Get Up & Running Quickly with Tailored HubSpot Onboarding

Why should I onboard with Digital Reach instead of HubSpot?

As you know, HubSpot offers onboarding for customers. But as great as the HubSpot team is, there’s only so much they can do during their onboarding process.

Onboard with HubSpot and you'll get access to an Implementation Specialist for up to 90 days. They'll work with you on a consultative basis, meaning they aren't going to do a deep dive into your business and your unique processes, and they aren't going to do the work for you. But they'll certainly point you in the right direction and talk to you about best practices!

This is great, but it still leaves your team accountable for all of the building & doing in HubSpot. That means you'll be responsible for adding your own integrations with the tools you use, building your own buyer journeys, building out your email templates, configuring your workflows and automations, and onboarding the rest of your team to your new processes.

So when does it make sense to onboard with a partner like Digital Reach? Here are some general guidelines:

• You want to make HubSpot work for your unique business processes rather having a one-size-fits-all approach. 
• Maybe you have an existing CRM - or multiple CRMs - that need to be integrated into one
• You require technical and strategic builders to automate away some of your most repetitive tasks
• You simply don't have the time to spend on learning how to set everything up when your focus is running your business

How much work will you require of my team?

We’ll do the heavy lifting, but there will need to be some involvement from your team to ensure that we make your HubSpot instance as useful, time-saving, and business driving as it should be. But for whatever we request of you and your team, you can be assured that you won’t be toiling alone! We’ll be wrench-turning by your side and will guide you every step of the way.

What's the difference between onboarding and implementation?

Onboarding is for companies looking to get the foundational pieces of HubSpot configured in alignment with best practices so that your team can begin using the CRM quickly and effectively. Implementation is for those in need of a more consultative service - helping teams define and build out new processes, integrate complex systems and outside tools, and customize HubSpot at a deeper level.

What happens when we're done onboarding?

Don’t get us wrong, we would love to be your HubSpot agency! But our goal with onboarding isn’t to create job security. That’s why our onboarding process is designed to empower you and your team to be effective on your own.

But because we know things often come up after onboarding, we offer a variety of HubSpot support packages for your ongoing needs.