HubSpot Onboarding

Offload the heavy lifting. Get HubSpot Setup in 4-6 weeks!

Done For You HubSpot Onboarding

1,000+ HubSpot Onboardings completed for companies in the USA and Canada.

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1-2-1 Strategy

Meet weekly with your Dedicated HubSpot Strategist (POC)! We'll create a plan of attack to get you up and running in 4-6 weeks.

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Done For You

Your strategist is backed by industry-leading experts. We'll handle ALL the technical setup so you can stay focussed on your business.

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HubSpot Experts

ALL we do is HubSpot! You're backed by a team of 70+ HubSpot Experts. Ranked the #1 HubSpot Partner for North America (2023).

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No Brainer Savings

Not only do you have experts to guide you and do the work for you... you also save big!

HubSpot Setup Process

Start using HubSpot in 4-6 weeks.

1. Discovery Call

2. Mapping Call

3. Weekly Meetings

4. Technical Setup

5. Portal Review and Handoff

6. Ongoing Support

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Discovery Call 

Typically, within 7 business days, you will be booked on a Discovery Call with your Strategist. They'll learn about your business use case and clarify what's needed to customize the tool to your needs.

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Mapping Call

Work with your Strategist to map out your business, marketing and/or sales processes so our team can then build everything out for you.

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Weekly Meetings

Meet weekly with your Strategist to review to keep momentum, answer questions, and review completed tasks.

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Technical Setup

Between your weekly meetings, our technical team is building everything out and customizing HubSpot the technical implementation behind the scenes!

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Portal Review and Handoff

Once setup is complete, have a 30-minute call with your Strategist to review and hand everything over to you and your team.

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Ongoing Support

Our goal is to you have up and running and self-sufficient in 4-6 weeks. However, we do offer monthly support packages for clients that want to continue to "have it all done for them" after the onboarding.

HubSpot Setup Packages

The HubSpot Technical Setup done for you!

Sales Hub
Marketing Hub
Service Hub

HubSpot's Onboarding

Limited Support

On The Fuze - Elite HubSpot Partner: Black Check Mark
Discovery Call (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Meeting (Every 2 weeks)
On The Fuze - Elite HubSpot Partner: Black Check Mark
HubSpot Account Settings and Tracking Codes Setup
On The Fuze - Elite HubSpot Partner: Black Check Mark
Branding Settings Setup for Logo, Fonts, Colors, Etc.
On The Fuze - Elite HubSpot Partner: Black Check Mark
Migrate Existing Deal Pipelines and Stages (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Existing Contacts and Companies (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Existing Deals (Limited)
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Import of Existing Products into HubSpot CRM Database
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Opt-out Lists from Previously Used System
On The Fuze - Elite HubSpot Partner: Black Check Mark
Sync Ownership Between Contacts and Companies (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Setup Users & Associated Permissions
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Create Essential HubSpot Sales Reports and Dashboards
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Social Media Setup and Settings Configuration
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Setup Salesforce integration with HubSpot (Limited)
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Setup Companies to Automate Filling Properties with HubSpot Insights
On The Fuze - Elite HubSpot Partner: Black Check Mark
Sync Ownership Between Contacts and Companies

HubSpot's Onboarding

Limited Support

On The Fuze - Elite HubSpot Partner: Black Check Mark
Discovery Call (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Meeting (Every 2 weeks)
On The Fuze - Elite HubSpot Partner: Black Check Mark
HubSpot Account Settings and Tracking Codes Setup (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Branding Settings Setup for Logo, Fonts, Colors, Etc.
On The Fuze - Elite HubSpot Partner: Black Check Mark
Setup GDPR Compliance Settings
On The Fuze - Elite HubSpot Partner: Black Check Mark
Landing Page, Subdomain, Blog Settings & Setup
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Contacts and Companies
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Opt-out Lists from Previously Used System

