---
title: HubSpot Onboarding Services, Delivered Remotely | Muloo
description: "HubSpot onboarding services from a Gold technical partner: data model, pipelines, automation and training in 4 to 8 weeks, for US, UK and AU teams."
image: https://www.wearemuloo.com/hubfs/raw_assets/public/muloo-2026/images/brand/share-default.jpg
---

[Skip to content](https://www.wearemuloo.com/solutions/hubspot-onboarding#main-content)

[muloo](https://www.wearemuloo.com/?hsLang=en)

- [Build](https://www.wearemuloo.com/build?hsLang=en)
  
  ▾
- [RevOps](https://www.wearemuloo.com/revops?hsLang=en)
  
  ▾
- [Grow](https://www.wearemuloo.com/grow?hsLang=en)
  
  ▾
- [AI](https://www.wearemuloo.com/ai?hsLang=en)
  
  ▾
- [Products](https://www.wearemuloo.com/products?hsLang=en)
  
  ▾
- [Resources](https://www.wearemuloo.com/blog?hsLang=en)
  
  ▾
- [Company](https://www.wearemuloo.com/about?hsLang=en)
  
  ▾

⌕ What's broken? 

[Client Login](https://hub.wearemuloo.com/) [WhatsApp](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.) [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

What is broken

- [We just bought HubSpot and nobody has set it up Guided onboarding](https://www.wearemuloo.com/solutions/hubspot-onboarding?hsLang=en)
- [The portal got away from us Portal rescue](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- [We are moving off Salesforce or spreadsheets Migration](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [Our systems do not talk to each other Integrations](https://www.wearemuloo.com/solutions/integrations?hsLang=en)
- [Our website needs a developer to change a word Website build](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)

What we do about it

- [Guided onboarding 4 to 8 weeks](https://www.wearemuloo.com/solutions/hubspot-onboarding?hsLang=en)
- [Full implementation 8 to 16 weeks](https://www.wearemuloo.com/solutions/hubspot-implementation?hsLang=en)
- [Portal rescue 3 to 8 weeks](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- [Migration 6 to 12 weeks](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [Integrations 2 to 10 weeks](https://www.wearemuloo.com/solutions/integrations?hsLang=en)
- [HubSpot website build 8 to 14 weeks](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)
- [CRM architecture review 2 to 3 weeks](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)

Where to start

- [Free HubSpot audit What is actually wrong with your portal](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Build overview The whole stream on one page](https://www.wearemuloo.com/build?hsLang=en)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call?hsLang=en)

Free, and yours to keep

Run the audit before you decide anything.

Ownership, pipeline hygiene, data quality and admin access, scored on your own portal.

[Run the free audit →](https://www.wearemuloo.com/hubspot-audit?hsLang=en)

What is broken

- [The process lives in people’s heads Sales process workshop](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)
- [Sales and marketing disagree on what a lead is RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Leads come in and nothing happens to them RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Leadership cannot see the pipeline properly Reporting platform](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [We need a RevOps function but cannot hire one Monthly advisory](https://www.wearemuloo.com/solutions/revops-advisory?hsLang=en)

What we do about it

- [Sales process workshop 2 days](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)
- [RevOps blueprint 4 to 6 weeks](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Revenue operating system 8 to 14 weeks](https://www.wearemuloo.com/solutions/revenue-operating-system?hsLang=en)
- [Monthly RevOps advisory Ongoing](https://www.wearemuloo.com/solutions/revops-advisory?hsLang=en)

Where to start

- [RevOps overview The whole stream on one page](https://www.wearemuloo.com/revops?hsLang=en)
- [CRM architecture review An independent read on what you have](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call?hsLang=en)

Not sure which

Start with the symptom instead.

Nobody wakes up needing integrations. They wake up because their systems do not talk to each other.

