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// hubspot onboarding
HubSpot onboarding: a CRM your teams actually use
A well-run implementation to use HubSpot’s full potential.
You have neither the time nor the desire to deal with a complex, poorly structured or underused CRM. Yet that is what happens when HubSpot onboarding is treated as a simple configuration.
At if/else agency, we build a CRM architecture designed for your reality: clear for your teams, consistent in your data, useful for your actions.
No more approximate setups. Here comes a structured, efficient, results-driven HubSpot.
// at a glance
- from
- €1,200 excl. VAT
- duration
- 2 to 6 days
- packages
- Essential, Advanced, Custom
- included
- Training for your teams
// references we are proud of
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// 01 · the issue
A method problem, not a tool problem
Why most companies fail at implementing HubSpot.
HubSpot is a powerful tool, but its effectiveness depends directly on how it is structured at the start. Without in-depth thinking about data, customer journeys and internal processes, the CRM quickly becomes a mere storage tool rather than a performance driver.
In many cases, the implementation is done without an overall vision or strategic scoping: choices pile up inconsistently, gradually creating friction in daily use.
Teams then face an unreadable environment, where data is hard to use, actions are poorly harmonized and automations are disconnected from business goals.
The result: a loss of trust in the CRM, partial adoption, and difficulty steering the business effectively. HubSpot is there… but it isn’t driving growth.
of CRM projects fail to meet the objectives set at the start (Best Practices LLC, 2005)
of newly created records contain at least one critical error (Nagle, Redman and Sammon, Harvard Business Review, 2017)
of revenue can be lost to poor data quality (Thomas Redman, MIT Sloan Management Review, 2017)
// 02 · the right onboarding
What is a (good) HubSpot onboarding?
Onboarding is a key step in setting up your CRM, during which the structuring elements of your organization are defined: how your data is organized and used, the marketing and sales processes you want to standardize and sustain, and the automations that will streamline your operations and reduce manual tasks.
At if/else agency, each onboarding is designed to fit your business goals, your CRM maturity and how your teams actually work.
In practice, an effective HubSpot setup lets you:
- Set up a structured, clear and truly usable CRM
- Automate key actions without unnecessary complexity
- Track your leads and your pipeline effectively
- Align your marketing and sales teams
- Steer your performance with reliable data
- Make your teams autonomous in using the tool
Without a structured onboarding, HubSpot stays underused and hard to evolve.
// 03 · before / after
Why a well-structured HubSpot onboarding is essential from the start
Laying solid foundations for your future CRM architecture on HubSpot.
HubSpot onboarding isn’t just configuring your new tool: it means designing a coherent, scalable CRM architecture that structures your data and processes and aligns your marketing and sales actions.
When done right, it lets you use HubSpot fully from the start. Conversely, an incomplete or poorly structured onboarding can lead to usability problems, lost leads and limited performance.
// key takeaway A poor HubSpot onboarding means an unused CRM. A good onboarding means a CRM your teams actually use.
// why hubspot is often underused
HubSpot is a great tool, but its effectiveness and adoption depend above all on the CRM architecture defined at the start. When onboarding is poorly structured, the problems rarely come from the tool itself, but from how it was designed:
- A CRM architecture not aligned with the real needs of the business
- Pipelines that don’t reflect sales reality
- Poorly defined properties, for lack of an overall view of the business
- Data poorly structured from import, which quickly becomes inconsistent
- Automations piling up without logic
- Teams barely involved in the setup
The result: a CRM that is hard to use, inefficient, poorly adopted and very limited in how it can evolve.
// our approach
Designing a solid, scalable CRM architecture tailored to your business
An effective HubSpot implementation isn’t just about setting up an interface and features: it’s about structuring a relevant, scalable CRM adapted to your organization, your teams, your reality on the ground and your goals.
In practice, here is what we offer at if/else:
- We run workshops with your teams to fully understand your business needs
- We model a CRM architecture aligned with your sales cycle and marketing actions, to design a simple and robust structure
- We structure your pipelines, properties and objects to serve this architecture
- We organize your data so it stays usable
- We set up coherent automations that serve your teams and your business challenges
- We involve your teams to ensure the tool is adopted
The result: a clear, high-performing HubSpot that can evolve with your growth and truly serve your performance.
// 04 · our offers
Which HubSpot implementation is right for you?
When setting up HubSpot, every company has different needs. As an official HubSpot partner, if/else agency offers several levels of support depending on your CRM maturity, your goals and the complexity of your project.
