PREMIUM ONBOARDING

Crush it With HubSpot.

Lean Labs works with both marketing AND sales within your organization to streamline and optimize your new HubSpot portal so that you hit the ground at highway speed.

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5/5 based on 60+ reviewers

"Lean Labs was incredible in supporting us through HubSpot challenges, offering out-of-the-box solutions tailored to our business needs.
Their team’s expertise helped us optimize our HubSpot portal effectively, ensuring we hit the ground running. Highly recommend their support for optimal outcomes."

Tyler White

VP, PropStream

HubSpot Premium Onboarding.

A Solutions Partner of 10+ years, we exclusively work with HubSpot. We provide the strategic & technical guidance to get any of your Hubs set up and running like a champ.

Our premium onboarding plan configures HubSpot to your company, goals, sales process & qualification criteria, along with showing you some of our pro tips to save you time and set you up for a successful transition and immediate momentum.

“Lean Labs has extensive experience helping a variety of different companies scale with HubSpot, HubSpot CMS Pro and Enterprise. They understand the technology inside and out. They're very easy to work with. Happy to recommend them, as a top notch solutions partner."

Dan Tyre, HubSpot

For new customers using HubSpot.

Premium Onboarding is designed for new customers using HubSpot software for the first time. Our customers enjoy our assistance with data migration, best practices around lead qualification, sales alignment with marketing and so much more.

At Lean Labs we believe that you shouldn't allow minor execution on major things. The platform that runs your sales & marketing is a major thing.

Premium 4 Phase Onboarding.

We've strategically structured our premium onboarding to get you up and running on HubSpot fast. However, we know different teams are at different stages of readiness for the move.

So while we plan to be complete within 6 weeks of starting, we're able to extend it to a pace that helps you better adopt the platform. We'll schedule a kick-off call where we can learn more about your organization and customize the timeline to fit your needs.

Our onboarding process includes an extensive workbook so we can capture and monitor progress while providing additional resources along the way.

Check out the phases below to learn more.

PHASE 1

Initial Assessment

Phase 1 is all about ensuring we have a plan for implementation. Without mapping out the path, you're not going to reach the target. This phase begins with the introductory call with our team and ends when we have all set up tasks planned and assigned.

LENGTH: 1 WEEK

What we cover:

Your HubSpot Goals
Kickoff Call
Stakeholder Alignment
Platform Audit
Integration Planning
Adding Team Members to HubSpot
Contact Property Management
Email Account Setup
Social Account Connections
HubSpot Tracking Code

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.

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PHASE 2

Data Setup

Data Setup is all about ensuring your CRM is tied into the Hubs you're using.

LENGTH: 2 WEEKS

This phase includes:

Defining Lifecycle Stages
Defining Deal Stages
Importing Contacts
Establishing Lead Scoring
Contact Segmentation
Building HubSpot Forms

At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.

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PHASE 3

Process Automation

Phase 3 is all about taking your team's manual actions and automating them in HubSpot.

Length: 2 weeks

Process Automation includes:

Establishing Your Lead Status
Mapping Your Nurturing Process
Developing Custom Workflows
Creating Templates and Sequences
Assigning Lead Ownership
Establishing Smart Content

The goal is to let HubSpot do the heavy lifting for you.

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PHASE 4

Training & Success Planning

In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.

Length: 1 week

This phase covers:

Meetings Link Best Practices
Contact Record Upkeep
Team Q&A
Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
90 Days of Support*
Success Planning

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Pricing Options.

All pricing is based on the average company needs.
A customized scope will be provided for all implementation work.

HubSpot Jumpstart

DIY ONBOARDING + SUPPORT

$2,000$200/y

Kick-off Consultation
Onboarding Workbook
Video Walkthroughs
Email Support
Contact List Import
Smart List Creation
Workflow Creation
Integration Support
Lead Scoring
Team Training Event
Optimization Audit
90 Days of Support*

Get Started

Premium Onboarding

DONE-WITH-YOU

$7,500$900/y

Kick-off Consultation
Onboarding Workbook
Video Walkthroughs
Email Support
Contact List Import
Smart List Creation
Workflow Creation
Integration Support
Lead Scoring
Team Training Event
Optimization Audit
90 Days of Support*

Get Started

White-Glove Onboarding

DONE-FOR-YOU

$15,000$550/y

Kick-off Consultation
Onboarding Workbook
Video Walkthroughs
Email Support
Contact List Import
Smart List Creation
Workflow Creation
Integration Support
Lead Scoring
Team Training Event
Optimization Audit
90 Days of Support*

Get Started

Get More Information About Onboarding Services.

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* Important Note: 90 Days Of Support Requires HubSpot Certification. We want to help you beyond the basics of understanding HubSpot. We want to help you crush it on HubSpot. This requires you come in with the basics in place. HubSpot has already done an amazing job of providing the Inbound & HubSpot certifications. One of our first actions in premium onboarding is to help you find and enroll in relevant HubSpot self-paced certifications. New Feature Just added 9/24/2020:Upon completion of your certifications, our team will support you with HubSpot software onboarding Q&A support for 90 days.

What Our Clients Say About Us

Onboarding HubSpot with Lean Labs has been a seamless experience. Chris has been a great guide for us, but also a major value add with advice, tips, and input on strategy. It would have taken me four times as long to get this set up half as well.

Spencer Reynolds

Chris provided outstanding onboarding services for our first foray into the land of HubSpot. His comprehensive knowledge of the platform and experience applying it to mature digital marketing strategies were extremely helpful as we navigated our company onboarding and fleshed out our initial marketing strategies using best practices provided by Chris.

Luke Macfarlan