Process Insight
HubSpot Onboarding
From £7,000

The full onboarding process takes you from initial discovery through to a fully configured, refined, and measurable HubSpot setup. Across all five phases, we map your processes, build the system to match how your teams work, refine it based on real usage, set up reporting to track performance, and establish a clear foundation for long-term adoption and growth.

Phase 1 – Map & Scope (from £2,000)

Processes and pipelines are mapped, goals clarified, and a clear plan is created for how HubSpot should be set up.

Phase 2 – Build (from £2,500)

HubSpot is configured with the right pipelines, permissions, automations, and integrations so the system is ready for everyday use.

Phase 3 – Improve (from £1,000)

Early workflows, dashboards, and user experience are refined based on real usage and initial feedback.

Phase 4 – Measure (from £750)

Key metrics are defined and simple dashboards are built, giving teams clear visibility into performance.

Phase 5 – Iterate (from £750)

A review of what’s working, light tweaks to improve the system, and a practical plan for ongoing enhancements.

Book a call
Structured delivery
Clear roadmap
System built around your processes

What’s included:

  • Process and pipeline mapping

  • HubSpot configuration (pipelines, permissions, automations)

  • Reporting setup and dashboards

  • Early workflow refinements

  • Action plan for ongoing improvements

 

What increase the price?

  • Multi-hub onboarding
  • Complex workflows or automations
  • Multiple departments or stakeholder groups
  • Custom integrations or Supered cards
  • Onsite workshops (location, team size, days required)

What decreases the price?

  • Single hub

  • Simple processes and workflows

  • Smaller teams

  • Standard integrations

  • Clear, well-documented requirements

Why some providers cost more

 

Broader strategic process redesign

Competitive benchmarking or deep discovery

Premium onsite workshops and larger facilitation teams

Heavy customisation or multi-system alignment

Why cheaper options exist

 

Basic surface-level setup

No workflow or automation analysis

Little or no training or recommendations

Limited focus on long-term adoption

FAQs.

There's nothing worse than not knowing if you're the right fit - that's why we've answered your most common questions below.

Ready to explore your HubSpot journey?

Let's Make It Happen!

After you book a call, a Cogent team member will reach out to you soon.

The first objective will be to understand your needs, then together develop a plan for your ideal system setup and provide you with pricing for your project.    

No obligation, just fill out this form to get the process started!