[Route me →](https://www.wearemuloo.com/hubspot?hsLang=en)

What is broken

- [We are not generating enough pipeline Automated lead generation](https://www.wearemuloo.com/solutions/lead-generation?hsLang=en)
- [Campaigns ship but we cannot measure them Campaign build](https://www.wearemuloo.com/solutions/campaign-build?hsLang=en)
- [Content stopped after the launch push Content engine](https://www.wearemuloo.com/solutions/content-engine?hsLang=en)
- [We cannot tell which campaigns produce revenue Reporting platform](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [Marketing is one person doing everything Managed marketing retainer](https://www.wearemuloo.com/solutions/marketing-retainer?hsLang=en)
- [We spend on ads and cannot tie it to revenue Paid media management](https://www.wearemuloo.com/solutions/paid-media?hsLang=en)

What we do about it

- [Managed marketing retainer Monthly](https://www.wearemuloo.com/solutions/marketing-retainer?hsLang=en)
- [Paid media management Monthly](https://www.wearemuloo.com/solutions/paid-media?hsLang=en)
- [Landing page and campaign build 2 to 4 weeks](https://www.wearemuloo.com/solutions/campaign-build?hsLang=en)
- [Content engine setup 6 to 10 weeks](https://www.wearemuloo.com/solutions/content-engine?hsLang=en)
- [Automated lead generation 4 to 8 weeks](https://www.wearemuloo.com/solutions/lead-generation?hsLang=en)
- [HubSpot website build 8 to 14 weeks](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)

Where to start

- [Grow overview The whole stream on one page](https://www.wearemuloo.com/grow?hsLang=en)
- [HubSpot pricing calculator Size seats and credits on your numbers](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call?hsLang=en)

New pricing, new portals

HubSpot pricing changed on 1 October.

New EMEA portals now buy an edition, seats and a shared credit pool. [See what changed](https://www.wearemuloo.com/hubspot-pricing?hsLang=en). The calculator sizes it on your numbers, not a sales estimate.

[Open the calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)

What is broken

- [We are asked to allow AI and nobody can sign it off Govern it first](https://www.wearemuloo.com/ai?hsLang=en)
- [We want an agent that actually does the work Build it properly](https://www.wearemuloo.com/ai?hsLang=en)
- [We do not know where AI would even help Find the use case](https://www.wearemuloo.com/ai?hsLang=en)
- [We bought AI tools and nobody uses them Get it adopted](https://www.wearemuloo.com/ai?hsLang=en)

What we do about it

- [Govern Guardrails, scoped permissions, logging, human checkpoints](https://www.wearemuloo.com/ai?hsLang=en)
- [Build Agents and custom AI against your own data](https://www.wearemuloo.com/ai?hsLang=en)
- [Use Putting it where it genuinely helps the revenue motion](https://www.wearemuloo.com/ai?hsLang=en)
- [Adopt The enablement that stops it being bought and shelved](https://www.wearemuloo.com/ai?hsLang=en)

Where to start

- [AI overview The whole stream on one page](https://www.wearemuloo.com/ai?hsLang=en)
- [Muloo Audit An agent you can point at your portal today](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Book a call Pick a time, four questions, done](https://www.wearemuloo.com/book-a-call?hsLang=en)

Govern first

Guardrails before the agent.

Scoped permissions, logged actions and a human checkpoint anywhere the output touches a customer.

[How we govern AI →](https://www.wearemuloo.com/ai?hsLang=en)

The products

- [Muloo Audit Automated HubSpot portal diagnostics](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Muloo Reporting Leadership visibility across pipeline and delivery reporting.wearemuloo.com](https://reporting.wearemuloo.com/)
- [Muloo Signals Market, account and contact triggers signals.wearemuloo.com](https://signals.wearemuloo.com/)

Run on your portal

- [Reporting platform setup Agreed definitions, a dashboard per meeting](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [Signals subscription Which accounts are in play this week](https://www.wearemuloo.com/solutions/signals?hsLang=en)
- [Free HubSpot audit The diagnostic, at no cost](https://www.wearemuloo.com/hubspot-audit?hsLang=en)

Overview

- [All products What we build and run, and who it is for](https://www.wearemuloo.com/products?hsLang=en)
- [Why we build our own The Empower argument](https://www.wearemuloo.com/products?hsLang=en)

Empower

Built is not the finish line. Run is.

The tooling we use ourselves to speed up delivery and surface what is worth acting on. Available to run on your portal, not just ours.

