Why hire a HubSpot consultant?

A consultant possess an in-depth knowledge of HubSpot’s functionalities, allowing them to tailor the CRM to your specific business needs effectively. Their experience ensures efficient setup and customisation, maximising the platform’s potential for your organisation. Additionally, consultants can provide valuable guidance on best practices, workflows, and integrations, ensuring seamless operation and optimal performance. Investing in a HubSpot CRM consultant not only streamlines the implementation process but also sets the foundation for long-term success, empowering your team to leverage HubSpot to its fullest extent.

What does the onboarding process look like?

This will depend on your business needs and experience level with HubSpot, and will generally follow one of these three options below

Guided
Onboarding

This is a structured process led by our experts to help your business integrate and master the HubSpot platform. Through guided sessions, your team will learn to set up accounts and customise your systems features. It includes education on best practices for utilising HubSpot tools like CRM and marketing automation to drive growth and achieve business goals.

Consulted
Onboarding

We collaborate closely with your team to design tailored requirements for your HubSpot implementation, ensuring alignment with your business objectives. Through our guidance and expertise, we empower you to build and customise your HubSpot platform independently, equipping you with the skills and knowledge to maximise its potential. Our approach fosters self-sufficiency while providing ongoing support to ensure your HubSpot setup effectively drives growth and meets your evolving needs.

Advanced Onboarding
and Implementation

We undertake the complete management and delivery of the customised requirements for your HubSpot implementation. Our team designs, configures, and optimizes your HubSpot platform according to your specific needs and goals. With our expertise and support, you can confidently entrust us to deliver a fully functional and tailored HubSpot solution for your business.

Advanced onboarding and implementation journey

This will depend on your business needs and experience level with HubSpot, and will generally follow one of these three options below

Discuss all aspects of your
requirements for what will
be required

Discuss all aspects of your
requirements to get the details
for your HubSpot build

Time to connect all agreed
systems to your HubSpot

During the first 3 months post
HubSpot build, CollaborativeBD
will be there for any additional
support that is required

Understand what you are
looking for and if HubSpot is
the right fit for your business

CollaborativeBD will provide an
outline of what is the best solution for
your business within HubSpot

CollaborativeBD will collate all
the information and build out the
HubSpot system to your agreed
requirements.

Fully supported and trainer lead
training for your business, specific
to the way the system has been
constructed for you.

Discuss all aspects of your
requirements for what will
be required

Understand what you are
looking for and if HubSpot is
the right fit for your business

CollaborativeBD will provide an
outline of what is the best solution for
your business within HubSpot

Discuss all aspects of your
requirements to get the details
for your HubSpot build

Time to connect all agreed
systems to your HubSpot

CollaborativeBD will collate all
the information and build out the
HubSpot system to your agreed
requirements.

Fully supported and trainer lead
training for your business, specific
to the way the system has been
constructed for you.

During the first 3 months post
HubSpot build, CollaborativeBD
will be there for any additional
support that is required