Your HubSpot portal set-up

First things first, we get you and your team set up in the portal, and take care of all the technical bits, such as importing your contacts.

Virtual one-on-one coaching sessions

All our onboarding sessions are delivered via live online video. This speeds up the learning curve and allows us to visually show the platform and concepts as we go.

Logical rollout process

Cyberbia have been successfully supporting marketers large and small for over 20 years.
We will get your confidence levels up so you can get the best value out of your HubSpot investment in no time.

Custom branding

We’ve been customising digital marketing templates and email campaigns for global brands (for many years) — the likes of Adobe and ServiceNow continue to trust us because of our design and development expertise.
You won’t find a more creative and experienced partner to get your brand aligned with your marketing efforts.

We love a good relationship :)

We strive to get the maximum value to our clients. Our client retention rate is over 90% for 20 years.
We are here to partner with you on your journey with HubSpot, not just to do the intro training then leave you in the lurch — your ongoing success is our success!

Customising Your Experience

As onboarding is delivered, we take care to tailor and craft the experience to fit your requirements.

The HubSpot direct onboarding service provides a platform guided tour. Cyberbia’s custom onboarding provides deeper engagement around strategy, training alignment with the business and provision of more online practical training sessions.

There are 5 key steps to Cyberbia onboarding.

1. Setup

• Connect your personal email inbox
• Set up your personal profile & settings
• Invite your team
• Create custom properties to store your data
• Import your contacts, companies, deals, and notes into HubSpot
• Review existing CRM & lead management system(s)
• Install HubSpot tracking code on your website
• Set up your deal currencies
• Set up external system integrations

2. Prospects

• Set up live chat on your webpages.
• Learn how to use conversations to answer your prospects’ questions.
• Connect your email and calendar so you can use the meetings tool to let prospects book time with you.
• Use email scheduling to send to prospects at their preferred times.
• Email prospects directly from the CRM.

3. Automation

• Creating deal stages to automate the pipeline process.
• Customize deal pipelines to fit your sales process.
• Adding tasks so that sales reps can more efficiently execute daily objectives.
• Automate how leads are rotated to sales reps.
• Confirm that the deal stage properties are ready.
• Set up workflow extensions to automate sales processes.
• Explore how other tools integrate with HubSpot.

4. Personalisation

• Using 1:1 video creation and outreach to get higher response rates. 
• Adding videos to CRM emails.
• Create sequence queues to automatically follow up with prospects so you don’t have to do the manual work.
• Using personalisation tokens in emails to send emails faster.
• Remove back-and-forth communication when setting up meetings by using the meetings tool.
• Set up quotes to get deals closed faster.
• Set up your product library to include the items that you sell.

5. Transition

• Establish the next steps and goals.
• Create an ongoing support plan, as required. 
• Assist with the development of an organisational training process.
• Provide guidance on successful adoption and use.
• Explore additional technical integration requirements.
• Explore custom technical development.
• Explore the HubSpot Eco System of apps.

Delivery & Pricing

• Onboarding is completed over 8 weeks
• A detailed list of custom tasks are created for completion
• Training and support is provided via online video meetings
• The training is adjusted to fit your specific goals and business model
• A pool of valuable HubSpot training material will be utilised
• HubSpot certification and guidance, as required