HubSpot
Onboarding

That actually works

 

g2m Hubspot Onboarding Sydney Australia
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

Core Onboarding

CORE ONBOARDING

 Suitable for small or very budget-conscious teams with straightforward CRM, AI and automation requirements

Supported Onboarding

SUPPORTED ONBOARDING

Suitable for medium or larger teams. Caters for more complex CRM, AI and Automation requirements. Includes post-onboarding support for 12 months. 

 

 

No-Nonsense Onboarding

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

 
2024_Academy_Credentials_Accreditations_HSA_OnboardingAccreditation534x534

 

Tailored Onboarding for Your Teams

We don’t just onboard your software
We onboard your people.

Here’s how we make it click for each function across your go-to-market motion

 
 
Configure

CONFIGURE

Build strong data foundations, design your go-to-market process, technically configure your HubSpot portal. 

 
 
implement

IMPLEMENT

Implement HubSpot's Tools, set up AI and build out automations to support your team's daily work
 
 
Enable

ENABLE

Train all your team members to get the most out of HubSpot and improve the effectiveness and efficiency of their work.

 
 
Select an option below: 

 

 
Pro
Enterprise
MARKETING HUB

Core Onboarding

$4,750

$10,000

One time payment

DESIGNED FOR MARKETING TEAMS AND MANAGERS

  • We configure HubSpot to match both your inbound and outbound channels.
  • We guide you through the data design of your CRM and migrating data to HubSpot.
  • Set up reporting so you can optimise your campaigns
  • We build a live campaign so you are ready to start generating leads as soon as possible.
  • We provide a governance documents so you can quickly and effectively onboard
  • Our trainers are learning professionals and know how to get the team to use the tools in an informative and fun way. new team members.

 

 
SALES HUB

Core Onboarding

$2,750

$5,000

One time payment

DESIGNED FOR SALES TEAMS AND MANAGERS
  • Our Trainers Are Ex-Salespeople; They Have Carried Quotas And Managed Sales Teams. They Understand Your World.
  • We Configure HubSpot To Follow Your Sales Process, Making Adoption Easier.
  • We Guide You Through The Data Design Of Your CRM And Migrating Data To HubSpot.
  • We Deliver 4-5 Hours Of In-Person Training For Your Team Done In Bite-Sized Pieces
  • We Use Mobile Gamification To Embed Learning And Have Some Fun Along The Way.
  • All Sessions Are Recorded, Making It Easy For New Starters To Adopt HubSpot.
  • We Help You Build Dashboards For Managing Sales Reps And Reporting To The Leadership Team.
 
SERVICE HUB

Core Onboarding

$2,750

$5,000

One time payment

DESIGNED FOR SERVICE TEAMS AND MANAGERS
  • We Configure HubSpot To Match Your Customer Service processes.
  • We Help You Set Up Your Help Desk Ticket Pipeline
  • We Guide You Through The Data Design Of Your CRM And Migrating Data To HubSpot.
  • We Guide You Through The Setup Of:
    • A Knowledge Base 
    • A Customer Portal
    • An AI Customer Agent 
    • Customer Health Scores
  • Expect 4-6 Hours Of In-Person Training.
  • All Sessions Are Recorded So You Can Quickly and Easily Onboard New Team Members.
  • Our trainers Are Learning Professionals Who Know How To Get The Team To Use The Tools In An Informative And Fun Way.
 
