--- title: HubSpot Onboarding Solutions For Reps --- Tired of fighting with your CRM? We can help. [![logo-1](https://nektur.com/hs-fs/hubfs/logo-1.png?width=180&height=33&name=logo-1.png "logo-1")](https://nektur.com/?hsLang=en) - For HubSpot Partners - [Overview](https://nektur.com/hubspot-partners-guaranteed-growth-solutions-for-your-agency) - [Solutions & Pricing](https://nektur.com/hubspot-partner-success-package) - [For Companies](https://nektur.com/comprehensive-hubspot-solutions-to-empower-your-company) - [Industry Solutions](https://nektur.com/vertical-specific-solutions-for-hubspot-to-increase-efficiency) [Get In Touch](https://nektur.com/contact?hsLang=en) [![logo-1](https://nektur.com/hs-fs/hubfs/logo-1.png?width=180&height=33&name=logo-1.png "logo-1")](https://nektur.com/?hsLang=en) [Get In Touch](https://nektur.com/contact?hsLang=en) - For Partners - [Overview](https://nektur.com/hubspot-partners-guaranteed-growth-solutions-for-your-agency) - [Solutions & Pricing](https://nektur.com/hubspot-partner-success-package) - [For Companies](https://nektur.com/comprehensive-hubspot-solutions-to-empower-your-company) - [Verticals](https://nektur.com/vertical-specific-solutions-for-hubspot-to-increase-efficiency) - [Contact Us](https://nektur.com/contact) # We Help You Close More HubSpot Deals, Faster ### Curious about our DIY onboarding plan and embedded training solution? ### For a limited time, we are offering discounted onboarding plans for HubSpot Reps to use with any new, non-partner-engaged account. Slack our PDM Anna Miller If You Have Any Questions- [![Book 5 Minute Chat](https://no-cache.hubspot.com/cta/default/23635498/interactive-168110586409.png)](https://nektur.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKMXznel9AaQqtMdpmUyxtbd3JbpozLszTA261ARn%2F6iUYPuY1gPDQ7O7C%2BwL1Vv5nzGAt2Wkn3TVd5HM3ZPp5m%2FEYFVA57PBd4flP68knWNLLg%2F%2F4QAC4cNkBMBh9UQlddF%2BNwXJk%2FuabVM%2FSOdQq%2BcVRnghnH9NuQaymp1BsJSEeOg7Cn3vmbkJZEtEUUt6Unu%2FYlGCU%3D&webInteractiveContentId=168110586409&portalId=23635498&hsLang=en) ### Limited Time Offer To Help Your Clients! Using Arrows and Supered, we have created a DIY onboarding program that helps clients realize TTV much faster than any other solution. [Claim discounted onboarding plan](https://nektur.com/meetings/tom1419/close-more-deals?hsLang=en) ## What's included in our onboarding plan? With over a decade of HubSpot onboarding experience, our team has created a solution designed to help end-users realize the value of HubSpot as soon as possible.  We are not skipping steps, or cutting corners, we are empowering people with the tools, guidance, and training they need to get ROI from your CRM. Our onboaridng plan includes over 70 sequential tasks with video and written instructions.  We also have over 120 embedded training cards that live in their HubSpot instance. We cover everything you see here, plus more.... [Give Us 5 Minutes To Prove It](https://nektur.com/meetings/tom1419/close-more-deals?hsLang=en) ### CRM Onboarding - Basic Account Settings - Technical Setup and Configuration - Custom Properties - Custom Contact & Company Records ### Marketing  - Social Media Posting - Ads & Reporting - Form Creation - Workflow Building - CTAs and More ### Sales - Lead Scoring - Pipeline Configuration - Custom Deal Records - Documents and More ### Dashboards and Reporting - Creating Reports - Custom Dashboards - Configuring Campaigns - Attribution Models # Three cards to play: 1 $1000 Partner Led Onboarding Up to 10 hours of our time to be used in the first 30 days. Live weekly group calls to ask questions and learn. 2 DIY Arrows Onboarding Plan We have 75+ step guide with videos and tutprials on how to set up CRM, Sales, Marketing, and Service Hub. 3 120+ Embedded Training Cards We have created training videos and cards in Supered that help guide the user once they are in the system. # For Future Deals........ ## We Offer Pre-Configured Vertical Instances ### If you bring us in early, we will do all of the work and show them the end results in a live instance. ## For-Profit: - Make-To-Order Manufacturing - Residential Construction - At-Home Services - Incubators/Accelerators - Construction - Programs - Real Estate (Commercial/Residential) - Accounting/CPA - Legal - Law Firms - Dealerships - Distributors - Wholesale Supply - Property Management - Co-Working - Application Management - Events - Event Driven Business - Freight Brokerage - Venture Capital - Private Equity - Consulting ## Non- Profit: - Incubators/Accelerators - Non- Profits - Programs - Talent Attraction - Tech Hubs - Economic Development - Legal - Law Firms - Property Management - Co-Working - Application Management - Events - Event Driven Business - Consulting - Membership Based Organizations ## Public Sector: - Programs - Talent Attraction - Tech Hubs - Economic Development - Legal - Law Firms - Public Sector - Property Development - Education - Student Recruitment - Application Management - Events - Event Driven Business - Destination Marketing - DMO's - Membership Based Organizations - Chambers of Commerce ## Our Vertical Instances Include: Automation & Workflows Over our decade working in HubSpot, we have created many workflows, which we can now copy and paste into any instance! We have workflows for the following categories: - Lead Nurture - Task assignment - Data cleaning Custom Reports Depending on your industry, there are standard reports that you need to define success. We have created custom reports that we can copy to your system.  We have reports for:  - Lead generation - Sales activity - Revenue- MRR, ARR, etc.. - Customer service and tickets Custom Propreties Every company has vital data to track so that you can accurately segment your audience, report on efforts, and forecast revenue.  We have created many HubSpot properties you can use or edit rather than starting from scratch.  Type of custom properties:  - Contact Properties - Company Properties - Deal Properties - Ticket Properties - Custom Object properties ## We offer three onboarding plans to your prospects: 1 Do It Yourself We empower your clients with everything they need to set up all pro licenses on the platform. If they have a smart, capable team, we give them the roadmap and training needed to breeze through setup. 2 Mostly DIY We give their team everything they need to succeed but have scheduled meetings at critical points in onboarding to assist with strategy and custom development on the platform. 2 Done For You We meet with your clients to understand their goals and business structure, then work on configuring the entire system. With our detailed plan, we can limit client meetings and increase time to value. ### Ready to schedule a meeting with Nektur? [15-Minute Discovery Call](https://nektur.com/meetings/tom1419/tom-discovery-call-nektur?hsLang=en) ![logo](https://nektur.com/hubfs/logo.png) #### **We strive to do our best to serve clients by delivering first-class solutions backed by experience and passion.** - [Contact Us](https://nektur.com/contact) - [Home](https://nektur.com) - [HubSpot](https://nektur.com/comprehensive-hubspot-solutions-to-empower-your-company) - [Blog](https://nektur.com/hubspot-tips-tricks) Nektur © 2024