HubSpot Onboarding (Sales)

Technical setup, sales and marketing alignment and sales process to match your business needs. We'll provide everything you need to get going fast and grow your pipeline predictably.

Start selling faster and more effectively with professional HubSpot sales onboarding

Get your HubSpot sales CRM setup fast and your Sales Hub live within 30 days. The top two reasons for failure with the HubSpot platform are:
  • Sales managers don’t fully understand the product
  • The sales team don’t obtain value from it, quickly
Professional sales onboarding from an experienced HubSpot partner agency can solve both of these issues. We can help your sales team get the most out of your investment.

Sales Hub onboarding overview

Whitehat HubSpot Onboarding is designed for new customers on the Sales Hub Starter, Professional and Enterprise software platforms. You will receive both technical guidance to properly configure the HubSpot software, and Sales Hub assistance to leverage the HubSpot Sales tools and Inbound Sales Methodology.

  • An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
  • Assistance with the technical setup associated with HubSpot Sales Hub
  • Assistance and training to help your sales team  get up to speed in using the CRM and Sales Tools provided by the Sales Hub
  • Advice and guidance on integrating your existing CRM or other systems with HubSpot
  • Guidance on developing, managing and executing your first inbound sales prospecting campaign

Note: Whitehat also supports HubSpot Onboarding for HubSpot Marketing Hub.

HubSpot sales onboarding with Whitehat Inbound

The Whitehat team are certified HubSpot trainers and we are committed to getting our customers up and running fast on the HubSpot platform.

You will also receive on-going access to resources including:

  • your HubSpot portal set up and ready to use in 48 hours
  • your first inbound sales prospecting campaign launched in a month
  • coaching and training with HubSpot-certified experts
  • unlimited email support
  • one-to-one video coaching
  • sales strategy and tactical consultation with an inbound sales expert

Why Whitehat? Why work with an agency?

HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency.

  • We provide more service for less price
  • We will match the onboarding services provided by HubSpot at a significant discount
  • We offer more, value-added services which get you going better and faster
  • Working with a local agency who have experience in your sector and your geography is always going to give you a competitive advantage
  • We would love the opportunity to continue to work as part of your team, so there is a big incentive to over-deliver to showcase our services - it's a great way to test us out.

Get the most out of your new sales software

HubSpot Sales on-boarding services
HubSpot marketing starter on-boarding plan

Sales Professional

Professional sales onboarding is designed for new customers on the Sales Hub Professional software package with teams of up to 10 people.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.  

Completing the Quick Start Professional Consultation will help you:

  • Complete the essential configuration of the software.
  • Feel empowered to be a self-sufficient user of the product.
  • Ensure your sales team are using and getting value from the powerful tools at their disposal

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.

This service is for you if:
You are looking to set up the HubSpot CRM and Sales Professional tools in order to simplify, measure, focus, and scale your sales process.

HubSpot Marketing Professional on-boarding plan

Sales Team

Our Team Onboarding is designed for new customers on the Sales Hub Professional software with teams above 10 people.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Sales Methodology.

In addition we will build out:

  • Strategic organization of your contacts and companies in your CRM
  • Best practices for the Sales Professional tools (Calling, Templates, Sequences, Meetings, Messages, Notifications, Workflows, etc.) to help convert leads into more opportunities.
  • Deal management strategy to effectively move prospects from an opportunity to a customer
  • Lead generation tips using your HubSpot Marketing software
  • Guidance on the best reports to measure and track your success

All designed to get you up and running fast.

This service is for you if:
You are looking to accelerate sales with the HubSpot CRM and Sales Professional tools in order to amplify, measure, focus, and grow your business.

Enterprise HubSpot on-boarding plan

Sales Enterprise

Enterprise onboarding is designed for new customers on the Sales Hub Enterprise package.
This is the ultimate onboarding experience for those who need to ensure the complexities of their sales process are captured and transformed into easy to follow and effective sales acceleration strategies for the organisation.
  • Guidance on aligning  your Sales and Marketing organisations for lead generation, customer acquisition and competitive advantage
  • Sales Process Optimisation
  • A 'Sales Flywheel' strategy for generating more Word of Mouth leads for your business
  • Reporting, analytics and KPI measurement for your team, including revenue, meeting, call and deal goals 
  • Forecasting reports and sales dashboards 
  • Creating strategies for implementing complex use cases in the software
  • Integrations with Slack and other tools to increase efficiency
  • Going beyond best practices and working to develop new tactics and strategies for your marketing and sales teams
  • Addition of Sales Playbooks to streamline your sales processes

Our expert Inbound Sales Strategist will work with your team to create your reporting dashboards, sales enablement content strategy, sales process and sales meeting schedule, messaging matrix, and supporting workflows to fully embed the Inbound Sales Methodology in your business.


Sales onboarding options





Technical setup

Up to 5 people

Productivity tools

Overview of your custom sales process in HubSpot

Customization of the CRM for your processes

Baseline reporting setup and review

Onboarding your team (invite, permissions, and resources)

Standard sales automation setup

Email support

2 video conference calls








Companies that implement the inbound sales methodology properly see amazing results.


More likely to qualify a lead if you respond within 5 minutes


Salespeople say prospecting is the most challenging part of the sales process


Average increase In pipeline after 90 days with Inbound Sales


Have recognised better quality leads with HubSpot

Get Started Now

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