Welcome to our HubSpot onboarding guide for consultancies.

As a HubSpot partner with extensive experience, Total Growth Ownership specialise in helping consultancies worldwide to harness the full potential of HubSpot’s powerful CRM and marketing automation platform.

In the article we delve into why HubSpot is a game-changer for consultancies, the awesome perks of teaming up with us for your onboarding journey, and how we make the magic happen.



Why HubSpot is ideal for consultancies


1. A one-stop shop for CRM and marketing magic

HubSpot offers an all-in-one solution, combining customer relationship management (CRM) and marketing automation tools in a single platform.

Consultancies can easily manage client interactions, track leads, and streamline their marketing efforts, all from the central Marketing Hub.


2. Customisation and scalability

HubSpot is highly customisable, allowing consultancies to tailor their CRM and marketing workflows to their unique needs.

And the best part? It grows with you. As your consultancy expands, HubSpot scales to accommodate your needs, ensuring that it remains a valuable asset to your growth trajectory.

3. Inbound marketing capabilities

HubSpot is renowned for its inbound marketing prowess, making it an excellent choice for consultancies looking to attract and engage clients organically.

The platform supports content creation, search engine optimisation, email marketing, and more, empowering consultancies to establish thought leadership and build trust with their audience.

4. Insights and analytics at your fingertips

HubSpot doesn’t just throw data at you; it gives you the insights and reporting features to understand what’s working and what’s not.

Real-time insights help consultancies measure the effectiveness of their marketing campaigns to make data-driven decisions, refine their strategies and maximise their ROI.


The benefits of onboarding with Total Growth Ownership


1. We know HubSpot inside out

As a certified HubSpot onboarding partner, our team is all about making your transition to HubSpot as smooth as silk. We're clued up on everything HubSpot and deeply understand what consultancies need to succeed.


2. Customised onboarding

TGO takes a personalised approach to onboarding, understanding each consultancy's specific goals and challenges.

We work closely with you to create a customised plan that aligns with your consultancy’s objectives.


3. Save time and dodge headaches

Our streamlined onboarding process accelerates the time it takes for your consultancy to fully leverage HubSpot's capabilities.

We’re all about making the transition easy-peasy, ensuring you’re up and running without missing a beat.

Typically, we wrap up the onboarding saga in about 4 weeks, keeping you in the loop with a project management board that tracks all the action.


4. Your purse will thank you

When you purchase a paid HubSpot licence (professional or enterprise) through us, we waive HubSpot's onboarding fee and provide you with free onboarding.


Our onboarding process


1. Get to know

We begin by understanding your consultancy's current business goals, objectives, processes and pain points. This assessment helps us tailor the HubSpot onboarding to your specific needs.


2. Crafting your game plan

Our experts work with you to develop a comprehensive implementation plan, including CRM setup, automation workflows and reporting.


3. Implementation and training

TGO's team handles the technical aspects of HubSpot implementation, ensuring a seamless transition for your entire team.

We’ll also suggest recommended training for your marketing and sales teams, so they're equipped them with the knowledge and skills needed to maximise HubSpot's potential.


4. Test, tweak, perfect

After implementation, we conduct thorough testing to ensure everything runs smoothly.


5. Ongoing support and growth

TGO remains a dedicated partner, offering ongoing consultancy and guidance.

We help you explore advanced HubSpot features and can direct you to HubSpot's Knowledge Base and the HubSpot Academy for any additional training.


If you're interested in HubSpot

If you're a consultancy looking to level up, Total Growth Ownership is your go-to for HubSpot onboarding. With our expertise, custom approach and commitment to your success, we're here to ensure you make the most of what HubSpot has to offer.