HubSpot Onboarding with Little Bird
Unlock the full power of HubSpot from day one.
HubSpot is what happens when your CRM, marketing, and sales all share the same brain.
Why Choose HubSpot?
HubSpot is more than just a CRM — it’s a unified platform for marketing, sales, service, and operations that helps businesses grow better. But while the tools are powerful, getting them set up correctly is critical. Without the right onboarding, companies risk underusing the platform, missing out on automation opportunities, or stalling adoption.
That’s where Little Bird comes in. Our certified team helps guide businesses through successful HubSpot implementations, making sure your account isn’t just switched on — it’s configured for long-term growth, efficiency, and team adoption.
Why Choose Little Bird Marketing?
Certified expertise: We’re a HubSpot Platinum Partner with Content and Inbound Marketing certifications, plus credentials across analytics and integrations.
Practical and proven: Our HubSpot onboarding is lean, structured, and typically completed within two weeks — fast enough to maintain momentum, thorough enough to set you up for success.
Boutique approach: You’ll work directly with a capable team who knows your business — no handoffs, no bloat.
What is HubSpot?
If you’re reading this and thinking, “I’ve heard of HubSpot, but I’m not 100% sure what it does,” you’re not alone.
At its core, HubSpot is a business growth platform. It combines marketing, sales, customer service, and operations tools into one connected system — so instead of juggling multiple logins, disconnected data, or clunky integrations, your team works from a single source of truth.
Here’s the quick flyover:
CRM (Customer Relationship Management): Store all your contact and company data in one place, with a clear record of every interaction.
Marketing Hub: Build campaigns, automate emails, manage social posts, and track results without leaving the platform.
Sales Hub: Give your sales team better pipeline visibility, meeting scheduling, and deal-tracking tools.
Service Hub: Equip your support team with ticketing, live chat, and knowledge base features to deliver great customer experiences.
Operations Hub: Automate data cleanup and workflows so systems stay in sync and your team spends less time on repetitive tasks.
In short: HubSpot helps your whole company work smarter together, creating smoother customer journeys and clearer insights into what’s driving growth.
What's Included?
We cover the essentials that make HubSpot work for your business:
Account Setup
- Time zone, IP filtering, and analytics views
- Tracking code installation
- Currency, blog settings, physical address, and email types
Users & Teams
- Sales team connections
- User roles and permissions
- Hierarchical teams and single sign-on
Forms & Lead Management
- HubSpot form setup and styling
- External form tracking (if needed)
- Required fields, lifecycle stages, and lead scoring
Integrations
- Google Analytics
- Email and calendar connections
- Social media accounts
Asset Migration
- Import contacts and companies
- Email and landing page templates
- Blog migration and branding alignment
CRM & Reporting
- Custom properties and record views
- Pipeline configuration
- Buyer personas loaded into HubSpot
- Custom dashboards and reports
Bonus Resources
Alongside onboarding, we share some of our Little Bird curated guides to help your team get more from the platform:
- Persona Development Guide & Template
- Monthly Social Calendar Template
- Email Tip Sheet
- Hashtag Guide
Pricing &
Timeline
Flat fee: $6,000
(Value: $12,000 worth of setup, training, and resources)
Timeline: ~2 weeks (depending on your team’s availability).
From Our Clients
“As we faced the decision to shift our entire sales and marketing efforts to HubSpot, it was daunting. Knowing we had a partner in LBM that knew the platform inside and out and all the tricks gave us a lot of confidence. A year later, I cannot imagine my life without HubSpot — and because the onboarding was so easy and painless, I have no recollection of a learning curve. Highly recommend!”
— Luke Cahill, Managing Principal
Ready to Simplify Your HubSpot Onboarding?
Let’s have a quick conversation to confirm this is the right fit for your team.