HubSpot Onboarding Services

from Inbound FinTech

A seamless HubSpot onboarding process, from technical set-up and support to your first successful inbound campaign.

Hubspot onboarding services UK
Elite HubSpot Solutions Partner Badge | Inbound FinTech
HubSpot Elite
Experienced Certified HubSpot Agency Partner
Best FinTech Marketing Agency- FinTech Awards | Inbound FinTech
FinTech Awards
Best FinTech Marketing Agency 2020 & 2021
HubSpot Impact Awards 2020 - Sales | Inbound FinTech
Impact Awards
Sales Enablement Impact Award Winner 2020
 HubSpot Impact Awards 2020 - Website Design | Inbound FinTech
Impact Awards
Website Design Impact Award Winner 2020


Depending on whether you’re in need of HubSpot Professional onboarding or HubSpot Enterprise onboarding, our prices for onboarding range from £995-£2950. Take a look at what you get from our typical tiered onboarding service packages below:

HubSpot onboarding Professional

#1 HubSpot Professional


Dedicated HubSpot Specialist

Full Technical Setup within 48 Hours

Brand Identity Setup

Tracking Setup

Lead Alerts Setup

Integrations Assessment & Advice

Ongoing Remote Support

HubSpot onboarding Professional

#2 HubSpot Advanced


All the features of Professional Onboarding, plus:

GDPR & Email Subscription Types Setup

 Campaign Implementation Support

Assistance With One Native Integration

One Landing Page Template

One Email Template

HubSpot onboarding Professional

#3 HubSpot Enterprise


All the features of Advanced Onboarding, plus:

Keyword Research 

Competitor Analysis & Setup

Persona Workshop

Lead Scoring Template & Lifecycle Stages Setup

Interested in discussing Inbound FinTech’s HubSpot onboarding services and packages? Get a free consultation from our dedicated team.












What is HubSpot onboarding?


HubSpot onboarding services

HubSpot onboarding is the process of getting your business set up on the HubSpot platform, plugging in existing systems and processes into the CRM, setting up strategic goals and metrics, creating branded templates, and putting automation triggers and tracking tools in place to build your inbound marketing foundation.   

There’s a huge amount of work to be done in the initial set-up phase, with a long checklist of requirements from various members of your organisation, which requires a lot of planning and strategising - as you want to launch off on the right footing.

Do you need onboarding support from a HubSpot agency?
HubSpot onboarding services from a Platinum-tiered agency

If you’re plugging your business into HubSpot, you need to ensure that everything is set up properly, that your existing systems, solutions and third-party tools are integrated efficiently, and that your teams are fully trained on the system to harness its wide range of tools. Trust us, without the support of an agency like ours it all become a little mind-boggling!

Often companies look for support from HubSpot directly or opt for working with a dedicated HubSpot partner for onboarding the CRM. Getting the support and expertise from an experienced HubSpot partner helps everything to go smoothly and ensures nothing get missed - inaccuracies or missteps in the set-up phase can have a big negative impact.

Why choose Inbound FinTech for HubSpot onboarding services?

Inbound FinTech is an Elite-Certified HubSpot Partner and award-winning agency, which has taken countless businesses through successful onboarding processes. But it’s not just a case of helping you with all the technical side of HubSpot, we can do so much more.

We get you up and running on the platform, train your team on the key features in your HubSpot package, whilst ensuring you are compliant with data privacy laws, so you can focus on growing your business. Our HubSpot onboarding process includes dedicated support from our platform experts and recommendations on the most suitable migrations, integrations and strategies for using the HubSpot platform. We also help you to deliver your first inbound campaign.

We know that every business is unique and we can create bespoke onboarding packages to meet your requirements, pricing it up accordingly. Here are some of the bespoke options we can offer within onboarding packages, including Sales Enablement services:  

Bespoke Integrations & Sales Enablement:

  • CRM integrations: we’ve worked with the likes of Salesforce, Eloqua, Highrise, Odoo, Pipedrive, Insightly, Zoho and many more.
  • Apps integrations: we are app experts and have worked with Firebase, Appsflyer, Mixpanel, Google Analytics, Kissmetrics, Game Analytics, etc. And we’ve won awards for our integrations innovation. We can deliver effective mobile app and attribution tracking and integration with HubSpot.
  • Webinars: we’re experts in planning and implementing webinars, and we have extensive experience in managing them as part of inbound programs for lead generation and thought-leadership campaigns.

Sales Enablement: our sales enablement experts come from a background of both sales and marketing, which makes it easy for us to understand our client’s needs and find solutions to their challenges through HubSpot. We know the pain points of other CRMs and we’re very familiar with the capabilities of HubSpot.

Get ready to grow your business online

After a typical 90-day onboarding journey, you’ll be well on your way to fast growth with HubSpot. You’ll have the knowledge and working use of these tools and features (depending on your package)

Register your interest in our HubSpot Onboarding Services

If you’d like to register your interest in using Inbound FinTech for HubSpot onboarding services, simply fill out the short form below and we’ll review your details and give you a callback.

