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Services

Onboarding & Training

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80 %

Need some help to get it set

up with HubSpot？

We’ve tried onboarding ourselves… and it’s a mess. Can you fix it?

Our team isn’t adopting HubSpot—how do we fix that?

Our existing tools don’t play well with HubSpot

Is HubSpot really the right fit for our business?

We’re new to HubSpot—where do we even start?

What’s the fastest way to get our team trained and using HubSpot confidently?

How do we customize HubSpot for our exact sales and marketing workflows?

How do we connect our website, emails, and automation in HubSpot the right way?

How do we migrate and clean our data without breaking reports or creating duplicates?

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Schedule a call

Let us help you get battle-ready with your tools—fast.

From CRM migration to team training, we configure, optimize, and support every Hub you use
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so HubSpot works seamlessly with your
business (and your team actually uses it).
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Solutions

What We Offer

HubSpot Onboarding Switching to HubSpot? We’ll migrate your CRM, set up your portal, and tailor it to your team—no chaos.
HubSpot Training Workshops with certified trainers to help your team use HubSpot with clarity (and yes, a bit of homework).
HubSpot CMS Development Build a fast, scalable website on HubSpot that looks great and works even better.
HubSpot Support Stuck in HubSpot? We fix, audit, and optimize—so things just work.

Choose from three onboarding options

Starter

For small teams or companies new to HubSpot, needing basic setup and email support.

One time training session
HubSpot portal setup & user permissions
Basic CRM data import and property setup
2 prebuilt dashboards and lifecycle stages
2 core email templates
Up to 2 simple automation workflows
Email-only support (5x8 business hours)
Standard

For growing businesses needing stronger marketing, sales, or service processes with guided setup.

Within 90 days
Advanced CRM segmentation (lists, views, custom properties)
Campaign tracking & reporting setup
Up to 4 tailored workflows (nurturing, handoff, escalation)
Forms, CTAs, landing page templates
Shared inbox setup and channel connection (e.g. WeChat, WhatsApp via MsgBox)
Group support + Email support
Enterprise

For complex organizations with cross-team collaboration and automation at scale.

Within 180 days
Custom data modeling (teams, business units)
Multi-pipeline setup (sales, service)
Governance planning, user roles & permission sets
Knowledge base, ticketing, service SLAs (if Service Hub)
Custom-coded workflow logic (with HubL or Ops Hub)
Portal merging (if required)
AI agent configuration via MsgBox(if have MsgBox)
5x12 priority support (email, group, and instant messaging)
Optional Services

Extend your onboarding journey with AI-powered integrations, multilingual agent automation, and MsgBox — the smart bridge between HubSpot and Chinese platforms.

Ongoing services
HubSpot ↔ MsgBox/Connector Integration
AI Chatbot Setup (Multilingual)
Multi-Platform Channel Enablement
Custom Dashboards & Reporting
Offline or In-Person Training
CRM Optimization Retainer
Custom-Coded Modules & APIs

Partner with NetFarmer, a HubSpot Platinum Partner, to set up and optimize all Hubs with customized onboarding, smart automation, and seamless system integrations for your business. (USD $)

Marketing Hub Pro

During Marketing Hub Standard Onboarding, you may receive guidance on the following:

$ 3000

Remote/4 sessions


  •   How your data lives in HubSpot
  •   Lead capture and conversion paths
  •   Segmenting your data
  •   Email marketing
  •   Traffic and website analytics
  •   Content strategy
  •   Automated lead nurturing and internal lead assignment setup
  •   Consulting to migrate/import data from your CRM
  •   Campaign setup and analysis

Sales Hub Pro

During Sales Hub Standard Onboarding, you may receive guidance on the following:

$ 1500

Remote/2 sessions

 
  •   Productivity tools
  •   Overview of your custom sales process in HubSpot
  •   Customization of the CRM for your processes
  •   Baseline reporting setup and review
  •   Onboarding your team (invite, permissions, and resources)
  •   Standard sales automation setup
  •   Turning on standard integrations (App Marketplace/native)

Service Hub Pro

During Service Hub Standard Onboarding, you may receive consulting on the following:

$ 1500

Remote/2 sessions

 
  •   Setting up intake channels
  •   Scheduling meetings
  •   Creating a customized ticket pipeline
  •   Reporting on productivity and closed tickets
  •   Live chat implementation
  •   Standardized email and chat responses
  •   Helping customers self-serve through the knowledge base
  •   Ticket automation
  •   Measuring customer experience

What else can we handle for you?

From automation to analytics, we cover every part of your marketing flow.
TRUSTED PARTNERS
RATED EXCELLENT: 5/5
Custom Website & App Development
Performance Tuning & Speed Audits
Scalable Architecture Design
Conversion-Focused Design Enhancements
UX/UI Design & Prototyping
Website Migration
CMS Integration & Implementation
E-sign & API Integration
Payment Gateway Design