Hubspot Setup and Onboarding

Your priorities are our priorities.

We're here to help you — from startup to enterprise —with the technical and practical aspects of getting Hubspot onboard and your campaigns and revenue ops into market smarter and faster. 

When you purchase HubSpot and choose to onboard with Nifty Method, we’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster.

How We're different

Nifty Method's Hubspot Onboarding and Implementation is designed for new clients using Hubspot software for the first time as well as clients who might have onboarded previously and need a bit of help getting the most out of the platform. Our clients enjoy our expert advice on strategy, marketing, sales, customer experience, and user-focused design.

• We take time to get to know you and your brand: You are not a number in our work queue. We only work with brands and people we connect with; which means when we advise you on making optimizations and shifts in your marketing, sales, service, or website operations, we do so with your customers in mind. We would rather do the right thing, than the easy thing, which means asking a lot of questions to best understand your whys and why nots.
• We take care of all the technical setup: Setting up your Hubspot Portal can mean a lot of things. We bring more than 10+ years of technology expertise to ensure that you're compliant and effective, so you never have to speak a word of IT. 
• We get you set up quicker: Hubspot's standard implementation takes around three months. We can get you set up and into market in as little 2-4 weeks depending on your data and brand. 
• We teach you how to fish: Don't get us wrong. We'd love to be your Hubspot agency. However, sometimes you just need a little help. This means, we onboard you in a way where you can be effective on your own but are always here to partner with you when you need us.
• We're transparent about pricing: Why? Because it doesn't make any sense not to be. Each of our onboarding and implementation options include the ability to add on additional options as needed to ensure a custom fit.
  Custom quotes for enterprises may apply depending on data and integration needs. 

Marketing Hub Onboarding & Implementation

Marketing Hub Onboarding is designed for new clients using the Marketing Hub software for the first time as well as clients who might have onboarded previously and need a bit of help getting the most out of the platform. Our clients enjoy our expert advice on data migration, best practices around lead generation and qualification, as well as help creating automation and nurturing. 

Did you know that brands that work with a HubSpot solutions partner typically perform 35% better year on year?

SALES Hub Onboarding & Implementation

Sales Hub Onboarding and Implementation is designed for new customers using the Sales Hub software for the first time as well as clients who might have onboarded previously and need a bit of help getting the most out of the platform. Sales Hub users value their onboarding experience because of the personalized advice they get migrating their data to HubSpot, creating prospecting and nurturing processes in HubSpot, and learning to close deals faster using our sales enablement tools. Clients also leave knowing they’re inputting data into their software in a way that supports their reporting needs.

Did you know that brands that work with a HubSpot solutions partner typically perform 35% better year on year? 

SERVICE Hub Onboarding & Implementation

Service Hub Onboarding and Implementation is designed for new customers using the Service Hub software for the first time as well as clients who might have onboarded previously and need a bit of help getting the most out of the platform. Our clients enjoy working with us for consulting on how to migrate off of other help desk software, set up a help desk for the first time, and translate their business processes to HubSpot. Our goal during Service Hub Onboarding is to help you adopt the tools quickly so you can build a proactive customer success organization.

Did you know that brands that work with a HubSpot solutions partner typically perform 35% better year on year? 

CMS Hub Onboarding & Implementation

We help you focus your website users at the center of your web experience. Our clients get value out of CMS onboarding by optimizing their website for SEO, creating engaging lead conversion paths, and understanding website analytics. Our goal during onboarding is to make sure you are comfortable editing your Hubspot hosted website and are following best practices for your content.

Did you know that brands that work with a HubSpot solutions partner typically perform 35% better year on year?