Note: your access to HubSpot features depends on your license levels. Some onboardings include actions that may not be possible, or not needed, depending on the hubs you have access to.
essential
from €1,200
excl. VAT · 2 days
- Essential portal setup
- CRM: objects, properties, interface and views
- Marketing Hub setup
- Sales Hub setup
- 3 essential dashboards
- Training for your teams
advanced
from €3,600
excl. VAT · 6 days
- The whole Essential onboarding
- CRM architecture challenged and adjusted
- Properties, pipelines and automations
- Lead scoring and sales goals
- Import of your data
- Training for your teams
custom
Custom quote
depending on your project
- Scoping workshops
- Target CRM structure and modeling
- Implementation in HubSpot
- 100% custom integrations
- First campaigns and sequences
- Forecast, Buyer Intent, advanced dashboards
Who is it for? The Essential onboarding is for small businesses discovering HubSpot that want to set it up quickly and properly, without getting lost in technical details. This HubSpot implementation is ideal for those who want to lay the foundations of a simple, functional CRM from the start.
Our role: we configure the fundamentals needed for immediate use: basic structure, key settings, native objects and the first essential tools, without unnecessary complexity.
What’s included:
- CRM: native objects, properties and associations; customization of the CRM interface (deals, contacts, companies) and creation forms; creation and customization of views
- Marketing Hub: connection to your social networks, contact form
- Sales Hub: data enrichment, essential pipeline, Sales pro plugin on your emails, online calendars for booking meetings, connected inboxes
- 3 dashboards included: sales performance, website performance, marketing performance
- Training: demo of the configuration and the portal (overview of the hubs) and HubSpot documentation
Limits of the offer:
- No customization
- Teams of fewer than 5 people
- No data import or enrichment
The Advanced onboarding builds on the Essential offer and includes all its fundamentals.
Who is it for? It is for companies that have already thought about their sales and marketing organization and how they use HubSpot, and that can propose a first CRM architecture.
Our role: as HubSpot CRM experts, we bring an outside view of your business and identify points of friction. Our goal is to simplify or adjust what you have designed to strengthen the overall coherence of your new CRM, and to challenge your design so that it is truly usable in HubSpot and relevant for your teams.
What’s included, on top of Essential:
- Marketing Hub: an email template (marketplace), connection to your existing Ads accounts, the CTAs you need, lead scoring setup
- Sales Hub: pipeline creation and setup, sales goal
- Automations and reporting: setting up the essential automations (workflows, tasks…)
Limits of the offer:
- Up to ~8 custom properties, 2 pipelines, ~5 simple automations and 2 segments
- Teams of fewer than 8 people
- Import of fewer than 3,000 rows of data (without enrichment)
The Custom offer includes all the fundamentals of the Essential onboarding, along with the scope of the Advanced onboarding.
The difference? The CRM architecture doesn’t exist yet: we don’t expect you to have designed it before us. It is designed with you, based on your organization, your business challenges and your sales processes.
Our role: through scoping workshops, we define together the structure of your CRM, your pipelines, your data and your automation logic:
- Review and analysis of needs and business rules
- Definition of the target CRM structure
- Modeling of objects, properties, associations and pipelines
- Definition and modeling of the automations needed
We then turn this thinking into a concrete implementation in HubSpot, ensuring consistency between strategy, tools and real usage.
Can also be included:
- 100% custom integrations
- Creating your first marketing campaigns (newsletter, nurturing…)
- Creating your first sales sequences
- Setting up the prospecting agent and target accounts
- Forecast
- Event setup
- Buyer Intent setup
- Advanced customization of your dashboards
// 05 · why if/else
Why choose if/else agency for your HubSpot onboarding and implementation?
An approach to HubSpot onboarding designed to actually be used.
Onboarding truly tailored to your organization
Every company is unique: we offer personalized HubSpot onboardings, aligned with your sales cycle, your marketing goals and your CRM maturity. Our goal is not (only) to configure a tool, but to build a coherent, usable CRM architecture.
A human, pragmatic approach
We work closely with your teams. Our HubSpot experts support you at every step: scoping, structuring, implementation and adoption. Technical topics are explained clearly so your teams make the tool their own.
Proven methods to structure your HubSpot
Our founders have worked on HubSpot for more than 10 years. We have turned that into reliable working methods to manage our clients’ digital projects. At if/else agency, we favor transparency and direct communication, with no bad surprises.
Certified, hands-on HubSpot expertise
Our HubSpot-certified consultants work on your entire project: HubSpot onboarding, CRM implementation, optimization of marketing and sales processes.
// 06 · a real onboarding
BGYB: a unified HubSpot in 2 months.
“The tool is very powerful, but it really needed the support of a serious agency to be properly implemented.”
Audrey Lucas
BGYB: unified sales management in HubSpot
Challenge: structuring its sales activity with HubSpot
- duration
- 2 months
// your move
Let’s talk about your HubSpot onboarding.
Take stock of your CRM and identify the right levers. Whether you are just getting started or already on HubSpot, we help you clarify your situation, your challenges and your priorities.
No complexity, no jargon: just concrete steps to move forward.