HUBSPOT ONBOARDING

Skip the training manual. Hire HubSpot onboarding experts instead.

Get the most out of your investment with certified trainers.

Even the best tech tools are worthless if your staff can’t use them. Personalized HubSpot onboarding prevents frustration and costly errors while getting your team up and running on the tools as quickly as possible.

5 Star Rating on HubSpot

 5/5

Most HubSpot users never fully realize the value of their investment …but you don't have to be one of them.

We’ve helped dozens of teams transition to a new HubSpot CRM. With the right coaching, new users will be able to use the tools with ease, and see how HubSpot makes their jobs easier.

Here’s how we get you there:

We identify your objectives, timeline, and availability

We create a customized objective-based onboarding plan

We show your team how the tools really work

We provide an adoption plan and ongoing support (if needed)

Clients come to us for help with issues of all kinds. Any of these sound familiar?

Your people won’t use HubSpot if it feels like a nuisance, not a tool.

“We’re new to HubSpot, where do we start?”

“What’s the best way to help my team master HubSpot?”

“How can I maximize my team's abilities to grow with HubSpot?”

“How do I know if my team is making the best use of HubSpot?”

“My team needs more training to use the platform with ease”

“Help, we have so many questions about HubSpot!”

Your Marketing Hub

Who are you selling to?
What does your customer value journey look like?
How are Sales, Marketing and Customer Service handing off sales, tasks and customer issues to one another?

Once we understand your goals and process, we apply all the features in the HubSpot marketing hub to implement your marketing strategy. We set the tools for you and train your team so they can keep running successful campaigns on their own.

Your Sales Hub

We begin by examining your sales cycle: whom you sell to, when and how.

Once we understand your sales process, we identify automations that will make it better, and set up your data structure as needed for your sales team’s success. We organize your tools and train your team to work smarter using the Hubspot CRM. We finish with a HubSpot Sales Reporting training, and provide an adoption plan and ongoing support if needed.

Your Customer Service Hub

We help your team utilize the Service hub, enabling them to provide next-level customer service at every point of contact using tickets, automation, pipelines, feedback surveys and a shared knowledge base. We set up the tools for you, train your Customer Service team how to use HubSpot, and provide an adoption plan and ongoing support if needed.

What our HubSpot onboarding clients say about us

“Expectations exceeded in every way. Open Flow has quickly become my most trusted HubSpot consultant.”

“Above and beyond team! What could have been a painful, slow-going process was easy, efficient, and enjoyable.”

“Amazing help in building out our CRM. Getting the deal stage pipeline and dashboards set up for the team were a breeze!”