HubSpot Platinum Solutions Partner
View Our HubSpot Partner ProfileHubSpot Sales Hub Enterprise Onboarding
Connect Your Sales Teams, Pipelines and Reporting
Coordinate sales across teams and markets with clear ownership, consistent processes and a shared view of opportunities and performance.
The onboarding combines hands-on CRM configuration, lead routing, automation, playbooks and forecasting with testing and role-based training, helping your teams work consistently within one HubSpot portal.
Indicative timeline
10–14 weeks
Focus
One Sales Hub Enterprise portal and up to three sales teams, markets or operating groups
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What This Onboarding Covers
Sales Operations Discovery & Onboarding Plan
Review sales processes, team structure, lead management, pipelines and forecasting needs, creating an agreed onboarding plan with clear responsibilities, dependencies and required inputs.
Teams, Permissions & Ownership
Configure up to three teams or operating groups, including team hierarchy, permissions, pipeline and record access, ownership rules and naming conventions.
Contact, Company & Deal Data Structure
Review standard HubSpot objects and properties and configure up to 30 custom contact, company or deal properties, including field organisation and supported record relationships.
Multi-Source Sales Data Import
Prepare, map and import up to three agreed contact, company or deal datasets, including ownership, pipeline stages and supported record relationships, with validation and post-import checks.
Lead Management, Routing & Scoring
Configure lead ownership, statuses, assignment rules and handoffs across the agreed teams, with up to three fit or engagement scoring models. Review predictive scoring readiness and configure it where supported by sufficient portal data.
Deal Pipelines & Stage Rules
Configure up to three pipelines with up to eight stages each, including probabilities, supported required fields, currencies and ownership rules. Set up basic approval or deal-split settings where agreed and supported.
Sales Views & Segmentation
Create up to 10 saved views or segments for prospecting, qualification, follow-up, pipeline management and management oversight, 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, ownership requirements and submission testing.
Sales Templates & Sequences
Configure up to six email templates, six reusable text snippets and three sequences. Each sequence includes up to four client-supplied emails and two follow-up tasks, with timing, personalisation and enrolment rules.
Sales Automation & Tasks
Configure and test up to eight workflows or pipeline automations for agreed needs such as multi-team routing, task creation, notifications, deal-stage actions, data updates or supported sequence enrolment.
Sales Playbooks
Configure up to three playbooks using your approved content for discovery, qualification, opportunity reviews or handovers, including updates to CRM fields from responses where supported.
Sales Goals & Forecasting
Configure forecasting for up to three teams or operating groups, covering forecast categories, pipeline inclusion, team hierarchy and up to three sales goals, with guidance on forecast submission.
Deal Journey & Executive Reporting
Build up to two dashboards with up to 20 reports in total, covering pipeline, conversion, activity, team performance, forecasting and goals. Include one deal-journey report where supported by available data.
Testing, Team Training & Handover
Test the setup and resolve in-scope issues. Deliver administrator or manager training and role-based user training, supported by practical documentation on configuration, governance and daily sales activity.
How the Onboarding Works
Align the Sales Teams and Requirements
Sales processes, team responsibilities and management needs shape the onboarding plan. Ownership, routing, pipeline stages, targets and data requirements are agreed before configuration begins.
Configure the Sales Operation
The team structure and approved data are put in place, followed by lead management, pipelines, outreach tools and automation. Playbooks, goals, forecasting and dashboards connect daily activity with management oversight.
Test and Hand Over
The setup is tested across the agreed teams, permissions, pipelines and workflows. Administrators, managers and sales users receive role-appropriate training and documentation to manage the system consistently.
Scope & Requirements
Portal & Team Coverage
The onboarding covers one Sales Hub Enterprise portal and up to three agreed sales teams, markets or operating groups. Additional 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 or sales-manager training session and up to two role-based sales-user training sessions.
Subscription & Access
An active Sales Hub Enterprise subscription, the required user seats, Super Admin access and relevant website permissions are needed. HubSpot subscriptions, seats, add-ons and third-party costs are separate.
Data, Content & Approvals
Your team provides approved datasets, sales processes, team structures, routing rules, pipeline stages, targets, forecasting decisions and outreach and playbook content. Your team remains responsible for the accuracy and permitted sales use of supplied data.
Native Configuration & Feature Dependencies
Implementation uses HubSpot’s built-in, no-code tools and covers the agreed priority use cases, not every Enterprise feature. Pipeline approvals, deal splits and workflow-based sequence enrolment are configured only where agreed and supported by the active subscription. Predictive scoring and deal-journey reporting depend on sufficient historical data and consistent CRM usage.
Implementation Boundaries
Sandbox deployment, custom integrations, API development, custom objects and other custom development are excluded. Complex migrations, extensive data cleansing, enrichment and historical activity migration are also outside the scope, as is website development beyond the agreed tracking and form setup.
Sales Execution & User Connections
Prospect sourcing, sequence enrolment, email sending, response management and sales follow-up remain with your team. Configuring supported enrolment automation does not include ongoing outreach management. Each user also authorises and maintains access to their email inbox and calendar.
Content & Additional Setup
Outreach copywriting, sales methodology and playbook-content development, sales collateral and ongoing sales enablement content production are not included. Additional properties, datasets, pipelines, stages, views, segments, templates, sequences, workflows, playbooks, goals, dashboards or reports require an agreed extension to the scope.
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Explore ModuleFrequently Asked Questions
Ready to Set Up Sales Hub Enterprise?
Discuss your sales team structure, pipeline requirements and onboarding priorities with NBT.