Sales Hub Onboarding
Set up your CRM, organize your sales process, and give your team the tools to manage leads and opportunities.
Professional
Enterprise
$1,950
$3,950
Account and user setup
Account settings, users, and access
Account settings, users, and team access structure
Sales process planning
Map your sales stages and handoffs
Map sales processes across teams
CRM configuration
Contact, company, and deal properties and views
Expanded property structure and team-specific views
Data preparation
Import templates and field-mapping guidance
Import planning and record-association guidance
Deal pipelines
Pipeline stages and deal requirements
Multiple-team pipeline structure and requirements
Email and meetings
Email, calendar, and meeting link setup
Email, calendar, and team scheduling setup
Sales productivity
Templates, snippets, and sequence setup
Team-specific outreach and sales playbook setup
Sales automation
Follow-up tasks, notifications, and ownership workflows
Conditional routing, escalations, and team handoffs
Reporting
Pipeline and sales activity dashboards
Team performance dashboards and forecasting setup
Training and launch
Sales team training and launch review
Role-based sales and manager training, plus launch review
Each onboarding follows an agreed scope tailored to your goals and HubSpot subscription. Deliverables and timeline are confirmed before work begins.