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HubSpot Onboarding & Setup

Start Smart, Grow Faster

Launch HubSpot the right way-with a clean setup and practical onboarding tailored for your team.

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InboundLabs Team
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InboundLabs Team
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5 minutes

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This page describes InboundLabs' HubSpot onboarding and setup services, including both technical setup and team training. 

We offer tailored services for different HubSpot Hubs and different license levels, with a focus on personalized coaching and German data protection standards.

Setup & Onboarding

The duo for your HubSpot success

Successfully implementing HubSpot means two things: building a solid technical foundation (setup) and empowering your team effectively (onboarding). Combining both saves you time, frustration—and often a lot of money.

HubSpot Setup

Technically sound, strategically smart

HubSpot doesn’t manage itself. Without the proper foundation, even the best onboarding becomes a patchwork. We ensure your HubSpot platform not only functions technically but also aligns seamlessly with your business processes and grows with your company.

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Users & Permissions:
Clearly defined roles, no more chaos.

Clearly defined roles, no more chaos.

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CRM Structure & Pipelines:

Tailored to your needs and ready to use.

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Custom Properties & Fields:

Designed specifically for your business.

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Technical Foundation:

Domain connection, tracking codes, email integration—all correctly set up.

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Third-party Integrations:

Salesforce, Slack, Google Workspace & more—seamless and reliable.

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GDPR & Data Protection Settings:

Security made in Germany.

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Website Setup & SEO Basics:

Ensuring your Content Hub gets off to a strong start.

HubSpot Onboarding

Teamwork for Lasting Success

A good setup alone isn’t enough. Your team needs to understand how to use it effectively. Our onboarding is practical, flexible, and tailored specifically to your team’s challenges.

Marketing Hub:

  • Master lead management, campaigns, and automation.
  • Simplify reporting and KPIs.

Sales Hub:

  • Structure and manage deals and pipelines effectively.
  • Automate sales processes and optimize sales reporting.

Service Hub:

  • Effectively use ticketing systems, customer communication, and feedback.
  • Master service automation and performance tracking.

Content Hub:

  • Simplify content management: understand site structure, SEO, web performance, and analytics.

Once the concept is complete, it’s reviewed with the client and becomes a kind of project charter. Ideally, the defined criteria are later included in a testing plan: verifying contrast values, presence of alt text, keyboard focus, etc. In this way, a solid concept makes accessibility measurable and enforceable.

Why Choose InboundLabs?

Accessibility planning is not a one-time task—it should support the entire development process. Specialist consultants are often retained throughout the project to answer design or code questions as they arise. Many agencies offer project accompaniment, participating in agile sprints or check-ins to ensure continuous accessibility oversight. This on-the-job consulting ensures consistent alignment with the original concept.

Additionally, it’s often useful to train internal teams. Initial workshops can raise awareness and teach accessibility basics to designers, developers, and content authors. Later, role-specific sessions can address topics like easy language writing or ARIA use. Many consultancies offer these workshops directly or via partners, recognizing that long-term accessibility depends on internalizing knowledge within the team.

Proven Onboarding Blueprint

We rely on proven processes—but never cookie-cutter solutions. Each client receives a customized strategy.

Personalized Coaching, Not Standard Training

You won’t get dry lectures from us, but real coaching: individual, interactive, and based directly on your use cases.

Sustainable Knowledge Transfer

Our goal is to empower your team long-term. We don’t just show you how—we ensure you can thrive independently.

German Data Protection Meets International Expertise

From WordPress or Typo3 to HubSpot—we migrate your site as if it were our own.

Proven Expertise

With roughly two dozen HubSpot certifications and numerous successful onboardings, our track record speaks for itself.

Which onboarding is 
right for you?

License Level Recommended Onboarding
Starter Compact Basic Onboarding
Professional Practical Onboarding tailored per Hub
Enterprise Customized planning & intensive coaching
Hub Expansion Targeted integration of new Hubs
Reorganization/Re-Onboarding Reactivating existing setups
Group 27

Overall rating: 4.96/5
(113 reviews, 97% five-star)

“InboundLabs not only guided us technically but also helped us truly integrate HubSpot into our daily operations. We feel sustainably competent.”

Marie T. February 2025

“InboundLabs not only guided us technically but also helped us truly integrate HubSpot into our daily operations. We feel sustainably competent.”

Michael T. August 2024
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