Mike Scott
07/10/2025
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.
Establish alignment on business goals, HubSpot challenges, and project priorities.
Identify current system performance, gaps, and opportunities.
Set a clear course of action based on audit findings.
Make high-impact changes to improve system usability and effectiveness.
Improve data integrity and prep the system for better segmentation and automation.
Ensure smooth operation of third-party tools and systems.
Equip the team to manage and maintain the updated system confidently.
Ensure updates work correctly and are ready for launch.
Go live confidently and ensure early performance monitoring.
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.
Whether it's your website, HubSpot setup, or demand generation strategy, we’ll work with you to build a plan that fits your organisation.
Pick a time that suits you and tell us a bit about what you’re looking for.
We’ll have an open conversation about your goals, challenges, and where we can add value.
If we’re a good fit, we’ll follow up with a bespoke proposal based on your needs.
Once you’re ready, we’ll get to work — and keep improving as we go.
Common questions about our HubSpot Re-onboarding services.