Setting up HubSpot Shouldn't Be Complicated
Without the proper setup getting the most out of HubSpot is difficult . . .
You’ll waste valuable time
You’ll be stuck trying to figure it all out by yourself
You’ll wonder if you’re using HubSpot to its full potential
Your team will be slow to adopt
You’ll wonder if HubSpot is set up right
You’ll keep guessing about how to use the tools
HubSpot Led vs.
Manage Inbound Onboarding
HubSpot Led | Manage Inbound Onboarding | |
---|---|---|
Onboarding Plan |
||
Consulting |
limited |
|
Support Resources |
||
HubSpot Account Setup |
||
Data Migration |
Import |
|
Tool Setup & Buildout |
Hybrid (Guided & Delivered) |
|
Reporting Dashboard Setup |
1 Standard Dashboard |
|
User Training |
Sales Hub Set Up & Implementation
A Clean HubSpot CRM
Contacts Import
Custom Properties
Property Mapping
Contact Record Customization
Contact Management Automation
HubSpot Sales CRM Training
User Set Up
Documents for Playbooks
Walkthroughs in Your HubSpot Portal
Customized Agendas for Your Specific Processes
How to Best Use the Tool for Each Individual Rep
Sales Dashboard & Productivity Overview
Working Leads with HubSpot Sales Tools
Lead Rotation
Lead Notifications
Meetings
Email Integration & Tracking
Call Integration & Tracking
Sales Automation Tools
Documents
Insights Into Your Pipeline
Deal Pipelines
Deal Stages
Custom Reports & Dashboards
Enhanched Sales Productivity
Playbooks
Lead Scoring
Lead Segmentation
Task Assignment
Performance Reports
Users
Connect sales members
Set up the meetings tool
Teams
Hierarchical teams
Single sign-on
User roles
Conversations
Conversations inbox
Canned snippets
Conversation routing
Deals
Import deals & products
Deal pipeline
Deal stages
Tasks
Lead rotation automation
Quotes
Products
Connect email integration
Team email
Email scheduling
Email tracking & notifications
Email templates
Email sequences
Sequence queues
Workflow extensions
eSignature
Smart send times
Quote-based workflows
Tools
Calling
Call transcription
Documents
Meeting scheduling
1:1 Video creation
Playbooks
Integrations
Messenger integration
Salesforce integration
Stripe integration
Slack integration
Events API
Forms
Required fields
CRM
Import contacts & companies
Create custom properties
Set up contact record views
CRM pipeline set up
Standard contact scoring
Predictive lead scoring
Calculated properties
Record customization
Reports
Reporting dashboards
Create custom sales dashboard(s)
Set up deals leaderboards
Custom reporting
Filtered analytics view
Adaptive testing
Multi-touch revenue attribution
Rep productivity performance
Recurring revenue tracking
Read More
Here’s How it Works
Getting started with HubSpot Sales Hub Onboarding is easy:
Prioritize Your Plan of Action
With your unique situation in mind, we tailor HubSpot Sales Hub to fit your business.
Migrate, Import, Customize
We will help you migrate your sales assets, import data & contacts, and customize HubSpot to fit your needs.
Launch HubSpot & Grow
With HubSpot set up properly, you'll have all the tools you need to grow your business.
Success Stories
"They're not a transactional vendor, but more of a true partner. Their team is fully ingrained with our team, and they've taken the time to really get to know everyone. It's not even a business relationship; it's a partnership. We see them as an extension of the CHT family."

John Zbozien
COO
CHT
"Their management is excellent. As far as HubSpot partners go, their communication is the reason we’ve stayed with them as long as we have. They feel like more than a vendor or provider, they feel like an extension of our department."

Mark Friesen
Director of Marketing
Civic Plus
"We're new to inbound marketing and the whole inbound sales process. They helped us understand how it works and how we could embrace that new way of thinking. They're very good at communicating the value and the benefit of inbound marketing."

Jeannine Volchko
Marketing Specialist
Lumitex
Stop wasting time and put HubSpot to work for your business.
The pandemic was a major catalyst for changing buying behavior. 90% of consumers are now shopping online, which makes your website crucial to the growth and success of your business now, more than ever before. By partnering with Manage Inbound, you’ll have a clear strategy to attract new customers online, you’ll experience continuous growth, and you’ll get peace of mind knowing your business will thrive.
We know that you want to be a leader in your market. In order to do that, you need to have HubSpot set up to perform at its optimal level. The problem is that it's easy to waste valuable time trying to get HubSpot set up on your own which is frustrating. We believe there is a better way to grow. We understand that growing a business isn’t easy, which is why we have been supporting the growth of HubSpot customers for over a decade.
Here’s how we do HubSpot onboarding:
- Prioritize Your Plan of Action
- Migrate, Import, and Customize
- Launch & Grow
Read More