HubSpot Onboarding

A lack of adoption by users is the core concern when deciding to invest in new go-to-market software. Many heads of sales and marketing are worried about ROI and can become frustrated:

"It's been 12 months. I feel like we've wasted our money. We aren't using half of its capabilities. In fact, most of the team aren't even using it to do their work."

The secret to effective software implementation lies in custom-fitting it to the way you do business. Read how our "Triple-A Method" tackles this challenge.

ALIGNMENT

HubSpot is a powerful tool. Its true potential lies in aligning it with how you go to market. Onboarding goes way beyond technical configuration. We set up HubSpot’s features and capabilities to support and enhance the effectiveness of your teams. We align the software to how you work, not the other way around. We’ll suggest adopting some best practices to enhance your current approach further if needed. We leave you one full campaign, and libraries of templates to clone for future work and a governance document to keep everyone aligned.

ADOPTION

We run initial and reinforcement training for the whole team. Our training professionals guide your team every step of the way. Not everyone learns at the same pace or in the same way. The trainers take the time needed to get the team comfortable using HubSpot to ensure the fastest path to value. We stay with you over the course of the first 12 months, running a “HubSpot audit” each quarter to see how your team’s adoption is tracking and how successfully the features of the software are working, retraining as needed. Some adjustment is almost always needed as we all learn from running campaigns and using the software each and every day.

What Our Customers Say About g2m's Capabilities

Chris Franks

Chair

g2m have provided incredible Hubspot support to Women in Aid & Development from first steps through to implementation. Sue leads a warm, friendly and incredibly knowledgeable team who are expert at assessing the challenges of our situation and crafting the Hubspot solution with immense patience. Hubspot will be game changing for our organisation helping consolidate multiple data sources and providing top quality tools to interrogate our database and support our growth. As a small NFP with few resources we have been delighted with the professional and cost effective support g2m provided throughout the process and have been particularly impressed in data cleaning, import and report creation stage - all have been far easier than we envisaged.

I cannot speak highly enough of Sue & her professional team - without their support & guidance, getting Hubspot up & running would not have been possible in such a stress free way, so we highly recommend g2m for Hubspot implementation, guidance and support.

Gabrielle Gibson

Marketing Director

G2M provided top notch onboarding, training and support to get up and running with HubSpot

The G2M team were instrumental in getting us up and running with Hubspot for sales and marketing. They took us through a very comprehensive 12 week onboarding program, which involved technical set up support, as well as practical training for our sales and marketing teams.

G2M had a very systematic approach which was developed based on their extensive Hubspot, sales, marketing and technical expertise. The program was delivered in an interactive way and always with a smile. G2M really went above and beyond to ensure our success and were happy to provide support and answer all of our questions along the way. Thanks to G2M we are now have the confidence to use Hubspot for sales and marketing and have all the support resources we need. Thank you to Sue, Chris and the team.

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.

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!

Simon Hamilton

General Manager, Gotcha4Life

Outstanding HubSpot Onboarding

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 us.

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.

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 HubSpot. 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 at g2m 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, and the team have become 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 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."

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!

Bojan Krisan

Director

As a small but growing business in the custom joinery space, we at Just Cutz Flatpack realized it was time to lay down the right foundations for our future. That's why we decided to start our CRM journey with HubSpot. The idea was to get things right from the get-go, but I'll be honest - diving into HubSpot felt a bit like jumping into the deep end. It's such a vast platform with so many features, and just thinking about navigating it was overwhelming. That's when G2M came into the picture, and what a game-changer they've been! From the very first interaction, it was clear that we were in good hands. Chris, during the discovery call, wasn't just knowledgeable; he was genuinely interested in understanding our unique business needs. He made sure we felt heard and understood, which was incredibly reassuring. But it didn't stop there. Enter Sue, who was an absolute star in organizing the implementation sessions. What I loved the most was the structure she brought to each session. As a small business owner, time isn't just money; it's everything. Sue’s meticulous approach meant that every minute we spent was productive and valuable. Not once did I feel like our time was being wasted. (click here to read more).

Vanessa Kendall

Marketing Operations Manager

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. (click here to see more).

Kate Turnbull

Business Consultant

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.

Lauren Kelleher

Head of Marketing

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.