The organization had customer and sales data spread across multiple platforms, including Insightly, Infor, ACT, and Flodesk. These disconnected systems created silos that hindered visibility and slowed down their teams. On top of that, the company misunderstood the scope of HubSpot onboarding. They believed a dedicated person would handle not just data import, but also scrubbing duplicates and preparing historical records for migration.
By the time they realized that wasn’t part of HubSpot’s standard onboarding, four weeks had passed with little progress. Without a sales strategy, clear deal stages, or reporting structure, the team was left unsure of how to make HubSpot work for them.
A HubSpot consultant stepped in with a flexible, project-based approach. Instead of pushing templates, the consultant started by addressing urgent technical needs—clarifying domain and email setup and mapping out the process for data import from multiple platforms.
They also set expectations by drawing a clear line between what HubSpot onboarding covers and what requires specialized agency support. This transparency helped the client reframe their strategy and avoid further disappointment.
From there, the consultant worked side by side with the client’s team to:
Finally, recognizing the scope of data cleanup exceeded standard onboarding, the consultant connected the client with a trusted agency to explore specialized services.
What started as a rocky experience turned into a launchpad. The organization gained a structured path forward, and most importantly, confidence that HubSpot could support their growth long term.
Even in high-pressure environments with strict deadlines, a flexible, empathetic onboarding process can shift frustration into clarity. By combining technical guidance with hands-on training and realistic expectation-setting, HubSpot onboarding can transform chaos into a clear path for success.