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HubSpot onboarding, done properly

HubSpot onboarding, done properly

HubSpot onboarding, done properly

HubSpot onboarding and implementation from a UK Platinum Partner. We set HubSpot up around how your team actually works, so everyone uses it from day one.

HubSpot onboarding plan checklist
HubSpot Platinum Solutions Partner
Zapier Platinum Solution Partner

Fixed prices from £600 per Hub. All prices exclude VAT.

Sounds familiar?

Where you are

What we do

You've just bought HubSpot and want it set up right first time.

You've just bought HubSpot and want it set up right first time.

We build it around your process from day one, so there's nothing to undo later.

Your team is moving over from spreadsheets or another CRM.

Your team is moving over from spreadsheets or another CRM.

We map and move your data, then set up pipelines that match how you work.

You started setting HubSpot up yourself and it's got messy.

You started setting HubSpot up yourself and it's got messy.

We keep what works, tidy what doesn't and fill the gaps.

You want your team trained so they actually use it.

You want your team trained so they actually use it.

Training is part of every package, and it's recorded so new starters can catch up.

Everything you need to start using HubSpot

Built around how you sell, market or support customers, not a generic template.

Sales Hub

Marketing Hub

Service Hub

Data Hub

Inbox connected

Emails log against the right contact automatically.

Deal pipeline

Built stage by stage around how you actually sell.

Deal and contact properties

The fields your team needs to capture on every deal and contact.

Meeting links

Prospects book time with you without the back-and-forth.

Email templates

Ready-made emails, so reps aren't rewriting the same one.

Follow-up sequence

One sequence built around how you already follow up.

First deal walkthrough

A test deal taken through the pipeline with your team.

Users and permissions

Everyone added with the right access.

Sales dashboard

Pipeline health at a glance.

Every package

The core setup for your Hub, users and permissions, and a starter dashboard.

Professional adds

Sequences, workflow automation, more dashboards and a recorded training session.

Enterprise adds

Teams and permissions, advanced automation and reporting, and a second training session.

We work through the setup with your team over short sessions. A few steps, like connecting your inbox, you complete yourselves using our simple guides. Data migration is available from £550.

Onboarding, priced per Hub

Pick the package that matches your HubSpot subscription. Each price covers one Hub.

Starter

from £600

per Hub

Sales, Service and Data from £600, Marketing from £900. Inbox and calendar connected, one pipeline, core properties, templates, users and a starter dashboard. Two setup sessions.

Professional

from £1,200

per Hub

Sales and Service from £1,200, Data from £1,800, Marketing from £2,400. Everything in Starter, plus sequences, workflow automation, dashboards and a recorded training session. Four setup sessions.

Enterprise

from £2,750

per Hub

Sales and Service from £2,750, Data from £3,500, Marketing from £5,500. Everything in Professional, plus teams and permissions, advanced automation and reporting, and two training sessions. Six setup sessions.

All prices exclude VAT. Set up two Hubs together and save 15%, or all four and save 25%. Data migration starts from £550.

Why choose Pineo

Why choose Pineo

Will Andrew

Will Andrew

Founder

Claudia

Claudia Cadete

Senior HubSpot Architect

“The person who scopes your project is the person who builds it. You’ll work with one of us from the first call to go-live.”

“The person who scopes your project is the person who builds it. You’ll work with one of us from the first call to go-live.”

Senior-led, start to finish

No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.

Fixed, published prices

You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.

Your data, handled properly

Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.

ICO registration ZB789502

Proven and certified

HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.

HubSpot and Zapier Platinum Partner, rated Rated 5.0 on HubSpot’s partner directory.

From first call to go-live

Discovery call

A 30-minute call to understand your goals and what HubSpot needs to do for you.

Scoped proposal

A written plan with a fixed price, so there are no surprises.

Build and review

We set HubSpot up with your team over a few short sessions, with progress you can see each week.

Aftercare

We check in after go-live and adjust anything that isn't working.

“Will stepped in during our onboarding, quickly understood our needs, and got things on track. He became a go-to for our CS team and helped us hit key priorities fast.”

“Will stepped in during our onboarding, quickly understood our needs, and got things on track. He became a go-to for our CS team and helped us hit key priorities fast.”

Adam Horne

Adam Horne

Head of eCommerce, Frive

“Will is fantastic - skilled in all things HubSpot, easy to work with, and seamlessly integrated across teams. He sets clear expectations, over-delivers, and has been a huge asset these past 3 months.”

Matt Gronberg

Matt Gronberg

Co-Founder, Storage Scholars

“Will knows HubSpot inside out and quickly turned our challenges into a clear plan. He's thorough, practical, and great to work with. Highly recommend!”

James Kemp

James Kemp

Director of Operations & Finance, DeepStream

Free HubSpot audit

Is your HubSpot ready for AI?

In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.

Questions about onboarding

Questions about onboarding

Do you do all of the setup for us?

How long does onboarding take?

Do your prices include the HubSpot licence?

Can you move our data from another CRM?

Let’s talk about your growth plans.

Speak to a senior HubSpot expert about your goals and where HubSpot can make the biggest difference.

Will and Claudia, HubSpot Platinum Solutions Partner

Expert HubSpot and AI insights

Practical advice from our team. Unsubscribe any time.

I agree to receive marketing emails from Pineo. You can unsubscribe at any time. See our privacy policy.

Let’s talk about your growth plans.

Speak to a senior HubSpot expert about your goals and where HubSpot can make the biggest difference.

Will and Claudia, HubSpot Platinum Solutions Partner

Expert HubSpot and AI insights

Practical advice from our team. Unsubscribe any time.

I agree to receive marketing emails from Pineo. You can unsubscribe at any time. See our privacy policy.

Let’s talk about your growth plans.

Speak to a senior HubSpot expert about your goals and where HubSpot can make the biggest difference.

Will and Claudia, HubSpot Platinum Solutions Partner

Expert HubSpot and AI insights

Practical advice from our team. Unsubscribe any time.

I agree to receive marketing emails from Pineo. You can unsubscribe at any time. See our privacy policy.