HubSpot Guided Onboarding

HubSpot Onboarding That Drives Adoption

Getting started with HubSpot doesn’t have to be a solo mission. With our Guided Onboarding, we provide step-by-step, expert support so you can hit the ground running.

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HubSpot guided onboarding
HubSpot onboarding statistic

Get the Support You Need—Without Going It Alone

HubSpot is a powerful platform—but it’s only as effective as your team’s ability to use it. If you’re unsure how to configure pipelines, automate workflows, or build reports, you’re not alone. Many businesses struggle with HubSpot adoption due to lack of training or guidance.

That’s why we created our Guided Onboarding program: to empower your team with the knowledge, confidence, and skills they need to get results—fast.

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What’s Included in HubSpot Guided Onboarding?

The Onboarding Navigator plan is perfect for teams who want to learn by doing—working alongside a HubSpot expert through live, structured sessions tailored to your business. Instead of wading through documentation or getting stuck on setup, you’ll receive step-by-step training that promotes ownership and helps your team get up and running the right way from day one. It’s ideal for businesses that want real-time support, want to avoid setup mistakes that slow down adoption, and are looking to build long-term success through hands-on, contextual training—not just a checklist.
Who this service is for

Who’s it for?

  • Teams that want to learn by doing —with hands-on, expert-led support
  • Companies managing HubSpot in-house who want to avoid missteps
  • First-time HubSpot users looking for personalized onboarding, not one-size-fits-all

Training Sessions

NavigatorFROM $3.000
? Step-by-step guidance on setting up and using key features of each Hub
 
Best practices for properties, pipelines, workflows, and reporting
 
Interactive walkthroughs tailored to the client’s business needs
 

Recordings

NavigatorFROM $3.000
Access to session recordings for future reference
 
Timestamped guides for easy navigation of training topics
 

Knowledge Base Resources

NavigatorFROM $3.000
Access to guides, tutorials, and checklists for each HubSpot feature
 
FAQs and troubleshooting tips for common setup challenges
 

Support

NavigatorFROM $3.000
Follow-up sessions to address questions or adjustments
 
Email support for post-onboarding questions
 

Adoption Insights

NavigatorFROM $3.000
Recommendations for next steps based on team progress
 
Reports on initial usage and engagement with HubSpot tools
 

A HubSpot Partner You Can Trust:
Certified. Accredited. Proven.
HubSpot Diamond Partner
HubSpot Onboarding Accredited
HubSpot Partner Directory
15+ Years of experience
SBA Veteran Owned Certified

Results That Matter: Why Guided Onboarding Works

Our structured onboarding approach focuses on practical training, real-time setup, and team adoption—not just checklists. We tailor each session to how your team actually works, ensuring HubSpot becomes a tool your people understand, use, and trust.

By the end of onboarding, your team will:

  • Confidently navigate and use HubSpot’s tools
  • Avoid the common missteps that slow adoption
  • Start capturing ROI faster with a setup that supports your goals
  • Be equipped with resources and recordings for long-term success
Ready to Get Your Team Up and Running?
results that matter

Our 5-Step Guided Onboarding Process

 

HubSpot onboarding process

Our 5-Step Guided Onboarding Process

 

Guided onboarding process

Not Sure Where to Start?
We Can Help.

New to HubSpot and not sure what to do first? We’ll guide you through setup, tailor onboarding to your business goals, and skip the cookie-cutter approach.

Start the Conversation
Start the conversation

Real Businesses. Real Results.

We could tell you how great our team is—but we’d rather let our clients do it for us. Here’s what they’ve experienced working with ResultsIQ.
  • Arianna Gutierrez
    Arianna Gutierrez
    We hired ResultsIQ to help us get started with HubSpot, including setting up our first-ever marketing automation platform and redesigning and migrating our website to HubSpot. The team was professional, knowledgeable, and flexible to meet us where we were. For the marketing automation, they provided clear instructions to set everything up and created templates, dashboards, and more so we could scale up our marketing.
    RapidWorks
    Marketing Leader
  • Jason Dyer
    Jason Dyer
    I hired ResultsIQ on the recommendation of a colleague and could not be happier. Their HubSpot platform knowledge is thorough, and their implementation has been flawless. I particularly enjoy the account management support they provide. They are organized, make deadlines, are communicative, collaborative and are proactive problem-solvers. I highly recommend them and plan to use them again and again.
    Chief Outsiders
    Chief Marketing Officer
  • Bryan Bock
    Bryan Bock
    The ResultsIQ team has been exceptional. Their deep expertise made our HubSpot Marketing Hub implementation smooth and effective. Their impressive platform knowledge helped them anticipate our needs and provide solutions that exceeded our expectations. We couldn't be happier-highly recommend!
    TrueSpot
    Director, Marketing

Trusted by Teams That Run on HubSpot

From startups to enterprise teams, we’ve helped B2B companies transform HubSpot into a high-performing growth platform.
ivenix
designmind
OxBlue
Linus Health
Belt Power
Kantar

Your HubSpot Journey Doesn’t End Here

Looking to do more with HubSpot? Here are a few other ways we can help.

FAQ

If you're planning to do most of your HubSpot setup yourself but want expert support, HubSpot Guided Onboarding is for you. The FAQs below walk through the difference between onboarding and implementation, how long it takes, and what kind of help you can expect along the way.
Still have questions?

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