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Guided vs. Managed Onboarding: Making the Right Choice with BBD Boom

July 26, 2023

Discover the differences between Guided and Managed HubSpot Onboarding. Choose the right option for your business and maximise your HubSpot investment.
Guided vs. Managed Onboarding: Making the Right Choice with BBD Boom

As an Elite HubSpot Partner, BBD Boom offers a comprehensive suite of onboarding services designed to maximise the value of your HubSpot investment. We understand that every business has unique needs, which is why we provide two distinct onboarding options: Guided Onboarding and Managed Onboarding. This blog will explore the details of each option, empowering you to choose the one that aligns best with your business objectives.

Guided Onboarding

Guided Onboarding is the ideal choice for businesses seeking hands-on collaboration and in-depth guidance. Our Solutions Experts work closely with you through weekly consultations, ensuring you have the knowledge and support to leverage HubSpot effectively. Here's what you can expect:

- Interactive Sessions: Engage in up to 12 weekly 45-minute calls with our Solutions Experts. They will guide you through various aspects of HubSpot, such as data migration, lead capture, segmentation, email marketing, and content strategy.

- Flowchart Visualisations: Gain a clear picture of your processes and data landscape with our flowchart visualisations, helping you visualise and optimise your workflows.

- Customised Assistance: Our Solutions Experts provide personalised guidance based on your specific business requirements, addressing any unique challenges you may face.

The Pros:

- Flexible Learning: Guided Onboarding allows you to learn at your own pace, with ongoing support and tailored advice from our experts.

- Comprehensive Knowledge: Our sessions cover a wide range of topics, ensuring you have a holistic understanding of the HubSpot ecosystem.

The Cons:

- Time-Consuming: Given the extensive coverage of topics, Guided Onboarding may require a significant time commitment from your team. Once you have done the calls then you and your team will need to allocate more time to do the set-up.

Managed Onboarding

Managed Onboarding is the perfect choice for businesses that prefer a streamlined and rapid setup. Our team takes care of every aspect of your HubSpot implementation, allowing you to focus on your core operations. Here's what our Managed Onboarding entails:

- In-depth Planning & Strategy: We kickstart the process with a 90-minute discovery session and lead flow mapping to gain a deep understanding of your business and goals.

- Account Setup: From configuring general account settings to CRM setup and integrations with social media platforms and other tools, we handle all the technical aspects to align HubSpot with your business requirements.

- Marketing Tool Setup: Our experts configure essential marketing tools such as web forms, chatbots, and SEO tools, ensuring they are optimally set up for your business needs.

- Design & Development: We take care of designing and developing landing page templates, email templates, and system pages, providing a visually appealing and professional setup.

- Training & Support: To ensure a smooth transition and adoption of HubSpot, we provide comprehensive training, recommend relevant HubSpot Academy courses, and offer up to 14 days of post-live snagging support

The Pros:

- Rapid Deployment: Managed Onboarding is designed to help you start using HubSpot quickly and efficiently, saving you valuable time.

- Expertise and Support: Our team of professionals handles the entire setup process, ensuring a professional execution of every task. We also provide training and ongoing support to facilitate a smooth transition.

The Cons:

- Less Flexibility: Compared to Guided Onboarding, Managed Onboarding offers a more structured process, which may provide less flexibility to customise every aspect of the implementation.

- Higher Costs: Due to the comprehensive nature of the services provided, Managed Onboarding involves higher costs than Guided Onboarding. However, the value and time saved make it a worthwhile investment.

BBD Boom is committed to delivering onboarding services that align with your business needs. Whether you choose Guided Onboarding for hands-on, collaborative learning or Managed Onboarding for a rapid, streamlined and professional setup, our team of HubSpot experts will be with you every step of the way. 

Ready to start your HubSpot journey with BBD Boom or have any questions? Click below to get in touch!

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