Understand your goals, tech stack, and challenges.
Why choose Bound for your HubSpot onboarding
We're not just here to set up your tools, we're here to set you up for long-term success. As a Platinum Certified HubSpot Partner, we combine strategy, execution, and hands-on support to ensure your portal is fully optimised from day one.
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Certified Platinum HubSpot Partner: Deep experience across Marketing, Sales, and Service Hubs
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Tailored Setup: No one-size-fits-all approach. We tailor onboarding to your business goals.
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Fast Results: Launch campaigns, automate tasks, and start capturing ROI fast.
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Strategic Guidance: Go beyond setup with expert advice and performance insights.
HubSpot Marketing Hub
If you're thinking about Marketing Hub, you likely need better automation, lead funnel management, and performance tracking. You're in the right place.
Our onboarding is built to help you:
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Launch lead capture forms, CTAs, and landing pages that convert
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Automate lead nurturing and email workflows to guide prospects through your funnel
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Connect your social media and ad platforms for a seamless, multi-channel approach
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Build reporting dashboards that give you the insights to improve campaign ROI
HubSpot Sales Hub
Sales Hub is designed to help your team close deals faster and smarter. If you're looking to streamline deal management and give your team better tools, you're in the right place.
Our onboarding will get you:
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Fully configured pipelines, deal stages, and custom lead scoring logic
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Automated email sequences and scheduling tools to reduce admin
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Tailored CRM property setup and visibility for your team
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Dashboards that surface key sales metrics and performance trends
HubSpot Service Hub
Service Hub is for businesses focused on improving customer experience, streamlining support, and reducing manual processes. If that sounds like you, you’re in the right place.
We’ll get you up and running with:
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Support ticket pipelines and automations tailored to your workflows
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A fully branded knowledge base and self-service experience
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Live chat and chatbot tools configured for instant responses
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Feedback tools and dashboards that keep a pulse on customer satisfaction
Essential
Get more from HubSpot with expert setup and support for Pro Sales, Marketing, and Service.
Growth
Revamp HubSpot with full-suite support to boost teamwork, streamline workflows, and drive real growth.
Scale
Power your growth with advanced HubSpot setup for scaling teams and marketing-led success.
Discovery Call
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Onboarding Plan
We'll outline deliverables, timelines, and key milestones and create a scope of work document.
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HubSpot Setup & Training
We configure your Hub(s), build key assets, and integrate tools. Your team gets walkthroughs, documentation, and Q&A support.
FAQ
What does Bound’s HubSpot onboarding actually include
Our onboarding goes beyond basic setup, we tailor every engagement to your specific goals and HubSpot package. Depending on the package you choose (Essential, Growth, or Scale), we’ll support you with everything from CRM configuration, workflows, and landing pages to reporting, team training, and even paid media integration. You’ll walk away with a fully functional HubSpot portal aligned to your sales, marketing, and service goals.
How long does onboarding typically take?
Most onboarding projects take between 4–8 weeks, depending on your package and the number of Hubs involved. We move fast without cutting corners—our process includes discovery, setup, testing, training, and handover to make sure everything works exactly how your team needs it to.
We’re already using HubSpot, can you help us optimise it?
Absolutely. Whether you’re just getting started or have been using HubSpot for a while, we can step in to audit your existing setup, fix what’s not working, and build what’s missing. Many of our clients come to us to take their HubSpot usage to the next level with better automation, clearer reporting, and more streamlined processes.