ONBOARDING ASSESSMENT
New to HubSpot? Make the first 90 days count.
Most HubSpot portals stall because teams try to self-configure without a structured plan. With 400+ onboardings delivered across every Hub, MO Agency builds your HubSpot environment around your revenue process — so your team is productive from week one, not month six. Choose Guided Onboarding for coaching-led enablement, Done For You for full-service configuration, or Advanced Implementation for complex multi-Hub deployments.
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OUR CLIENTS
Recent HubSpot Clients
Our structured HubSpot onboarding programmes help businesses across banking, finance, manufacturing, IT, SaaS, and professional services achieve rapid adoption and measurable ROI.
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CASE STUDY
Award-Winning HubSpot Onboarding
How we onboarded Cashflow Capital onto HubSpot CRM — configuring deal pipelines, custom properties, automation, and training across multiple business units — winning HubSpot’s Platform Migration Excellence award.
Read the full storyWHY MO FOR ONBOARDING
Onboarding built around your business, not a generic playbook
Every business operates differently. Our onboarding methodology maps HubSpot’s capabilities to your specific revenue process — so the platform works the way your team works, from day one.
Customised Experience
No two onboardings are the same. We tailor every portal configuration, pipeline design, and automation to your industry, team structure, and sales methodology — because cookie-cutter setups create cookie-cutter results.
Focused on Objectives
We start with your revenue targets and work backwards. Every property, workflow, and dashboard we build serves a measurable business objective — not just a feature demo.
Operational Efficiency
Our proven onboarding framework gets teams productive in weeks, not months. Structured sprints, clear deliverables, and staged rollouts mean zero productivity downtime during implementation.
Engaging, Practical Training
Training happens on your live data with your actual processes — not a demo environment. Three dedicated training sessions ensure every user understands exactly how to use the CRM for their specific role.
Price Match Guarantee
We’ll match any like-for-like HubSpot onboarding quote. You get elite partner expertise at competitive pricing — no compromises on quality, no surprises on the invoice.
Lifetime Support
Onboarding doesn’t end at handover. Every client gets ongoing access to our support team for questions, optimisation requests, and strategic advice — for as long as you’re on HubSpot.
We build revenue systems, not just CRM portals
Most HubSpot onboardings are treated as software installations — configure the settings, import some contacts, hand over login credentials. We treat onboarding as a revenue operations project.
Before we touch a single setting, we run a structured discovery process: mapping your sales methodology, understanding your lead sources, documenting your handoff points between marketing and sales, and identifying the automations that will save your team hours every week.
The result is a HubSpot environment that mirrors how your team actually sells — with pipelines that reflect your deal stages, properties that capture the data leadership needs, and dashboards that give instant visibility into pipeline health, forecast accuracy, and team performance.
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Operational from day one, optimised by day thirty
Our phased onboarding methodology means your team is productive immediately. We configure in stages — CRM architecture first, then pipelines and views, then automation and integrations — with validation checkpoints and hands-on training at every phase.
By the time we hand over, your team has already been using the system with real data for weeks. Deal views are tuned to each role. Automation is running. Dashboards are populated. And every user has completed three dedicated training sessions on their specific workflows.
That’s the difference between onboarding that sticks and onboarding that gets abandoned within sixty days.
ONBOARDING OPTIONS
Three onboarding paths, one standard of excellence
While RevOps principles can be applied to any stack, HubSpot's unified platform makes it the natural home for revenue operations — everything lives in one place, natively connected.
Guided Onboarding
Coaching-led enablement for teams who want to own their HubSpot setup. Your dedicated consultant guides you through discovery, design, and configuration — with structured sessions, templates, and validation at every step. Ideal for single-Hub deployments with an internal admin.
Done For You Onboarding
Full-service implementation where our team builds your entire HubSpot environment. From CRM architecture and pipeline design through automation, data import, and user training — we handle every configuration. You focus on your business while we build the system around it.
Advanced Implementation
Enterprise-grade deployment for complex, multi-Hub environments. Custom objects, advanced automation, API integrations, multi-team permission architectures, and cross-Hub reporting. Includes extended discovery, phased rollouts, and dedicated project management across Sales, Marketing, Service, and Operations Hubs.
Price Match Guarantee
We’ll match any like-for-like onboarding quote from another HubSpot Solutions Partner. You get the depth of 400+ onboardings, elite partner methodology, and lifetime support — at the most competitive price available. No compromises, no caveats.
HUB ONBOARDING
Expert onboarding for every HubSpot Hub
Each Hub has its own onboarding methodology. We configure, connect, and train your team across the entire HubSpot platform — ensuring every Hub works as part of a unified revenue system.
Pipeline design, deal stages, forecasting, sequences, and sales automation — configured around your specific sales methodology and team structure.
- Deal pipeline and stage configuration
- Contact and company view customisation
- Custom properties and calculated fields
- Sales automation and sequence setup
- Forecast and quota configuration
Lead capture, email automation, campaign tracking, and attribution — set up to generate and nurture pipeline from day one.
- Contact lists and segmentation setup
- Email templates and nurture workflows
- Form and landing page configuration
- Lead scoring model design
- Campaign tracking and attribution setup
Ticket pipelines, knowledge base, SLAs, and customer feedback — configured so your support team delivers consistent, measurable service.
- Ticket pipeline and status configuration
- Knowledge base setup and structure
- SLA and routing rule configuration
- Customer feedback surveys
- Service automation workflows
CMS pages, blog, themes, and content modules — set up with your brand guidelines and integrated with your marketing and sales Hubs.
- Website page and template setup
- Blog configuration and structure
- Smart content and personalisation
- SEO and analytics configuration
- Integration with Marketing Hub forms
Banking & Finance
Compliance-aware CRM configuration with deal pipelines for lending, wealth management, and financial advisory.
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Insurance
Policy lifecycle pipelines, claims management workflows, and broker portal integrations configured from day one.
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Manufacturing
Complex B2B sales cycles with multi-stakeholder deals, quote-to-cash processes, and ERP integration setup.
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IT & Cybersecurity
Subscription-based pipelines, partner deal registration, and technical sales process configuration with MSP integrations.
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SaaS & Technology
Product-led growth funnels, trial-to-paid pipelines, usage-based scoring, and product analytics integration.
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Professional Services
Engagement-based pipelines, retainer tracking, proposal workflows, and client relationship management setup.
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Recruitment
Candidate and client pipelines, placement tracking, commission workflows, and job board integration configuration.
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Other Industries
Healthcare, education, logistics, real estate, and more. If your business runs on relationships, we’ve onboarded your industry onto HubSpot.
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