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.
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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 portal configured using proven, practical best practices
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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.
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 Pro + Enterprise
Starting at $3,500
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.

*Custom Deliverables:
- 1 x Marketing + Sales Handoff Outline
Lifecycle stage definitions - delivery of 1-pager with lifecycle stage definitions - 1x Custom Form Setup & Placement
- 1x Marketing Email Template
- 1 x Landing Page and Thank You Page Template
- Design and development of one (1) HubSpot blog listing page and one (1) blog post template
*Custom deliverables are developed based on client's branding and content needs.
*Standard Deliverables:
- Bi-weekly 30-min onboarding connect and goals review
- 2 x one (1) hour training sessions (includes Training Deck as resource)
- 5 x Standard Active Lists
- 5 x Standard Dashboards + Included Reports
- 3 x Standard HubSpot Campaigns
- 2 x Standard Forms Setup & Placement
- 6 x Standard Workflows
*Standard deliverables are pre-determined by the agency based on HubSpot and Marketing best practices.
Completed within 45 days.
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 and/or support in HubSpot portal, based on Client goals.
HubSpot Onboarding for Sales Pro + Enterprise
Starting at $4,000
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:
- Sales process mapping - delivery of one lucid chart/miro graphic outlining sales process
*Custom deliverables are developed based on client's branding and content needs.
*Standard Deliverables:
- Facilitate a one (1) hour sales process consulting session
- 2 x one (1) hour training sessions
- 4 x Standard Active Lists
- Set up of one (1) standard deal pipeline:
- Setup of 1 revenue goal with up to 5 individual sales team member goals (need client info)
- 1 x Standard setup of forecast tool
- 2x Playbooks (one (1) standard + one (1) custom)
- 3x Standard Sequence Email Templates
- 4x Standard Sequences
- 4 x Standard Dashboards
- 4x Standard Workflows
*Standard deliverables are pre-determined by the agency based on HubSpot and Marketing best practices.
*Pricing is for dual hub onboarding; additional hubs evaluated based on customer needs.
Sales Hub Enterprise: Includes an additional 12 hours of customization 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.

Kelsey Simmons
As a Certified HubSpot Trainer, Kelsey specializes in making HubSpot intuitive and actionable for marketing, sales, and operations teams. Her approach turns complex tools into practical skills, helping teams work smarter and optimize their tech stack. From pipeline management to custom reporting, she ensures businesses get the most out of HubSpot.
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 Diamond 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.


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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!
