Onboarding & Adoption. Done Right.

Accelerate Success. Skip The #SlowLane.

Don't let today's solution become tomorrow's problem... Get started #right with a strong foundation and customer data model that you won't "outgrow". Choose white-glove onboarding from experts who live and breathe HubSpot.

hubspot-accelerator-onboarding

You. HubSpot. 60–90 Days.

Let's "fast track" your HubSpot success with a proven onboarding process and certified experts who's entire mission is to implement a CRM that actually gets used, produces data that helps you make decisions, and contributes to your success. That's our guarantee.

Ready. Set. Grow.

Don't Know HubSpot? We've Got You Covered.

Did you know 50% of HubSpot implementations fail? Willing to gamble your implementation on a "budget partner" or internal resource with little or no experience? Of course not.

Don't become a statistic. Our team is here to help prevent "spinning wheel syndrome" and ensure HubSpot is implemented for success. 

  • Dedicated Team: Every client is assigned a dedicated growth expert. We only ever manage 3x builds at a time—so every project gets the attention it deserves.
  • HubSpot Expertise: It's our core focus. Our team of experts each have and maintain 15+ certifications.
  • Transparency & Communication: We manage EVERYTHING—removing the burden on your team.
  • Ownership: We'll never be THAT agency. If something slips—it's our fault. We own it and we'll make it right.
squad4-hubspot-gold-partner

Custom-Tailored Onboarding
Designed To Achieve Your Goals.

Every organization and team is different—with unique goals and needs. How could a "standardized" CRM implementation possibly work for everyone? The answer is... it can't.
From years of experience and working with scores of companies/CRMs—we've designed a flexible Accelerator Framework (250+ point checklist) that we adapt to each client's unique goals and needs.
In terms of "approach"—here's what a typical project looks like.
step-01
Discovery

First, we build a strong understanding of your business goals, ideal customers, and unique challenges. This helps us deliver awesome results, work autonomously.

step-02
Solution & Planning

Next, we build a roadmap, data model, and plan to achieve your goals. We also outline a proof of concept and collaborate with key stakeholders to ensure alignment before kickoff.

step-03
Implementation

With alignment and confidence we get to work building and implementing your data and customer ecosystem. If little things change—no worries—we've done this enough to stay agile.

step-04
Training & Adoption

Adoption is everything. Systems and strategy mean nothing until the people and processes driving customer happiness and data know how to drive results.

step-05
Data Review & Validation

After kickoff—with data flowing in—it's time to begin highlighting gaps, refining processes, and working with your team to build consistent, measurable, data operations.

step-06
Growth & Refinement

With. HubSpot, we've reduced friction, codified processes, empowered teams to accelerate transformation, and reinforced transparency and data ops. Don't stop now.

And Plans To Match Your Pace.

Coaching & Guidance
JumpStart

$3k

  • 30 Day "DIY" Onboarding Support
  • 2x Strategy/Planning Sessions
  • 2x Weekly Support Workshops
  • Core Settings Walkthrough & Setup
  • 1x Automation/Pipeline Build
  • Strategy & Planning Resources
  • Playbooks & Resources
  • Automation Templates
  • Tips & Insights From Veterans
  • Build It Yourself—With Guidance.
Talk To Sales
We've Got You.
White Glove

From $10k

  • 60 Day "White-Glove" Onboarding
  • Weekly Sessions & Sync-Ups
  • Tailored To Meet Your Goals
  • Fully Managed Implementation
  • Customer Journey & Lifecycle Alignment
  • Fit/ICP, Personas, & Lead Scoring
  • Automations & Process Development
  • Playbooks, Coaching, & Adoption
  • Custom Dashboards & Reporting
  • And More...
Talk To Sales
Monthly Growth
Accelerator

From $8k/mo

  • 6–12 Month Partnership
  • Dedicated Growth Strategist
  • Outsourced CRM Admin & RevOps
  • Weekly Sessions & Sync-Ups
  • GTM, Customer Journey, & Lifecycle 
  • RevOps & Data Analysis
  • Tech Stack Management
  • Strategic Platform Roadmaps
  • Coaching & Enablement
  • And More...
Explore Plans
What's Next?

