HubSpot Onboarding-col

Hubspot Partner Onboarding


Anyone who has been onboarded to HubSpot via the HubSpot direct team will know it’s a hands-off guidance-based programme.

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HubSpot Direct vs. HubSpot Partner

Anyone who has been onboarded to HubSpot via the HubSpot direct team will know it’s a hands-off guidance-based programme.

Crucial elements are left out of the initial set up - everything from technical configuration and goal setting, all the way through to developing templates for company communications.  

At a time when you most need personal help - as these systems can be tricky until you know exactly how they work - you are left implementing many of these tasks via tutorial videos, without detailed training or support, which is far from ideal.


Cognition guided onboarding

At Cognition, we approach your onboarding process a little differently. We believe you deserve to start your HubSpot journey brimming with optimism and confidence in the platform’s technical capabilities. 

We are committed to delivering a comprehensive onboarding experience, personalised to your specific business needs. 

As one of the UK’s leading Diamond HubSpot Partners, Cognition is uniquely positioned to offer extensive expertise in HubSpot onboarding to maximise your investment in the platform.


Onboarding support

To help you get the most from your HubSpot experience, we offer further support in areas such as: 

  • Streamlining and simplifying processes and how this can be achieved through technical know-how  
  • Separating CRM data for different purposes and communications 
  • Creating workflows, emails, marketing/sales automation and templates personalised to your business needs
  • Full reporting and dashboard management for all areas of your business

HubSpot set-up and implementation

At first, understanding the HubSpot platform may seem daunting. Our team’s onboarding approach is all about making sure you’re confident using HubSpot from the start.  

Like any new software, there’s always a bedding-in period, but we work to make sure your entire team is comfortable with HubSpot from day one. Training individuals, partners and teams to use it effectively means you're geared-up for HubSpot growth. 


Set-up and implementation support

When it comes to setting up and implementing HubSpot across your business units, we offer: 

  • Comprehensive portal setup, technical support and troubleshooting 
  • Alignment of your CRM and data with existing business operations 
  • Custom configuration that aligns with your sales process 
  • Onboarding across one hub, alone or as a multiple suite  
  • Ongoing tiered support, from set-up through to ongoing optimisation
  • General troubleshooting

HubSpot integrations

As a new HubSpot user, we understand you might wonder how your existing systems and operations can be integrated into one platform. But wonder no more.

We have wide ranging experience - and success -  in integrating businesses with HubSpot, across sales, marketing, service, operations and CMS hubs.

We will always suggest using the platform in the ways we feel will best benefit your organisation – whether this is integrating your current tech stack or recommending operational improvements to increase productivity and performance, company-wide.


Integrations support

Integrations we can support you with include: 

  • API and HubSpot app development 
  • Workflow extensions, unique to your business  
  • Optimising and connecting external platforms, e.g. Salesforce 
  • External databases
  • Custom integrations

HubSpot migrations

Our team will work with you throughout the onboarding process, ensuring specific areas of your business are migrated to the HubSpot platform successfully. 

From entire websites to your core CRM, Cognition has a streamlined approach that will mean your entire business is consolidated on HubSpot.


Migrations support

Migration elements we can support you with include: CRM contact/company database; blogs; landing pages; automated workflows; email templates; marketing and sales assets; social media management.


HubSpot training

Our support continues long after you start using HubSpot. To help you make the most of the platform, we run a broad range of additional training workshops, tailored to your company, your needs, specific roles, teams and departments.


What does our HubSpot onboarding include?

This provides you with a more in-depth understanding of the HubSpot platform and how it can help you accomplish your business goals. 

Cognition offers onboarding services across all hubs, either as a single project or across a suite, including HubSpot strategy, Marketing Hub, Sales Hub, Service Hub, Operations Hub, HubSpot CRM and HubSpot CMS, as well as bespoke packages.


Ready to start HubSpot Onboarding?

Get in touch