HubSpot Onboarding Services

WHY MO

Over 400 HubSpot onboardings. We know what works.

Effective onboarding is the difference between a HubSpot portal that drives revenue and one that collects dust. We’ve delivered over 400 HubSpot onboardings across every Hub — Marketing, Sales, Service, Operations, and Content Hub. Our extensive industry experience means we focus your time where you’ll generate maximum impact. We offer three onboarding models — guided setup, done-for-you implementation, and advanced deployment — so the engagement matches your team’s experience, complexity, and budget. As an Elite HubSpot Partner, we also offer a price match guarantee against any HubSpot-direct onboarding discount, plus lifetime support for Pro and Enterprise customers.

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WHAT'S INCLUDED

Onboarding designed around your business, not a checklist.

Every onboarding is tailored to your goals, your team’s experience, and your HubSpot tier. Here’s what that looks like in practice.

Customised Experience

Tailored onboarding built around your growth goals and HubSpot tier. No generic playbook — we map your processes, data, and team structure into a configuration that works from day one.

Objective-Led Setup

Every onboarding aligns with key business objectives. We define success criteria upfront so you can measure the impact of your HubSpot investment from the start.

Flexible Delivery Models

Choose guided onboarding if your team has CRM experience and wants to learn by doing, done-for-you if you want us to handle configuration, or advanced implementation for complex multi-Hub deployments.

Structured Training

Direct guidance and walkthroughs for your team — not a link to HubSpot Academy. We train your people on the exact setup we’ve built, so they can operate confidently from handover.

Price Match Guarantee

We match any special pricing or discount offered by HubSpot directly. You get Elite Partner expertise at HubSpot-direct pricing — there’s no premium for working with us.

Lifetime Support

We provide ongoing support beyond the onboarding phase for Pro and Enterprise HubSpot customers. As your processes evolve and your team grows, we’re available to help.

Three onboarding models. One outcome: a portal your team actually uses.

We offer three approaches because no two teams are the same. Guided Onboarding suits teams with previous CRM experience — we discuss the best setup, build a project plan, hand it over, and run structured weekly sessions to check progress and adjust. Done-for-You Onboarding is for teams that want us to handle configuration — we discuss requirements, build your portal, and run weekly training sessions so you learn the tools as we set them up. Advanced Implementation is for complex requirements — tailored CRM setup, consulting, migrations, integrations, and phased delivery designed to bring elements online at the right pace for your business. Every model ends the same way: your team owns the system and knows how to run it.

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From consultation to handover in weeks, not months.

Our onboarding process follows four clear stages. We start with an initial consultation and analysis — we connect with your team, outline requirements, and identify a project champion. Next, we build a roadmap — a detailed plan with timeframes, budgets, and success criteria that both sides agree on before work begins. Then we move into implementation and training — a structured approach to configuring your HubSpot portal and training your team on every tool and workflow we set up. Finally, we complete and hand over — we recap onboarding achievements, set future goals, and ensure your team has the knowledge and confidence to operate independently. For Pro and Enterprise customers, lifetime support means we’re available whenever you need us.

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OUR FRAMEWORK

Structured delivery. Measurable outcomes.

Every onboarding follows this framework — whether guided, done-for-you, or advanced. It’s how we ensure consistency across 400+ engagements.

Consultation & Analysis

We connect with your team to understand your business, processes, and goals. We identify a project champion, audit your existing tools, and define the scope, timeline, and success criteria for your onboarding.

Roadmap & Planning

We develop a detailed implementation plan with agreed timeframes and budgets. Every element — from data imports to workflow configuration to training sessions — is mapped before work begins.

Implementation & Training

We configure your HubSpot portal and train your team in structured sessions. For guided onboarding, we coach you through setup. For done-for-you, we build it and train you on what we’ve built. For advanced, we deploy in phases.

Handover & Ongoing Support

We recap what we’ve built, set future goals, and hand over full operational control. Pro and Enterprise customers receive lifetime support — we’re available as your business evolves and new requirements surface.

TESTIMONIALS

Client Testimonials

Onboarding was stress-free. Calvin and Daniella were very helpful and professional, ensuring we moved over from our current CRM to HubSpot seamlessly.

Implementing HubSpot across multiple brands is no small task, but MO Agency made it seamless. Their team was incredibly hands-on with tailored support.

Working with MO Agency for HubSpot onboarding has genuinely exceeded my expectations. Their structured, personalised approach meant everything was straightforward from day one.

Working with MO Agency for our HubSpot onboarding has been an outstanding experience. The team ensured a seamless and comprehensive setup tailored to our needs.

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

See How We Onboard

We’ve onboarded teams across banking and finance, manufacturing, insurance, IT and cyber security, professional services, recruitment, and SaaS. From single-Hub setups for lean teams to multi-Hub enterprise deployments with integrations and data migration — every engagement follows the same structured framework and delivers a portal the team actually uses.

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What does MO Agency’s HubSpot onboarding include?

Our onboarding covers comprehensive setup and training across Marketing, Sales, Service, Operations, and Content Hubs. We tailor the engagement to your budget and complexity requirements — from guided setup where your team configures HubSpot with our coaching, to done-for-you implementation where we handle the entire build and train you on the result.

What are the three onboarding options?

Guided Onboarding — we build the project plan and coach you through setup in structured weekly sessions. Best for teams with previous CRM experience. Done-for-You Onboarding — we handle the full configuration and train you on the tools in weekly sessions. Best for teams that want to get up and running fast. Advanced Implementation — tailored CRM setup, consulting, migrations, integrations, and phased delivery for complex requirements.

How long does onboarding take?

It depends on scope and complexity. Standard onboardings typically take 2–6 weeks. Advanced implementations with migrations, integrations, or multi-Hub deployments can take longer. We agree on timelines during the roadmap phase so you know the commitment before we start.

Do you offer a price match guarantee?

Yes. We match any special pricing or discount offered by HubSpot directly. You get Elite Partner expertise — over 400 onboardings, certified specialists, and lifetime support — at HubSpot-direct pricing.

What support do you provide after onboarding?

We provide lifetime support beyond the onboarding phase for Pro and Enterprise HubSpot customers. This means ongoing access to our team as your processes evolve, your team grows, and new requirements surface. Many customers engage us for continued support in the months after go-live as they discover new workflows and capabilities.

Which industries have you onboarded?

We have onboarding experience across banking and finance, manufacturing, insurance, IT and cyber security, professional services, recruitment, SaaS, and more. Our industry-specific experience means we can advise on best-practice configurations for your sector from day one.

HubSpot Onboarding That Sets You Up for Growth

Effective HubSpot onboarding for Marketing, Sales, Service, and Content Hubs. The foundation for growth — and the expertise to drive it.