HubSpot onboarding

Tailored to suit your business.

Achieve immediate results using HubSpot.

So, you’re about to sign on the dotted line and become a HubSpot customer – congrats! As part of your HubSpot subscription, you need to complete HubSpot training to ensure you get the most out of the tools.

Beware. If HubSpot’s not set up correctly from the start, you won’t achieve the best results and build winning integrated sales and marketing campaigns.

But, why would you do this with a HubSpot Agency Partner?

Because not only do you get coaching on the features of your new portal, you will get expert advice on HubSpot’s technical setup from a team using HubSpot daily.

Get HubSpot working for you right from the start with the option to have your onboarding structured around a live campaign. Your campaign will be ready to go and deliver lead generation campaigns as soon as your portal is live.

Our Onboarding Packages

Three types of onboarding to suit you.


Best for experienced HubSpot users


one time payment

For those who need to be set up on HubSpot and go through comprehensive training how to use the HubSpot tools.


Best for achieving longterm change


per month for 6 months

For those who recognise that implementing a new tool is just the beginning and that processes and behaviour of the team's work practices need to change. Particularly suited when CRM/SalesPro is involved.

FEATURESDiscovery session to understand client portal requirements BASIC QUICK START IMPACT
FEATURESConfiguration of HubSpot settings with the client BASIC QUICK START IMPACT
FEATURESCRM data import and HubSpot property set up* BASIC QUICK START IMPACT
FEATURESConfiguration and set up of HubSpot's Sales, Marketing and Service tools BASIC QUICK START IMPACT
FEATURESSetup of HubSpot lead scoring, lifecycles stages, and persona tools BASIC QUICK START IMPACT
FEATURESCustom reporting dashboard creation BASIC QUICK START IMPACT
FEATURESGuided configuration of individual account set up including email tracking and calendar integrations BASIC QUICK START IMPACT
FEATURESHubSpot coaching sessions on all portal tools in 6-8 conference calls (just basic) BASIC QUICK START IMPACT
FEATURESHubSpot portal setup**: creating lists, workflows, custom properties. BASIC QUICK START IMPACT
FEATURESCampaign positioning and messaging workshop BASIC QUICK START IMPACT
FEATURESCampaign asset build (excludes content)*** BASIC QUICK START IMPACT
FEATURESHubSpot coaching sessions structured around campaign asset creation over 6-8 conference calls BASIC QUICK START IMPACT
FEATURESCampaign optimisation review and recommendations BASIC QUICK START IMPACT
FEATURESReinforcement training to ensure the team are up to speed and using HubSpot tools BASIC QUICK START IMPACT

*Complex CRM integrations may incur increased costs and be charged as a separate project.
**Any design work, custom coding or content development will incur additional fees.
***Any content writing can be developed as a separate project.


Hubspot Onboarding 2019-09-09


Why onboard with us?

We've been working with HubSpot since 2010. We've been B2B business leaders, marketers and salespeople for our entire careers. We have experience working with B2B companies in IT and Tech, Financial Services, Professional Services, Marketing, Travel, and Education. Our team has 20+ years’ combined experience following the HubSpot methodology and using the HubSpot tools. 

HubSpot Onboarding Award - International |
Australia's first HubSpot Agency Partner




Our experience

We've been involved in digital transformation since 2010 and have been B2B business leaders, marketers and sales people for our entire careers. We are incredibly excited about the possibilities that the digital economy brings. We are driven by helping clients get their strategy right & execute with precision.



Blog posts for clients and dozens of content calendars



Growth strategies, content strategies and go to market plans



High value, core content pieces such as white papers, eBooks, case studies, calculators



Sales and marketing professionals trained to be highly effective in their job

g2m-whoweare-workflows (1)


Designed processes and workflows to help sales, marketers and customer success professionals drive revenue

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Designed & deployed sales & marketing processes & the automation technology that drives effective growth

Our certifications

We’re competitive in the office. We’re always trying to
out-certify each other. Which is a little sad for us, but great for you. We’ve got 14 certifications (and counting)!

What our customers say about g2m's HubSpot skills

John Williams

Executive Director

We have worked with Sue and Caroline at g2m to understand everything about Hubspot.  We have found g2m personable, professional and thorough.

Initially the complexity of using Hubspot was quite daunting. Sue and Caroline broke up the training so it was sequential and often which was important in keeping the momentum going.  We are well set-up now to use Hubspot for our three products in both Australia and New Zealand and make the most of Hubspot to have a more engaging relationship and process with our customers.

When we used the marketing component of Hubspot to develop an email campaign to a customer group that was at risk of churn, we got the best result with the highest number of renewals we have ever had. Sue and Caroline helped us put the campaign together including importing and the setting up of lists and the sequence and timing of email distribution.

That learning and confidence shared amongst our team will enable us to get the best out of the system.   I highly recommend g2m in supporting the Hubspot learning.

