HubSpot onboarding for property & home-related businesses. We’ll get you live in four to eight weeks — with a build you understand & a team that knows how to use it.
HubSpot onboarding is one of the things we do most. We move you from signed contract to live portal in around six weeks — without the cookie-cutter onboarding playbook most agencies still run.
Our onboardings are built around the work the business actually does: developer enquiry pipelines, lettings funnels, supplier outreach, resident service tickets. We’ve onboarded HubSpot for build-to-rent operators, residential developers, lettings agencies, construction firms & the supplier & services businesses around them.
If you’re shopping around for HubSpot onboarding partners, the question worth asking is what week eight looks like. With us, it’s a team using HubSpot like they’ve always had it — not a portal full of half-finished workflows that need a follow-up engagement to fix.
We won’t always touch every one of these — scope is shaped around your brief. Think of them as the kinds of work a HubSpot onboarding engagement tends to involve.
We work best in these kinds of situations. If you recognise yourself here, we’ll likely be a fit.
Running on spreadsheets & memory? We’ll build a HubSpot setup that fits how your team works.
We can take what you’re already doing, refine the bits worth keeping & rebuild it properly in HubSpot.
Complex structures where varying operations need to work seamlessly in one portal.
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 build your tech stack 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.
A few deliberate choices shape how we work & how every engagement runs.
Every HubSpot onboarding engagement is run end-to-end by a senior consultant. No discovery calls from a salesperson, then a hand-off to someone you haven’t met. The depth of expertise shows up in the build, the trade-offs & the tone of the conversation.
Platinum Partner status gives us a direct line to HubSpot’s product & support teams, which we use to unblock technical questions & escalate issues quickly. It’s a genuine advantage on complex builds — & one we put to work for clients. Ask for references on our intro call.
A good chunk of our work is for property businesses — developers, agencies, BTR operators — & the firms supplying them (construction, fit-out, home services, proptech). We know the lingo, the data model & the regulatory nuances, so we won’t make you explain trivial details.
HubSpot can do a lot, which means most engagements involve saying no to things as often as yes. We push back on configurations that’ll create maintenance debt & steer toward the smaller build that solves the actual problem. You get an opinion, not just an order-taker.
Not seeing your question? Ask it directly — we’ll usually answer the same day.
HubSpot onboarding is the work of getting your portal from sign-up to live. With us, that means designing a set of processes that fit the way your team runs, modelling the system to suit (data architecture, workflows, communications, reporting) & training everyone before go-live.
Most HubSpot onboardings fall between £9,000 & £20,000 depending on complexity. A single-team Sales Hub onboarding sits at the lower end; a full multi-Hub, multi-team, custom-object build sits at the higher end. Fixed fee, scoped before we start.
Most onboardings go live in four to eight weeks. Simple setups can be faster; complex data models or multi-team rollouts take longer.
No, as we’re a Platinum HubSpot Partner the mandatory onboarding fee is waived as we’ll be doing the legwork instead.
Don’t worry — they often are. Every project starts with a planning session where we run through your customer journey in detail, start to finish. You tell us what you do & where you want to get to, & we bring the HubSpot & go-to-market expertise to steer you toward a setup built for adoption & long-term success.
A short hand-holding window is built into every onboarding. After that, we offer ongoing HubSpot support so your team are always only an email away from a solution — no matter how complex.
If you’re moving to HubSpot, we’ll get it set up the right way — efficient, effective & shaped around how your team actually operates.