Pro
Enterprise
MARKETING HUB

Supported Onboarding

$9,000

$15,000

One time payment

DESIGNED FOR MARKETING TEAMS AND MANAGERS
  • We configure HubSpot tools to match how you go-to-market, to support both your inbound and outbound channels.
  • We work with you to design your data structure and build your properties. We migrate your  data into HubSpot's CRM.
  • We set up reporting so you can optimise your campaigns.
  • Expect 8-12 hours of in-person sessions
  • We build your AI and automation to support your campaigns so you can launch fast and start generating leads. 
  • We set up lead scoring and attribution when required.
  • We provide a 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.
  • We continue to support you for 12 months by running quarterly analysis of your portal and offering ongoing training where needed
 
SALES HUB

Supported Onboarding

$6,000

$9,000

One time payment

DESIGNED FOR SALES TEAMS AND MANAGERS
  • Our trainers are ex-salespeople; they have carried a bag and managed teams of reps. They understand your world.
  • We configure the software to reflect your sales process to aid easy adoption by the team.
  • We work with you to design your data structure and build your properties. We migrate your  data into HubSpot's CRM.
  • We set up your  lead and deal pipelines, including automations.
  • Expect 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.
  • We help you build dashboards for managing the sales team and reporting to the leadership team.
  • We continue to support you for 12 months by running quarterly analysis of your portal and offering ongoing training where needed.
SERVICE HUB

Supported Onboarding

$6,500

$10,500

One time payment

DESIGNED FOR SERVICE TEAMS AND MANAGERS
  • We configure HubSpot to match your customer service processes.
  • We work with you to design your data structure and build your properties. We migrate your  data into HubSpot's CRM.
  • Expect 6 hours of in-person training.
  • We set up your onboarding and/or service ticket pipelines  inc automations
  • We set up HubSpot's AI and automation to support your customer success and service motions. 
  • We set up your customer portal and knowledge base when required.
  • Our trainers are learning professionals and know how to get the team to use the tools in an informative and fun way.
  • We continue to support you for 12 months by running quarterly analysis of your portal and offering ongoing training where needed

