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Onboarding Support

Build a foundation for lasting success with our enterprise-focused approach. Leverage our unrivaled experience configuring and optimizing HubSpot to maximize your ROI.

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A Consultative Approach to HubSpot Onboarding

Our experience onboarding Enterprise-level organizations onto HubSpot has helped us develop and refine a process that combines time-saving best practices with a flexible, scalable consultative engagement.

Whether you have five employees or 500, we know which questions to ask and which settings to configure.



Your HubSpot purchase is a capital investment in your growth. We’ll help you realize its full value faster and with less friction. Without effective onboarding, you may end up with expensive shelfware.


10+ years experience

We've been onboarding clients, architecting custom solutions, and migrating, integrating, and updating complex systems since Hubspot was an up-and-coming marketing CRM.


Thorough Training

Long-term HubSpot success requires end-to-end adoption, and thorough training is the key to securing it. Our experienced architects will ensure your whole team is equipped for long-term success.

HubSpot Onboarding Support Bundle
  • Technical Discovery & Implementation Roadmapping
  • Legacy CRM Migration
  • HubSpot CRM Set-Up
  • Data Imports & Segmentation
  • Documented Lead Flows
  • Custom Automation
  • Lead Scoring
  • Integrations & Development Support
  • Campaigns Consulting
  • Reporting & Analytics
  • Team Training

Tactical audit

Our team will dig into your existing tech stack, operations, business goals and objectives through a series of in-depth workshops and audits to create a clear roadmap to achieving your goals, while also surfacing unseen opportunities for optimization via HubSpot.

Implementation Services

Marketing technologists and solutions architects will collaborate with your dedicated account team to execute each part of your strategic onboarding roadmap.


You’ll receive a customized training curriculum designed to give you total control over your HubSpot tools. From detailed process documentation and best practice guides to virtual or on-site training sessions for your team, we’ll collaborate with your stakeholders to ensure widespread and lasting adoption.


Salted Stone’s support and expertise can extend far beyond onboarding, and we help many organizations with optimization and management of their Hubspot tools and databases on an ongoing basis. If your needs evolve, we can help you scale your technology to ensure continued success.

Craig Zola, Herculite Products

"Salted Stone has been our marketing partner for over four (4) years and has helped guide our marketing ship to new levels of success. Campaigns are carefully designed and deployed on time. Their creative work on our brands has brought our search ranking to the top levels and our sales reflect this.
I highly recommend this agency."

Megan Rogalski, Boxed Water Is Better

"Salted Stone is an incredible agency that our company has partnered with. They are strategic, helpful and their attention to detail is remarkable. Working with them we have been able to come up with great strategies that will lead to big results in the future. Their ability and willingness to investigate things and learn with us as we go has been very motivating and exciting. They set goals and deliver results."

Bryce Hubner, ArborBridge

"With Salted Stone, we've found a full-service digital marketing agency that is absolutely stellar and continues to surpass our expectations at every turn: They've taken the time to truly, expertly understand our business and its place in the market; their people are talented, personable, timely, and accessible; their HubSpot and general inbound expertise are second to none."