You invested in HubSpot to bring your marketing, sales and customer data into one place. But a new portal doesn't run itself. Contacts come in from several different systems, properties don't match how your team sells, and workflows sit half-built while everyone drifts back to spreadsheets.
Does any of this sound familiar?
That's the gap we close. Bristol Strategy handles HubSpot implementation and onboarding from start to finish. We plan your portal around how you market and sell, migrate your data, configure each hub, and train your team so they use it from day one.
As a HubSpot Platinum Partner with more than ten years of inbound experience, we have onboarded every client we work with, including Better Builders, Mitchell Construction and JB Kline Landscaping. Our background is in both marketing and sales, so we set up HubSpot to support your full process, from the first website visit to the closed deal and the service that follows.
Whether you have just purchased HubSpot or you are still deciding, we will walk you through what onboarding involves for your business and what it will cost.
Every implementation follows the same four steps. Onboarding is a fixed-price service based on how much content and data you are bringing over, so you know the cost before we start. Depending on that volume, your portal is ready in two weeks to a month.
We start by learning how your business generates and handles leads today: where contacts come from, how your sales team follows up, what you report on, and which other tools need to connect. From there, we map out your properties, pipelines, lifecycle stages, user permissions and the hubs you will use.
If we are also building your content strategy and inbound marketing programs, this is when we plan your website's move to HubSpot as well.
Migration is part of every deployment we do. We move your contacts, companies, deals, notes and history from your current CRM, email platform or spreadsheets, and map each field to the right HubSpot property so your reports are accurate from the start.
When we are also running your content strategy and inbound programs, we migrate your website to HubSpot too, so your pages, blog, forms and CRM all run on one platform.
We onboard and support every HubSpot hub, including Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub and the new Revenue Hub. Depending on what you have purchased, setup includes:
We also connect the other tools your business relies on, using HubSpot's built-in integrations or a custom integration when one is not available.
A portal only pays off if your team uses it. We train your marketing and sales staff on the parts of HubSpot they will use every day and walk them through the workflows and reports we built. After launch, we continue to provide HubSpot support as your team's needs grow.
Tell us which hubs you have purchased and where your data lives today. We will recommend an onboarding plan and give you a fixed price.
Let our team of experienced inbound marketing consultants advise you on marketing your business if you’re looking to create an unfair advantage! You...
There are many opinions about how to develop the perfect marketing strategy, backed by complex formulations, algorithms, and more technology than a...
What does it mean to build a customer-first marketing plan? Too many companies don't know -- and it's costing them a lot in terms of market share,...
Ask us about our unique approach that creates a full-funnel "inbound" engagement model for your business that attracts and converts digitally engaged prospects.