Onboarding & Adoption Is Just The Beginning...

  • Always Included

    Regardless of Plan or Hub... We Commit To:

    Total ownership. Doing things the right way—or not at all. Focusing on helping you drive revenue growth.

    We're only successful if you are and we seek to provide compounding value, creative problem-solving, and maintain our role in contributing to your team and bottom line. In addition to that...

    • Dedicated Growth Strategist
    • Tech Stack Audit & Consultation
    • Sales Operations Workflow & Mapping
    • Weekly Reports & Sync-Ups
    • Custom Dashboards
    • Integration Management
    • Data Hygiene & Cleanup, Deduplication
    • 100% Ownership - Consider us your team, not an agency
    • Digital Repository Help
    • Team & User Management
  • Sales Hub

    Sales Hub Management Includes:

    • CRM Administration
    • Buyer Personas & Fit Matrix
    • Territory Mapping & Planning
    • GTM & Commercial Strategy
    • Target Accounts & ICP Tiers
    • Sales Enablement, Playbooks, & Coaching
    • Custom Sales Sequences & Drips
    • Lead & Deal Workflow Automation
    • Reporting + Dashboards + KPIs
    • Forecasts + Quota + Goal
    • Sales Collateral (Pitch Decks, Sales Sheets, etc.)
    • Lead Hand-off and Scoring
    • CPQ (Configure, Price, Quote)
    • Automation & Workflow Mapping
  • Marketing Hub

    Marketing Hub Management Includes:

    • Ideal Customer Profile
    • Buyer Personas & Fit Matrix
    • Technical On/Off Page SEO
    • Copywriting & Blogging
    • Conversion Content (ebooks, guides, data sheets, etc.)
    • PPC Management
    • Nurture and Drip Campaigns
    • Content Strategy
    • Social Media Management
    • Email Newsletters & Drip Campaigns
    • Landing Pages
    • Conversion Optimization
    • Lead Hand-off and Scoring
  • Service Hub

    Service Hub Management Includes:

    • Customer Survey Management (NPS, CES, CSAT)
    • Ticketing Workflows + Routing
    • Review + Reputation Management
    • Onboarding & Customer Journey
    • Knowledge Base Management
    • Customer/Partner Portals
    • Live Chat & Chatflows
    • Reporting + Dashboards
    • API & Integration Support

Regardless of Plan or Hub... We Commit To:

Total ownership. Doing things the right way—or not at all. Focusing on helping you drive revenue growth.

We're only successful if you are and we seek to provide compounding value, creative problem-solving, and maintain our role in contributing to your team and bottom line. In addition to that...

  • Dedicated Growth Strategist
  • Tech Stack Audit & Consultation
  • Sales Operations Workflow & Mapping
  • Weekly Reports & Sync-Ups
  • Custom Dashboards
  • Integration Management
  • Data Hygiene & Cleanup, Deduplication
  • 100% Ownership - Consider us your team, not an agency
  • Digital Repository Help
  • Team & User Management

Sales Hub Management Includes:

  • CRM Administration
  • Buyer Personas & Fit Matrix
  • Territory Mapping & Planning
  • GTM & Commercial Strategy
  • Target Accounts & ICP Tiers
  • Sales Enablement, Playbooks, & Coaching
  • Custom Sales Sequences & Drips
  • Lead & Deal Workflow Automation
  • Reporting + Dashboards + KPIs
  • Forecasts + Quota + Goal
  • Sales Collateral (Pitch Decks, Sales Sheets, etc.)
  • Lead Hand-off and Scoring
  • CPQ (Configure, Price, Quote)
  • Automation & Workflow Mapping

Marketing Hub Management Includes:

  • Ideal Customer Profile
  • Buyer Personas & Fit Matrix
  • Technical On/Off Page SEO
  • Copywriting & Blogging
  • Conversion Content (ebooks, guides, data sheets, etc.)
  • PPC Management
  • Nurture and Drip Campaigns
  • Content Strategy
  • Social Media Management
  • Email Newsletters & Drip Campaigns
  • Landing Pages
  • Conversion Optimization
  • Lead Hand-off and Scoring

Service Hub Management Includes:

  • Customer Survey Management (NPS, CES, CSAT)
  • Ticketing Workflows + Routing
  • Review + Reputation Management
  • Onboarding & Customer Journey
  • Knowledge Base Management
  • Customer/Partner Portals
  • Live Chat & Chatflows
  • Reporting + Dashboards
  • API & Integration Support

Still Have Questions?

