Advanced
$15,000
Compares to Hubspot Advanced Onboarding
- Custom Integrations (Quoted Separately)
- Custom Migrations (Quoted Separately)
- Landing Page Template Design And Implementation
- Creation Of One Email Campaign: copywriting, implementation, launch.
- 3 Custom If/Then Workflows
- Custom Reporting
- CRM And Custom Integration Consulting*
- Marketing Processes, Demand Gen Engine And Alignment With Sales*
Compares to HubSpot Pro Onboarding
- How to set up and use meetings
- How to use documents, quotes, payments, playbooks
- Customize your home view and use tasks
- How to integrate HubSpot with your email
- How to create your pipeline in HubSpot
- How to use default sales reporting
- Default Reporting Templates
- Invite, permissions and resources
- How to use templates and sequences
- How to turn on App Market Place integration
- How to setup contact/lead assignment
Compares to HubSpot Enterprise Onboarding
- Prospecting in HubSpot Training
- Closing deals in Hubspot Training
- One Pipeline Creation
- Custom Lead Statuses and Lifecycle Stage Definition
- One Custom Playbook Creation
- Lead Status Automation
- Custom Field Creation
- Custom Report Setup and Review
- One Sales Sequence Creation
- 3 App Marketplace Integrations
- How to Setup Contact/Lead Assignment
Compares to HubSpot Advanced Onboarding
- Pipeline Automation
- New data Structure recommendation and mapping
- Data Migration (Quoted Separately)
- Data Deduplication and Standardization (Quoted Separately)
- Custom Sales Dashboard
- One Sales Sequence Creation
- Lead/contact assignment workflow creation & implementation
- Sales and Marketing alignment
- Target accounts tool recommendation
- C-level / Board Reporting Dashboard
- Custom Reporting
- CRM and Custom Integration Consulting
You'll Be In Good Company!



How Sales Hub Onboarding Works
Our team makes Sales Hub onboarding fast and easy – handling everything strategy to optimization:


We undertake a comprehensive discovery process, working directly with your head of sales and key sales team members to understand:
- Your existing sales processes
- How you define each deal stage
- Your current and ideal buyer journeys
- The outcomes of your current processes
Our team maps your existing processes to HubSpot and crafts a strategy to:
- Carry over any processes that are producing strong results
- Reduce manual tasks for your team
- Use HubSpot to enhance your sales operations and marketing-to-sales hand-offs
We leverage expertise in sales operations to onboard your sales team to HubSpot. We then customize the system to:
- Ensure your CRM is set up optimally for efficiency and to maintain data hygeine
- Set up the right deal stages and funnels
- Help you leverage sequences and playbooks
Our team implements best-in-class reporting to give you full funnel visibility and enable you to make decisions based on:
- How active and efficient your sales team is
- The outcomes of each interaction with prospects and opportunities
- Which channels generate the most revenue and where deals are getting stuck
Talk to an ABM Expert!





VP of Marketing, PX