Skip to content

HubSpot Sales Hub Onboarding

HubSpot sales software on ipad

We’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.

 

Award - Dark color (1)   img-onboarding-child-diamond-award

 

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!

img-michael-shen
Michael Shen
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)
  • 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
1 Does not include integration support.

 

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
  • HubSpot campaign tool consulting
  • 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)
  • Email and inbox 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)
  • Unlimited email support in the 1st and 2nd month (responses within 6 business hours)1
  • Unlimited Private Slack channel access in the 1st and 2nd month (responses within 4 business hours)
  • Unlimited 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
1 Does not include integration support.

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 10)
  • 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
  • Email and inbox connection consulting
  • Task automation set up (up to 1)
  • Lead scoring attributes (up to 5)
  • 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.

 

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)
  • Unlimited email support in the 1st, 2nd, and 3rd month (responses within 6 business hours)1
  • Unlimited Private Slack channel access in the 1st, 2nd, and 3rd month (responses within 4 business hours)
  • Unlimited 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
1 Does not include integration support.

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 15)
  • 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
  • Email and inbox connection consulting
  • Task automation set up (up to 3)
  • Lead scoring attributes (up to 10)
  • 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.

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.

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
Starter Professional Enterprise

Training & Support

Strategist check-ins
o2 logo o2 logo
In-person training
o2 logo o2 logo o2 logo
Private Slack channel
o2 logo o2 logo

Data

Document management
o2 logo hubspot logo o2 logo hubspot logo o2 logo hubspot logo
Data segmentation
o2 logo hubspot logo o2 logo hubspot logo o2 logo hubspot logo
Deal currency set-up
o2 logo o2 logo o2 logo

Initial Set-Up

Portal set-up
o2 logo hubspot logo o2 logo hubspot logo o2 logo hubspot logo
CRM migration
o2 logo hubspot logo o2 logo hubspot logo
User permissions
o2 logo o2 logo hubspot logo
Sales automation set-up
o2 logo o2 logo hubspot logo o2 logo hubspot logo
Product library set-up
o2 logo hubspot logo o2 logo hubspot logo

Asset Creation

Email templates
o2 logo hubspot logo o2 logo hubspot logo o2 logo hubspot logo
Email signature updates
o2 logo hubspot logo o2 logo hubspot logo o2 logo hubspot logo
Sales sequence set up
o2 logo o2 logo
Sales playbook
o2 logo o2 logo

Reports and Analytics

Custom email reports
o2 logo o2 logo o2 logo hubspot logo
Campaign tracking
o2 logo hubspot logo o2 logo hubspot logo
Custom dashboards
o2 logo o2 logo hubspot logo

Strategy

Inbound strategy
o2 logo o2 logo
Lead qualification
o2 logo o2 logo
Chatbot set-up
o2 logo o2 logo o2 logo
Technical consulting
o2 logo o2 logo
Business strategy consulting
o2 logo o2 logo
Lead scoring
o2 logo o2 logo
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.

Speak with a HubSpot expert about your business requirements