HubSpot
Onboarding

That Actually Works

 

LET'S WORK TOGETHER
EXPLORE PACKAGES
g2m solutiions
You're buying HubSpot to build

a scalable growth engine

 not create another system that no one uses.

 

Implementing new software isn’t easy. We get it, you start with the best intentions, but “life” gets in the way.   You’re not alone. Most teams never get the full value from new software investments because the onboarding is too generic, too rushed, or too light-touch to deliver real results

THE DREAM...

  • You need a single source of truth, all your information about each customer in one place.

  • A system that’s built to support your processes.

  • A platform where AI and automation takes care of the busy work, reports finally make sense,

  • Your team actually want to use the tools you’re paying for.

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THE REALITY...

  • Partially set-up software; powerful features are left unused

  • Frustrated users,; a team still drowning in “busy work.”

  • Warm leads that grow colder each day 

  • Customers left waiting for someone to help them

  • Reports filled with data you don’t trust.

…And that sinking feeling that you’ve wasted your time and money...

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Imagine if HubSpot Just…Worked.

  • Your CRM foundations are rock solid and your data is clean.
  • Your sales tools mirror your sales process.
  • Your team is trained and confident in the tools they’ve been given
  • Marketing automation runs like clockwork
  • High-quality content production is a breeze
  • Your customers are serviced smoothly and efficiently 
  • Your exec team can finally trust the reports

Everyone’s on the same page — Your go-to-market strategy is supported by your software.

 

No-Nonsense Onboarding

We don’t do surface-level setups.

  • We dig into who your business serves.
  • How your business works
  • Understand your team's needs.

We make HubSpot work for you.

We build rock-solid foundations that will serve you now and as your business grows. 

 

 
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Tailored Onboarding for Your Teams

We don’t onboard HubSpot
We onboard your people.

Here’s how we make it click for each function across your go-to-market motion
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Personalise your outreach. Manage your campaigns. Automate your workflows.

We set up your lists, conversion points, automation, and analytics so your team can run better campaigns and generate more leads — Spend more time on strategy, less on the “busy work.” 

 
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Give reps the tools they’ll actually use.

We’ll build a system that saves time and supports smarter selling. We’ll give your team powerful research tools, automate outreach, manage deals easily, generate quotes quickly and forecast more accurately.

 
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Customer support that scales 

We’ll double down on AI and automation to support your service team, freeing them from the mundane so they can help customers where they are needed most. We’ll configure and automate your ticket pipeline and customer satisfaction tools  — so you deliver fast, reliable service every time
 
MARKETING HUB

Professional & Enterprise Onboarding

FROM $4250

one time payment

 

Designed For Marketing Teams & Managers

  • We configure HubSpot to match how you go-to-market, to support both your inbound and outbound channels.

  • We guide you through the underpinning design of your data and the migration of your data into HubSpot's CRM

  • Set up reporting so you can optimise your campaigns

  • Expect 8-10 hours of in-person training.

  • We help embed the training by building a live campaign so you are ready to start generating leads as soon as possible.

  • We provide playbooks and governance documents so you can quickly and effectively onboard new team members.

  • Our trainers are learning professionals and know how to get the team to use the tools in an informative and fun way. 

SALES HUB

Professional & Enterprise Onboarding

FROM $2150

one time payment

 

Designed for Sales Teams & Managers

  • Our trainers are ex-salespeople; they have carried a bag and managed teams of reps. They understand your world.

  • The configuration of the software is done to reflect and follow your sales process to aid easy adoption by the team 

  • We guide you through the underpinning design of your data and the migration of your data into HubSpot's CRM.

  • 4-6 hours of in-person training for the team done in bite-sized digestible chunks 

  • We use mobile gamification to embed learning and have some fun along the way.

  • Playbooks and governance documents to make training new starters easy.

  • We work with you to build out dashboards for managing the sales team and reporting to the leadership team.