When can we get started?

Typically ~1–3 weeks.

We operate under a "first come, first serve" model and limit the number of onboardings that we commit to and manage at any given time based on resource capacity.

We do this to ensure that EVERY client and onboarding receives the time and attention they deserve to achieve success and maximize results.

How long does onboarding take?

Short answer? Typically 60 to 90 days.

Longer answer... Onboarding, training, and adoption is just the beginning of the journey. Building—and adapting—a CRM and RevOps platform like HubSpot is an ongoing process. Depending on the complexity of your business and your goals we can help adapt our onboarding and implementation approach to reach your goals.

How large is your team using HubSpot? Are we migrating datasets? How complex are your data and operational needs? Are we setting up additional Sales Ops processes like CPQ, Agreements, etc? How about sales enablement—successful organizations protect their CRM investment by ensuring their sales teams have the collateral, training, and ongoing coaching needed for success. 

Contact us today for free consult. ZERO-obligation, no-hassle—just insights from our experts.

Why choose Squad4's onboarding?

Are you looking for basic guidance to DIY? Or an implementation partner to manage the project?

With HubSpot's Onboarding—you get 4–5 weekly calls with a HubSpot employee who will help guide you on how to do the work yourself.

With Squad4's Onboarding—you get a dedicated, highly technical, and experienced implementation partner. We help scope, design, and fully manage the technical implementation—as well as provide training to support your rollout and platform adoption. We don't just configure the platform—we design a data model, the automations, and a back-end infrastructure to protect your investment.

 

What do you get? What to expect?

When you choose any of Squad4's Onboarding packages—you receive a dedicated Growth/Revenue Strategist who will help guide and coach you through the implementation of the HubSpot platform. This includes a detailed implementation plan, checklists, tools, playbooks, and training to help you succeed.

When you choose one of Squad4's Growth or Accelerator packages—you also receive dedicated project management and access to expert HubSpot technicians—as well as a team of full-stack developers to fully manage and implement HubSpot for you.

Ready? Let's get started!

Why not Do It Yourself (DIY)?

We've been working with HubSpot for years.

Our entire mission is to help companies achieve success with the implementation and adoption of HubSpot—enabling them to stay focused on business operations and revenue generation.

By reducing initial learning and implementation burdens on your team—we help maximize your odds of successful adoption while minimizing your time-to-value with the HubSpot platform.

You COULD do it yourself—but do you...

  • Have the time to learn and implement it?
  • Have the internal knowledge to migrate data and implement it successfully?
  • Want to pay a full-time employee to implement and manage it?

If you still choose to DIY... We have a plan for that. We'll provide you with weekly meetings, guidance, templates, and insights to help save you time.

What happens after onboarding?

We're there to support you—whatever your needs are...

There's no obligation for you to continue working with us—but our mission is to provide you with so much value that you'll want to keep our squad on in some fashion as an extension of your own team.

The reality is—business and customer operations evolve. Digital systems and data need to be managed and maintained. With our RevOps and HubSpot managed services—we aim to serve as a "single source" for all of your sales, marketing, and service needs.

(Because, let's face it... Working with a handful of subpar agencies who don't take full responsibility for the value they deliver, sucks.)

Your Squad For Growth.

Let's Get Started!

Our HubSpot implementation experts love to help growing B2B teams plan, build, and execute foundations that drive data and growth!

Contact us today and let's get growing!
hubspot-certified-partner-gold-badge-color
GET IN TOUCH

EMAIL   |   hello@squad4.io

PHONE   |   +1 (866) 778-2348
Schedule A Consultation

It's Not Going To Set Itself Up...

Ready For A Squad That Delivers?!

Get Started