[See the products →](https://www.wearemuloo.com/products?hsLang=en)

Free tools

- [Free HubSpot audit What is actually wrong with your portal](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Ads ROI calculator What paid would return, before you spend it](https://www.wearemuloo.com/tools/ads-roi-calculator?hsLang=en)
- [HubSpot pricing calculator Size seats and credits on your numbers](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [All tools Everything free, in one place](https://www.wearemuloo.com/tools?hsLang=en)

Our apps

- [Muloo Audit The audit agent, on your portal](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Muloo Reporting The reporting hub for pipeline and delivery reporting.wearemuloo.com](https://reporting.wearemuloo.com/)
- [Muloo Signals Accounts worth acting on this week signals.wearemuloo.com](https://signals.wearemuloo.com/)

Reading

- [Resource library Articles, case studies, downloads and tools](https://www.wearemuloo.com/blog?hsLang=en)
- [Case studies What changed, and what it was worth](https://www.wearemuloo.com/blog/tag/case-studies?hsLang=en)

Free, and yours to keep

Point the audit agent at your portal.

Ownership, pipeline hygiene, data quality and admin access. The findings are yours whether you engage us or not.

[Run the free audit →](https://www.wearemuloo.com/hubspot-audit?hsLang=en)

Muloo

- [About Who we are and why we exist](https://www.wearemuloo.com/about?hsLang=en)
- [How we work Diagnose, architect, build, operate](https://www.wearemuloo.com/how-we-work?hsLang=en)
- [Partners HubSpot and Google](https://www.wearemuloo.com/partners?hsLang=en)
- [Careers Capability over credentials](https://www.wearemuloo.com/about/careers?hsLang=en)

Talk to us

- [Contact You will speak to a dedicated specialist, not a form](https://www.wearemuloo.com/contact?hsLang=en)
- [WhatsApp Message us directly, a person replies wa.me](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.)

Build

What is broken

- [We just bought HubSpot and nobody has set it up](https://www.wearemuloo.com/solutions/hubspot-onboarding?hsLang=en)
- [The portal got away from us](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- [We are moving off Salesforce or spreadsheets](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [Our systems do not talk to each other](https://www.wearemuloo.com/solutions/integrations?hsLang=en)
- [Our website needs a developer to change a word](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)

What we do about it

- [Guided onboarding](https://www.wearemuloo.com/solutions/hubspot-onboarding?hsLang=en)
- [Full implementation](https://www.wearemuloo.com/solutions/hubspot-implementation?hsLang=en)
- [Portal rescue](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- [Migration](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [Integrations](https://www.wearemuloo.com/solutions/integrations?hsLang=en)
- [HubSpot website build](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)
- [CRM architecture review](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)

Where to start

- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Build overview](https://www.wearemuloo.com/build?hsLang=en)
- [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

RevOps

What is broken

- [The process lives in people’s heads](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)
- [Sales and marketing disagree on what a lead is](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Leads come in and nothing happens to them](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Leadership cannot see the pipeline properly](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [We need a RevOps function but cannot hire one](https://www.wearemuloo.com/solutions/revops-advisory?hsLang=en)

What we do about it

- [Sales process workshop](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)
- [RevOps blueprint](https://www.wearemuloo.com/solutions/revops-blueprint?hsLang=en)
- [Revenue operating system](https://www.wearemuloo.com/solutions/revenue-operating-system?hsLang=en)
- [Monthly RevOps advisory](https://www.wearemuloo.com/solutions/revops-advisory?hsLang=en)

Where to start

- [RevOps overview](https://www.wearemuloo.com/revops?hsLang=en)
- [CRM architecture review](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)
- [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

Grow

What is broken

- [We are not generating enough pipeline](https://www.wearemuloo.com/solutions/lead-generation?hsLang=en)
- [Campaigns ship but we cannot measure them](https://www.wearemuloo.com/solutions/campaign-build?hsLang=en)
- [Content stopped after the launch push](https://www.wearemuloo.com/solutions/content-engine?hsLang=en)
- [We cannot tell which campaigns produce revenue](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [Marketing is one person doing everything](https://www.wearemuloo.com/solutions/marketing-retainer?hsLang=en)
- [We spend on ads and cannot tie it to revenue](https://www.wearemuloo.com/solutions/paid-media?hsLang=en)

