Hubspot Setup and Onboarding

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Hubspot's multi-functional hubs allow brands to connect with customers everywhere they want to interact and grow with you—from text messages to emails, phone calls to video, intelligent chatbots, and back—within a single powerful platform.

From DTC, B2B, B2C, eCommerce, and more, Hubspot's platform with the help of a partner can be the best technology solution for your brand.

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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.

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Nifty Method Hubspot Solutions partner

CLIENTS WE'VE HELPED

Saddleback Leather Co. Smith & Nephew Caldwell Vineyard Energized Health Global Events Collective AVNATION Thrivist The Crayon Initiative The PlayspaceFW

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. 

starts at $3000

GOOD

per hub

Similar to Hubspot's guide onboarding

Meant for brands who want to get up and running and have existing processes and workflows in place

Does not include a market assessment and Hub operations plan

 

starts at $5500

Better

per hub

We handle the heavy lifting while teaching you the ropes

Meant for brands that do not have existing processes and workflows in place or want to optimize them

Meant for brands who need help creating workflows and personalized sequences for emails, landing pages, etc. 

 

start at $8500

Best

per hub

Suited for brands that do not have a resource in house to handle the onboarding & implementation or need white glove service  

Meant for brands that do not have existing processes and workflows in place or want to optimize them

Includes market assessment and Hub operations strategy and execution plan

hubspot shapes with Nifty pink

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?

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Nifty Method MARKETING PRO-1
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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? 

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Nifty Method SALES PRO-1
hubspot shapes with Nifty pink

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? 

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Nifty Method SERVICES PRO-1
hubspot shapes with Nifty pink

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? 

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Nifty Method CMS PRO-1