HubSpot Platinum Solutions Partner
View Our HubSpot Partner ProfileHubSpot Sales Hub Professional Onboarding
Give Your Sales Team a Clear System for Managing Leads and Opportunities
Organise customer data, clarify lead ownership and manage opportunities through a pipeline that reflects how your team sells.
The onboarding combines hands-on CRM configuration, data import, outreach tools, automation and reporting with practical training for sales managers and users.
Indicative timeline
6–8 weeks
Focus
One Sales Hub Professional portal, one primary sales team and up to five nominated users
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
Sales Discovery & Onboarding Plan
Review your sales process, lead sources, ownership, pipeline and reporting needs, creating an agreed onboarding plan with clear responsibilities and required inputs.
Contact, Company & Deal Data Structure
Review standard HubSpot properties and configure up to 15 custom contact, company or deal properties to support qualification, pipeline management and reporting.
Sales Data Import
Prepare the import structure, map the agreed fields and import up to 10,000 contact, company and deal records in one coordinated import, including supported record relationships and validation checks.
Website Tracking & Lead Capture
Install or validate HubSpot tracking on one primary website and configure HubSpot forms or supported existing forms, including field mapping, ownership requirements and submission testing.
Sales Views & Segmentation
Create up to five saved views or segments to help your team organise prospects, prioritise follow-up and monitor ownership, qualification or pipeline activity.
Lead Management & Ownership
Configure the agreed lead-management process, including ownership, lead statuses or lifecycle stages, assignment rules and internal notifications, so your team knows who should act next.
Deal Pipeline & Stages
Configure one deal pipeline with up to eight stages, including stage definitions, probabilities, supported required fields, currencies and closed-won or closed-lost requirements.
Sales Templates & Sequence Setup
Configure up to three email templates, three reusable text snippets and one sequence containing up to four client-supplied emails and two follow-up tasks, with personalisation, timing and enrolment rules.
Sales Automation & Tasks
Configure and test up to three sales workflows or pipeline automations for agreed needs such as assignment, notifications, task creation, deal-stage actions and data updates.
Sales Reporting Dashboard
Build one custom dashboard with up to 10 reports, covering agreed sales activity, ownership, pipeline and conversion metrics supported by your portal data.
Testing, Training & Handover
Test the setup and resolve in-scope issues. Deliver manager and user training with practical documentation, including guidance on email logging, tracking, calendar connections and meeting links.
How the Onboarding Works
Map the Sales Process
The sales process, ownership rules, qualification criteria and reporting needs shape the onboarding plan. Pipeline stages, required data and responsibilities are agreed before configuration begins.
Configure the Sales Tools
The data structure and approved records are put in place, followed by lead capture, views, ownership, pipeline stages, outreach tools, automation and reporting.
Test and Hand Over
The setup is tested against the agreed sales process. Managers and users receive training and documentation to manage records, follow up on leads and maintain the pipeline consistently.
Scope & Requirements
Portal & Team Coverage
The onboarding covers one Sales Hub Professional portal, one primary sales team and up to five nominated Sales Hub users.
Timeline & Working Sessions
The indicative delivery period is 6–8 weeks, subject to timely access, inputs and approvals. The scope includes a 60-minute kickoff, up to two checkpoint calls, one sales-manager training session and one sales-user training session.
Subscription & Access
An active Sales Hub Professional subscription, the required user seats, Super Admin access and relevant website permissions are needed. HubSpot subscriptions, seats and third-party costs are separate.
Data, Content & Approvals
Your team provides approved sales processes, ownership rules, pipeline stages, reporting requirements, import files and outreach messages. Your team remains responsible for the accuracy and permitted sales use of supplied contact and company data.
User Connections
Each nominated user authorises and maintains access to their business email inbox and calendar. NBT provides setup guidance and validates the connections during onboarding where required.
Implementation Boundaries
Configuration uses HubSpot’s built-in, no-code tools. Custom integrations, API development, complex migrations, extensive data cleansing and enrichment are excluded, as is migration of historical emails, meetings, calls, notes and activities. Website development beyond the agreed tracking and form setup is also outside the scope.
Sales Execution & Content
Prospect sourcing, sequence enrolment, email sending, response management and sales follow-up remain with your team. Copywriting, sales collateral and ongoing sales enablement content production are not included.
Additional Setup
Product libraries, quotes and payment configuration are scoped separately. Additional users, properties, datasets, pipelines, stages, views, segments, templates, sequences, workflows, dashboards, reports or portals require an agreed extension to the scope.
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Explore ModuleFrequently Asked Questions
Ready to Set Up Sales Hub Professional?
Discuss your sales process, team priorities and onboarding requirements with NBT.