Heather Somers

Marketing Manager, Tridant Pty Ltd

Hubspot EXPERTS!

"g2m have been imperative in getting us up to speed and effectively using HubSpot. Andy migrated our database of 20,000+ contacts from our old CRM over to HubSpot – a very timing consuming and onerous process to get right! His comprehensive knowledge of the tool coupled with his strong analytical skills really impressed us when it came to finding solutions to roadblocks that came up during this process. Chris and Andy also provided in-depth training of HubSpot with a strong focus on setting up our marketing portal. They showed us how to build campaigns, landing pages, emails, set up workflows and generally got us feeling comfortable with navigating the CRM. g2m has been so reliable and have been able to answer any questions and requests we have thrown their way. Can’t recommend the g2m team highly enough!"

Sarah Berger Cunningham

Head of Sales and Marketing, Viostream

G2M's HubSpot Experts

"G2M are our Partner of Choice for marketing. They are always "on". We can, and do rely on them for all of our campaign function and they steer us through Hubspot, campaigns, landing pages, customer and prospect communications regularly. The team of Chris, Andy and Bel are our right hand and we couldn't do what we do without them."

Nick Whitehead

CMO, Serko

Consistently exceed expectations

"The entire G2M team are the definitive partners for HubSpot setup, implementation and ongoing optimisation. Chris, Belinda, Andy and team are a seamless extension of our sales and marketing function and have repeatedly provided service levels, turnaround times and quality of execution above and beyond our expectations. Their ability to bring together our objectives with their input on strategy, creative direction and technology execution are second to none. I can not recommend these guys highly enough, and in fact regularly do."

Jody King

Marketing Lead, Superloop

Critical for helping us leverage Hubspot

"G2M have greatly assisted us to navigate Hubspot and extract the best from it. In particular they have been particularly critical in developing and releasing automated Nurture campaigns and social posts to amplify our activity. I'm happy to be contacted to provide more reference information for their potential clients."

Ashlee Richardson

Marketing Coordinator, TDL

An extension of our Marketing arm

g2m work as an extension to the TDL Marketing arm. Their comprehensive understanding of the digital landscape has cemented g2m's place as a trusted advisor, being our go to for all digital related matters. Chris and the team help bring our concepts to life through support in content creation, keyword and SEO guidance, social media recommendations and email workflows - all elements helping to drive an improved online profile that generates opportunity. 

Adrian Leaver

Managing Director, Black River Consulting

An excellent web and CRM service provider

"If you are like me then you don't have any clue about wire frames and landing pages, but I run a business, and we must all now accept that it is no-longer feasible to do so without a digital footprint of some form. g2m helped me in three ways; first, by showing me that you don't have to sell the family fortune to have a really good interactive website; second, by making me (in a nice way) focus on getting the best out of the site through the Hubspot platform; and third, by helping me properly focus on real customer value by way of the embedded CRM system, saving me a fortune in wasted time and money researching and buying a separate CRM. g2m and Hubspot is the partnership I have been looking for ten years, if only I had discovered them sooner!"

Rod Hore

Director, HHMC Global

g2m guided us from zero to hero with Hubspot.

"HHMC Global was apprehensive about moving to Hubspot due to the potential complexity of the setup project and the cost and disruption to the company. We took a long time to commence and then had a steep learning curve to get through. g2m were with us all the way, helping us through the decision making and project planning, and then encouraging us through implementation and conversion. They provide technical knowledge mixed with real life business, marketing and sales experience and empathy for the circumstances that inevitably arise. We will continue to develop and evolve our Hubspot use and are doing it from a solid foundation, with the confidence that help is just a phone call away. We highly recommend Chris and his team at g2m Solutions."

Kate Turnbull

Business Development Executive, 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!

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Frequently asked questions

It’s a process of getting to know the HubSpot software, tools, integrations, processes and best practices through personalised training with you and your team.

We have 3 different levels of onboarding and you have the option to choose what onboarding services your business needs. 

Starter, Professional and Enterprise.

We are Australia’s first HubSpot Agency Partner. Combined, our team have 20+ years of experience following the HubSpot methodology and using the HubSpot tools.

With g2m HubSpot onboarding, we’re able to provide a white-glove service tailored to your business. Depending on the package you choose, we can build your first campaign through HubSpot during the onboarding and training process. 

We are able to offer specialised advice in a focused set of industries.

Find out how our onboarding packages compare to HubSpot's.

We have experience working with b2b companies in IT and Tech, Financial Services, Professional Services, Marketing, Manufacturing, Travel, and Education.

  • We highly recommend doing the free HubSpot Certifications 
  • Make sure you and your team are using HubSpot for your marketing and sales processes
  • Don’t waste time by aimlessly wandering and getting lost in the HubSpot Software

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