What we do about it

- [Managed marketing retainer](https://www.wearemuloo.com/solutions/marketing-retainer?hsLang=en)
- [Paid media management](https://www.wearemuloo.com/solutions/paid-media?hsLang=en)
- [Landing page and campaign build](https://www.wearemuloo.com/solutions/campaign-build?hsLang=en)
- [Content engine setup](https://www.wearemuloo.com/solutions/content-engine?hsLang=en)
- [Automated lead generation](https://www.wearemuloo.com/solutions/lead-generation?hsLang=en)
- [HubSpot website build](https://www.wearemuloo.com/solutions/hubspot-websites?hsLang=en)

Where to start

- [Grow overview](https://www.wearemuloo.com/grow?hsLang=en)
- [HubSpot pricing calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

AI

What is broken

- [We are asked to allow AI and nobody can sign it off](https://www.wearemuloo.com/ai?hsLang=en)
- [We want an agent that actually does the work](https://www.wearemuloo.com/ai?hsLang=en)
- [We do not know where AI would even help](https://www.wearemuloo.com/ai?hsLang=en)
- [We bought AI tools and nobody uses them](https://www.wearemuloo.com/ai?hsLang=en)

What we do about it

- [Govern](https://www.wearemuloo.com/ai?hsLang=en)
- [Build](https://www.wearemuloo.com/ai?hsLang=en)
- [Use](https://www.wearemuloo.com/ai?hsLang=en)
- [Adopt](https://www.wearemuloo.com/ai?hsLang=en)

Where to start

- [AI overview](https://www.wearemuloo.com/ai?hsLang=en)
- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

Products

The products

- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Muloo Reporting](https://reporting.wearemuloo.com/)
- [Muloo Signals](https://signals.wearemuloo.com/)

Run on your portal

- [Reporting platform setup](https://www.wearemuloo.com/solutions/reporting-platform?hsLang=en)
- [Signals subscription](https://www.wearemuloo.com/solutions/signals?hsLang=en)
- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)

Overview

- [All products](https://www.wearemuloo.com/products?hsLang=en)
- [Why we build our own](https://www.wearemuloo.com/products?hsLang=en)

Resources

Free tools

- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Ads ROI calculator](https://www.wearemuloo.com/tools/ads-roi-calculator?hsLang=en)
- [HubSpot pricing calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [All tools](https://www.wearemuloo.com/tools?hsLang=en)

Our apps

- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Muloo Reporting](https://reporting.wearemuloo.com/)
- [Muloo Signals](https://signals.wearemuloo.com/)

Reading

- [Resource library](https://www.wearemuloo.com/blog?hsLang=en)
- [Case studies](https://www.wearemuloo.com/blog/tag/case-studies?hsLang=en)

Company

Muloo

- [About](https://www.wearemuloo.com/about?hsLang=en)
- [How we work](https://www.wearemuloo.com/how-we-work?hsLang=en)
- [Partners](https://www.wearemuloo.com/partners?hsLang=en)
- [Careers](https://www.wearemuloo.com/about/careers?hsLang=en)

Talk to us

- [Contact](https://www.wearemuloo.com/contact?hsLang=en)
- [WhatsApp](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.)

[Client Login](https://hub.wearemuloo.com/) [WhatsApp us](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.) [Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

1. [Solutions](https://www.wearemuloo.com/solutions?hsLang=en)
2. [Build](https://www.wearemuloo.com/solutions?hsLang=en)
3. HubSpot onboarding

The HubSpot core

# HubSpot onboarding services: set up properly, for the way you actually sell.

HubSpot is bought. Now somebody has to set it up properly. We run a guided build of the hubs you have paid for, module by module with your team in the room, delivered remotely for teams in the UK, the US, Australia and South Africa. You work with the engineer who builds it.

[Talk to us about this](https://www.wearemuloo.com/contact?hsLang=en) Run the free audit

A named specialist replies within one working day.

At a glance

Typical duration

Four to eight weeks

Who has to be in the room

A decision maker, plus one person per hub

What you supply

Current data, current process, access

## What are HubSpot onboarding services?

A guided setup of the HubSpot hubs you have licensed: data model, pipelines, lifecycle stages, core automation, reporting and role based training, run module by module with your team over four to eight weeks. HubSpot’s own onboarding teaches you the product. Ours configures it to the way you sell.

