Get the HubSpot basics right and get moving quickly.
We’ll work closely with you to ensure that your HubSpot CRM is configured correctly from the start so that it properly reflects your business strategy.
A successful HubSpot implementation starts with strong foundations. We set up HubSpot – tailored to your specific needs – focusing on critical CRM configuration. Our certified team is here to ensure your marketing, sales, and service teams are confident and equipped to use the system immediately from launch, avoiding unnecessary complexity.
A tried and tested onboarding methodology
Onboarding with Breckenridge will ensure that you are well-equipped for the mission to come, with:
- Strategic HubSpot CRM planning –
Ensuring that HubSpot is built to properly reflect your particular business strategy and requirements. - Efficient Setup and implementation –
We’ll work closely with you to deliver a streamlined setup that concentrates on what your business needs, so keeping your time to go-live to the absolute minimum. - Training up your team –
Practical training is given to your personnel so that they can learn and use the HubSpot platform right from the start – and we stay on hand to support you. - A solid, scalable foundation –
The HubSpot implementation will be built ready for immediate use, but with long-term growth in mind, so it is ready to be expanded and evolved with your business.
A comprehensive HubSpot onboarding process
We’ve completed hundreds of HubSpot onboarding projects and counting, so we’re well-versed in tailoring the system in readiness for your business needs. You’ll only ever onboard once, so it’s worth making the most of our expertise to make sure that your data has been migrated and the CRM set up in the best possible way to sustain you through your future growth plans.
Strategic HubSpot CRM planning
Together we define the ideal future state to plan the right processes for you.
CRM Implementation
We set up and fine tune the technical stuff to get the system up and running for key teams.
Workflow Customisation
We configure the foundational Hubs and elements of your new system.
Data Migration
We recreate data, landing pages, emails, campaigns, workflows and more.
Training & Adoption
We schedule training sessions with your core team to ensure successful adoption.
Success!
You’re all set up and ready to embark on the next phase of your business journey!
Why use consultants for onboarding?
As a HubSpot Platinum Partner, we’ve seen first-hand just how important it is to get your onboarding and setup done right for your business – and this is where using Breckenridge for onboarding is much better than relying on HubSpot. In fact it would be entirely fair to say that we have had some clients come to us entirely because they were onboarded by HubSpot and had unfortunately had a very poor experience.
We’re cheaper than HubSpot!
It might sound odd that using an agency could be cheaper than going direct to source, but it’s true; as HubSpot partners we have access to exclusive pricing packages and discounts that are not available when going direct to HubSpot. Additionally, we typically charge less for the onboarding process. So you can get the software AND setup at a better price.
HubSpot’s process is general, ours is tailored
If you onboard via HubSpot, their internal team will follow a strict ‘one-size-fits-all’ checklist that will deliver a basic setup and no more. We will first work with you to develop a fully customised setup that is built around your business, your teams, your processes and your customer journey.
Ensuring that your HubSpot CRM is RevOps ready
We work closely with our clients on clearly defined programmes of work over a period of time, so because we have an ongoing month-to-month relationship, we are committed to ensuring that the platform is configured correctly to deliver the data insights required to keep the growth mission on target.
Faster delivery, lower risk
By collaborating closely from the start, we craft a robust strategy that helps you sidestep common and costly mistakes. These often arise when businesses rely on HubSpot's basic service or attempt to onboard independently. Such missteps include selecting inappropriate Hubs without considering future needs, neglecting crucial integrations and automations, and failing to adequately train and support team members.
Our onboarding process is a tried and tested methodology that has your specific business at the heart of it, so you are not ‘just another’ client in a long list of clients waiting to be onboarded. Most of our onboardings take 8-12 weeks from inception to being operational, with your CRM configured and your team trained, ready to go.
Get your onboarding and setup right first time
“We couldn’t be happier with Breckenridge and their support in moving us to HubSpot. They made the transition from our old CRM to HubSpot smooth and hassle-free. On top of that, they’ve been a huge help with our HubSpot website. The team is always responsive, full of great ideas, and delivers everything on time. Breckenridge has been a fantastic partner, and we highly recommend them!”
“After a successful migration onto HubSpot from our legacy tech stack it was essential our teams retained a good level of support so that the business continues to feel the benefit of the new CRM. The team at Breckenridge are knowledgeable and proactive, often suggesting improvements in process or CRM use before we realise it is possible.”
"Breckenridge are a team of highly skilled HubSpot specialists who I've had the pleasure working with for a number of years, firstly in-house and later independently with clients who are starting their CRM journey. The team are friendly, approachable, honest, and personable."
"We truly appreciate Breckenridge’s flexibility in being available to support us in the US and in the UK and troubleshoot any system issues we may be having quickly. Most recently I have been super impressed with the team's support on implementing products into our sales deals and their work on building custom calculated properties to feed into some bespoke pipeline reporting. I wouldn't hesitate to recommend Breckenridge to any company looking for a partner to help them get the most out of HubSpot to support their businesses growth."
"We genuinely see the team as an extension of our own. They are trusted advisers who collaborate closely with us on our shared business objectives, providing insightful guidance every step of the way. Ross, Chris, and the wider team are truly on the pulse when it comes to the latest in marketing, SEO, and AI-driven strategies. Their proactive approach ensures our efforts consistently keep pace with evolving martech trends and challenges. We value their partnership highly."
"Although we’d been using HubSpot for several years, we weren’t taking full advantage of its capabilities. Breckenridge supported us in redesigning our website, refining our content strategy, and implementing automation to better connect our marketing and sales processes. The project has been handled efficiently, and the team’s technical insight across their respective areas has proved genuinely useful."
"I Have been blown away by their skill to implement everything I have asked for, needed and better yet, I have been shown things I didn't event know could be done.
"Breckenridge have supported me in building processes to help the business grow at a very very efficient pace."
"The skill set, experience and support that Breckenridge offers has been a key part of helping us bring our vision to reality for the website and business system development at Sealpac UK. Collaborating with the team and tapping in to the extensive resources allows us to move forward whilst getting the best from both sides. Breckenridge have helped to create the standards and tools, enabling our business the agility to adapt and grow at the same time."
"They understand our B2B business and how we want to utilise HubSpot to enhance our activities. I would recommend Breckenridge to any business looking to improve their marketing, sales, delivery and management processes. Nothing is too much trouble, and they have answers to all our questions, no matter how technical."
“It has been a rollercoaster, and I’m delighted that launching Altuent internally was definitely a high moment for us. The team has very warmly received the new visual design of Altuent, and I am confident that as we bring the brand to life with our partners and clients, it will have a similar impact.
"Thank you for all your support, creativity, and hard work over the past few months. We really appreciate it!”
Ready to get started?
The success of any mission depends on careful planning; you only get one go at onboarding, so get it done right from the start. Let’s work together to build a strong foundation that gives you the best possible chance of achieving those mission goals. Book a free onboarding consultation and let's get started!