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

Sue and her team were fantastic to work with in scoping and delivering our customised system. From day one, the onboarding experience was incredibly supportive, and the level of care extended well beyond implementation.What really stood out was their transparency and willingness to show us exactly how to do everything ourselves. Rather than keeping control or creating reliance, they took the time to walk us through how to manage, customise, and optimise our own CRM with confidence.They empowered our team with the knowledge and tools to be self-sufficient — meaning we’re not constantly needing to pay for additional support, development, or simple changes. That level of openness is rare and speaks volumes about their integrity and client-first approach.Even for those of us with limited HubSpot experience, the system felt manageable and intuitive. With full access to meeting recordings, clear guidance, and ongoing resources, we were set up for long-term success — not short-term dependency. A huge thank you to Sue and the team from all of us at HealthySwim.
healthy swim testimonial
Claire Gultig, Marketing Coordinator
Healthy Swim
Highly experienced team and enjoyable people to work with!We recently worked with G2M Solutions for our HubSpot onboarding, and the experience was fantastic! The team was incredibly friendly, thorough, and genuinely fun to work with. Their professionalism and deep expertise made the entire process smooth and stress-free. Special thanks to Sue and Chris, who were fantastic throughout the entire onboarding journey. Also a shoutout to Amber! Her technical knowledge and expertise in Hubspot/Shopify/Xero were truly remarkable—she’s an absolute wizard! If you’re looking for a team that’s not only highly experienced but also makes the experience enjoyable, we highly recommend G2M Solutions. They exceeded our expectations at every step!
2
Buster Sykes, Director and Events Manager
Team Elite
Chris & Sue from g2m were fantastic in helping us build the foundations of our sales & marketing function. We operate in an old-school, traditional business where CRM technology is not just underutilized, but completely foreign, and the g2m team were fantastic in understanding our context, and then solutioning something appropriate and digestible for us. We still have a fair way to go, but are looking forward to working with the team to continue to build on this capability for the long-term.
wf-energy-controls-logo
Jason Hew, WF Energy Controls
CEO
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.
3
Belinda Johnson, Head of Marketing
Enablis
Working with g2m solutions has been a game-changer for our marketing and sales teams. Their expertise in helping us build, implement, and optimise HubSpot has streamlined our processes and enhanced our overall effectiveness. Kira and Sue are a delight to collaborate with - extremely knowledgeable, responsive, and always going the extra mile to ensure we get the best possible outcomes. I highly recommend G2M Solutions to any organisation looking to elevate their marketing operations and drive real growth.
1
Lauren Kelleher, Head of Marketing
United for Care
Professional and collaborative service - EC Focus engaged G2M Solutions to implement and configure HubSpot into our business, and to assist with building customised workflows to optimise our teams' efficiency. Chris and Sue were highly knowledgeable, easy to work with, and ran the whole process smoothly and professionally. They worked flexibly and collaboratively with us to customise the experience and proactively drive the service delivery. They listened carefully to our requirements and demonstrated high proficiency in all aspects of HubSpot. CRM implementations are often a daunting prospect for businesses, and G2M instilled the confidence we needed. Thank you for a successful and enjoyable experience.
ec focus
Alex Pawsey, General Manager
EC Focus
Working with g2m Solutions on our HubSpot implementation was an outstanding experience. From the very beginning, the team truly held our hand and guided us step by step through the entire onboarding process. Their clear communication, patience, and deep knowledge of HubSpot made what could have been overwhelming feel straightforward and manageable. Thank you to Sue, Chris and the team for their support during our transition time. We couldn’t recommend g2m Solutions more highly!
E-Bisglobal
Catherine Gibson, Sales and Marketing Director
E-Bisglobal
I totally recommend G2m for HubSpot guidance and training. We have what I would consider an advanced and bespoke configuration that tightly ties into with our existing tech stack. We came to HubSpot with an already large database of Contacts so caution was required to get things up and running. Kira’s understanding of HubSpot and it’s potential is endless. She instilled confidence when it came to switching over from our old system for automated emails and data segmentation. Nine months in and I’m still meeting with Kira and still getting more out of HubSpot than I would have otherwise. Kira has remained flexible in her approach to whatever questions and requirements we’ve had. I fully recommend G2M to get you up and running with HubSpot.
6109eae3653aacf043f69bb8_groundplan-logo
Brad Halcrow, Groundplan
Head of Digital Marketing
Working with Sue and the G2M Solutions team has been a critical part of our set up process and the service we received was beyond expectations. With the guidance of G2M, Glenvern Group was able to design and deploy our CRM much faster, more efficiently and make it much more user friendly than was possible using the standard onboarding tools from HubSpot. In fact I would say using G2M as our implementation partner was an essential part of the process. From the very beginning, Sue and Chris demonstrated exceptional professionalism, expertise, and dedication.
glenvern group
Alec Poulton, MD
Glenvern Group
g2m have been exceptional in their onboard training of HubSpot. Our migration from another CRM to HubSpot was quite a difficult task, however Sue Fell from g2m made the process of migration less stressful and overwhelming and ensured a smooth process. Sue went above and beyond for us, answered every question, created the workflows we needed and if she didn't have the answers at the time, she ensured she will get us an answer. Thanks to Sue and her team for their exceptional service.
First Style Homes
Fatima Saleh, Marketing Manager
First Style Homes
We faced the challenge of setting up a CRM within a tight deadline, and the team at G2M proved to be invaluable. Right from the beginning, they guided us to clarify our objectives and explore how to make the most of HubSpot's functionality. Working with Sue during the onboarding process was a delight. Her structured yet flexible approach enabled us to swiftly implement the CRM. The use of task boards kept everyone accountable and ensured we met our deadlines. Additionally, the Training App provided concise learning, enhancing our onboarding experience. Sue and Chris's friendly and professional approach, combined with their expertise in the HubSpot platform and sales process, made the project an absolute pleasure.
training central
Kate Turnbull, Consultant
Training Central
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. G2M are not just experts in their field - they are the supportive partners you never knew you needed.
extolla
Vanessa Kendall, Director of Marketing
Extolla
sue and kira zoom circle

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.   

 

Discover Your Path to Success

 

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

AI Essentials Certified Breeze Essential Certified Arrows Onboarding Partner Hubspot Implementation 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 Aircall