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HubSpot Marketing Hub Implementation & Onboarding Services

Rebuild the ship while it's sailing,
and never get wet.

Implement your marketing automation the right way with Aptitude 8, a top HubSpot implementation partner trusted for custom Marketing Hub onboarding.

Need help with an implementation or migration to HubSpot? Contact us for a free consultation. 

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HubSpot CRM Implementation Accreditation 

Aptitude 8 doesn't do out-of-the-box onboarding. We do customized implementations of HubSpot to meet your specific business needs. See how we implemented HubSpot for Marq:

Table of Contents

Introduction to Marketing Hub

How your HubSpot implementation is executed directly impacts your ability to scale campaigns, generate pipeline, and report on performance. At Aptitude 8, we specialize in HubSpot Marketing Hub onboarding and custom configurations for fast-moving marketing teams. From marketing automation implementation to lifecycle architecture, we go beyond out-of-the-box onboarding to deliver scalable systems that match your GTM motion. Whether you’re migrating platforms or standing up HubSpot for the first time, our team will build a setup that aligns to your exact workflows and drives real outcomes.


 

Migrating from another platform? 
Check out our guides on migrating from Pardot and Marketo. 

 

Onboarding vs. Implementation

Onboarding is a stock setup of out-of-the-box features and some training for how to use the software.

Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, funnel automation, and more that are specific to how your business operates.

It is the difference between spending months, if not years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you.

 

Effective technology starts with implementation.
80% of marketing and sales professionals that had smooth implementations report that their technology is extremely effective at helping them achieve their goals.

 

Our Implementation Process

01 Solutions Design

We start your implementation with a deep discovery and design phase, where we interview key stakeholders within your organization to understand your business and the wants and needs you have for your HubSpot instance. We validate that what you need is possible and let you know what limitations exist and how we can work around them. Then we build a Gantt chart showing your project timeline and deliverables.

02 Account Setup

After Solutions Design, you’ll be equipped with an expert project team who are experienced in a wide variety of migrations and implementations. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way.

setting user permissions in HubSpot project

Creating users & teams

Giving everyone the right access and permissions

brand and account defaults setup in HubSpot

Adding account defaults

Including brand colors, logos, and company info

setting up domains for HubSpot email and web hosting

Setting up your domains

For web hosting and email sending

HubSpot compliance configuration for GDPR and CAN-SPAM

Ensuring Compliance

With GDPR, CAN-SPAM, and data privacy regulations

03 Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and deals is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot. Your data migration could include: 

custom property creation in HubSpot for campaigns

Custom properties

To keep track of business critical information that doesn’t fit in default properties

custom object modeling in HubSpot CRM

Custom objects

Like memberships, products, subscriptions, events, and more.

ubSpot object associations and data mapping

Associations

To show relationships between objects, and label those relationships

HubSpot funnel stage configuration for buyers

Funnel stages

To reflect the different stages your customers flow through during the buying process

 

Data Dangers!
45% of HubSpot users report that data migration was their top challenge during implementation.

 

04 Integration

When you have a large tech stack, it is critical that your data flows from one platform to another. We will ensure that all of your systems are connected and that you can use synced data in your marketing.

Social & ad accounts

To track your organic and paid promotional activity

External CRM

Like Salesforce, if you don’t use HubSpot’s CRM

Analytics

Like Google Analytics or a BI tool

Custom Integrations

We can develop an integration for any platform, including your products

05 Asset Building/Migration

Our team will create new assets that empower your team and/or review your existing assets and re-create them using your new set of tools. We will help you migrate:

06 Custom Reporting

If you can’t measure something, you can’t improve it. We will build custom reports and dashboards that will keep your team informed and show progress toward your goals. 

07 Training & Enablement

Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect & show you exactly how everything is meant to function.

HubSpot implementation training with solution architects

Expert trainers

Who are aligned with your goals and available to you throughout the project

role-based WebOps training for HubSpot users

Specialized sessions

For your user-groups, so they get relevant training based on their roles

HubSpot training exercises for marketing operations teams

Hands-on exercises

Designed to let your team practice what they will be doing in the system

HubSpot onboarding documentation for RevOps teams

Documentation

Provided for your team to reference and for onboarding new employees

Contact Us

Let's make things happen together.

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