HubSpot Onboarding: Guiding Your Success—Your Way

Setting up HubSpot is just the beginning. The real challenge is to make it work for your business in alignment with your processes.

Starting with HubSpot feels exciting—until you realise there are pipelines to set up, contacts to organise, workflows to configure, and a million buttons you’re not sure you should press. Suddenly, what was supposed to make your life easier feels like another full-time job.

That’s where Woven’s HubSpot Onboarding comes in. Instead of a one-size-fits-all approach, we make sure HubSpot is set up to fit your business, not the other way around. Whether you need structured guidance or a full-service implementation, our onboarding process is designed to help you understand, optimise, and actually use HubSpot effectively.

We offer two onboarding experiences, depending on how much support you need:

1. Onboarding Package: A structured, guided approach to help you learn and implement HubSpot’s core features.

2. Accelerator Package: A complete setup, optimisation, and hands-on training experience so your team can take over and go.

Whichever option you choose, Woven ensures your onboarding is structured, practical, and built for long-term success. You can explore the full details of our onboarding packages on our HubSpot Onboarding Pricing Page.

How Woven Onboarding Works: Built Around Your Business

Many onboarding services offer generic, cookie-cutter setups, but at Woven, we take the time to understand your business first.

We ensure HubSpot is aligned with your operations by evaluating:

- Your team’s workflows: How do sales, marketing, and support currently manage leads and customer interactions?

- Your business goals – What outcomes do you expect from HubSpot?

- Your existing tech stack – What tools (e.g., accounting software, email marketing platforms) need to integrate with HubSpot?

By addressing these factors, we customise the onboarding to ensure your team gets the most out of HubSpot—without overcomplicating things.

The Onboarding Package: A Guided Approach to HubSpot

This package is ideal for businesses that want step-by-step guidance in setting up and using HubSpot effectively. We walk you through key features, ensuring your team understands how to navigate the system and maximise its potential.

Which include:

✔ HubSpot setup assistance – We configure your CRM, pipelines, and contact management for a strong foundation.

✔ Guided learning sessions – Your team will learn how to use HubSpot’s essential tools, including automation, reporting, and contact management.

✔ Best practices – Learn how to track leads, automate follow-ups, and optimize marketing efforts for better efficiency.

✔ Questions & Answers – Dedicated time to address your team’s concerns and provide real-time solutions based on your business needs.

This package ensures that your team is equipped with the knowledge and skills to confidently use HubSpot while having structured guidance throughout the process.

The Accelerator Package: A Full-Service HubSpot Implementation

For businesses that want HubSpot up and running fast, the Accelerator Package provides a complete setup, optimisation, and hands-on training to ensure a smooth transition.

Which include:

✔ Full HubSpot setup & customisation – We configure HubSpot based on your business needs, ensuring an intuitive and efficient setup.

✔ Guided and hands-on learning experience – Training sessions tailored to your workflows so your team can quickly adopt HubSpot with confidence.

✔ Process optimisation – We analyse and adjust workflows to ensure HubSpot seamlessly integrates with your existing business operations.

✔ Training & handover – We don’t just set up HubSpot; we empower your team to take over and go, ensuring long-term success.

This package is ideal for businesses that need a done-for-you setup with expert guidance to ensure HubSpot enhances daily operations rather than disrupting them.

Training & Handover: Empowering Your Team to Succeed

Even the best CRM is useless if your team doesn’t know how to use it. That’s why Woven prioritises platform onboarding and user training after implementation.

We make sure:

✔ Superadmins understand how to configure and maintain the CRM.

✔ Sales & marketing teams know how to track leads, automate follow-ups, and access insights.

✔ Customer service teams can handle tickets and resolve inquiries efficiently within HubSpot.

Our goal is simple: when we complete the implementation, your team is confident, independent, and ready to take over seamlessly.

Why Woven?

Many companies offer HubSpot onboarding, but Woven goes further by ensuring that your CRM implementation is designed for real business success.

✔ Business-first approach – We structure onboarding based on your team, your workflows, and your goals.

✔ Industry expertise – With successful HubSpot onboardings across various industries, we know what works.

✔ Proven results – Our client testimonials highlight our ability to make onboarding smooth, effective, and impactful.

✔ Seamless adoption – We don’t just install HubSpot—we ensure your team is confident and ready to use it.

At Woven, onboarding isn’t just about getting started—it’s about ensuring HubSpot is working for your business from day one.

A CRM is only as good as how well your team can use it. Whether you need a structured, guided approach or a complete, done-for-you setup, Woven’s onboarding experience is designed to ensure you get the most out of HubSpot.

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