HubSpot's Onboarding

Limited Support

On The Fuze - Elite HubSpot Partner: Black Check Mark
Discovery Call (Limited)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Meeting (Every 2 weeks)
On The Fuze - Elite HubSpot Partner: Black Check Mark
Setup GDPR Compliance Settings
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Existing Contacts and Companies
On The Fuze - Elite HubSpot Partner: Black Check Mark
Import Opt-out Lists from Previously Used System
On The Fuze - Elite HubSpot Partner: Black Check Mark
Migrate Existing Tickets (via CSV File) and Set Up your Service Stages
On The Fuze - Elite HubSpot Partner: Black Check Mark
Create Essential HubSpot Service Reports and Dashboards

More than 30 hours of additional support and technical setup ($3,000+ additional value) with OTF.

HubSpot Setup Pricing

The HubSpot Technical Setup done for you!

HubSpot offers a 'do-it-yourself' onboarding option...

For the same price (or less), On The Fuze does ALL the technical setup for you!

Sales Hub
Marketing Hub
Service Hub
Operations Hub

Sales Hub

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On The Fuze - Elite HubSpot Partner's Logo
Savings

Pro

$1,500

$1,500

-

Enterprise

$3,500

$3,000

$500

Marketing Hub

hubspot-logo
otf-logo
Savings
Pro

$3,000

$3,000

-

Enterprise

$6,000

$4,500

$1,500

Service Hub

hubspot-logo
otf-logo
Savings
Pro

$1,500

$1,500

-

Enterprise

$3,500

$3,000

$500

Operations Hub

hubspot-logo
otf-logo
Savings
Pro

-

$1,500

-

Enterprise

-

Custom Price

-

Book a consultation to understand your HubSpot Onboarding needs and get exact pricing.

Claim your FREE Consultation

Advanced HubSpot Services

You have access to a full-stack development team that can handle complex migrations, custom integrations, and HubSpot CMS migrations.

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Complex Migration

Migrate large, complex datasets from 3rd party systems (like Salesforce) to HubSpot.

Starts at USD $3,000

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Custom API Integration

Build 1 and 2-way integrations with HubSpot leveraging the HubSpot API.

Speak to Sales For Pricing

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HubSpot CMS Migration

Migrate existing website to HubSpot CMS.

Starts at USD $3,000

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Customized Training

Customized Training with a Strategist. Great for bigger Teams once Onboarding is complete.

USD $500 (two 1hr sessions)

Your HubSpot Admin Team

Companies profiting from On The Fuze's HubSpot Support...

Victor Spinetti

Signature Custom Cabinetry

Jess Abdulnour

Unlmtd Brand

Shashank Condoor

Riverside Insights
On The Fuze - HubSpot Partner Client Testimonial: Ben Levite

Ben Levite

Vaultra Self-Storage

Consumer Services

Wonderful Experience with Camilla and On The Fuze

It was a wonderful experience working with Camilla and OTF. They were efficient, professional, friendly, and easy to work with. Her extensive knowledge of HubSpot and ability to adapt to our nuanced needs. I would recommend OTF and Camilla specifically to anyone who needs help with HubSpot. They are absolutely wonderful.

On The Fuze - HubSpot Partner Client Testimonial: Dov Levin

Dov Levin

Reset Locations

Real Estate

Very happy with OTF services

I am happy to share that we had a wonderful experience with Tatiana Rosas. She was knowledgeable, organized and responsive. She took the time to understand our business and really took it from there. I would highly recommend.

On The Fuze - HubSpot Partner Client Testimonial: Seth Tropper

Seth Tropper

My Inheritance Cash

Banking/Financial Services

Transition to HubSpot

Thank you OTF! A CRM is the lifeline of our business and we needed to ensure a smooth transition from one CRM to HubSpot. OTF provided us with great guidance and support throughout the transition/ onboarding process...

