We will help you set up your HubSpot account and connect it with other marketing tools such as Google Analytics, social media accounts, email marketing and automation.
Customise your CRM
with our Onboarding Services
We work with Marketing and Sales teams to implement HubSpot in the best possible way, across HubSpot's Marketing, Sales and Service Hubs. By working with us, you can be sure you can rely on an expert partner to take your business further.
HubSpot Marketing Onboarding
Build the best possible marketing stack by using HubSpot to its fullest.
Our HubSpot Marketing Onboarding includes access to comprehensive training materials, including videos, articles, and webinars. You'll also benefit from group or one-on-one training with Teddy to get you up to speed and answer your question.
We will work with you to develop a customised marketing strategy in HubSpot that aligns with your business goals. This may include developing buyer personas, creating content, and setting up email campaigns.
We work with you to configure your HubSpot marketing tools, such as lead capture forms, landing pages, and email templates, to ensure they are optimised for maximum impact.
Connect HubSpot with other tools to automate tasks, streamline workflows, and improve productivity by syncing data between HubSpot and your other business tools.
HubSpot Sales Onboarding
Give your Sales team the power to reach their targets with HubSpot.
We work with you set up your HubSpot sales account and configure your sales tools, such as your contact database, deal pipeline, and sales reports.
Our HubSpot Sales Onboarding includes access to comprehensive training materials, including videos, articles, and webinars. You'll also benefit from group or one-on-one training with Teddy to get you up to speed and answer your question.
We help you configure your HubSpot sales tools, such as email templates, sales sequences, and appointment scheduling, to ensure they are optimised for maximum impact.
We integrate your HubSpot sales tools with other software applications, such as your CRM, email marketing tool, and other business tools. This will ensure that your sales data is up-to-date and consistent across all of your tools.
HubSpot Service Onboarding
Provide best-in-class customer service using HubSpot's Service Hub.
We set up your HubSpot Service Hub account and connect roll out its features such as chatbots, shared inbox and ticket routing.
Our HubSpot Service Onboarding includes access to comprehensive training materials, including videos, articles, and webinars. You'll also benefit from group or one-on-one training with Teddy to get you up to speed and answer your question.
We work with you to define and implement efficient tools within Service Hub: This may include creating a knowledge base, setting up the ticketing system & pipeline, automating repetitive tasks, creating customer feedback surveys and more.
We integrate HubSpot with any other 3rd-party software so your data flows freely between systems.
How Our Onboarding Works
We help you select the right Hubs in HubSpot's product library by understanding your business needs and team structure.
We understand your overall business strategy and define the steps needed to be taken to build a successful HubSpot Onboarding plan.
We setup your HubSpot account fully. From technical details that make an impact to more customer-facing elements.
We build everything you need within HubSpot. From Reports to Automated Emails, Forms, Tasks, Sequences etc so you have everything you need in HubSpot.
Documentation & Training
We document everything we built so you have knowledge base of everything. We also train you to use HubSpot in one-to-one, small or large groups.
TH Digital & HubSpot by the numbers
Words from Our Clients
I've been working with Teddy at Thrive for the past 8 months or so and he's been a pleasure to work with. He's provided his expert HubSpot knowledge to help us get the most out of our CRM for various parts of the business. He's always there to answer any questions myself and the team might have. In a nutshell - I'd definitely recommend them!
Teddy and Thrive Digital have helped us to clean up the lingering mistakes and inefficiencies that have resulted by multiple agencies working with our HubSpot CRM. Teddy clearly and carefully combed through everything, and broke it all down in an easy to explain way. When needed he provided video demonstrations and was always available to help and assist. His input has resulted in a more efficient, streamlined backend, and even allowed us to drop to a lower cost plan saving hundreds of dollars each month. Thank you Teddy!
As a new digital agency owner I was looking for some help integrating my CRM, Project Management System, Email Marketing and overall process. Teddy and the Thrive team provided the help I needed and contributed so much to my overall business setup. I highly recommend Thrive and plan to reach out again as my agency grows.