What you get

## What HubSpot onboarding includes.

- 01
  
  ### A data model that matches your business

  Objects, properties, associations and required fields agreed before anything is built. We check users, teams, currencies and every default property first, because a duplicate field is a reporting bug nobody sees for months.
- 02
  
  ### Pipelines and lifecycle stages

  Deal stages with exit criteria, and lifecycle stages that mean the same thing to marketing and sales. Required fields sit on stages, not on record creation, so the forecast is protected without slowing anyone down.
- 03
  
  ### Core automation

  Lead routing, handoffs and task creation, built to the process agreed in the scoping workshop rather than to the demo, so nothing ends up as automation nobody owns.
- 04
  
  ### Reporting from day one

  Dashboards for the meetings you actually run, built on the data model rather than bolted on afterwards.
- 05
  
  ### The team using it

  Training by role against your real records, not a sandbox, plus a written way of working and a check in two weeks after go live.
- 06
  
  ### Delivered in your hours

  Workshops and training run live in your working day. Configuration happens in ours, so the work moves forward overnight from your side.

Which hubs

## Which hubs we onboard.

We scope to the hubs and tier you own, and tell you plainly if something you want needs a higher one. New customers in EMEA now buy one edition for the whole portal, but the work is still done one area at a time, and the data model is built once for all of them.

- ### Smart CRM

  The data model, properties, associations, teams, permissions and data hygiene that everything else depends on.
- ### Sales Hub

  Pipelines, deal stages and exit criteria, sequences, quotes, forecasting and the sales dashboards leadership uses.
- ### Marketing Hub

  Lifecycle stages, lead scoring, forms, email, campaigns and attribution reporting that ties marketing to pipeline.
- ### Service Hub

  Ticket pipelines, help desk, SLAs, and the handoff from sales to service.
- ### Content Hub

  Website and landing pages on HubSpot CMS, built so your team can change a word without a developer.
- ### Data Hub

  Data quality tools, data sync and the automation that keeps records clean.

Scope and shape

## Scope and shape.

Every engagement is scoped properly before it starts. This is the shape of a typical one.

Typical duration

Four to eight weeks Driven by how many hubs and how clean the data is

Who has to be in the room

A decision maker, plus one person per hub The single biggest cause of overrun is nobody being able to approve a process

What you supply

Current data, current process, access Messy is fine. Undocumented is fine. Absent is the problem

How it is delivered

Remotely, in sessions in your working hours One named engineer owns the build, and everything is written down

What it is not

A migration or a rescue Coming off another CRM is Migration. An existing portal in trouble is Portal rescue

Right service?

## When you need something else.

Onboarding is the right service when HubSpot is new and the process is reasonably clear. If that is not you, one of these fits better.

- ### [Multiple hubs, teams or regions Integrations and data migration in scope too. That is a full implementation, eight to sixteen weeks.](https://www.wearemuloo.com/solutions/hubspot-implementation?hsLang=en)
- ### [Coming off Salesforce or spreadsheets Records, history and integrations moved without losing associations. Migration, six to twelve weeks.](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- ### [A portal nobody trusts Audit, agree what stays, rebuild what is costing you. Portal rescue, three to eight weeks.](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- ### [The process itself is unclear Agree how you sell before anyone configures anything. Sales process workshop, two days.](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)
- ### [You want an independent view first A written read on what you have and what it should be. CRM architecture review, two to three weeks.](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)
- ### [Still choosing a CRM Weighing HubSpot against Salesforce before you commit? Read the straight comparison.](https://www.wearemuloo.com/blog/hubspot-vs-salesforce-which-crm-fits-your-revenue-team-and-when-to-switch?hsLang=en)

Free, and yours to keep

## Find out what is actually wrong with your portal.

An automated audit of ownership, pipeline hygiene, data quality and admin access. The findings are yours whether you engage us or not.

- Portal health
- Workflow audit
- Data hygiene

Run the free audit

10,000 credits buys one of

HubSpot-sent emails

666

Workflow actions

3,333

AI service conversations

200

AI content pieces

10

How it runs

## Scope. Configure. Train. Check back.

1. 01
   
   ### Scope
   
   One workshop per hub to agree the process before we build to it, with a decision maker in the room.
2. 02
   
   ### Configure
   
   Data model, pipelines, properties, automation and reporting, built in your portal and shown to you in increments.
3. 03
   
   ### Train
   
   Sessions by role against your real records: sellers, marketers, service agents and the admin who will own the portal.
4. 04
   
   ### Check back
   
   Two weeks after go live we look at adoption and fix what people are avoiding, rather than reminding them to use it.

