HubSpot Onboarding Services

384% ROI

On Ads

"The team at PE really took the time to understand our needs, provide guidance on the best solutions, and implement them in a way that made sense for our business."

Meredith Bagdazian, Vice President of Marketing

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Make HubSpot Fit Your Needs

You only get one opportunity to onboard HubSpot effectively – so make sure it isn’t wasted on an agency that uses one-size-fits-all templates.

Our HubSpot experts balance universal best practices with a deep understanding of your organization’s specific needs.

The result? A faster, more personalized onboarding process that helps your teams take ownership of the platform–rather than restricting them.

Our Proven Method

From Onboarding to Ownership in 4 Simple Steps

Establish Your Needs

Our team runs a kick-off meeting to understand your business goals and each team’s needs – and how HubSpot can help you achieve them.

Audit Your Systems

We then audit your existing systems and automations to locate missed opportunities to increase process efficiency, improve sales and marketing alignment, and generate more revenue.

Map Your Processes

Our experts map out your ideal buyer journey and develop marketing and sales processes within HubSpot that enable a seamless pipeline - from lead generation to post-conversion nurture.

Launch Your System

We then import your existing data, customize your HubSpot account and provide extensive training to help your team adapt.

POST-ONBOARDING SERVICES

Never Stop Optimizing Your HubSpot Set-up

Our team sets up your HubSpot reporting function with custom dashboards and revenue attribution reports to help you assess the impact of each channel, campaign and even individual salespeople.

This creates the perfect foundation for RevOps, enabling you to align sales and marketing, improve your lead scoring processes and drive more revenue.

Explore RevOps

Why Choose ProperExpression?

Proven Benefits for B2B Companies

Faster Onboarding

With expert HubSpot devs on-hand, our clients complete their HubSpot onboarding within 60 days.

Personalized Training

We ensure your team understands exactly how the system works – and offer ongoing support to help them derive value from it.

Immediate Improvements

From lead assignment to custom automations, we start improving your processes immediately to reduce marketing and sales waste, increase the impact of your campaigns, and drive higher ROI.

Zero Waste

Our team identifies which existing sales and marketing processes produce reliable results to ensure they are not changed. We simultaneously pinpoint gaps in your sales and marketing funnels and leverage automated Sequences and Workflows to fill them.

Explore Our Onboarding Packages

Do More for Less with HubSpot Onboarding

Partner with a passionate team of experts that cares about your priorities and goals.
Get HubSpot’s best features working for you within 90 days.
Train your team, automate processes, and service clients better.

You'll Be In Good Company!