We don’t just turn HubSpot on, we turn it into a revenue-ready CRM. Milan Media delivers onboarding services designed to align your teams, automate what matters, and accelerate ROI from day one.
We start by mapping your business goals to HubSpot’s capabilities designing a CRM and workflow structure that supports how your teams actually operate.
From custom property mapping to pipeline setup and permissioning, we handle the back-end details that make your HubSpot portal powerful and easy to manage.
We provide hands-on training, live walkthroughs, and documentation so your marketing, sales, and service teams hit the ground running and stay aligned.
Most onboarding experiences stop at setup. Ours goes deeper. At Milan Media, we configure HubSpot around your sales, marketing, and service workflows so the platform supports how your teams actually operate, not the other way around.
We don’t just turn features on — we turn them into usable systems that support your entire revenue engine. That means aligning your lifecycle stages, automations, and reporting with real-world team behavior, so adoption sticks and data stays clean from day one.
Our process focuses on three priorities: getting the structure right, connecting your teams, and making sure your portal is actually being used the way it was intended. From internal alignment sessions to live training and documentation, we build onboarding that accelerates both short-term wins and long-term growth.
We don’t just drop you into a pre-built CRM and call it done. We build your HubSpot portal to match how your business actually functions. That includes custom properties, lifecycle stages, deal pipelines, sales automation, marketing workflows, lead scoring, user roles, and more.
Whether you’re migrating from a legacy system or starting from scratch, we ensure your setup is clean, scalable, and aligned with your sales and marketing goals. Every click, contact, and field is intentionally built to drive usable data and clear visibility from day one.
Too many HubSpot setups are built in a silo. We take the opposite approach. Our onboarding includes working sessions with key team leads across sales, marketing, operations, and customer service to understand how your teams work together and where friction happens.
Then, we build workflows that eliminate manual tasks, streamline lead handoffs, and trigger the right actions at the right moments. You end up with a system that helps teams stay connected, focused, and accountable throughout the entire customer journey.
Most teams rely on default dashboards and surface-level data. We dig deeper. As part of onboarding, we create custom reports and dashboards that show exactly how your funnel is performing — from website to closed deal.
You’ll be able to see engagement by source, conversion rate by lifecycle stage, deal velocity, pipeline health, and individual performance insights. More importantly, you’ll have the clarity to make decisions that actually move revenue forward, backed by data you can trust.
We don’t believe in “set it and forget it.” Once your HubSpot portal is live, we work closely with your internal teams to make sure they understand not just how to use it but how to make the most of it.
We provide live virtual training sessions, customized documentation, and recorded walkthroughs that align with your internal use cases. Whether you’re onboarding a small team or an entire organization, we make sure everyone knows exactly how to work inside HubSpot confidently from day one.
No two companies use HubSpot the same way. That’s why Milan Media delivers fully customized HubSpot onboarding services that adapt to your existing CRM processes, not the other way around.
We start by learning how your teams already work across sales, marketing, and service. Then we design a HubSpot implementation plan around your real-world workflows — building the CRM structure, automations, and reporting you actually need. Every field, pipeline, and workflow we set up is tailored to drive adoption, reduce friction, and improve long-term visibility.
Whether you’re launching HubSpot for the first time or reworking an underutilized setup, we help you unlock its full potential by aligning tools with team behavior, not templates.
We build your HubSpot CRM around how your sales team actually works not how default pipelines assume you do.
From custom deal stages to automation triggers and contact lifecycle mapping, we lay the foundation for consistent, scalable sales activity.
Our onboarding process includes a deep audit of your marketing and sales touchpoints.
We use that data to configure HubSpot reports and dashboards that show what’s working, what’s not, and where your funnel is leaking revenue.
No CRM works in isolation. We connect HubSpot with your existing tech stack CRMs, ERPs, ecomm platforms, and more to ensure seamless communication between systems.
That means fewer manual tasks, fewer silos, and more visibility across teams.
A perfect setup means nothing if your team doesn’t use it.
We provide onboarding sessions, hands-on training, and custom documentation so every user from marketing to sales to operations is confident using HubSpot from day one.
Whether you’re activating one Hub or the entire HubSpot suite, Milan Media builds onboarding plans that align with how your business runs today and where it’s going tomorrow.
We help you unlock the full potential of HubSpot’s Marketing, Sales, and Service Hubs with onboarding built around automation, adoption, and measurable outcomes. From lead gen to deal flow to customer satisfaction, your teams get the tools, workflows, and training they need fully customized from day one.
The HubSpot Marketing Hub is designed to generate demand — but only if it’s configured around your audience and goals. We build onboarding plans that automate lead nurturing, segment your contacts for relevance, and set up real-time analytics to drive smarter campaign decisions.
