HUBSPOT ONBOARDING PACKAGES

Select Your Onboarding Package

Designed to suit your needs

BASIC

For experienced HubSpot users

$4,750

one time payment

Designed for teams who:

  • Have experienced resources who understand marketing sales and service automation concepts and already have a clear go-to-market plan
  • The Basic Package offers 6-8 live training sessions on the HubSpot package you have purchased and comes with comprehensive documentation and links to best practice resources.

IMPACT

For achieving lasting change across the organisation

$3,950

per month
for 6 months

Designed for teams who:

  • Recognise that initial training and technical setup of a new tool is just the beginning and that real digital transformation means your processes and the team's daily work practices and behaviour requires ongoing investment for 6 months.

Impact contains everything in Quick Start plus 20 hours per month of ongoing support from our HubSpot specialists to:

  • Optimise campaigns
  • Run reinforcement training where there are knowledge gaps
  • Run monthly reports, recommend and implement improvements. 
  • Ensure HubSpot's capabilities and features are being appropriately utilised. 
FEATURES BASIC QUICK START IMPACT
FEATURESTechnical discovery session to understand client portal requirements BASIC QUICK START IMPACT
FEATURESConfiguration of HubSpot settings with the client BASIC QUICK START IMPACT
FEATURESGuided configuration of individual account set up including email tracking and calendar integrations BASIC QUICK START IMPACT
FEATURESPhone based eLearning to support coaching sessions BASIC QUICK START IMPACT
FEATURESProject Management Tools BASIC QUICK START IMPACT
FEATURESHubSpot coaching sessions on all portal tools in 6-8 conference calls BASIC QUICK START IMPACT
FEATURESProcesses & organisational discovery session BASIC QUICK START IMPACT
FEATURESHubSpot coaching sessions structured around campaign asset creation over 6-8 conference calls 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
FEATURESHubSpot portal setup**: creating lists, workflows, custom properties. BASIC QUICK START IMPACT
FEATURESWorking session on campaign positioning and messaging BASIC QUICK START IMPACT
FEATURESWorking session on campaign plan and roadmap BASIC QUICK START IMPACT
FEATURESCampaign asset build (excludes content)*** BASIC QUICK START IMPACT
FEATURESPortal Audit: 3, 6 and 9 months BASIC QUICK START IMPACT
FEATURESCustomised Governance Document BASIC QUICK START IMPACT
FEATURESCustomised "How to" manual for your new starters BASIC QUICK START IMPACT
FEATURESMonthly campaign reporting BASIC QUICK START IMPACT
FEATURESTool usage reporting BASIC QUICK START IMPACT
FEATURESPortal and campaign optimisation review, recommendations and implementation BASIC QUICK START IMPACT
FEATURESReinforcement training to ensure the team are up to speed and using HubSpot tools BASIC QUICK START IMPACT
FEATURES6 months HubSpot Implementation Support 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.
***Content writing is not included.

What our customers say about g2m's HubSpot skills

John Williams

Executive Director, Healthpoint

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.

Belinda Johnson

Head of Marketing

g2m provided excellent onboarding and support.

The g2m team provided excellent service & support with our HubSpot migration from Sales Force and Word Press. Sue and the team were extremely knowledgeable about all the HubSpot tools and functions and provided an outstanding HubSpot onboarding Service to the marketing and internal sales team. We look forward to working with the team again on our next HubSpot project and our CRM implementation.

As the Head of Marketing Hubspot is an integral tool for our sales and marketing team and I would highly recommend the g2m team for your onboarding and Hubspot requirements.

Simon Hamilton

General Manager, Gotcha4Life

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.

Angela McGuire

General Manager, neuroCare Clinics

 

Fantastic Onboarding Experience

 

The team at g2m were so professional easy to work with from the get go. They clearly had a wealth of knowledge to share with us and were very invested in understanding out business so we could maximize the features and benefits of HubSpot.
 
They were flexible when we wanted to customise some aspects of the training so that we could build in the right workflows and processes for our unique customer relationship scenarios. We feel well equipped and ready to use HubSpot. Thanks g2m!

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 the process of training your team on the HubSpot software, tools, integrations, and how best to apply them to your processes and learning best practices.

There are 3 different levels of onboarding depending on your use case and level of experience.

Starter, Professional and Enterprise levels across all hubs, CRM, marketing, sales and service.

We were the very first HubSpot partner in the ANZ region. We have been onboarding customers since 2010.  Combined, our team have 20+ years of experience following the HubSpot methodology and using the HubSpot tools.

g2m has won an international award from HubSpot at its annual global conference, for its onboarding program

With g2m onboarding, you get personalised and tailored onboarding specific to your organisation and not generic, template driven half hour Zoom calls.  We are with you all the way. For example, we build your first campaign live in HubSpot during the onboarding so you have a playbook you can clone for future campaigns.

We employ L+D specialists who understand how to design onboarding programs that stick and get the behaviour change you want to see in your team.

 

We  specialise in B2B.  We have worked in many sectors over the years but have mostly worked in Technology, Financial Services, Professional Services, Not For profit, Manufacturing, Travel, and Education.

  • HubSpot is NOT a set and forget tool. Regularly audit your programs and campaigns, use the data you have gathered to experiment and test continually. HubSpot's A/B testing capability is super helpful in this regard and easy to use.
  • We highly recommend doing the free HubSpot Certifications they are awesome.
  • Start out right and strictly apply structured naming conventions to each of your assets. eg keep landing pages, forms, emails, images for the same campaign under the same naming convention, it makes you sooooo much more efficient and able to keep track of your campaign elements.
  • Think mid to long term when setting up your CRM fields, allow for future growth even if they are blank now. eg You my want to segment by industry or geography in the future
  • Note your daily, weekly , monthly and quarterly processes. Which of these can be automated using HubSpot tools? eg reps weekly sales forecast. Monthly marketing newsletter to prospects, sending out your customer satisfaction surveys. 

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