Onboarding Services

Set up your HubSpot for SUCCESS, with guidance from
seasoned onboarding professionals. And make sure your
team is ready to manage HubSpot independently.

HubSpot Onboarding - Niswey

Partner Scaled Onboarding - Niswey


Why onboarding is critical

So you've signed up with HubSpot and are ready to get started. Great! But what HubSpot can do
for your business depends on how well you set it up. And the best way to do that
is to work with a trained team of onboarding experts.

HubSpot Onboarding Services


A Niswey-enabled onboarding can deliver massive returns on your HubSpot investment:

  • Identify and prioritize the KEY WINs that HubSpot can deliver for your business
  • Configure all systems optimally, and set up your HubSpot portal as per your business needs
  • Achieve your KEY WINs as you activate your Hubs with the right lists, campaigns, workflows, pipelines, reports and more
  • Prepare to exact the full potential of the HubSpot platform with real hands-on experience gained during onboarding

What is the right onboarding plan for you?


Business priorities, team maturity, resource availability, and budgets are some of key factors that determine the type of HubSpot onboarding that businesses need. Based on our experience, we have designed three different engagement models to serve a range of scenarios.  

Maximize your HubSpot ROI with an onboarding model that best suits your organizational needs and constraints.






Best suited for

Business teams that are:

  • Mature

  • Tech-savvy

  • Have bandwidth

Business teams that are:

  • New/starting off

  • Relatively tech-savvy

  • Have bandwidth

Business teams that are:

  • New or mature

  • Relatively tech-savvy

  • Don't have bandwidth


Classroom style sessions



8 Weeks

10 Weeks



  • Pro - US$ 3,000 onwards
  • Ent - US$ 6,000 onwards
  • Pro - US$ 5,000 onwards
  • Ent - US$ 8,000 onwards
  • Pro - US$ 7,000 onwards
  • Ent - US$ 10,000 onwards


What's Covered in Onboarding


The goal is to make sure your HubSpot portal is ready to cater to your unique business needs. With that mind, our onboarding projects are designed to help you mimic your current business process in HubSpot, but optimized and automated. So whether we are guiding you, your teaching your team, or implementing HubSpot for you: we always cover the following aspects for your business.

Set up HubSpot for Marketing & Sales

  • Set up domains, email types, tracking codes

  • Import contacts, companies and deals

  • Set up user accounts and access for your team

Attract and Engage Prospects

  • Set up your conversion funnel

  • Optimize engagement - set up CTAs, forms, live chats

  • Simplify meeting bookings with your sales team

  • Set up audience segmentation and personalization

Automate Your Nurturing Processes

  • Set up workflows to automate marketing and sales processes

  • Personalize sales and marketing outreach

  • Customize deals pipeline to match your business requirements

  • Set up lead scoring and A/B testing

Integrate Existing Tools with HubSpot

  • Integrate existing tools in your sales process with HubSpot

  • Identify other possible integrations that can improve processes

Set up Your Reporting Dashboards

  • Create custom properties required by your teams

  • Set up baseline reporting as needed

  • Set up custom reporting for different stakeholders

Manage Customer Support

  • Set up support chatbots and knowledge base as required

  • Create automated customer support workflows

Our HubSpot Onboarding Process


Our team holds a series of 60-90 minute onboarding calls to help you
get started with HubSpot.


HubSpot Onboarding Services - Niswey


HubSpot Partner Onboarding Essentials



We set up a set of initial templates, workflows, and reports as per your requirements. We also take your
team through the process of
creating these elements
by themselves.

HubSpot Onboarding-3


Your team gets hands-on with setting up the remaining processes, while
we provide guidance and support
over a series of calls. All calls
can be recorded for your
future reference.

Building Integrations-2


All integrations available in the
HubSpot ecosystem are included
in the onboarding process. Any
custom integration will be
billed separately.

How Your Teams are Involved


The HubSpot onboarding is not a one-sided process. Our goal is to make sure that all your relevant
teams are in the loop for how HubSpot is being set up, right from the get-go. So the first few
calls are all about hearing your teams tell us what they need HubSpot to be able to do. 

Here are the teams that we typically need inputs from:

1. Sales and Marketing Team

  • You take us through your current sales and marketing process.
  • We map out the integrations you will need.
  • We get in alignment, and understand the complete flow from marketing to sales.

2. IT Team

  • You help us understand your current integrations.
  • We collaborate to create and set up custom integrations.

HubSpot Onboarding Services - How Business Teams are Involved

Our Happily Ever Afters...

HubSpot trusts us. And so do our clients. Here's why you should believe in us too.

Abhishek, Ashnik

Excellent training and onboarding service! We had a wonderful experience with Niswey. The whole onboarding sessions were training session was amazing and elaborative. Special mention to Sidharth for explaining everything in-depth and also being very patient while answering all our queries. Overall, it was a great experience. Kudos to Niswey!

Abhishek Singh Bhadouria
Assistant Manager - Digital Marketing, Ashnik

Shreya Tripathi 2

Smooth onboarding experience and Top-notch post-implementation support! The Niswey team has successfully assisted us with HubSpot Onboarding providing a very smooth transition experience for seamless integration. They have gone above and beyond with their support by assisting us with the most minute details including technical know-how assistance and integration workflows, as well as helping us with all queries, training, and clarification post initial setup. I would particularly like to thank Deepak Bisht and Sidharth Manchanda for their consistent support throughout our collaboration.

Shreya Tripathi
Product Manager, Shyplite


Good support training. Sidharth was very patient in answering our queries. Although there were intermittent connection issues or scheduling changes, they were always rectified and our time slots were fulfilled Our sessions are slated to be 1.5 hrs each. However, being detail-oriented, Sidharth doesn't mind extending the sessions to clarify our questions. Props to the great work attitude!

Kai Li
Marketing Brand Manager, ShadeSpace

Need More Info? Book a Meeting!