HubSpot Platinum Solutions Partner
View Our HubSpot Partner ProfileHubSpot Marketing Hub Professional Onboarding
Get HubSpot Ready for Your Day-to-Day Marketing
Turn your marketing processes into a connected HubSpot setup that helps your team organise contacts, capture leads, automate follow-up and track performance.
The onboarding combines process discovery with hands-on configuration, data import, testing and training, giving your team a working system and clear guidance on how to use it.
Indicative timeline
8–10 weeks
Focus
One Marketing Hub Professional portal, one brand and one primary marketing team
Trusted by Leading Organizations
Since 2015, thousands of startups, enterprises, accelerators, VCs, government institutions, and universities worldwide have trusted NBT to deliver growth, innovation, and ecosystem programs.
What This Onboarding Covers
Marketing Discovery & Onboarding Plan
Review your marketing processes, priorities, data and channels, creating an agreed onboarding plan with clear responsibilities and required inputs.
Contact & Company Data Structure
Configure the data fields needed for segmentation, qualification and reporting, including a review of standard HubSpot properties and setup of up to 15 custom contact or company properties.
Lifecycle & Marketing Contact Setup
Define how contacts progress through lifecycle stages, how leads are qualified and which contacts are used for marketing. Includes one basic lead-scoring model where the required criteria and data are available.
Contact & Company Data Import
Prepare the import structure, map the agreed fields and import up to 10,000 contact and company records in one batch, with basic validation and post-import checks.
Segmentation & Lists
Create up to five active or static lists for agreed audiences and marketing needs, including nurturing, advertising, exclusions and reporting.
Website Tracking & Lead Capture
Install or validate HubSpot tracking on one website and configure HubSpot forms or supported existing forms, including field mapping, agreed consent settings and submission testing.
Marketing Email & Subscription Setup
Configure one email sending domain, authentication checks and up to three subscription types. Build and test one branded marketing email using your approved content.
Marketing Automation
Configure and test up to three priority workflows for agreed needs such as lead routing, internal notifications, lifecycle updates, list management or basic email nurturing.
Campaign & Channel Connections
Connect the agreed, supported advertising and social accounts, then configure one HubSpot campaign with the relevant existing assets and tracking associations.
Marketing Reporting Dashboard
Build one custom dashboard with up to 10 reports, showing the agreed marketing, lead-generation and conversion metrics supported by your portal data.
Testing, Training & Handover
Test the implemented setup, resolve in-scope configuration issues and deliver user training, supported by concise setup and usage documentation.
How the Onboarding Works
Map the Requirements
Marketing priorities, processes, available data and required access shape the onboarding plan. The agreed scope defines what will be configured and which inputs your team will provide.
Configure and Connect
The data structure, contact rules and approved database are put in place, followed by the agreed lead capture, email, automation, channel connections and reporting setup.
Test and Hand Over
The setup is tested from lead capture through automation and reporting. Your nominated users receive training and documentation to manage the configured system after handover.
Scope & Requirements
Portal & Team Coverage
The onboarding covers one Marketing Hub Professional portal, one brand and one primary marketing team. Additional portals, brands, teams or setup requirements are scoped separately.
Timeline & Working Sessions
The indicative delivery period is 8–10 weeks, subject to timely access, inputs and approvals. The scope includes a 60-minute kickoff, up to two checkpoint calls and a 90-minute user training session.
Subscription & Access
An active Marketing Hub Professional subscription is required, along with Super Admin access and the necessary website, domain, advertising and social-platform permissions. HubSpot subscription fees and other third-party costs are separate.
Data, Content & Approvals
Your team provides the approved database, business requirements, brand assets, email content and subscription and consent requirements. Your team remains responsible for the accuracy and permitted use of supplied contact data and consent records.
Implementation Boundaries
Custom integrations, API development, complex migrations, extensive data cleansing and enrichment are outside the scope. Website development beyond the agreed tracking and form setup is also excluded; website-side support may be required from your team or provider.
Additional & Ongoing Work
Additional properties, records, forms, workflows, emails, dashboards or reports require an agreed extension to the scope. Content strategy, ongoing campaign management, email production and social content are not included.
Related HubSpot Solutions
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Explore ModuleHubSpot Sales Hub Professional Onboarding
Configure the sales processes, pipelines and tools your team needs to manage leads and opportunities.
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 Professional?
Discuss your current setup, priorities and onboarding requirements with NBT.