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HUBSPOT IMPLEMENTATION AND ONBOARDING

We implement HubSpot with you

We design custom HubSpot implementations that align with your business processes and goals.

HubSpot Custom Implementation Consultants

Setting up your CRM

Whether you're new to HubSpot or migrating from another platform, our team of HubSpot experts ensures a smooth onboarding experience that aligns with your specific business needs and objectives.

We delve deep into understanding your business, taking care of the technical details to create a HubSpot setup tailor-made to strengthen your operations.

From configuring your first workflows and contact properties to aligning your marketing, sales, and service processes, we cover all aspects of HubSpot implementation.

Sales Hub
Pro and Enterprise
Sales Hub

Close more deals by streamlining your processes, so leads move seamlessly from qualified to won.

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Pro and Enterprise
Marketing and Content Hub

Engage leads and customers at the right place and time with all-in-one automation software.

HubSpot Service Hub Implementation
Pro and Enterprise
Service Hub

Deepen your customer relationships and build a loyal customer base that will grow your business.

Our Jolly Implementation Process

Kick-off call

We're ready to start the project and get to know the team! In our first call, we'll go over the requirements, priorities, and project timeline.

Strategy Workshops

We want to know your business as well as you do. These sessions are designed to go through every step of your sales, marketing, and service process. Allowing us to translate them to actionable tasks.

Implementation

We'll set up the basics so your team can start getting familiarized with the tool while we work on customizing your HubSpot account to reflect your processes. Through weekly follow-up sessions, our team will share what has been configured and teach you how we did it!

Custom Training

We are confident that the success of this project goes hand in hand with a team that has the tools and knowledge to maximize the use of their HubSpot account. Our training sessions are practical and fun!

Go Live!

The team is trained and everything is implemented, we can go live! Once the team has been using the tool for a week or two we review your feedback to make optimizations and improvements.

Ongoing Support

After the implementation, our team will remain by your side to ensure you're getting the most out of HubSpot and your account is up to date with your current processes and HubSpot's latest updates. Through our support service, you'll always have the help of our HubSpot specialists.
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Alejo Valverde, Sr. Regional Executive - Magoya

Great partner to implement HubSpot according to our needs

Our experience with Jolly was excellent, as always. It's the 3rd time we've worked together and the quality of the job delivered was above expectations. They helped us design the best B2B sales process for our company, and implemented it in HubSpot taking advantage of all the features available.

Bringing your HubSpot to life.

Our implementations are execution-based and customized for each of our clients

Essential

$3000 Starting at

For teams that need to get HubSpot running and the basics set up.

  • CRM customization
  • Lead management set up
  • Initial Automations
  • Reporting
  • Training sessions
  • Weekly follow-up sessions
Get Started

Enhanced

$5000 Starting at

For teams that are looking for a more rounded implementation and strategy. Includes everything from essential plus:

  • Business process definition
  • Strategic workshops
  • Advanced automations
  • Custom reporting
  • Personalized training sessions
  • Dedicated account manager
Get Started

Enterprise

Custom

For teams that need additional support and custom integrations. Includes everything from enhanced plus:

  • Custom objects
  • Business units
  • SEO & SEM
  • API integrations
  • Quarterly audits
  • Monthly ongoing support
Get Started

Frequently Asked Questions

HubSpot's onboarding is designed to guide you on how to implement your HubSpot account. They share materials, but your team is in charge of the implementation. 

At Jolly, we execute and implement for you. We design strategies and customize your account all while we train your team on how they can do it themselves too.

Implementation typically lasts 90 days. It can vary based on the complexity of your tech stack, integrations, data migrations, design/development needs, how many team members need to be trained, etc.

After the implementation phase, you can still count on our team to support you. We offer HubSpot Monthly Support and HubSpot Consulting Sessions.