HubSpot Sales Hub Onboarding
We Do It
We will set up your HubSpot sales hub with all the necessary automations and features. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe Do It
We will set up your HubSpot sales hub with all the necessary automations and features. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe Do It
We will set up your HubSpot sales hub with all the necessary automations and features. Team training will be based on the custom configuration of your new HubSpot portal.
Scroll down to learn moreWe’ll set up your HubSpot Sales Hub for you.
HubSpot's sales suite, built on top of HubSpot CRM, will allow you to uncover new leads, connect with more opportunities, close deals faster, and effectively manage your sales pipeline with a range of tools from email sequence automation, documents, meetings, calls, email scheduling, meetings, live chat, predictive lead scoring, and more.
By providing interchangeable consultancy and hands-on man hours with the "We Do It" level of support, we get to the bottom of any HubSpot technical difficulty you and your team may experience, solve it for you, and then demonstrate our process of working through the problem so you can easily replicate our solution.
Note: HubSpot onboarding is not optional for Professional and Enterprise packages and is required by HubSpot from either a registered HubSpot agency or from HubSpot directly.
HubSpot
Oxygen is one of the most tenured partners in the region with extensive experience in implementing HubSpot for a diverse customer base. The accolades they have received over the years is a testament to the consistent quality of work they deliver. You can be rest assured that choosing them as your partner will be the right decision to grow your business!
Senior Channel Consultant, HubSpot
HubSpot Sales Packages
Award-Winning Support
Oxygen’s HubSpot Sales Starter onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.
Support
- Team kick-off call (0.5 hours)
- Weekly catch-up calls in the 1st month (15 mins)
- Monthly catch-up call in the 2nd month (0.5 hours)
- In-person/Zoom 1 hour HubSpot training session (up to 3 people)
- Up to 3 hours of support, including the following:
- Unlimited email support in the 1st month (responses within 6 business hours)1
- Local support [Hong Kong & Shenzhen] in the 1st month (English/Mandarin/Cantonese)
- Recommendations for the best HubSpot academy courses
Interchangeable Deliverables
Our HubSpot Sales Starter onboarding package includes all of the listed deliverables below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.
Deliverables
- User permissions set up (up to 1)
- HubSpot onboarding survey
- HubSpot portal settings configuration
- CRM migration/contact import consulting (up to 1 hour)1
- Multi-currency deal set up
- Meetings link consulting
- Deal pipeline set up (up to 1)
- Sales email templates (up to 1)
- Sales dashboard set up [Includes up to 10 reports] (up to 1)
- Snippet creation (up to 2)
- Quotes templates (up to 1)
- Product library items set up (up to 5)
- Personal email connection consulting
- HubSpot inbox: Shared email connection consulting
1 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.
Award-Winning Support
Oxygen’s HubSpot Sales Pro onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.
Support
- Team kick-off call (0.5 hours)
- Weekly catch-up calls in the 1st month (0.5 hours)
- Monthly catch-up calls in the 2nd and 3rd month (0.5 hours)
- In-person/Zoom 2 hours HubSpot training session (up to 8 people)
- Up to 10 hours of support, including the following:
- Email support in the 1st and 2nd month (responses within 6 business hours)1
- Private Slack channel access in the 1st and 2nd month (responses within 4 business hours)
- WeCom/WhatsApp Business live chat support in the 1st and 2nd month (responses within 4 business hours)
- Local support [Hong Kong & Shenzhen] in the 1st and 2nd month (English/Mandarin/Cantonese)
- Tailored workshop documentation
- Recommendations for the best HubSpot academy courses
Interchangeable Deliverables
Our HubSpot Sales Pro onboarding package includes all of the listed deliverables below as well as an additional 2 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.
Deliverables
- User permissions set up (up to 3)
- HubSpot onboarding survey
- HubSpot portal settings configuration
- GDPR compliance and privacy settings consulting1
- Custom property configuration (up to 25)
- CRM migration/contact import consulting (up to 2 hours)2
- 3rd party + HubSpot integration consulting (up to 1 hour)2
- Email signature template and set up consultation
- Multi-currency deal set up
- Meetings link consulting
- Deal pipeline set up (up to 2)
- Sales email templates (up to 3)
- Sales sequence (up to 1)
- Sales playbook (up to 1)
- Sales dashboard set up [Includes up to 10 reports] (up to 2)
- Snippet creation (up to 5)
- Quotes templates (up to 1)
- Product library items set up (up to 25)
- Workflows for sales automation consulting (up to 1 hour)
- Calls tool consulting
- Basic sales chatbot set up and routing3
- Personal email connection consulting
- HubSpot inbox: Shared email connection consulting
- Task automation set up (up to 1)
- Lead scoring attributes (up to 5)4
- Target accounts tool consulting
1 Oxygen cannot provide legal advice but can support your organisation with best practices.
2 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.
3 Limited to 2/3 logic branches and does not include integrations with other platforms.
4 Based on an existing lead scoring model; setup of the model not included.
Award-Winning Support
Oxygen’s HubSpot Sales Enterprise onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.
