Sound Familiar?
You Bought HubSpot But Nobody Knows How To Use It.
- Your team logs in, clicks around for five minutes, and goes back to spreadsheets because the portal feels overwhelming.
- Three months after purchase, you're still on the default settings because nobody had time to configure anything.
- Different departments set up their own processes independently, creating duplicate properties and conflicting workflows.
- HubSpot's own onboarding felt too generic, so your team checked the boxes but didn't actually learn anything useful.
That's exactly what structured onboarding with a Platinum Partner fixes.
The Sidekick Approach
How We Help
Video Coming Soon
HubSpot onboarding packages combine portal configuration with role-based training so your entire team is set up and confident from the start. We don't just configure the tools. We make sure your humans know how to use them.
Sidekick's onboarding covers the essentials: CRM structure, user permissions, email configuration, pipeline setup, basic automation, and reporting dashboards. Then we layer on role-based training so each human learns the specific tools they'll use daily. Marketing learns the marketing tools. Sales learns the sales tools. Everyone learns the CRM.
As a HubSpot Platinum Partner with 124+ certifications, we've onboarded dozens of teams across every Hub. Your humans won't struggle through generic tutorials. They'll learn from practitioners who know what matters and what can wait.
Setup And Training Together
We configure your portal and train your team in the same engagement so nothing falls through the cracks.
Role-Based, Not One-Size-Fits-All
Each department gets training specific to their Hub and daily workflows, not a generic overview of the full platform.
Go-Live Support
We stay with your team through the first weeks of active use, answering questions and fixing issues in real time.
Platinum Partner Expertise
124+ certifications means your humans learn from the team that knows HubSpot deepest, not a reseller reading docs.
What's Included
What's Included
Portal Configuration
CRM structure, properties, pipelines, permissions, and integrations configured for your business.
Role-Based Training Sessions
Live sessions for marketing, sales, service, and admin roles tailored to their daily workflows.
Session Recordings
Full recordings for rewatching and onboarding future hires.
Onboarding Playbook
A written guide covering your portal's configuration, key workflows, and team responsibilities.
Email And Domain Setup
Sending domain configuration, email authentication, and template creation.
Reporting Dashboards
Role-specific dashboards so every human sees the metrics that matter to them.
Go-Live Support Period
Two to four weeks of dedicated support after go-live to answer questions and resolve issues.
30-Day Check-In
A structured review 30 days after go-live to assess adoption and address any gaps.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery
We learn your business, team structure, tech stack, and goals to design an onboarding plan that fits.
Portal Configuration
We set up your CRM, pipelines, properties, permissions, email, and basic automations.
Role-Based Training
Live sessions for each department covering the tools and workflows they'll use every day.
Go-Live And Follow-Up
We support your team through the first weeks of active use, then do a 30-day check-in to make sure everything sticks.
Is This Right For You?
Is HubSpot Onboarding Packages Right For You?
This Is For You If...
- You just purchased HubSpot and need to get your team up and running.
- Your HubSpot portal has been sitting mostly unused for months.
- You tried HubSpot's default onboarding and it didn't stick.
- You have multiple departments that all need to learn different parts of the platform.
- You want a single partner to handle both setup and training.
This Isn't For You If...
- Your team has been using HubSpot for years and just needs advanced training. Hub-specific training is a better fit.
- You only need portal configuration without training. Check out our implementation services.
- You haven't purchased HubSpot yet. We can help you evaluate, but onboarding starts after purchase.
Common Questions
