HubSpot Onboarding Done For You

As a HubSpot Gold Partner, Shape & Scale’s founder-led team guides B2B SaaS and tech companies through the onboarding process.

We’ll get you up and running in just 4-6 weeks, so you can focus on scaling your business with HubSpot’s powerful tools. Our personalized approach helps you unlock your company’s full potential.

Strategy

Shape & Scale’s founder-led team works with B2B SaaS and tech companies to build effective HubSpot strategies. Through personalized customer journey mapping, we identify key touchpoints, optimize the customer experience, and align your teams within HubSpot. Our hands-on approach tailors your HubSpot strategy to your unique goals, driving sustainable growth.

Implementation

Our iplementation services include data hygiene to ensure accurate and actionable insights, attribution modeling to track your best-performing investments, automation to streamline your workflows, seamless integrations with your existing tools, and custom reporting to measure your success.

Whether you’re new to HubSpot or expanding to new Hubs, we’ll architect a tailored solution that maximizes your software ROI.

Training & Adoption

We help B2B SaaS, and tech companies drive HubSpot adoption and sales performance through our partnership with Supered.io.

This powerful platform integrates seamlessly with HubSpot, providing guided selling, automated sales processes, and real-time data insights. Our training and implementation services ensure your team has the tools and knowledge to close more deals and maximize HubSpot ROI.

Marketing Hub Onboarding
Sales Hub Onboarding

Marketing Hub Pro Feature

Discovery Call

1

Limited

Weekly 30 Minute Meeting

1

Every 2 Weeks

30-Minute Portal Review/Handoff

1

HubSpot Account Settings and Tracking Codes Setup

1

Branding Settings Setup for Logo, Fonts, Colors, Etc.

1

Email Technical Review, including DKIM, DMARC, and SPF through GlockApps

1

Filter our Internal IPs

1

Setup Email Footers and Signature

1

Setup GDPR Compliance Settings

1

Customer Journey to Lifecycle Stage Mapping in Miro

1

Import Contacts and Companies

1

Creation of up to three lists and two views

1

Taxonomy & UTM Tracking Template

1

Landing Page, Subdomain, Blog Settings & Setup

1

One landing page template (based on branding, no custom modules)

1

One email template (based on branding, no custom modules)

1

Build 1 Workflow (5 emails/actions max)

1

Custom UTM properties

1

Build 1 Form with hidden UTM form field properties.

1

Create Essential HubSpot Marketing Reports and Dashboards max 5 total.

1

Setup GDPR Compliance Settings

1

Social Media Setup and Settings Configuration

1

Marketing Team Training up to five people for two hours max with Supered.io integration

1

Ad Integration Setup and Settings Configuration

1

Guidance on Gmail and Outlook Integration with HubSpot

1

Sales Hub Pro Feature

Discovery Call

1

Limited

Weekly 30 Minute Meeting

1

Every 2 Weeks

30-Minute Portal Review/Handoff

1

Setup of Users and Associated Permissions

1

HubSpot Account Settings and Tracking Codes Setup

1

Outbound Email Technical Review, including DKIM, DMARC, and SPF.

1

Filter our Internal IPs

1

Setup Email Footers and Signature

1

Setup GDPR Compliance Settings

1

Migrate Existing Deal Pipelines and Stages

1

Limited

Import Existing Deals

1

Limited

Import Existing Contacts and Companies

1

Limited

Import of Existing Products into HubSpot CRM Database

1

Build 1 Pipeline based on the Sales Process.

1

Build 1 Sequence of max 3 emails.

1

Build 2 workflows

1

Outbound Email Templates max 2

1

Create Essential HubSpot Sales Reports and Dashboards max 5 total.

1

Build 1 Form with hidden UTM form field properties.

1

Create Essential HubSpot Marketing Reports and Dashboards max 5 total.

1

Guidance on Meetings Tool via Gmail or Outlook Integration

1

Guidance on Gmail and Outlook Integration with HubSpot

1

Guidance on Gmail/Outlook Email Native Integration

1

Sales Team Training Session: up to two hours for a maximum of five people

1

HubSpot Services

Kick-off Consultation: Upon signing up, you’ll be matched with a dedicated HubSpot Expert who will reach out within 3 business days to schedule a personalized consultation. During this session, we’ll dive deep into your business, goals, and challenges to ensure we have a solid foundation for your HubSpot journey.

Customer Journey Mapping: Next, we’ll invite you to a collaborative workshop where we’ll work side-by-side to map your customer journey. This hands-on approach ensures that your HubSpot implementation perfectly aligns with your unique processes and objectives.

Biweekly Progress Updates: We’ll keep you informed and engaged with biweekly progress updates throughout onboarding. These sessions provide a forum for your team to ask questions, provide feedback, and stay in the loop on the latest developments in your HubSpot setup.

Under-the-Hood Customization: While you focus on your core business, our experienced technical team will be behind the scenes, customizing your HubSpot portal to meet your needs. From integrations to automation, we’ll ensure that every aspect of your HubSpot environment is optimized for your success.

Launch Readiness Assessment: As we near the end of the onboarding process, we’ll schedule a comprehensive launch readiness assessment. During this meeting, we’ll walk you through your newly configured HubSpot portal, ensuring that you and your team are fully prepared to take the reins and start driving results.

Our commitment to your success doesn’t end with the launch of your HubSpot portal.

We offer flexible support packages to provide the ongoing guidance and expertise you need to thrive. Whether you’re looking for occasional check-ins or a full-service partnership, we ensure you get the most out of your HubSpot investment.

What Others Are Saying

“

“We partnered with Shape and Scale to launch our company and start building our PR and media relations programs. Both Suzanne and Pasha are pros by all means. They were able to get up-to-speed in no time and helped us announce Normalyze and secure outstanding coverage. In addition their digital marketing knowledge and experience sets apart and allows us to build integrated campaigns with our PR program.”
Amer DeebaCEO and CoFounder | Normalyze

“

“Suzanne and Pasha are absolutely wonderful to work with. I partnered with Shape and Scale to build the foundations for our PR and digital marketing strategy, and they were invaluable throughout that process. Both Suzanne and Pasha are great planners, communicators, and contributors. What makes them stand out is their outcome-driven approach. They brought ideas and opinions to every discussion, which makes for an ideal agency partnership. Working with Shape and Scale was like having an extension of our marketing team.”
Sarah DinVP of Marketing | Builder.io