HubSpot Re-onboarding

Revitalise, reinvent, reconnect. Your success, refreshed!

What is HubSpot Re-onboarding?
Whether your initial Onboarding experience was with us or another provider, Re-Onboarding helps you bridge gaps, adopt best practices, and ensure your team is fully equipped to make the most of HubSpot.If any of these sound familiar, Re-Onboarding is the right solution to level up your HubSpot strategy.
Is Hubspot Re-Onboarding Right for You?

Switched providers

You completed Onboarding with another provider but found their training lacked the depth or relevance needed for membership or educational organisations

Have a growing team

You’ve onboarded with us or another provider, but need to upskill new team members or refresh existing ones.

Identified gaps

You’ve been using HubSpot for at least a year and realise there are features, strategies, or processes that could be improved or better utilised.

Refining sector-specific strategies

Organisations in specialised sectors like education, non-profits, or membership organisations often require tailored solutions. Re-Onboarding ensures your HubSpot setup aligns with sector best practices, enhancing relevance and operational efficiency​​.

Leveraging new HubSpot features

HubSpot regularly introduces new tools and updates. Re-Onboarding helps users adopt and integrate these innovations, ensuring you're utilising the platform to its full potential​​.

Aligning growth with technology

As your organisation evolves, its needs can shift. Re-Onboarding allows you to reassess workflows, address inefficiencies, and align your HubSpot system with current objectives, such as scaling member engagement or streamlining data processes​​.

New to data-driven decisions

HubSpot's analytics and CRM capabilities can transform your approach to strategy. Re-Onboarding facilitates enhanced use of these tools to derive actionable insights and adapt to changing market demands​​.

Upskilling for AI and automation

With AI increasingly embedded in HubSpot tools, Re-Onboarding supports teams in using features like predictive analytics, generative AI for content creation, and workflow automation effectively​​.

Benefits of HubSpot Re-Onboarding?

Re-Onboarding is designed to deliver lasting value by aligning HubSpot with your strategic goals, whether you aim to boost member engagement, improve retention, or streamline operations.

Addressing Gaps in Previous Training

Re-Onboarding ensures your team receives comprehensive training, addressing any lack of depth or relevance experienced during the initial onboarding with another provider​​.

Optimised Use of HubSpot Features

A tailored approach helps you uncover underutilised tools, optimise workflows, and fully leverage the features included in your HubSpot subscription​​.

Upskilling and Team Development

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​.

Improved Efficiency and ROI

By identifying and addressing inefficiencies, Re-Onboarding maximises your HubSpot investment, enabling streamlined processes and better results​​.

Access to New Features and Updates

HubSpot regularly evolves, adding new features and tools. Re-Onboarding keeps your team informed and ensures you’re taking full advantage of these updates​​.

Data-Driven Strategy Enhancements

Re-Onboarding includes analytics training and configuration, enabling better decision-making and improved use of HubSpot’s reporting and data visualisation tools​​.

Technical Support and Guidance

Dedicated sessions address technical challenges, configurations, and workflow adjustments, ensuring your system is running at peak performance​​.

Enhanced Member Engagement and Retention

For membership-focused organisations, Re-Onboarding can refine your strategies for personalisation, engagement, and retention through HubSpot’s advanced tools​​.

Why Choose Lighthouse for Re-Onboarding?

At Lighthouse, we specialise in membership organisations. Our unique expertise combines:

Sector-Specific Expertise

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​​.

Hands-On Guidance

Beyond just doing the work, we empower your team with the skills and knowledge to manage and optimise HubSpot long-term.

Account Optimisation Expertise

We audit your HubSpot portal to clean up inefficiencies and ensure you’re leveraging every feature included in your subscription.

Customised Support for Long-Term Success

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 is a bespoke adaptation of our Onboarding service, specifically designed to address gaps and ensure your HubSpot account works for you.

From £4,200 (+VAT)

What's included

Duration: 8 weeks of intensive support.
Portal Audit Report: A thorough review to uncover missed opportunities and underutilised features.
Training: 2x 1-hour calls per week tailored to your organisation's specific needs.
Technical Support: 2 hours per week to address configurations, workflows, or other technical challenges.
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