On The Fuze - HubSpot Partner Client Testimonial: Tayo Adaran

Tayo Adaran

Pensole Lewis College

Education

A Five-Star Experience!

I am delighted to give Alejandro a well-deserved five-star review for his outstanding management of our CRM implementation! Alejandro's expertise and dedication were evident throughout the entire process. His meticulous planning, attention to detail, and innovative problem-solving ensured a seamless and successful implementation that exceeded our expectations. His professionalism and technical prowess make him an invaluable asset for any on the fuze (OTF) implementation, and I wholeheartedly recommend him for his exceptional skills and dedication!

On The Fuze - HubSpot Partner Client Testimonial: Mikael Hinojosa

Mikael Hinojosa

Paleo Garage Works

Automotive & Transport

Tatiana was great, we are setup now.

Tatiana made sure all my templates were setup and workflows automated. Very friendly and knowledgeable. Great communication, glad to her on my account!

On The Fuze - HubSpot Partner Client Testimonial: Daniel Brooks

Daniel Brooks

Kainos

Banking/Financial Services

Patient and Knowledgable

My PM at OTF was simply amazing. Alejandra was patient, knowledgable, and very easy to work with. She provided us a simple step by step guide on how to progress smoothly through our implementation, and for an organization that had changing processes during the implementation, she was well equipped to facilitate. Kudos OTF Team, you hired an amazing employee in Alejandra.

On The Fuze - HubSpot Partner Client Testimonial: Ken Kunsman

Ken Kunsman

RyzeMD

Consulting/Advisory

Great job by OTF

Working on behalf of a client's implementation, I had a great experience with OTF and Margarita Rodríguez Tovar. We stayed on schedule and got the results we wanted.

On The Fuze - HubSpot Partner Client Testimonial: Kevin Mautino

Kevin Mautino

Aeronet

Transportation & Storage

Comprehensive HubSpot Onboarding Experience

Luis Garcia did a real nice job getting me onboarded with HubSpot (Sales Hub and Marketing Hub platforms). The entire process, from initial discovery to handoff, took just over a month. I met weekly with Luis to go over the various items he and his team were working on. But during the week, we were in constant communication as I ran through my list of action items. I'm not able to claim to be a HubSpot expert (that will still take some time), but I feel like Luis and the On The Fuze team set us up with a solid foundation on which to be successful in our new sales/CRM and marketing processes, and to also gain a deeper understanding of HubSpot's capabilities.

On The Fuze - HubSpot Partner Client Testimonial: Courtney Fuller

Courtney Fuller

Latchel

Real Estate

Great Team and Service

OTF was a pleasure to work with! Maria was an awesome HubSpot strategist. She was super responsive to any questions we had and their team was able to get all of our CRM data migrated into HubSpot seamlessly. Thanks for all your help!

On The Fuze - HubSpot Partner Client Testimonial: JT Haskins

JT Haskins

Rogue Ventures

Consulting/Advisory

HubSpot Onboarding

OTF was even better than we had anticipated in onboarding us to HubSpot. Having come from a scaled down version of a different CRM in the market, we were skeptical of how we would be able to maximize HubSpot for not only our sales efforts, but also for our overall everyday business operations. Tatiana Rosas and her team were exceptional in showing us the ins and outs of the platform. Most importantly, she and her OTF colleagues did the heavy lifting on technology implementations, integrations, and other behind the scenes tasks to alleviate our burden. We've been fully onboarded for a few weeks now and our productivity has skyrocketed. We would recommend HubSpot and OTF to any company looking to maximize their HubSpot utilization.

 

On The Fuze - HubSpot Partner Client Testimonial: Scott Collisson

Scott Collisson

Hard Rock Concrete Supplies

Construction & Renovation

Training

Margarita provided 2 sessions of training for our team. She was excellent.

