HubSpot Onboarding

We make onboarding simple and personalized.


Onboarding HubSpot is a process by which new users are introduced to the features and functionality of your new HubSpot platform. Our HubSpot certified experts help you get started and make the most of your CRM, marketing automation, and customer services investments.

Matrix Marketing Group

What’s the Best Method of Onboarding Employees? Treat Them Like Customers


We make onboarding simple and personalized. We want to ensure that your transition into the HubSpot platform is as smooth and welcoming as possible.

Our onboarding process is tailored specifically to you, and we take the time to get to know you as an individual.

We believe that this personal touch sets us apart from the competition and allows us to provide you with the best possible experience.

Technical Consulting HubSpot

Advanced HubSpot Onboarding


Businesses think a lot about engaging customers at every stage of the customer journey — from awareness building, consideration, and commitment to purchase.

But what many businesses may not realize is that the same marketing strategies that engage customers can also be applied internally to engage employees and improve retention.

Did you know that most new hires decide to stay or leave a company within the first six months?

Matrix has been working in the HubSpot environment since 2007, and we’re excited about its future. Matrix provides world-class technical consulting services for customers who use HubSpot.

We understand that each customer is unique, and we tailor our services to meet your specific needs.

We make onboarding simple and personalized.

Onboarding Plan

The top reasons customers churn are 1) users don’t understand HubSpot, and 2) they don’t obtain any value from it. A customer onboarding plan will solve both of these issues.

Onboarding Tailored to You

They carefully lead them through each step and answer any questions they may have along the way – all without sacrificing quality or excellence!

Success Measurements

Our talented team members are trained to ensure your customers experience a seamless onboarding process with metrics. But more importantly, grow and see the value!

hubspot onboarding training

New to HubSpot?

Matrix will guide you through setting up HubSpot so that you see value quickly and can start working toward your goals faster. Our HubSpot professional services help you see faster time to value.

hubspot implementation

Want to get more out of HubSpot?

Matrix Marketing Group helps medium enterprises with change management, digital transformation, sales acceleration, and the industry-leading HubSpot platform to unlock your full brand potential.

hubspot integration by Matrix

Complex HubSpot CRM Integrations

The integration of the HubSpot CRM and other HubSpot Hubs should be thoughtful, efficient, and show value. We know that time is money — and we don’t intend to waste it.

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CRM Migrations

Our software integration engineers adopt new technologies and processes to overcome challenges relating to everything from architectural design to testing to execution in your HubSpot ecosystem.

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We make onboarding simple and personalized.

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HubSpot Onboarding