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HubSpot
Onboarding for Long-Term Success

As a HubSpot Elite Partner, awarded with the HubSpot Onboarding accreditation, BBD Boom understands the importance of a seamless onboarding experience to maximise clients’ investments in HubSpot. Whether you want full-service delivery or expert-led guidance, our onboarding solutions are designed to fit your needs, resources, and goals.

 

Managed onboarding

Managed Onboarding – We Do It For You

We’ll manage your entire onboarding from start to finish. From setup and automation to data and dashboard configuration, our experts handle everything, keeping you informed while we take the reins. It's ideal for teams who prefer to save time, avoid misconfiguration, and get full project delivery without adding internal strain.

Guided Onboarding – You Do It With Our Help

Guided onboarding means you and your team will do the hands-on work but you’ll never be left wondering how. We'll provide expert advice, structured walkthroughs, and strategic support from our certified consultants to ensure your setup is scalable and successful. Our HubSpot Guided Onboarding is designed for teams that want to learn the ropes and take control of their setup. 

Guided onboarding

Why choose BBD Boom for HubSpot Onboarding

When it comes to getting started with HubSpot, the right onboarding partner can make all the difference. At BBD Boom, we don’t just “set things up”—we align your HubSpot portal with your business goals, team processes, and data needs from the start.

We’re proud to have been awarded the official HubSpot Onboarding Accreditation - a recognition given only to partners who meet the highest standards in delivering onboarding services across HubSpot’s full suite, meaning deep technical knowledge, consistent track record of successful onboarding projects and high client satisfaction and measurable results.

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How we work

Whether you need a team to take care of everything or a guide to show you the way, we’re here to make your HubSpot onboarding smooth, strategic, and successful. Find out how we work below.

Step 1

Step 1: Kick-Off Call & Scope Clarification

We start with a structured kick-off meeting to align expectations, define your goals, and confirm the project scope. This ensures everyone is on the same page from the start and that your onboarding journey is aligned with your wider business objectives.

Step 2

Step 2: Discovery Call

In this deep-dive session, we learn about your business processes, customer journey, team structures, and current tools. This insight helps us design a HubSpot setup that fits your workflows and sets you up for long-term success.

Step 3

Step 3: HubSpot CRM Setup & Customisation

We configure your HubSpot CRM to match your unique requirements—customising properties, pipelines, deal stages, contact segmentation, and more. If needed, we’ll also support data migration and tool integration and ensure everything is clean, organised, and aligned.

Step 4

Step 4: Implementation of Automations, Reporting, Segmentation & More

Based on your goals, we build key workflows (e.g. lead nurturing, internal notifications), create reporting dashboards, and set up audience segmentation for campaigns. Our team also ensures your lifecycle stages and lead scoring models are working to drive insights and efficiency.

Step 5

Step 5: Live Training Session

Once everything is configured, we deliver a tailored live training session to walk your team through the setup and teach them how to use HubSpot effectively. We’ll answer questions, demonstrate best practices, and make sure your users feel confident and capable.

Step 6

Step 6: De-Brief & Handover

We wrap up with a de-brief session to review what’s been delivered, walk you through key outcomes, and ensure every requirement has been met. You’ll receive documentation, assets, and a clear plan for ongoing success—whether you continue with our support or manage HubSpot in-house.

HubSpot Onboarding FAQ

Answering your questions about our onboarding services.

  • How much is it?

    Check our pricing guide here.

  • Will I have a dedicated POC?

    All our clients will always be assigned a dedicated Customer Success Manager. We promise you that every one of them is lovely and will ensure you get the most out of your investment.

  • Will training be provided?

    As part of the onboarding process, we provide time for team training at the end of the onboarding process, to be designed according to your specific needs and use of HubSpot tools.

  • Do you do integrations as part of the onboarding process?
     

Onboarding success stories

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HubSpot Portal Tailored for Growth

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Advanced HubSpot Onboarding in 30 Days

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From Siloed to Streamlined with HubSpot

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Digital Transformation in Construction Supply Chains

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Enhancing Operational Efficiency with HubSpot


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    Book a consultation with our HubSpot experts

    Looking to unlock the full potential of HubSpot for your business? At BBD Boom, we specialise in delivering tailored HubSpot solutions that drive measurable results for your clients. Let’s discuss how we can do the same for you. Submit the form and one of our expert will be in touch.
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