We’ll get you set up with the right software for your business, & we’ll do it fast.
A great onboarding sets the shape of the next three years. We configure the platform, architect your objects, wire in your data, set up the pipelines, automations & reports your team actually needs, & get everyone trained before we hand over.
Platform configuration & portal setup
Data architecture (objects, properties, associations)
Core automations & notifications
Marketing, sales & service tool activation
Reports, dashboards & saved views
Team training & go-live support
Every platform onboarding project follows the same general process. We adapt to suit the nuance of your business, but the core process stays the same.
We meet your project team, map the current state & surface real problems to solve.
We present the solution & action plan, outlining the setup, approach & outcomes.
We configure your platform to the spec of the plan — keeping you informed as we go.
We send things live, train the team & make sure leadership has the reports they need.
“Mark has provided invaluable support & guidance throughout the onboarding process & ensuring HubSpot is set up for our business needs… answers questions/requests promptly & clearly.”
“Mark mapped out the entire customer journey for us in detail so we could fine tune the process before implementing. I would thoroughly recommend Incremental’s services!“
“Incremental helped us to implement HubSpot & integrate with our property management system… helped design & implement a system which has increased our productivity massively.“
“They helped us design & build a set of custom objects with complex relationships & extensive properties, & supported us through the integration with our ERP.”
We deliver onboarding right across the stack. We go deepest on HubSpot, Attio & Intercom — take a look at the dedicated onboarding page below. For the rest, head to the platform’s overview to see how it fits.
A selection of onboarding projects across our real estate client base.
Not seeing your question? Ask it directly — we’ll usually answer the same day.
Most onboardings are completed in four to eight weeks. Simple setups can be faster; complex builds or multi-brand rollouts take longer. We scope every project properly before committing to a date, so the timeline you’re given is the timeline you can plan around.
Yes. Whether it’s configuring out-of-the-box integrations or building custom-coded ones, we’ll make sure your new system’s data is unified with the other key tools your business runs on. The goal is a single, reliable source of truth — not another silo to maintain.
Yes. Training your marketing, sales & service teams is built into every onboarding we run. We turn system newbies into confident power users, so the platform is genuinely embedded in how your team works rather than something they tolerate. Sessions are tailored to each team’s day-to-day use of the system.
We charge a fixed fee per project, scoped upfront based on exactly what you need — no surprise costs mid-build. As a guide, think of the investment as roughly the cost of a mid-level employee for the duration of the project, but with a full team of specialists behind it.
Most of our clients move onto one of our ongoing support retainers, keeping the team that architected their system close at hand. Others prefer to manage things internally & reach out to us when something more complex comes up. We’re happy either way — though we’d generally recommend keeping our support in place for at least the first six months, while your team finds their feet with the new setup.
No drawn-out setup. No discovery theatre. Just three practical steps to understand what you need & agree the right approach.
