HubSpot Platinum Solutions Partner
View Our HubSpot Partner ProfileHubSpot Marketing Hub Enterprise Onboarding
Connect Your Marketing Teams Through a Consistent HubSpot Setup
Organise marketing across teams and markets with shared data standards, clear ownership and connected processes.
The onboarding combines hands-on configuration of data, access, automation and reporting with testing and role-based training, helping your teams work consistently within one HubSpot portal.
Indicative timeline
10–14 weeks
Focus
One Marketing Hub Enterprise portal, one primary brand and up to three teams, markets or operating groups
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What This Onboarding Covers
Marketing Operations Discovery & Onboarding Plan
Review marketing processes, team structure, lead management, data and reporting needs, creating an agreed onboarding plan with clear responsibilities, dependencies and required inputs.
Teams, Permissions & Asset Ownership
Configure up to three teams or operating groups, with agreed permissions, access to marketing assets, ownership rules and naming conventions.
Contact & Company Data Structure
Review standard HubSpot objects and properties and configure up to 30 custom contact or company properties, including field organisation and supported record relationships.
Lifecycle, Qualification & Lead Scoring
Configure lifecycle stages, marketing-contact rules and up to three fit or engagement scoring models. Review predictive scoring readiness and configure it where the required data and functionality are available.
Multi-Source Data Import
Prepare, map and import up to three agreed contact or company datasets, including supported record relationships, with basic validation, staged imports and post-import checks.
Advanced Segmentation
Create up to 10 active or static segments for agreed audiences, lifecycle stages and marketing needs, with team-based access where applicable.
Website Tracking & Lead Capture
Install or validate tracking on one primary website and agreed subdomains. Configure HubSpot forms or supported existing forms, including field mapping, consent settings, marketing-contact rules and submission testing.
Marketing Email & Subscription Management
Configure up to two sending domains, authentication checks, up to five subscription types and email-frequency safeguards. Build and test up to two branded marketing emails using approved content.
Marketing Automation
Configure and test up to eight workflows using HubSpot’s built-in tools, supporting agreed needs such as lead routing, qualification, data updates, segmentation and multi-step nurturing.
Campaign & Channel Management Setup
Connect the agreed, supported advertising and social accounts. Configure up to three HubSpot campaigns with consistent naming, ownership and associations to existing assets.
Attribution, Journey & Executive Reporting
Build up to two dashboards with up to 20 reports in total. Include one multi-touch revenue-attribution view and one customer-journey report where the available portal data supports them.
Testing, Team Training & Handover
Test the implemented setup and resolve in-scope issues. Deliver administrator and role-based team training, supported by setup, governance and usage documentation.
How the Onboarding Works
Align the Teams and Requirements
Marketing priorities, team responsibilities and reporting needs shape the onboarding plan. Data definitions, access rules and required inputs are agreed before configuration begins.
Configure and Connect
The team structure, data model and approved datasets are put in place, followed by segmentation, lead capture, email, automation and campaign setup. Reporting is configured around the agreed metrics and available data.
Test and Hand Over
The setup is tested across the agreed use cases, permissions and workflows. Administrators and marketing users receive role-appropriate training and documentation to manage the portal consistently.
Scope & Requirements
Portal & Team Coverage
The onboarding covers one Marketing Hub Enterprise portal, one primary brand and up to three agreed teams, markets or operating groups. Additional brands, teams or portals require a separately agreed scope.
Timeline & Working Sessions
The indicative delivery period is 10–14 weeks, subject to timely access, inputs, decisions and approvals. The scope includes a 90-minute kickoff, up to three checkpoint calls, one administrator training session and up to two role-based team training sessions.
Subscription & Access
An active Marketing Hub Enterprise subscription, Super Admin access and the required website, domain and channel permissions are needed. HubSpot subscriptions, add-ons and third-party costs are separate. Features requiring an add-on can only be configured where the required subscription is in place.
Data, Content & Approvals
Your team provides the approved datasets, marketing processes, team and ownership decisions, brand assets, email content and consent requirements. Your team remains responsible for the accuracy and permitted use of supplied contact data and consent records.
Native Configuration & Priority Use Cases
Implementation uses HubSpot’s built-in, no-code capabilities and covers the agreed priority use cases. It does not include every feature available within the Enterprise subscription.
Implementation Boundaries
Sandbox deployment, custom integrations, API development, developer-supported behavioural events and custom object implementation are outside the scope. Complex migrations, extensive data cleansing and enrichment, and website development beyond the agreed tracking and form setup are also excluded.
Reporting & Scoring Dependencies
Predictive scoring, revenue attribution and customer-journey reporting depend on sufficient historical data and consistent use of lifecycle, campaign and revenue fields. Configuration is limited to what the available data supports.
Additional & Ongoing Work
Additional properties, datasets, segments, workflows, emails, dashboards, reports or campaigns require an agreed extension to the scope. Content strategy, ongoing campaign management, email production and social content are not included.
Related HubSpot Solutions
HubSpot Marketing Hub Professional Onboarding
Explore onboarding for a single-brand marketing team using Marketing Hub Professional.
Explore ModuleHubSpot Sales Hub Enterprise Onboarding
Configure Sales Hub Enterprise to support coordinated sales processes, team responsibilities and reporting.
Explore ModuleHubSpot Health Check & Optimisation Programme
Review and improve an existing HubSpot setup across data, processes, configuration and team adoption.
Explore ModuleFrequently Asked Questions
Ready to Set Up Marketing Hub Enterprise?
Discuss your team structure, marketing priorities and onboarding requirements with NBT.