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
HubSpot Diamond
Experienced Certified HubSpot Agency Partner
FinTech Awards
Best FinTech Marketing Agency 2020
Impact Awards
Sales Enablement Impact Award Winner 2020
Impact Awards
Integration Innovation Impact Award Winner 2019


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 a Diamond-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

Here are awards we’ve won, certifications we’ve attained and key partnerships we have. See why we are a popular choice for HubSpot agency onboarding services:


  • 2019 Q1 HubSpot Impact Awards Winner - Sales Enablement
  • 2019 Q1 HubSpot Impact Awards Winner - Integrations Innovation
  • Best B2B Lead Generation Finalists - LinkedIn Marketing Awards 2018
  • Best B2B Agency 2017 Winner
  • Content Marketing Certification
  • HubSpot Software Certification
  • Agency Partner Certification
  • Inbound Certification
  • Sales HubEnterprise Certification
  • Partner Delivery Certification
  • Partner Sales Services Certification
  • Sales Enablement Certification
  • Client Management Certification
  • Sales Software Certification
  • Selling Sales Services Certification
  • Sales HubEnterprise Certification
  • Google Search Ads Certification
  • Google Mobile Ads Certification
  • Google Shopping Ads Certification
  • Shopify Partners
  • Databox Partners

Some of the clients we helped with onboarding

What our clients say about Inbound FinTech...

"Inbound FinTech are creative, focused, intelligent, professional and driven on results. They are a pleasure to work with, and I cannot recommend them enough for any type of inbound or PPC digital marketing campaigns businesses may need."

Becky Stables

Marketing Director at Vohkus

We opted for the three months’ complete overhaul with Sheila and her highly efficient team, removing the old parts from the broken watch (also known as our previous AdWords campaign) and putting it together piece by piece. Halfway through the brief and our conversions have increased by 46% and our CPA (cost-per-acquisition) has decreased by 52%, with more delights promised before we reach the end of the journey.

Peter Johnson

Senior Partner, London Law

“We asked IR to help increase our brand awareness and services to banks in named countries, which matched our business/expansion model. They have created a net new pipeline of high quality leads for us and aligned Marketing and Sales too, which helps close the deals. We’re delighted with the Inbound, ABM & LinkedIn campaigns results and look forward to a long term engagement with the agency”

Mark Bradbury

CEO, Apply Financial

Inbound FinTech has been instrumental in setting up our inbound marketing strategy and increasing our lead generation, from ad campaigns to organic search. We are continuously impressed with their level of service and consider them a key marketing partner in helping drive the business. They are not only proactive and responsive but also at the forefront of thought leadership in the inbound marketing space.

Nahil Hanna

Partnerships Manager, FinTech Galaxy

Their dedication to results that are relevant to our objectives, partnered with their in-depth knowledge of inbound marketing, is exceptional.

Nihal Abughattas

Head of Global Campaigns, Temenos

Sheila and the team have been instrumental in identifying KPIs and delivering a roadmap from MVP to growth. They have been a long-term partner of ours in all aspects of our marketing and continue to drive digital growth and strategy.

Steve Mandery

Founder, ThinkU