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

CORE ONBOARDING

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

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SUPPORTED ONBOARDING

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

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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
Configure

CONFIGURE

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

 
implement

IMPLEMENT

Implement Tools, set up AI and automations
Enable

ENABLE

Training users so they are comfortable with their day to day 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 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
  • We help embed the training by building 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 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.
  • All sessions are recorded to make it easier for new starters to use HubSpot.
  • We help you build dashboards for managing the sales team 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 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.
  • All sessions are recorded and we leave you with a governance document 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.
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 training.
  • 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
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
★★★★★
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.   

 

ABOUT G2M

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 Aircall