HubSpot onboarding for engineering, technical and industrial companies

Onboarding guides you through setting up the HubSpot Marketing Hub platform with a customised plan that will help you reach your most important goals and set you up for future success.

What is HubSpot onboarding?

HubSpot is a powerful platform that needs to be set up and configured correctly to ensure that you get the most out of your investment, get value quickly from it and demonstrate ROI. Marketing Hub onboarding is required for all new customers that use the Professional or Enterprise tier. Whether its direct from HubSpot or through a Solutions Partner (like us!), it includes technical and strategic guidance for setting up and using the platform for success in achieving your marketing goals, such as attracting web traffic, lead generation, automation and nurturing.

A typical 90-day onboarding process would include:

Onboarding plan:

  • Collect key business information and logins
  • Set SMART goals
  • Create a timeline

Portal set up:

  • Connecting social platforms, domains, email sending domains
  • Configure branding
  • Create landing page, blog post, blog listing and email templates
  • Set up analytic tools
  • Explore integrations
  • Import contacts and opt-outs
  • Replace website forms

Marketing to sales handoff:

  • Define your sales process and lifecycle stages
  • Create a handoff blueprint
  • Connect your CRM
  • Align marketing and sales teams

Executing quick wins:

  • Review quick win strategies
  • Execute 1-3 quick wins such as email marketing, social publishing, chat bots

Launching an inbound campaign:

  • Define your buyer persona
  • Perform a content audit
  • Identify and set up a campaign
  • Promote campaign content

Reporting for success:

  • Identify which reports are the most important
  • Build a reporting dashboard

What are the benefits of Onboarding



Direct onboarding can have a waiting time of up to four weeks. We can start in 24 hours.



A plan customised to your business rather than a standard out-of-the-box service.


Industry knowledge

We specialise in industrial and technical sectors, so we know how these businesses operate


Cost effective

Using a partner for onboarding is more cost effective than the £2,450 direct fee.


Dedicated support

Partner agencies have dedicated support within HubSpot with faster response times.


Free up bandwidth

Direct onboarding requires a significant time commitment - we can do the hard work.

Our Clients

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HubSpot Gold Solutions Partner

Fresh is proud to be a HubSpot Gold Solutions Partner as it demonstrates our commitment to delivering inbound strategies to attract, engage and delight to really help businesses in the industrial, technical and manufacturing sectors grow.

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Get in touch!

We’ve successfully got many industrial, engineering and manufacturing companies up and running with their HubSpot Marketing Hub. If you’re looking to get started with onboarding quickly with a partner that has sector-specific knowledge, then feel free to get in touch.

Let's talk

Resources to help you

We want to help as many B2B marketeers that operate in technical sectors as much as possible. We’re passionate about engineering and want to see businesses succeed. Take a look at our resources and knowledge centre and start taking action today.

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