We win awards

See the awards we’ve won, certifications we’ve attained and our key partnerships. See why we're a popular choice for HubSpot agency onboarding services:


  • Best FinTech Marketing Agency 2020 - Wealth and Finance FinTech Awards
  • 2020 HubSpot Impact Awards Winner - Website Design
  • 2020 HubSpot Impact Awards Winner - Sales
  • Best FinTech Marketing Agency 2019 - Wealth and Finance FinTech Awards
  • 2019 HubSpot Impact Awards Winner - Sales Enablement
  • 2019 HubSpot Impact Awards Winner - Integrations Innovation
  • Best B2B Lead Generation Finalists - LinkedIn Marketing Awards 2018
  • Best B2B Agency 2017 Winner
  • Inbound Certification
  • Sales Hub Enterprise Certification
  • Partner Delivery Certification
  • Partner Sales Services Certification
  • Sales Enablement Certification
  • Email Marketing Certification
  • Inbound Marketing Certification
  • Contextual Marketing Certification
  • Client Management Certification
  • Sales Software Certification
  • CMS Implementation Certification
  • HubSpot Software Certification
  • Agency Partner Certification
  • Social Media Marketing Certification
  • Selling Sales Services Certification
  • Inbound Sales Certification
  • HubSpot CMS for Developers Certification
  • Growth-Driven Design Certification
  • GDD Agency Certification
  • HubSpot CMS for Developers Certification
  • Content Marketing Certification
  • Google Search Ads Certification
  • Google Mobile Ads Certification
  • Google Shopping Ads Certification
  • Shopify Partners
  • Databox Partners

Some of the clients we helped

vela small
BSO Logo_Colour_Neg-1
BT Logo
Temenos Logo
header-logo-hydr 1 2

What our clients say about Inbound FinTech..

Don’t just take our word for it. Get the thoughts of our clients and see the impact we’vecreated for Financial Services and Tech companies!

“I worked with Inbound FinTech for just over two years, and the work they did for our company was impeccable. They researched our industry, our business and our way of work and helped develop campaigns that drove consistent results time after time. Each person we worked with gave us 100% dedication and most of all the enthusiasm to want to help us succeed. I would highly recommend them to any company looking to work with a Digital Growth Agency.”


Marketing Director at Vohkus

"Inbound FinTech helped us to increase our brand awareness and services to banks in named countries, which matched our business/expansion model. They've created a net new pipeline of high-quality leads for us and aligned our Marketing and Sales teams, which helps close more deals. We’re delighted with the Inbound, ABM and LinkedIn campaign results and look forward to a long-term engagement with the agency.”


CEO - Apply Financial

“The overall impact of the agency's marketing strategy and support has helped us to significantly grow and develop the brand online, whilst the content they've produced together with our teams has positioned us as a thought-leader in the industry. In addition, they have really helped us to leverage HubSpot's powerful and intuitive tools, allowing us to use the software to its full potential."


Global Head of Marketing - Trade Vela

“IFT has been an exemplary FinTech-focused digital agency to work with. They've always over-delivered, just because sometimes stuff just needs to get done. Sheila's team are all experts in their fields with a can-do approach, which makes them seem part of our own team. Committed, responsive, easy to deal with, no BS, quality results, great value - what more can you ask for?”


Former CEO - TalkRemit

“Inbound FinTech have been instrumental in the rollout of HubSpot from start to finish and have been incredibly knowledgeable, skilled and responsive throughout the process. We look forward to work with them going forward!”


Sales Director - IS Prime

“Inbound FinTech is a wonderful agency to work with. They have true experts in all roles, from technology to business processes and are lovely people to work with. In the year of our engagement with IFT, there was never a moment to fault them and I can highly recommend them to anyone considering Inbound marketing.”


CEO - Walpole Partnership

"We had decided to move from another CRM (Infusionsoft) to HubSpot, but the migration project was looking to be a huge and complex exercise. Lucille and the team at Inbound FinTech made that process far less stressful than it could have been. From the outset, with their template project plan and throughout with their in-depth knowledge about HubSpot and how to bend it to our will we felt absolutely confident that we would end up with a solution that met our needs. And this proved to be the case. Many thanks!"


Chief Marketing Officer at StaySafe

"Great planning and communication throughout. The team could not have been more helpful and approachable during the process. Would recommend."


Account Director at StaySafe

“Over 25 years I have seen the spectrum of Marketing teams and agencies - the majority have underwhelmed me and worse provided mediocre returns for the business. Thank goodness that I have found my marketing unicorns in Inbound FinTech. This team knows their stuff and doesn't waste any time getting down to business. From the beginning - the conversations, expectations and scoping was authentic, thoughtful and strategic. They are not just a digital agency to me, because they are vested in my businesses success.”


CEO and Co-Founder - pepelwerk

"Inbound FinTech is a fabulous strategic partner and trusted advisor. They are experts at utilizing HubSpot for marketing automation and CRM and are continuously aware of the latest best practices. Their FinTech knowledge and genuine curiosity help make our SEO efforts particularly successful. Maria and Sheila manage projects, clients, and expectations exceptionally well and are always willing to go the extra mile to make CipherTrace successful."


Chief Financial Analyst and Chief Marketing Officer at CipherTrace

"Working with IFT was a pleasure - they have supported us with our HubSpot and SEO projects. They are always prompt, reliable, have excellent knowledge and managed to solve even the most complex HubSpot requests. Great team to work with!"


CEO - Car Finance Giant

"A great setup to help businesses get their head around the HubSpot features. A series of insightful sessions help you understand how to structure the best approach for your business on the platform. Recommended."


Head of Partnerships at Unbound

"It has been great working with Maria and Sheila and the team at Inbound FinTech. Not only total experts in everything HubSpot related, but really easy to work with – always taking the time to get into the detail of what we are trying to achieve, so we had the best solution and outcome. They continually went the extra mile and have the patience of saints! Would definitely recommend."


Chief Marketing Officer at Unbound

I have been working with IFT for quite some time now and am very much impressed with their work. They are the real technical experts on HubSpot and have helped us time and again with the best possible solution to our needs. It's a real pleasure to be associated with such a knowledgeable team.


Marketing Automation Manager at BSO