HubSpot CRM Suite Onboarding
We Do It
We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe Consult
Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!
Learn moreWe Do It
We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe Consult
Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!
Learn moreWe Do It
We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe Consult
Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!
Learn moreWe’ll provide support for your HubSpot CRM Hub onboarding.
The CRM system from HubSpot, rated as one of the top three CRM systems in 2022 by G2, is a comprehensive collection of software that aids companies in improving the customer experience by monitoring and analysing consumer behaviour during the purchasing process.
Make the most of the CRM Hub with the support of award-winning HubSpot professionals from the get-go. We will empower you to tailor HubSpot to suit your unique needs, flawlessly integrate your existing systems, and configure customer service tools that save time at every stage of the sales funnel.
Note: HubSpot onboarding is not optional for Professional and Enterprise packages and is required by HubSpot from either a registered HubSpot agency or from HubSpot directly.
HubSpot
Oxygen is one of the most tenured partners in the region with extensive experience in implementing HubSpot for a diverse customer base. The accolades they have received over the years is a testament to the consistent quality of work they deliver. You can be rest assured that choosing them as your partner will be the right decision to grow your business!
Senior Channel Consultant, HubSpot
HubSpot CRM Suite Packages
We currently do not offer a HubSpot CRM Suite Starter onboarding package (Only Support and Consulting). Please take a look at our HubSpot CRM Suite onboarding packages (We Build) for more relevant options.
Award-Winning Support
Oxygen’s HubSpot CRM Suite Pro Only Support and Consulting onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service.
Support (for all Hubs)
- Team kick-off call (0.5 hours)
- Weekly catch-up calls in the 1st month (0.5 hours)
- Monthly catch-up calls in the 2nd and 3rd month (0.5 hours)
- In-person/Zoom 5 hours HubSpot training session
- Up to 20 hours of support, including the following:
- Email support in the 1st and 2nd month (responses within 6 business hours)1
- Private Slack channel access in the 1st and 2nd month (responses within 4 business hours)
- WeCom/WhatsApp Business live chat support in the 1st and 2nd month (responses within 4 business hours)
- Local support [Hong Kong & Shenzhen] in the 1st and 2nd month (English/Mandarin/Cantonese)
- Tailored workshop documentation
- Recommendations for the best HubSpot academy courses
1 Does not include integration support.
Interchangeable Deliverables
Our HubSpot CRM Suite Pro (Only Support and Consulting) onboarding package includes all of the listed deliverables below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.
Deliverables
Marketing:
- User permissions set up (up to 6)
- HubSpot onboarding survey
- HubSpot portal settings configuration
- HubSpot analytics website integration
- Custom marketing email template design and development (up to 2)
- Email signature template and set up consultation
- Lead nurturing workflow consultation (up to 0.5 hours)
- Social media configuration consulting
Sales:
- Meetings link consulting
- Personal email connection consulting
- HubSpot inbox: Shared email connection consulting
Service:
- Ticket pipeline set up (up to 2)
- Customer experience matrix consultation (up to 0.5 hours)
Operations:
- Data review and data syncing (Up to 5 hours)
- Contact duplicate management (Up to 5 hours)
- API Integration support (Up to 5 hours)
Award-Winning Support
Oxygen’s HubSpot CRM Suite Enterprise onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.
Support (for all Hubs)
- Team kick-off call (1 hour)
- Weekly catch-up calls in the 1st month (1 hour)
- Monthly catch-up calls in the 2nd and 3rd month (1 hour)
- In-person/Zoom 7 hours HubSpot training session
- Up to 40 hours of support, including the following:
- Email support in the 1st, 2nd, and 3rd month (responses within 6 business hours)1
- Private Slack channel access in the 1st, 2nd, and 3rd month (responses within 4 business hours)
- WeCom/WhatsApp Business live chat support in the 1st, 2nd, and 3rd month (responses within 4 business hours)
- Local support [Hong Kong & Shenzhen] in the 1st, 2nd, and 3rd month (English/Mandarin/Cantonese)
- Tailored workshop documentation
- Recommendations for the best HubSpot academy courses
1 Does not include integration support.
Interchangeable Deliverables
Our HubSpot CRM Suite Enterprise (Only Support and Consulting) onboarding package includes all of the listed deliverables below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.
Deliverables
Marketing:
- User permissions set up (up to 10)
- HubSpot onboarding survey
- HubSpot portal settings configuration
- HubSpot analytics website integration
- Custom marketing email template design and development (up to 4)
- Email signature template and set up consultation
- Lead nurturing workflow consultation (up to 1 hour)
- Social media configuration consulting
Sales:
- Meetings link consulting
- Personal email connection consulting
- HubSpot inbox: Shared email connection consulting
Service:
- Ticket pipeline set up (up to 3)
- Customer experience matrix consultation (up to 1 hour)
Operations:
- Data review and data syncing (Up to 10 hours)
- Contact duplicate management (Up to 10 hours)
- API Integration support (Up to 10 hours)
Timeline (Reference Only)
This is an example timeline of how our onboarding works. Usually, HubSpot portals are set up within the first 48 hours and are completely functional with customised settings by the end of the month for the team training session.
Month 1
- Portal set up within 48 hours
- Onboarding survey
- Team kick-off call per hub
- Analyze existing marketing, sales and service processes
- HubSpot portal set up
- CRM import
- HubSpot data migration
- Connecting HubSpot analytics to your website
Building Assets:
- Work on building all the interchangeable deliverables stated above (varies for starter, professional & enterprise package)
* Service Hub activity typically starts in month 2 after marketing and sales assets are setup.
Month 2
- Tailored workshops per hub
- Setup service hub assets
- Flexible support hours
Month 3
- Monthly catch-up
- Curated HubSpot course selection
- Develop customer experience matrix
- Configure customer automation responses
- Flexible support hours
- Professional
- Enterprise
| Most Popular | ||
|---|---|---|
| Professional | Enterprise | |
| Original Price | HKD 72,900 USD 9,280 | HKD 129,430 USD 16,490 |
| CRM Suite Price | HKD 47,400 (35% Discount) USD 6,040 (35% Discount) | HKD 84,810 (34.5% Discount) USD 10,800 (34.5% Discount) |
| HubSpot Price | HubSpot doesn't offer full CRM Suite onboarding HubSpot doesn't offer full CRM Suite onboarding | HubSpot doesn't offer full CRM Suite onboarding HubSpot doesn't offer full CRM Suite onboarding |
Please note that the prices above are not inclusive of monthly HubSpot Software fees.
If HubSpot has a cheaper onboarding package, why use an agency like Oxygen for onboarding? While HubSpot will train you on the best practices for setting up your portal, our certified HubSpot experts will build it up for you! Our onboarding includes not just the set-up of your portal for you but also creating gold-standard campaigns from our award-winning team to use as a reference point for future campaigns. Learn more on why onboarding HubSpot with Oxygen can benefit your business.
Looking to use more than one HubSpot Hub? We provide a 10% discount on all Starter and Pro packages when you buy two or more onboarding packages with us. For Enterprise onboardings, please speak to our team for more information.