HubSpot Onboarding

For New Setups, Migrations, or Advanced Use

Get HubSpot Ready to Go Without a Hitch!

Work with experienced HubSpotters to launch quickly and effectively.

Plug-and-Play Onboarding Templates

Use Our Tools
Plug-and-Play Onboarding Templates

We have pre-built templates that include a step-by-step scope of work for each HubSpot setup project.

Specialized & Technical Consulting

Use Our Brains
Specialized & Technical Consulting

The Ascend team has over 10 years of HubSpot experience and will share their expertise to help you make the best decisions.

Experienced Outsourced Services

Use Our Team
Experienced  Outsourced Services

We'll coordinate and track project progress and partner with all stakeholders to ensure work is done according to demands. 

HubSpot Onboarding Projects

Improved Time-to-Profitability

1. General Settings

Set account defaults, tracking codes, and invite all your HubSpot users.

2. Individual Setup

Get new users set up and ready to use the tools.

3. CRM Properties and Data

Configure HubSpot CRM according to your data and reporting requirements and import.

4. Marketing

Build and launch quick-win campaigns with reports to track progress.

5. Website, Landing Pages, & Blog

Technical setup to enable web page, landing page, and blog publishing. 

6. Sales Pro

Configure HubSpot CRM for sale process management and train sellers on advanced sales tools.

HubSpot Onboarding Projects Price Guide

Plug-and-Play Onboarding Templates, Specialized & Technical Consulting, and Experienced Outsourced Services

Fill out the form to learn more details about the deliverables and get an immediate overview of how much our services cost.