HubSpot onboarding vs partner onboarding.
Both get you started. A partner also builds the process, systems and markets around HubSpot, so the return arrives sooner.
HubSpot onboarding is a personalised plan from HubSpot's experts to get your teams started on the products you bought. Partner onboarding with Azend adds the work around it: process and data design, ERP and messaging integrations, multi-market setup, governed AI agents, migration, training by role and ongoing optimisation, from a HubSpot Diamond Solutions Partner.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
Side by side.
Two good routes with different scope. Read across each row.
HubSpot describes its onboarding as a personalised plan tailored to each customer, so check the scope it proposes to you.
Day 1 to Day 90.
A planning template for the first 90 days. Your scope sets the real timing.
- Day 1
Start
Agree goals and who owns what.
HubSpot onboarding
- Goals and onboarding plan
- Portal and users set up
With Azend
- Revenue number and markets agreed
- Systems and data audit
- Build
Configure
Turn the plan into a working portal.
HubSpot onboarding
- Guidance on core setup
- Key tools for the Hubs bought
With Azend
- Pipelines and data model per market
- Integrations, migration and agents
- Day 90
Adopt
Teams working in HubSpot every day.
HubSpot onboarding
- Team ready to run the basics
- Next steps for your admins
With Azend
- Training by role and market
- Adoption reviews, then managed operations
When HubSpot onboarding is enough.
For simpler setups, HubSpot's own onboarding may be all you need. We will say so.
One market
One country, one currency, one language.
Standard process
A sales or marketing process close to HubSpot's defaults.
Few integrations
No ERP or messaging channels to connect yet.
An admin in-house
Someone with time to own the build after onboarding.
Where Azend fits.
What partner onboarding with Azend includes.
Partner tier
HubSpot Diamond Solutions Partner, the second-highest of HubSpot's five partner tiers.
In your markets
Offices in Kuala Lumpur, Singapore and Makati. Clients in Indonesia, Thailand and Vietnam served by our regional team.
Migration and integration
HubSpot implementation, migration and ERP integration are a core service line, not an add-on.
AI agents
HubSpot Agent Hub and custom agents, governed and measured on revenue.
Data protection
Configured to each market's law: Malaysia's and Singapore's PDPA, the Philippines' Data Privacy Act, Indonesia's PDP Law, Thailand's PDPA and Vietnam's PDPL.
References
130+ business transformations since 2016. Selected clients are on our Customers page.
One accountable partner
HubSpot licences, implementation and support from one partner, on one contract.
Questions.
Is HubSpot onboarding required?
For some editions, yes. HubSpot states that when you purchase Marketing Hub Professional or Enterprise, you are automatically charged for onboarding. Check HubSpot's current terms for the products you buy.
Can a HubSpot partner deliver onboarding?
Yes. HubSpot runs an Onboarding Accreditation for Platinum, Diamond and Elite Solutions Partners, and describes a model in which HubSpot sells to a customer and invites an accredited partner to deliver the onboarding.
Can we use HubSpot onboarding and a partner together?
Yes. The two can run side by side. We agree on day one who owns which part, so nothing is configured twice.
How long does partner onboarding take?
Guided Onboarding runs 12 weeks of scheduled sessions. Setup and Training typically takes 12 to 14 weeks for one market. Custom builds and further markets are sequenced after a briefing.
Choose the right route.
A strategy call maps your markets, systems and teams, and tells you which route fits.