HubSpot Onboarding Services
Go Beyond Default Settings
We take you from generic setup to tailored strategy — turning HubSpot into a growth engine your team can trust.
Why most HubSpot setups fall flat
Without the right onboarding, even the best tools fall short. Teams get stuck either trying to figure it all out or barely scratching the surface.
Too much, too fast
Endless features, settings, and tools sound great — until your team doesn’t know where to start. Overwhelm sets in, and adoption stalls.Too little, too late
You bought HubSpot to solve problems, not create new ones. But without a thoughtful setup, teams default to using 10% of what it's capable of.
The setup that sets you up for success
We don’t just turn things on — we build a foundation that fits how your team works, communicates, and tracks success.
Here’s what that includes:
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A dedicated HubSpot Architect and Project Manager assigned to your onboarding from day one
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Your portal configured to how your team actually sells and markets and best practices, not HubSpot defaults
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Email templates, forms, dashboards, and tools customized to your goals
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Live training sessions (with recordings) that show your team how to use it all
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Lists, workflows, and automations built to make your team’s job easier
No jargon. No duct-taped solutions. Just a setup that clicks — and sticks.
Turn HubSpot Into a Growth Machine
Stop guessing what’s working. Our free audit shows exactly where you’re losing leads, wasting effort, and missing revenue — with clear steps to fix it fast.
Let's talk numbers
We price our onboarding based on the Hub(s) you're activating and the complexity of your setup — no vague quotes or mystery add-ons.
HubSpot Onboarding for Marketing Hub
Starting at $7,750
Our Marketing Hub onboarding is designed to give you the tools you need to hit the ground running. Get kicked off in 7 business days from scope sign-off.
*Deliverables:
- Portal configuration and technical setup
- Contact management and segmentation
- Email and landing page infrastructure
- Lead capture and form strategy
- Campaign structure and tracking setup
- Automation and workflow buildout (for Pro + Enterprise)
- Reporting and dashboard configuration
- Live training sessions with recordings
- Dedicated HubSpot Architect and Project Manager
*Standard deliverables are pre-determined by the agency based on HubSpot and Marketing best practices.
Kick off within 7 business days of scope sign-off.
Completion within 30-60 days, depending on the hub tier.
Need more than one Hub? Ask us about bundle pricing.
Please note: Pricing is for single hub onboarding; additional hubs evaluated based on customer needs.
Marketing Hub Enterprise: Includes an additional 20 hours of customization, a dedicated Account Manager, and/or support in HubSpot portal, based on Client goals.
HubSpot Onboarding for Sales Hub
Starting at $7,750
Get set up in Sales Hub with the tools and resources your HubSpot prospect actually needs. From scope sign-off to onboarding wrap up, we've got HubSpot clients covered.
*Custom Deliverables:
- Portal configuration and technical setup
- Deal pipeline and sales process setup
- User permissions and team configuration
- Contact and deal data import
- Inbox connection and meeting tool setup
- Workflow and automation buildout (for Pro + Enterprise)
- Lead routing and scoring configuration (for Pro + Enterprise)
- Forecasting and reporting setup
- Live training sessions with recordings
- Dedicated HubSpot Architect and Project Manager
*Standard deliverables are pre-determined by the agency based on HubSpot and Marketing best practices.
Kick off within 7 business days of scope sign-off.
Completion within 30-60 days, depending on the hub tier.
Need more than one Hub? Ask us about bundle pricing.
*Pricing is for dual hub onboarding; additional hubs evaluated based on customer needs.
Sales Hub Enterprise: Includes an additional 12 hours of customization, a dedicated Account Manager, and/or support in HubSpot portal, based on Client goals.
HubSpot Onboarding for Service Hub
Starting at $7,750
A support team is only as effective as the system behind them. We set up Service Hub so your team can resolve issues faster, keep customers informed, and actually track what's working.
Onboarding Details:
- Portal configuration and technical setup
- Ticket pipeline and routing setup
- Inbox connection and shared inbox configuration
- User permissions and team configuration
- Reporting and dashboard configuration
- Live training sessions with recordings
- Dedicated HubSpot Architect and Project Manager
- Customer feedback and survey setup (for Pro + Enterprise)
- Knowledge base structure and setup (for Pro + Enterprise)
- Live chat and conversation routing (for Pro + Enterprise)
- Workflow and automation buildout (for Pro + Enterprise)
*Standard deliverables are pre-determined by the agency based on HubSpot and Marketing best practices.
Kick off within 7 business days of scope sign-off.
Completion within 30-60 days, depending on the hub tier.
Need more than one Hub? Ask us about bundle pricing.
Please note: Pricing is for single hub onboarding; additional hubs evaluated based on customer needs.
Service Hub Enterprise: Includes additional hours for customization, a dedicated Account Manager, and/or support in HubSpot portal, based on Client goals.
Get to know
your HubSpot
certified trainers
Meet Vye's Certified HubSpot Trainers, Tami Kellen and Kelsey Simmons. Their certification isn't just a badge — it's your assurance that your team will learn from professionals who understand both the technical aspects of HubSpot and the strategic ways to apply them to your unique business challenges.
Tami Kellen
Tami is a HubSpot Certified Trainer who helps businesses maximize HubSpot’s potential through automation, sales enablement, and data-driven strategies. With a hands-on and customized approach, she ensure teams streamline workflows and optimize lead nurturing for better results. Her goal is to make HubSpot not just a tool, but a growth engine.
Krista Donohoe
As a Certified HubSpot Trainer, Krista specializes in making HubSpot click for marketing, sales, and operations teams. She connects every tool and workflow to a clear purpose: why are we building this, and will it actually solve the problem? From data modeling to integrations, her approach is practical, a little fun, and focused on making sure the work you do today makes your job easier tomorrow.
We did the homework. You get the results.
We’ve spent the time learning the ins and outs of HubSpot — earning advanced certifications, onboarding accreditations, and becoming a HubSpot Platinum Partner along the way. That means you get a team that’s not just familiar with the platform, but fully equipped to make it work for your business, right from day one.
Vye has been, and continues to be, a great partner for us. They are truly an extension of our company and work hard to deliver results that matter. I continue to be impressed by their staff - they are all responsive, professional, and committed. Thanks for all you do!
A new orange frontier awaits you
And we’re here to help you claim it. Let’s talk and make sure your HubSpot portal is serving you!