Put the right foot forward with HubSpot onboarding designed around discovery, strategy, KPIs, and clear objectives — the foundations of measurable success from day one. We take the time to understand your business inside out, uncover opportunities for growth, and map out a HubSpot setup that’s built to achieve your specific goals. Every decision is driven by data, aligned to your vision, and focused on maximising ROI.
If you’re new to HubSpot, speed and precision are everything. Standard HubSpot onboarding leaves you to figure things out yourself, but with our Platinum Partner team and managed onboarding process, we handle it all. From platform configuration to CRM customisation and goal alignment, we set HubSpot up to work seamlessly with your processes.
Here’s a look at our approach to the onboarding process and what you can expect:


At Wagada Digital, our managed HubSpot onboarding service goes far beyond the standard package you receive directly from HubSpot. Think of typical guided onboarding as being handed the GPS coordinates and checkpoints, then driving yourself to the destination. With our approach, we’re in the driver’s seat and handling the heavy lifting while you enjoy a smoother, faster journey.
Every step of our onboarding is built brick by brick around your business. No off-the-shelf templates. No forcing square pegs into round holes. Just a fully tailored setup designed to fit your processes, goals, and team.
Here’s how our managed HubSpot onboarding service compares to going direct with HubSpot:

Template onboarding
Basic customisation
Guidance based on your business model
Checklist for you to undertake the work
Limited to guidance only
Video training provided by HubSpot

Bespoke onboarding tailored to your business
Customisation personalised to your industry and goals
Deep dive into your business and chalenges
The tool configured exactly to your needs
Full technical set up and custom integrations
Flexible, bespoke training in person or online
Whether you need Sales Hub, Marketing Hub, Service Hub, CMS Hub, or the full HubSpot suite, we’ll get you set up for success. Our onboarding services are available as a one-off project, tailored to the hubs you choose.
Once onboarding is complete, we can continue to support you with tailored training or ongoing monthly services, ensuring your HubSpot setup evolves alongside your business.

Get expert guidance to choose the right HubSpot plan and tools for your business before you commit.

Smooth, tailored setup to get your HubSpot portal configured, connected, and ready to deliver results.

Refresh and reconfigure your existing HubSpot setup to match new goals, processes, or team needs.

In-depth review of your HubSpot portal with clear, actionable fixes to boost performance.
Seamless, secure transfer of your data, content, and processes into HubSpot with minimal disruption.
If you’ve already completed onboarding through HubSpot or with another agency, we can offer re-onboarding to make sure you’re fully up-to-speed and haven’t missed anything important.

When you choose Wagada Digital, you’re getting more than just setup support, you’re getting a full-service digital agency with the expertise to align HubSpot with your wider marketing and sales strategy.
Our experience in B2B and B2C marketing means we understand how to attract and convert the right customers for your business. We offer flexible pricing shaped around your requirements and timeframes that suit your objectives, so onboarding works on your schedule, not ours.
Whether you prefer remote collaboration or face-to-face support, we’re here when you need us. Our integrated approach ensures we focus on implementing the right tools, processes, and automations for you, setting you up for measurable success from day one.
Keen to know more about why to choose us? Check out our awards to see why we’re a Premium HubSpot partner agency.
Our HubSpot team supports clients in the UK and internationally, they’re all on hand to assist you with whatever you need.
Our team goes beyond generic consultancy and builds a direct relationship with you, getting to fully understand your needs. We’re pros, but we’re also human and will do whatever it takes to make your HubSpot journey as seamless as possible. We turn the complex into something simple.
Speak to our friendly team today or email us to find out more about how a HubSpot Agency partnership with Wagada Digtial can benefit your business.
The last 6 months have been such a positive experience. The Wagada team have not only challenged me but also supported me to drive our digital marketing strategy in a new direction and the results are now speaking for themselves. I feel I have gained not only knowledge and expertise by working with Wagada but a whole new team of colleagues who share my passion for seeing our marketing develop and thrive. Im looking forward to working on the next phase of developments.
Helen Smith, Head of Marketing, Precision Proco
Keen to learn more? Speak to our expert Dan to discuss your business needs.