On The Fuze - HubSpot Partner Client Testimonial: Anthony Yoder

Anthony Yoder

Carolina Storage Solutions

Construction & Renovation

Website setup and onboarding

It was a pleasure working with the ON THE FUZE team. They were responsive and did a great job working with us to meet the needs we had. Luis was great to work with and would absolutely use again if services are needed.

On The Fuze - HubSpot Partner Client Testimonial: Lisa Cave

Lisa Cave

Assurified

Finance & Insurance

Fabulous Experience

We were delighted with the quality of service and professionalism of Luis Garcia. He systematically walked us through our onboarding steps and we have a solid understanding and platform to launch in the new year.

On The Fuze - HubSpot Partner Client Testimonial: Lucas Blanco

Lucas Blanco

Redefiners

Education

Very good experience with Luis Garcia

I recently underwent the onboarding process for HubSpot facilitated by On the Fuze, and I wish to highlight their excellent work, particularly under the guidance of Luis Garcia. On the Fuze demonstrated a profound understanding of our organizational requirements from the beginning, customizing the onboarding process to align seamlessly with our strategic objectives. Their expertise in navigating HubSpot's functionalities was evident throughout, ensuring a well-planned and executed onboarding journey. Luis Garcia, in particular, showcased exceptional knowledge of HubSpot, effectively communicating complex concepts with a high level of professionalism. His commitment to addressing our inquiries and concerns, coupled with a patient and informative approach, greatly contributed to the success of the onboarding experience. Effective communication channels were established, ensuring timely updates at each stage of the onboarding process. I thank to Luis Garcia and On the Fuze team for their great job on our HubSpot onboarding process.

On The Fuze - HubSpot Partner Client Testimonial: Chris Wurtz

Chris Wurtz

Digital Fleet

Technology - Software

Great value

Overall a great value, the staff is great! I highly recommend using OTF for any implementation of HubSpot. Daniel was very professional and organized.

On The Fuze - HubSpot Partner Client Testimonial: Lucas J. Diaz

Lucas J. Diaz

Compass Inc

Real Estate

Great experience

Very satisfied with the assistance that Margarita and her team provided. It was quite a challenge because we needed to maintain Salesforce CRM, and they were very helpful with establishing connections, replicating, and improving the assets we had in Marketing Cloud.

On The Fuze - HubSpot Partner Client Testimonial: Enrique Romero

Enrique Romero

Amber Charter School

Education

Exceptional HubSpot Onboarding with OnTheFuze and Tatiana Rosas

We're incredibly pleased with OnTheFuze's HubSpot onboarding, led by Tatiana. Tatiana's expertise guided us to maximize HubSpot, from understanding the basics to customizing workflows, landing pages, sequences, etc. OnTheFuze's team went beyond expectations, providing tailored insights that empowered us to leverage HubSpot effectively. Communication with Tatiana was seamless, and her proactive approach made the entire process smooth. If you're looking for a team that combines technical proficiency with a commitment to client success, On The Fuze and Tatiana are the go-to choice. Highly recommended!

On The Fuze - HubSpot Partner Client Testimonial: Jason Norton

Jason Norton

Tech9

Technology - Software

Tatiana and On The Fuze are fantastic!

Tatiana did an amazing job guiding us through our Service HubSpot integration. There were a lot of custom items that we needed for our business and On The Fuze was able to take care of everything that we needed. Tatiana was super kind, knowledgeable, and really made us feel comfortable during every step of the way. She went out of her way to take time to explain things to us and answer all of our questions. We are super happy with how things turned out!

On The Fuze - HubSpot Partner Client Testimonial: Clay Stanley

Clay Stanley

Farmland LP

Food & Beverages

Great work

Enjoyed working with my rep Yornel. He was responsive and timely at resolving everything. Solid communication.

On The Fuze - HubSpot Partner Client Testimonial: Kayla Orekomaiya

Kayla Orekomaiya

Romano Law

Legal Services

Great Service!

Highly recommend the CRM migration, they made it very easy and Luis was great.

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