HubSpot Platinum Partner · Strategic Onboarding

HubSpot Onboarding That Works for Your Business

The difference between a HubSpot that works for you and one you have to work for lies in the onboarding process. We don’t just set up a platform—we build the operating system for your revenue cycle.

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HubSpot Platinum Solutions Partner

How It Works

From the process to go-live, step by step

Process Diagnosis

We mapped out the actual revenue cycle before setting it up

System Configuration

Custom pipelines, properties, and automations

Data Migration

History and Contacts Without Losses

Team Formation

Autonomy from Day One

Go-live and follow-up

Adjustments Based on Actual Usage

What's included

Five Pillars of Strategic Onboarding

A generic onboarding process copies settings from a checklist. The SmartLinks onboarding process starts with a business assessment and builds a system tailored to the business process.

Strategy and Planning

Before diving into the platform: we mapped out the marketing and sales process, defined the system’s objectives, identified the ICP, and aligned the lead qualification criteria. HubSpot is configured to reflect how the company sells—not the other way around.

Technical Setup

Complete portal configuration: custom properties, a sales pipeline with deal stages aligned with the actual process, automated lifecycle stages, team permissions, and integration with the domain and existing tools.

Data and Automation

Migration and data cleanup from the previous CRM, field mapping, and deduplication of contacts and companies. Automation workflows for lead nurturing, lead assignment, sales alerts, and follow-ups—with associated performance metrics.

Sales, Marketing, and Support

Activation of contracted hubs with integrated logic: sales funnels, lead generation forms and landing pages, lead scoring calibrated to the ICP, role-based reporting dashboards (marketing, sales, management), and integration with channels such as Google Ads and email.

Training and Adoption

Hands-on team training focused on real-world workflows—not generic tutorials. Documentation of processes in HubSpot, Q&A sessions, and post-onboarding follow-up to ensure consistent adoption and use of the platform.

Onboarding Models

Three packages tailored to the context

The right model depends on the number of hubs, the complexity of the business process, and the maturity of the existing data. All packages include strategy, technical setup, and training.

Essential — 3 to 4 weeks

For companies that are just getting started with HubSpot and need a system up and running quickly. Focus on a primary Hub with core processes set up.

1 Hub Setup (Sales or Marketing)
Sales pipeline with up to 7 stages
Essential Custom Properties
Up to 3 automation workflows
Basic Data Migration
Team Building (2 sessions)
Basic Reporting Dashboard

Recommended for: teams of up to 5 people, 1 pipeline, simple sales process

Most Requested

Professional — 5 to 7 weeks

For companies with active marketing and sales teams that need to align the two departments within an integrated system.

Setup of 2 or More Integrated Hubs
Advanced pipeline with exit criteria
Lifecycle stages with full automation
Behavioral and Demographic Lead Scoring
Up to 10 automation workflows
Complete data migration and cleanup
Integration with Google Ads and Other Channels
Training by Job Function (3 to 4 sessions)
Dashboards by function: marketing, sales, management

Recommended for: Sales Hub + Marketing Hub, teams of 5 to 20 people

Enterprise — 8 to 10 weeks

For organizations with complex processes, multiple teams, existing technology stacks, and a need for deep integration with external systems.

Complete Multi-Hub Setup
Multiple pipelines and business units
Custom objects and advanced data schemas
Advanced Automation with Operations Hub
Integration with ERP, Salesforce, or custom systems
Complex-Scale Data Migration
Advanced revenue reporting and forecasting
In-depth training by department
30-Day Adoption and Follow-Up Plan

Recommended for: corporate groups, multi-market operations, complex stacks

Why SmartLinks?

What Sets Us Apart in HubSpot Onboarding

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Platinum Solutions Partner

We are a HubSpot Platinum Solutions Partner in Portugal—with 11 active certifications, including Onboarding, Sales Hub Implementation, Marketing Hub Implementation, and Objectives-Based Onboarding.

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Portuguese team, B2B context (PT)

We work with Portuguese companies in the Portuguese market. We understand the unique aspects of the domestic B2B market—sales cycles, decision-making structures, and the challenges of system adoption among SMEs and mid-market companies.

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RevOps as a foundational framework

Onboarding isn't a standalone project—it's the foundation of Revenue Operations. We align marketing, sales, and support within a systematic approach that provides visibility and predictability for revenue.

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Integrations and Monitoring

We integrate HubSpot with Google Ads, SEO, lead generation tools, and back-office systems. And we provide ongoing support after onboarding to ensure the platform evolves alongside your business.

What Customers Say

Real-life experiences from people who have gone through the process

G. Matos

A helpful and competent team.

A. Camilo Gomes

Excellent support, always looking for solutions.

J. Vicente

Everything went very smoothly; we felt supported throughout the onboarding and data migration processes.

Companies That Trust SmartLinks