HubSpot’s Sales Hub is powerful, but only when it reflects how your team actually sells. Our onboarding process configures your pipelines, automations, and sequences to fit your unique sales process — improving speed, visibility, and close rates.
The Service Hub makes customer service seamless but only when it’s built with your workflows in mind. We configure ticket pipelines, automate follow-ups, and set up satisfaction tracking so your team delivers timely, consistent support every time.
Sales, marketing, and service work better when they work together. We connect your Hubs with shared lifecycle stages, synced contact data, and cross-functional automations creating a CRM that supports the full customer journey from day one.
Our HubSpot onboarding services help B2B organizations hit the ground running with CRM implementations built around how your teams already work. From tech startups to professional service firms, we’ve helped clients increase adoption, speed up sales cycles, and unlock real-time visibility with custom onboarding plans.
A global B2B SaaS company was managing customer data across five disconnected systems; including Salesforce, Zendesk, a custom billing platform, and multiple marketing tools.
They wanted to consolidate into HubSpot, but were overwhelmed by the scope of data migration and the complexity of syncing third-party platforms without disrupting operations.
Milan Media led a multi-phase HubSpot onboarding strategy focused on data integrity, API-based integrations, and team enablement. We:
Migrated five years of CRM data from Salesforce, including custom fields and notes
Built custom workflows to sync HubSpot with billing, support, and email platforms
Mapped lifecycle stages across teams and restructured lead-to-customer attribution logic
Delivered onboarding training to global teams, with documentation for all sync points
100% data continuity from legacy systems into HubSpot with zero downtime
Integrated CRM and support tools, enabling a unified customer view across departments
50% faster internal reporting cycles, thanks to centralized and accessible CRM data
Automated lead handoffs from marketing to sales, improving speed-to-contact across regions
A fast-growing fintech company had outgrown its spreadsheet-based CRM. Their sales and marketing teams lacked visibility into pipeline performance, and leads were slipping through the cracks due to inconsistent follow-up.
We implemented HubSpot CRM with a focus on the Marketing and Sales Hubs.
Custom properties were created to track lead sources, pipeline stages were tailored to their long consultative sales process, and lead scoring was set up to prioritize high-value accounts. We also built email sequences and reporting dashboards for leadership.
40% increase in sales-qualified leads by month 3 through automation and scoring
Complete CRM adoption across departments within 6 weeks
Improved forecasting accuracy, helping leadership align staffing with pipeline volume
A midsize law firm wanted to modernize its client intake process. Without a central CRM, their attorneys relied on manual notes and inconsistent tracking. Follow-ups were missed, and no insights existed to evaluate marketing effectiveness.
We deployed HubSpot’s Marketing, Sales, and Service Hubs with a tailored onboarding experience.
Intake forms were connected to deal pipelines, workflows were created to automate follow-ups, and a knowledge base was launched for common client FAQs. Training was delivered firm-wide to ensure adoption by both attorneys and support staff.
30% reduction in response times for new client inquiries
Centralized lead tracking for marketing attribution and conversion reporting
Increased client retention due to timely onboarding and consistent communication
We go beyond button-pushing. Every HubSpot onboarding we deliver is tied to your growth goals aligning CRM setup with your sales process, team structure, and customer journey from the start.
You’re not just launching software, you’re launching a smarter way of working. Our onboarding approach focuses on clean data, automation, and adoption so your team actually uses HubSpot the right way from day one.
Our onboarding packages are tailored to your business, but typically include CRM configuration, pipeline setup, lifecycle stage mapping, automation workflows, contact segmentation, training sessions, and reporting dashboards. We align every step with your team’s workflow and growth goals.
Yes we specialize in custom HubSpot integrations. Whether you use Salesforce, NetSuite, QuickBooks, Shopify, or industry-specific platforms, we’ll connect them via native apps, APIs, or custom workflows to ensure your systems speak to each other seamlessly.
We do. Our team is experienced with all HubSpot Hubs, including CMS (for website management and conversion optimization) and Operations Hub (for advanced data sync and workflow automation). Whether you’re launching a new site or optimizing internal processes, we’ve got you covered.
Every project starts with a discovery session to understand your tech stack, internal processes, and team needs. We set clear milestones, deliver weekly updates, and provide documentation and training to ensure full adoption. Our process is designed to launch you with confidence and results.
Not at all. We can guide you through license selection if you haven’t purchased HubSpot yet, or start with a brand-new portal. If you already have an account, we’ll audit your setup and reconfigure it as needed to match best practices.
We work with B2B companies across industries — from SaaS and financial services to healthcare, legal, real estate, and beyond. Whether you’re onboarding a small team or hundreds of users, we tailor every onboarding to your goals and internal systems.
You don’t need to figure it out alone. Whether you’re migrating from another CRM or setting up HubSpot from scratch, Milan Media will help you launch with clarity, confidence, and results from day one.