SERVICE HUB

PROFESSIONAL AND ENTERPRISE ONBOARDING

FROM $2150

one time payment

 

Designed for Service Teams & Managers

  • We configure HubSpot to match your customer service processes. 

  • We guide you through the underpinning design of your data and the migration of your data into HubSpot's CRM.

  • Expect 4-6 hours of in-person training.

  • We provide playbooks and governance documents so you can quickly and effectively onboard new team members.

  • Our trainers are learning professionals and know how to get the team to use the tools in an informative and fun way.

What Our Clients Say

don't just take our word for it, this is what our clients say who have been through our onboarding experience
extolla
As a new start-up in supply chain consultancy, our team at Extolla knew it was crucial to establish a solid foundation for our entry into the market. We chose to embark on our CRM journey with HubSpot, aiming to set things up correctly from the beginning. However, having never set up a CRM from scratch, we suspected we could possibly miss steps and may not achieve an optimal result. That's when g2m stepped in, and what an excellent experience it has been. From our very first interaction, we knew we were in capable hands. During our first call with Chris, he not only had the expertise, but asked the right questions and showed a genuine interest not only in our business, but our industry and customer profile. From this, he was able to align Extolla with the most appropriate Hubspot subscription. The exceptional support didn't stop there. Sue took charge of organising the implementation sessions and was a true standout. Her structured approach to each session was excellent and we felt completely at ease and confident with her onboarding and educational support.
Vanessa Kendall
Marketing Operations Manager, Extolla
★★★★★
Client Logos
The g2m team (mainly Sue and Kira) delivered a comprehensive 10-week onboarding and training program to support our HubSpot implementation. The results have been outstanding, both in terms of productivity as well as staff engagement.Delivering to a small group with highly varied functional needs and wide-ranging levels of software experience made the program construct challenging. The g2m team handled it with ease and were personable, dedicated, flexible and knowledgeable. They took the time to get to really understand our business (a NFP) and our key challenges in each function. They then tailored and continually refined the program to best fit our context and skills. One of their biggest contributions was their ability to facilitate and simplify seemingly complex configuration and set up decisions that we needed to make. Having had high expectations at the outset, they still managed to comfortably exceed these throughout the program and have embedded lasting benefit for our organisation.
Simon Hamilton
General Manager, Gotcha4Life
★★★★★
workstar
Maximise Hubspot capabilities, saving time & money"g2m have been instrumental in helping us maximise Hubspot's capabilities whilst keeping it relevant to our business. First ensuring we accurately understood who our target audience is, before helping identify how to market to theme effectively, in-turn safeguarding the spending of valuable marketing dollars. Through their one on one HubSpot training they tidied up our database from data to workflows to lists, implement systems to categorise our data and use features to help streamline our effectiveness and monitor results and streamlined the way we set up marketing campaigns ensuring we were engaging with the end user in meaningful ways. Thus in-turn growing our database with quality leads and saving us many hours, if not days!
Kate Turnbull
Business Development Executive, Workstar
★★★★★
g2m solutions hubspot partner

THE G2M DIFFERENCE

WE'VE WALKED IN YOUR SHOES

We get it. 

Over several decades we have carried quotas, managed sales teams, built hundreds of marketing campaigns, managed multi million dollar accounts. We've had "big jobs" in corporations and started our own businesses. 

We've worked around the globe in Europe and the USA as well as here in Australia across a variety of sectors. 

This is important for one principal reason. We have context, and that allows us to provide you with valuable advice and guidance.   

 

ABOUT US

Discover Your Path to Success

 

Unlock your business potential with our expert HubSpot consulting services tailored to your needs.

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HubSpot Diamond Solutions Partner HubSpot Agency Directory Inbound Sales Certified-1 Platform Consulting Certified objectives based onboarding certified Sales Hub Implementation Certified HubSpot Sales Software Certified Service Hub Software Certified HubSpot Marketing Software Certified HubSpot Reporting Certified HubSpot Data Integrations Certified Unific Aircall Shopify Partner