---
title: HubSpot Onboarding Services UK | Smit Marketing
description: HubSpot onboarding and implementation for UK teams. We set up HubSpot around your business and train your team. Start with a free health check.
---

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## HUBSPOT ONBOARDING AND IMPLEMENTATION

# HubSpot onboarding that sets your team up properly.

We set up HubSpot around how you sell and market, then train your team to run it.

[Free Portal Health Check](https://smitmarketing.co.uk/free-hubspot-health-check?hsLang=en-gb)

[Or book a 15-minute call](https://smitmarketing.co.uk/contact-us?hsLang=en-gb)

## What is HubSpot onboarding?

HubSpot onboarding is how you get your account set up around how your business actually sells, markets and supports customers, and your team trained to run it. Good onboarding is the difference between a CRM your team uses and one they avoid. Our HubSpot onboarding services cover HubSpot implementation from start to finish, and we act as your hands-on implementation partner from the first call to the handover, with plain-English plans and no long contracts.

## SOUND FAMILIAR

## Who HubSpot onboarding is for ?

##### Just bought HubSpot

Teams that have just bought HubSpot and want to start properly 

##### Switching systems

Businesses starting from scratch or from spreadsheets

##### Never finished setup

Teams who bought HubSpot but never finished setting it up

##### Changing process

Growing companies that need HubSpot to fit a new sales or marketing process

## WHAT'S INCLUDED

## HubSpot onboarding services:

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✓ Account and user setup, including permissions

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 ✓ Forms, email and calendar connections

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✓ Properties, pipelines and lifecycle stages built around your process

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 ✓ Core reports and dashboards for sales and marketing

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 ✓ Importing your existing contacts and companies

 ✓ Team training and a clear handover  
 

## How long it takes and how pricing works?

Every onboarding is different. It depends on how much needs setting up, how much data is coming across and how many people will use HubSpot, so we don't use one-size-fits-all packages. After a free 15-minute call, we send a short plan with a clear scope, a timeline and a cost, agreed before any work starts. You always know what you are getting, and there are no long contracts.

## Our HubSpot implementation process

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#### 1. Quick call

Tell us how your team sells, markets and supports customers, and what success looks like.

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#### 2. Short plan

We agree on the scope, timeline and cost.

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#### 3. Build and migrate

We set up HubSpot and import your existing records, with weekly updates.

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#### 4. Handover

We train your team and make sure everyone is confident before we step back.

## HubSpot onboarding questions

How long does HubSpot onboarding take?

It depends on how much you need set up, how much data you are bringing in and how many people will use HubSpot. After a free call we agree a clear scope and timeline in a short plan, so you know what to expect before any work starts.

What are HubSpot onboarding services?

 HubSpot onboarding services get your account set up around how your business actually works. That usually means users, properties, pipelines, forms, email and calendar connections, reports and training, so your team can start using HubSpot with confidence.

What is the difference between HubSpot onboarding and implementation?

Onboarding focuses on getting your team started with HubSpot. Implementation covers the technical build behind it, such as data structure, automation and integrations. We handle both together so nothing falls between the two.

Can you help if we already have contacts in spreadsheets?

Yes. We can help you import your existing contacts and companies as part of setup, and check the data once it is in.

Do we need to know HubSpot before we start?

No. You tell us how your team sells, markets and supports customers, and we handle the setup in plain English. We train your team before we hand over.

> "Francois has been a pleasure to work with. He really knows HubSpot inside out and was always quick to help when I had questions. Super reliable, I’ll definitely be coming back to him again."
> 
>   Steven Palange

## Related services.

#### HubSpot audit

Already set up? Find out what is broken.

[Explore →](https://smitmarketing.co.uk/services/hubspot-audit?hsLang=en-gb)

#### HubSpot training

Help your team use it with confidence.

[Explore →](https://smitmarketing.co.uk/services/hubspot-training?hsLang=en-gb)

#### HubSpot support

Ongoing help after launch.

[Explore →](https://smitmarketing.co.uk/services/hubspot-support?hsLang=en-gb)

[← Back to all HubSpot services](https://smitmarketing.co.uk/services?hsLang=en-gb)

#### Ready to get HubSpot set up properly?

Start with a free health check, or book a call and you'll hear from us personally.

[Book a 15-minute intro call](https://smitmarketing.co.uk/contact-us?hsLang=en-gb) OR

 

[Get your free health check](https://smitmarketing.co.uk/free-hubspot-health-check?hsLang=en-gb)

### SMIT Marketing

 Newbury, UK 

- [Home](https://smitmarketing.co.uk)
- [Services](https://smitmarketing.co.uk/services) 
    - [HubSpot Onboarding and Implementation](https://smitmarketing.co.uk/services/hubspot-onboarding)
    - [HubSpot Audit](https://smitmarketing.co.uk/services/hubspot-audit)
    - [HubSpot Training](https://smitmarketing.co.uk/services/hubspot-training)
    - [HubSpot Support and Managed Services](https://smitmarketing.co.uk/services/hubspot-support)
    - [HubSpot Reporting and Dashboards](https://smitmarketing.co.uk/services/hubspot-reporting)
    - [HubSpot Automation and Workflows](https://smitmarketing.co.uk/services/hubspot-automation)
    - [HubSpot CRM Cleanup and Data Quality](https://smitmarketing.co.uk/services/hubspot-crm-cleanup)
    - [Marketing](https://smitmarketing.co.uk/services/hubspot-marketing)
- [Blog](https://smitmarketing.co.uk/blog)
- [About](https://smitmarketing.co.uk/about)
- [Contact](https://smitmarketing.co.uk/contact-us)

0163 592 5118  
francois@smitmarketing.co.uk

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---

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