HubSpot Strategic Onboarding
Set up HubSpot correctly from the start
Avoid painful false starts by following a proven formula that shepherds your processes, knowledge and team into HubSpot.
Your priorities are our priorities
Trujay's onboarding program packs are here to support you, every step of the way. Build an onboarding pack that's designed to help you reach your most important goals, faster.
Guided HubSpot onboarding configurations
Our onboarding is not a series of checklists and sending you knowledge base articles to read and train on your own. This is a relationship. This is strategic. This is consult.
Get technical guidance on the implementation on 5 certified HubSpot Marketplace apps.
Get technical and strategic guidance on bi-directional syncs between Salesforce and HubSpot.
Get technical direction on the implementation of popular integrations such as Shopify, WooCommerce and Hotjar.
Get technical advice and strategic guidance on the implementation of popular quoting tools like HubSpot, PandaDoc and Docusign
Check Out Our Onboarding Packs
Uniquely designed to get you up and running in the most optimal way
|Starter Tier||Professional Tier||Enterprise Tier|
|Delivery Time||4 weeks||6 weeks||8 weeks|
These packs are uniquely crafted for integrating with your favorite apps
Frequently Asked Questions
How do I get started?
Easy! Simply navigate to the Contact page, fill out the form and we'll be in touch right away.
How much time is allocated per week?
For each pack ~ 2 hours / week will be allocated until the delivery timeline is reached.
Which native apps can I choose?
- Google Contacts
- Outlook Contacts
- Google Calendar
- Outlook Calendar
- Make (Integromat)
Video Conferencing / Communication Apps
- Google Meet
- Microsoft Teams
Marketing / Surveying Apps
- Gravity Forms
- Survey Monkey
Website / Social / Ad Apps
- CRM Perks Wordpress Plugin
- Linkedin Ads
- Linkedin Sales Navigator
- Facebook Messenger
- Google Ads
- Facebook Ads
- Google Search Console
- Google Sheets
How will packs be delivered?
If you buy multiple packs, we'll work with you to determine the highest priority one to start.
Once this pack is completed, we will move on to the next one with you.
Essentially packs will be delivered sequentially.