Branchlead

HubSpot Onboarding

You bought HubSpot. We set it up around how your team actually works.

A new HubSpot is an empty box. HubSpot's own onboarding teaches you to use the tool, on a set fee, mostly over calls, and you're left to do the building. We do it the other way. We map how your team sells and markets now, set HubSpot up to match it, import your data cleanly, and hand it over documented. You finish with a working system, not a folder of training notes.

Book a free consultSee how it works
Set up around youQuality-first pricingNo lock-inYou own everything we buildSurry Hills, Sydney

You'll recognise some of these.

None of it means you bought the wrong thing. A new HubSpot does nothing until someone sets it up around your business. Here's where people usually are when they call us after buying it.

  • You've paid for HubSpot and it's sitting there mostly empty.
  • HubSpot quoted you an onboarding fee and you're not sure what you get for it.
  • You've been handed a generic setup that doesn't match how your team sells.
  • Nobody on the team is confident enough to actually use it yet.
  • You're worried about importing your contacts and deals without making a mess.
  • You don't want to learn the tool from scratch, you want it set up and working.

Onboarding that leaves you with a working system.

There's a real difference between being taught the tool and having it set up to do your job. Both have a place. Here's how we compare to the standard onboarding path.

 Standard onboardingWith us
What it's built aroundA generic templateHow your team actually works
Who does the buildingYou do, after the callsWe do, with you
Your dataYou import it yourselfImported clean, checked record by record
At the endTraining notesA working HubSpot, documented

How we get you set up.

Step 1

A free consult

We talk through what you bought HubSpot to do and how your team works today. If a lighter setup is all you need, we'll say so. There's no charge for this part.

Step 2

Map your process, then build

We map how you sell and market, then set up your pipeline, properties, automation and reporting to match it. You see the plan and the cost before any work starts.

Step 3

Import your data cleanly

We bring your contacts, companies and deals across, check them as they land, and flag anything that needs a decision rather than guessing. You start on data you can trust.

Step 4

Trained, documented, yours

Your team learns to run it, everything's written down in plain English, and you own the result. You're not tied to us to keep it working.

Is this for you?

A fit if

  • You've just bought HubSpot, or are about to
  • You want it set up around your process, not a template
  • You'd rather it was built for you than learn it from scratch

Not a fit if

  • You inherited a HubSpot that's already a mess (start with an audit instead)
  • You only want a few hours of training and will build it yourself

Just bought HubSpot? Let's set it up properly.

Start with a free consult. We'll tell you what the setup involves, what it costs, and how long it takes, before you commit to anything.

Book a free consult

Common questions.

How is this different from HubSpot's own onboarding?

HubSpot's onboarding teaches you to use the tool, on a set fee, mostly over calls. It's the same path for everyone. We set the system up around how your team actually sells and markets, do the build with you, and hand it over documented. You end up with a working HubSpot, not a stack of training notes.

We just bought HubSpot and don't know where to start. Is that normal?

Completely. That's the most common reason people call us. You don't need to know what to configure first. We map how you work now, then set HubSpot up to match it. You point us at the account and we take it from there.

Will the setup match the way our team already works?

Yes, that's the whole point. We map your real sales and marketing steps before we build anything, so the pipeline, properties and automation fit your process. We don't make your team learn someone else's way of working.

What do we have at the end?

A HubSpot that's set up around your business, documented in plain English, with your team trained to run it. You own everything we build and you're not tied to us to keep it working.

How do you charge?

After a free consult we'll tell you what the setup costs before you commit, and you own everything we build.

Other things we do.

HubSpot Partner

A partner that fixes before it sells.

Sales & CRM

Deals living in inboxes and people's heads.

Migration

Moving to HubSpot without losing anything.

Data Cleansing & Enrichment

Start with data you can trust.

HubSpot Audit

A HubSpot nobody can explain.

All services

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HubSpot services

Build & grow

We build custom HubSpot CRM implementations, advanced automation, and high-converting websites for growing businesses. Explore our work and get a quote today.

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Contact

info@branchlead.com

(02) 8020 5982

81-83 Campbell St, Surry Hills, New South Wales, 2010

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Book a free consultation and we'll map the fastest path to a HubSpot that works for you.

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