Remote delivery

## HubSpot onboarding across time zones.

We are based in Cape Town and deliver remotely. South Africa runs on UTC+2 all year with no daylight saving, which overlaps well with the markets we serve.

United Kingdom and Ireland

One to two hours apart Almost a full shared working day

US East Coast

Six to seven hours behind Cape Town Our afternoon is your morning, which is when workshops and training run

US West Coast

Nine to ten hours behind Sessions in your early morning, or a regular late slot we agree

Australia

Eight to nine hours ahead Sydney and Melbourne. Our morning is your afternoon

Somebody with the same problem

## What changed, and what it was worth.

- ### [Build · architecture The modelled case for one HubSpot portal instead of six Six HubSpot portals cost about $90k a year. A modelled one-portal setup comes to about $49k, a modelled saving of about 45 percent. EPI-USE](https://www.wearemuloo.com/blog/epi-use-the-case-for-one-hubspot-across-six-regions?hsLang=en)
- ### [Build · website A 25-page HubSpot website in four weeks One senior architect and an agentic delivery process, shipped in step with the brand launch. W.consulting](https://www.wearemuloo.com/blog/w-consulting-a-25-page-hubspot-website-delivered-in-four-weeks?hsLang=en)
- ### [Build · website A client portal and a theme-based website Migrated off a legacy stack onto HubSpot with a modular theme the marketing team runs themselves. Phillips Law](https://www.wearemuloo.com/blog/tag/case-studies?hsLang=en)

[All case studies](https://www.wearemuloo.com/blog/tag/case-studies?hsLang=en)

Already know you need this?

## Skip the audit. Book 45 minutes.

Tell us what is going on and we come to the call having already looked at it. If we are not the right fit, we say so.

[Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

Related

## What sits either side of this.

These are not silos. Whichever one you arrive for, the next one is already waiting.

- [Full implementation → When the build spans multiple hubs, teams or regions](https://www.wearemuloo.com/solutions/hubspot-implementation?hsLang=en)
- [Migration → When you are coming off another CRM](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [Sales process workshop → When the process itself is the thing that is unclear](https://www.wearemuloo.com/solutions/sales-process-workshop?hsLang=en)

Before you ask

## The questions we get on this one.

We already did HubSpot onboarding with HubSpot. Why would we do this?

HubSpot’s onboarding teaches you the product. Ours configures the product to your business. They are different jobs, and the second one is where portals usually fail.

How long does HubSpot onboarding take?

Four to eight weeks for most teams, depending on how many hubs you are onboarding and how clean the data is. A build that spans multiple hubs, teams or regions with integrations and migration is a full implementation, typically eight to sixteen weeks.

What is the difference between HubSpot onboarding and HubSpot implementation?

Onboarding configures the hubs you bought to a process that is already reasonably clear. An implementation designs the architecture first, because there are enough moving parts that building straight into the admin screens would create problems you only discover at reporting time.

Can you onboard us if we are in the US, UK or Australia?

Yes. We deliver remotely from Cape Town. Workshops and training are scheduled in your working hours and configuration happens in ours. The UK is one to two hours apart, the US East Coast six to seven hours behind, and Sydney eight to nine hours ahead.

Can you do one hub now and another later?

Yes, and it is usually cheaper that way. The data model is done once and holds for every hub added afterwards.

Do we need Professional or Enterprise?

No. We scope to the tier you own and tell you plainly if something you want needs a higher one, rather than designing around an upgrade you did not agree to.

Why a technical partner rather than a marketing agency?

Most onboarding goes wrong in the same places: a data model nobody designed, lifecycle stages that mean different things to different teams, and automation nobody owns. Those are engineering problems. We write the architecture down before configuring anything, and we measure adoption, not go live.

What happens after go live?

We check back at two weeks and fix what people are avoiding. After that, your team runs it with the documentation, or we run governance with you monthly. Both are fine. Handing over an undocumented portal is not.

Talk to us about hubspot onboarding

## Tell us what is going on.

One form, one reply, from the person who would do the work.

