Mike Scott
19/02/2025
Already using HubSpot but feeling like you’re not getting the most out of it? Over time, business goals evolve, teams change, and new HubSpot features roll out—meaning your setup may no longer be as efficient as it could be.
Our HubSpot Re-Onboarding service helps you realign your system, optimise processes, and ensure your team is fully equipped to maximise HubSpot’s potential.
Re-Onboarding ensures your team receives comprehensive training, addressing any lack of depth or relevance experienced during the initial onboarding with another provider.
A tailored approach helps you uncover underutilised tools, optimise workflows, and fully leverage the features included in your HubSpot subscription.
Whether you have new team members or need to refresh existing ones, Re-Onboarding provides structured training to align everyone with best practices and the latest features.
By identifying and addressing inefficiencies, Re-Onboarding maximises your HubSpot investment, enabling streamlined processes and better results.
HubSpot regularly evolves, adding new features and tools. Re-Onboarding keeps your team informed and ensures you’re taking full advantage of these updates.
Re-Onboarding includes analytics training and configuration, enabling better decision-making and improved use of HubSpot’s reporting and data visualisation tools.
Dedicated sessions address technical challenges, configurations, and workflow adjustments, ensuring your system is running at peak performance.
For membership-focused organisations, Re-Onboarding can refine your strategies for personalisation, engagement, and retention through HubSpot’s advanced tools.
You onboarded with another provider, but their training lacked depth or relevance for you.
You’ve already onboarded but need to upskill new team members or refresh existing ones.
You’ve used HubSpot for a year but see features or strategies underutilised.
You’re in a specialised sector like education, or membership and need HubSpot aligned with best practices.
You need to keep up with HubSpot’s latest updates and tools to maximise its potential.
You need a HubSpot system that supports growth, ensuring your tech and strategy stay aligned.
You want to make better use of HubSpot’s analytics and CRM to drive strategy and insights.
You’re ready to embrace AI in HubSpot, from predictive analytics to automation and content creation.
At Lighthouse, we specialise in membership organisations. Our unique expertise combines:
Re-Onboarding is customised to align with the unique needs of your sector, such as membership organisations or educational institutions. This ensures your HubSpot setup is relevant and impactful.
Beyond just doing the work, we empower your team with the skills and knowledge to manage and optimise HubSpot long-term.
We audit your HubSpot portal to clean up inefficiencies and ensure you’re leveraging every feature included in your subscription.
Re-Onboarding empowers your team with the skills and confidence needed to manage and optimise HubSpot independently, ensuring sustainable growth.
We focus on helping membership organisations achieve continuous improvement, combining technical precision with a deep understanding of your operational needs.
Our Re-onboarding service adapts onboarding to fix gaps and optimise HubSpot for you.
Book a quick 15-minute chat to share what you're looking for, and we'll explore how we can help. Let’s see if we’re the right fit!
Thinking about buying HubSpot or already using it and want to unlock its full potential? Book a demo with an accredited HubSpot expert today!
Prefer to lay out what you need upfront? Fill out the form, and we’ll connect you with the right team member. They’ll be in touch with the next steps!
Common questions about our HubSpot Re-onboarding services.
HubSpot re-onboarding is designed for organisations that have been using HubSpot but need a fresh start—whether due to team changes, outdated setups, or shifting business goals. It ensures your HubSpot platform is optimised for your current needs and best practices.
While standard onboarding helps new users set up HubSpot from scratch, re-onboarding focuses on refining and improving an existing setup. We audit your current usage, fix inefficiencies, and align HubSpot with your evolving business strategy.
If your HubSpot setup feels disorganised, your team isn’t using it effectively, or you’re struggling with poor data quality, re-onboarding can help. It’s also ideal if you’ve upgraded your HubSpot plan, changed your marketing or sales processes, or onboarded new team members.
We start with a detailed audit of your current HubSpot setup, identify gaps and inefficiencies, and create a tailored plan. This typically includes data clean-up, workflow optimisation, CRM structure updates, automation improvements, and team training.
The timeline depends on the complexity of your HubSpot instance and the changes required. Basic re-onboarding can take a few weeks, while more in-depth overhauls may take longer. We’ll provide a clear timeframe based on your specific needs.