What does the HubSpot onboarding process look like?
3-phase process: setup, build, and marketing launch
Our HubSpot onboarding follows a proven three-phase process. Phase 1 (Weeks 1-2) covers kickoff, core system setup, and a deep dive into your sales strategy. Phase 2 (Weeks 3-4) is the full build - properties, pipelines, workflows, and automations. Phase 3 (Weeks 5-6+) brings in marketing, email sequences, integrations, and reporting. Every engagement wraps with a documented handoff meeting so your team is fully equipped to run it.
Read more: What does HubSpot onboarding look like with LevelUp Digital? →