- A reply within one working day
- From a dedicated specialist, not an account manager
- A real person reads every message

Rather pick a time now?

[Book a call](https://www.wearemuloo.com/book-a-call?hsLang=en)

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muloo

HubSpot is the core. We architect it, we put the revenue process on it, we grow demand through it, we make it smart with AI, and we run it on our own products. We are AI-first in how we work, so the build moves faster.

[Book 45 minutes](https://www.wearemuloo.com/book-a-call?hsLang=en) [WhatsApp us](https://wa.me/27686343652?text=Hi%20Muloo%2C%20I%20found%20you%20on%20your%20website.)

Streams

- [Build](https://www.wearemuloo.com/build?hsLang=en)
- [RevOps](https://www.wearemuloo.com/revops?hsLang=en)
- [Grow](https://www.wearemuloo.com/grow?hsLang=en)
- [AI](https://www.wearemuloo.com/ai?hsLang=en)
- [Products](https://www.wearemuloo.com/products?hsLang=en)
- [All solutions](https://www.wearemuloo.com/solutions?hsLang=en)

Free tools

- [Ads ROI calculator](https://www.wearemuloo.com/tools/ads-roi-calculator?hsLang=en)
- [Free HubSpot audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [HubSpot pricing calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [All tools](https://www.wearemuloo.com/tools?hsLang=en)

Apps

- [Muloo Audit](https://www.wearemuloo.com/hubspot-audit?hsLang=en)
- [Muloo Reporting](https://reporting.wearemuloo.com/)
- [Muloo Signals](https://signals.wearemuloo.com/)
- [Client login](https://hub.wearemuloo.com/)

Company

- [About](https://www.wearemuloo.com/about?hsLang=en)
- [How we work](https://www.wearemuloo.com/how-we-work?hsLang=en)
- [Partners](https://www.wearemuloo.com/partners?hsLang=en)
- [Careers](https://www.wearemuloo.com/about/careers?hsLang=en)
- [Blog](https://www.wearemuloo.com/blog?hsLang=en)
- [Contact](https://www.wearemuloo.com/contact?hsLang=en)

- [![HubSpot Gold Solutions Partner](https://www.wearemuloo.com/hubfs/raw_assets/public/muloo-2026/images/brand/hubspot-gold-partner.png)](https://app.hubspot.com/marketplace/8066413/solutions/muloo)
- ![Google Partner](https://www.wearemuloo.com/hubfs/raw_assets/public/muloo-2026/images/brand/google-partner.png)

 © 2026 Muloo (Pty) Ltd. Cape Town, South Africa.

- [Privacy](https://www.wearemuloo.com/privacy?hsLang=en)
- [Terms](https://www.wearemuloo.com/terms?hsLang=en)
- [Email preferences](https://proposals.wearemuloo.com/email-preferences)

## What are you trying to fix?

Pick the statement closest to your situation, or search the site.

Just ask. It knows the portal work we do.

Describe what is going wrong in your own words and our agent will tell you what it is, what we would do about it, and roughly what that costs. It will say when it does not know.

 Ask Muloo

Or pick the closest symptom

Search Muloo

Search

- [Our portal is a mess and nobody owns it Portal rescue](https://www.wearemuloo.com/solutions/portal-rescue?hsLang=en)
- [We are moving off Salesforce or Pipedrive Migration](https://www.wearemuloo.com/solutions/migration?hsLang=en)
- [We just bought HubSpot and need it set up properly Onboarding](https://www.wearemuloo.com/solutions/hubspot-onboarding?hsLang=en)
- [HubSpot needs to talk to our other systems Integrations](https://www.wearemuloo.com/solutions/integrations?hsLang=en)
- [Nobody trusts our reporting Grow](https://www.wearemuloo.com/grow?hsLang=en)
- [We want AI agents we can actually govern AI](https://www.wearemuloo.com/ai?hsLang=en)
- [I need to know what HubSpot will cost us Pricing calculator](https://www.wearemuloo.com/tools/hubspot-pricing-calculator?hsLang=en)
- [I want someone independent to review our architecture Architecture review](https://www.wearemuloo.com/solutions/crm-architecture-review?hsLang=en)

Nothing matches that yet. Try the search box, or book a call and ask us directly.

Is this the right fit for you?

Ask Muloo

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