HUBSPOT ONBOARDING

From zero to a running HubSpot. In four steps.

A tight calendar, dated deliverables, zero surprises.

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HubSpot Platinum Partner +100 onboardings delivered Results in 4 weeks

HOW WE WORK

Four steps. A HubSpot that works.

A process proven across 100+ onboardings. Each step has a precise deliverable.

  1. Step 1

    Discovery workshop

    We audit your current stack, map existing pipelines, understand your processes and align goals with sponsors.

    Signed scoping document

  2. Step 2

    CRM V1 configuration

    Property creation, pipelines, stages. Contact migration from your current tool.

    Configured portal, imported data

  3. Step 3

    Super admin training + optimization

    Spread-out sessions to build competency on V1 with your super admin. Workflows and dashboards refined in real time.

    Active workflows + 4 dashboards

  4. Step 4

    Validation & autonomy

    Handover validation. Your teams autonomous, the CRM in your hands.

    Autonomous teams

WHAT SETS US APART

Klakss vs traditional agency.

Klakss Traditional agency
Point of contact One dedicated consultant, A to Z Project manager + rotating team
Approach We implement with you Implementation done for you
Post onboarding You leave fully autonomous Partial dependency on the agency
Reactivity No committee, no internal delays Internal planning and approvals
Structure No overhead costs: AI absorbs what size would Overhead costs passed on to each project
Budget

For the same onboarding engagement, freelance flexibility and AI usage can represent a factor of 3 to 5 compared to a traditional agency.

FREQUENTLY ASKED

What people ask us all the time.

  • How long does an onboarding take?

    Four weeks for the standard scope. We can compress to three if you have commercial constraints, but we advise against going below: team training and post-launch support are crucial phases we refuse to cut.

  • Which HubSpot hubs do you work with?

    All HubSpot hubs, all license levels. CMS Hub and Data Hub with an AI-enhanced approach.

  • Do you work remotely or on-site?

    100% remote by default. We can make exceptions, we've been on-site 4 times since Klakss was founded.

Let's talk about your HubSpot onboarding.

A 30-minute call to scope your project. No commitment.

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