Support
- Team kick-off call (1 hour)
- Weekly catch-up calls in the 1st month (1 hour)
- Monthly catch-up calls in the 2nd and 3rd month (1 hour)
- In-person/Zoom 3 hours HubSpot training session (up to 20 people)
- Up to 20 hours of support, including the following:
- Email support in the 1st, 2nd, and 3rd month (responses within 6 business hours)1
- Private Slack channel access in the 1st, 2nd, and 3rd month (responses within 4 business hours)
- WeCom/WhatsApp Business live chat support in the 1st, 2nd, and 3rd month (responses within 4 business hours)
- Local support [Hong Kong & Shenzhen] in the 1st, 2nd, and 3rd month (English/Mandarin/Cantonese)
- Tailored workshop documentation
- Recommendations for the best HubSpot academy courses
Interchangeable Deliverables
Our HubSpot Sales Enterprise onboarding package includes all of the listed deliverables below as well as an additional 4 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.
Deliverables
- User permissions set up (up to 5)
- HubSpot onboarding survey
- HubSpot portal settings configuration
- GDPR compliance and privacy settings consulting1
- Custom property configuration (up to 50)
- CRM migration/contact import consulting (up to 3 hours)2
- 3rd party + HubSpot integration consulting (up to 2 hours)2
- Email signature template and set up consultation
- Multi-currency deal set up
- Meetings link consulting
- Deal pipeline set up (up to 3)
- Sales email templates (up to 10)
- Sales sequence (up to 3)
- Sales playbook (up to 2)
- Sales dashboard set up [Includes up to 10 reports] (up to 3)
- Snippet creation (up to 10)
- Quotes templates (up to 2)
- Product library items set up (up to 50)
- Workflows for sales automation consulting (up to 2 hours)
- Calls tool consulting
- Basic sales chatbot set up and routing3
- Personal email connection consulting
- HubSpot inbox: Shared email connection consulting
- Task automation set up (up to 3)
- Lead scoring attributes (up to 10)4
- Target accounts tool consulting
1 Oxygen cannot provide legal advice but can support your organisation with best practices.
2 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.
3 Limited to 2/3 logic branches and does not include integrations with other platforms.
4 Based on an existing lead scoring model; setup of the model not included.
Timeline (Reference Only)
This is an example timeline of how our onboarding works. Usually, HubSpot portals are set up within the first 48 hours and are completely functional with customised settings by the end of the month for the team training session.
Month 1
- Portal set up within 48 hours
- Onboarding survey
- Team kick-off call (1 hour)
- HubSpot data migration
- HubSpot portal set up
- Connecting HubSpot analytics to your website
- Set up deal currencies
- Analyze your existing sales process
- Configure deal stages and custom properties
- Create your first deal pipeline
- Flexible support hours
Month 2
- Tailored workshop documentation
- One customised training session (up to 8 participants for two hours)
- Set up workflow extensions to automate sales process
- Provide deal management best practices
- Automate lead owner assignments and routing
- Connect the chat bot to the website
- Create email templates
- Integrate sales tools
- Flexible support hours
Package Comparison
Getting started with HubSpot? HubSpot has a mandatory onboarding package (for Pro/Enterprise level accounts) which can be waived if you’re using a registered HubSpot partner for onboarding instead. Here’s a breakdown of what you get with HubSpot onboarding vs what you get with Oxygen:
- Starter
- Professional
- Enterprise
Most Popular | |||
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Starter | Professional | Enterprise | |
Training & Support |
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Strategist check-ins
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In-person training
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Private Slack channel
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Data |
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Document management
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Data segmentation
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Deal currency set-up
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Initial Set-Up |
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Portal set-up
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CRM migration
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User permissions
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Sales automation set-up
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Product library set-up
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Asset Creation |
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Email templates
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Email signature updates
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Sales sequence set up
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Sales playbook
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Reports and Analytics |
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Custom email reports
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Campaign tracking
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Custom dashboards
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Strategy |
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Inbound strategy
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Lead qualification
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Chatbot set-up
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Technical consulting
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Business strategy consulting
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Lead scoring
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Oxygen (Over 3 Months) | HKD 21,080USD 2,700 | HKD 36,210USD 4,640 | HKD 90,410USD 11,590 |
Hubspot (Over 3 Months) | HKD 1,940USD 250 | HKD 3,890USD 500 | HKD 23,390USD 3,000 |
Get Started | Get Started | Get Started |
Please note that the prices above are not inclusive of monthly HubSpot Software fees.
If HubSpot has a cheaper onboarding package, why use an agency like Oxygen for onboarding? While HubSpot will train you on the best practices for setting up your portal, our certified HubSpot experts will build it up for you! Our onboarding includes not just the set-up of your portal for you but also creating gold-standard campaigns from our award-winning team to use as a reference point for future campaigns. Learn more on why onboarding HubSpot with Oxygen can benefit your business.
Looking to use more than one HubSpot Hub? We provide a 10% discount on all Starter and Pro packages when you buy two or more onboarding packages with us. For Enterprise onboardings, please speak to our team for more information.
Schedule a meeting
Free 15 Minute Consultation
Book a free 15 minute consultation call with our HubSpot specialist Eric Leung.
- Understanding your company's mission, goals, and pain points
- Evaluating your current tech stack
- Identify solutions for your challenges
- Review regional campaign requirements (if necessary)