HUBSPOT SALES ONBOARDING

HubSpot Sales Hub is a powerful tool for running your sales campaigns and automating sales actions meaning your sales team have more time to focus on meaningful interactions with leads. Successfully onboarding your sales team onto a new platform can be challenging, and the success of your future campaigns depend greatly on how well your team is able to use the tools available to them.

 

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Why Oxygen?

First HubSpot partner in China
First Platinum partner in Asia
6-time HubSpot Award Winner

What People Are Saying

Starter
Professional
Enterprise
First 48 Hours

HubSpot Sales Hub Starter onboarding questionnaire

Kick-off call

Portal set-up

Email domain connection

User set-up

Custom property configuration

CRM migration/contact import consulting

Set up deal currency

Week 2

Analyse existing sales process

First deal pipeline creation

Meeting links set-up

Identifying the best academy training sessions for your team

Implement sales hierarchies and user roles

Consult on other integrations

Week 3

Connect chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field-based permissions

Week 4

Create email templates

Create snippets

Create email sequence

Pre-workshop questionnaire

HubSpot workshop session (up to 3 people)

Tailored workshop documentation

Set up your product library

Support

Kick-off video team call

Weekly video support calls (4 x 30 mins)

In-person 1-hour HubSpot training session (up to 3 people)

Limited email support (replies within 8 business hours)

Support in your local language (English, Mandarin, Cantonese)

Private Slack channel access

WeChat / WhatsApp live chat support

First 48 Hours

HubSpot Sales Hub Professional onboarding questionnaire

Kick-off call

Portal set-up

Email connection

User/team set-up

Custom property configuration

CRM migration/contact import consulting

CRM migration/contact import

Connecting your social media accounts and advertising

Week 2

Creating marketing reporting dashboards

Tracking integrations

Consulting on other integrations

Email template (x1) and email signature (x5) updates

Identify and add marketing goals to the reports

Identifying the best academy training sessions for your team

Week 3

Connect the chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field based permissions

Week 4

Create email templates

Create snippets

Create email sequences

Set up your product library

Set up of the quotes tool

Use the recurring revenue tracker

Week 5

Automate lead owner assignments and routing

Set up workflow extensions to automate sales processes

Learn how to use the calls tool

Learn how to use 1:1 video

Learn how to use transcriptions tool

Week 6

Integrate sales tools

Provide deal management best practices

Pre-workshop questionnaire

Create a sales playbook

Week 7

HubSpot workshop session (up to 8 people)

Tailored workshop documentation

Create quote based workflows

Week 8

Identify ways to improve and automate your sales processes on HubSpot

Support

Kick-off video team call

Weekly video support calls (8 x 30 mins)

Alternative: Bespoke hourly consulting

In-person 2-hour HubSpot training session (up to 8 people)

Email support (replies within 4 business hours)

Private Slack channel access (replies within 4 business hours)

WeChat / WhatsApp live chat support (replies within 4 business hours)

Support in your local language (English, Mandarin, Cantonese)

First 48 Hours

HubSpot Sales Hub Enterprise onboarding questionnaire

Kick-off call

Portal set-up

Email connection

User/team set-up

Custom property configuration*

CRM migration/contact import consulting*

Set up deal currencies

Week 2

Consult on other integrations*

Analyse your existing sales process

Create your first deal pipeline

Set up your meetings links

Implement sales hierarchies and user roles

Identify the best academy training sessions for your team

Week 3

Connect the chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field based permissions

Week 4

Create email templates

Create snippets

Create email sequences

Set up your product library

Set-up of the quotes tool

Use the recurring revenue tracker

Week 5

Automate lead owner assignments and routing

Set up workflow extensions to automate sales processes

Learn how to use the calls tool

Learn how to use the transcriptions tool

Learn how to use 1:1 video

Week 6

Integrate sales tools

Provide deal management best practices

Pre-workshop questionnaire

Create a sales playbook

Week 7

HubSpot workshop session (up to 20 people)

Tailored workshop documentation

Create quote based workflows

Week 8

Identify ways to improve and automate your sales processes on HubSpot

Support

Kick-off video team call

Weekly video support calls (8 x 1 hour)

Alternative: Bespoke hourly consulting

In-person 3-hour HubSpot training session (up to 20 people)

Email support (replies within 4 business hours)

Private Slack channel access (replies within 2 business hours)

WeChat / WhatsApp live chat support (replies within 2 business hours)

Support in your local language (English, Mandarin, Cantonese)

PACKAGE COMPARISON

Getting started with HubSpot? HubSpot have a mandatory onboarding package 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:

Please note that these prices are not inclusive of monthly HubSpot Software fees:

  • Starter
  • Professional
  • Enterprise
Starter Professional Enterprise

Training & Support

Personalised in-person training

HubSpot training for your team. Customisation and group size varies per package.

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Private Slack channel

Direct access to the team during work hours via Slack.

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Unlimited 1-month support

Unlimited support in the first month to ensure everything goes smoothly.

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Initial Set-Up

Portal set-up

Connecting your domain, adding tracking codes and setting up lead tracking.

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Productivity tools

Setting up tools, including snippets, tasks and sequences, to maximise the productivity of your sales team.

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Team onboarding

Managing invites, permissions, and resources on HubSpot for your team.

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Standard sales automation set-up

Basic automation to inform sales representatives of lead outreach.

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Native sales integration

Addition of native integrations or those available on the HubSpot App Marketplace based on your business needs.

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Managing multiple teams

Segmenting users based on teams, and routing leads to the right teams.

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Custom System & Reporting Set-Up

CRM customisation

Conducting a CRM audit, developing an import strategy best suited to your business and performing the migration.

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Overview of your custom sales process in HubSpot

Map out your sales process on HubSpot.

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Baseline reporting set-up and review

Get an overview of what's happening in your business with reports on HubSpot.

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Business process mapping

Mapping your entire business process, from leads to customers.

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Asset Creation

Sales email templates

Designing and developing of sales emails suited to multiple email clients. Varies for each package.

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Email signature updates

Designing and providing code for email signatures with guided implementation. Varies for each package.

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Custom sales dashboard

Weekly updates for dashboards that reflect your goals.

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Custom reports

Individual reports to track specific trends in your business.

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Sales playbook

Playbook for your sales team to have a template of the sales process.

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Sales sequence

Set up email sequences for a streamlined sales follow-up process.

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Consultation

CRM migration

Review your business processes and suggest the best approach for migration.

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Phase 1 success planning

Prior to executing the onboarding, we conduct a plan to ensure success from the get-go.

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Oxygen HKD 4,250USD 550 HKD 7,950USD 1,030 HKD 26,000USD 3,360
Hubspot HKD 1,940USD 250 HKD 3,880USD 500 HKD 25,200USD 3,250