Faster, better, professional Sales Onboarding with Mount Arbor

icon1

Quick Start on Sales Hub


We'll provide everything you need to get going fast and grow your pipeline predictably. Mount Arbor HubSpot Onboarding is designed for new customers on the Sales Hub Starter, Professional and Enterprise software platforms.

icon2

Plan for Success


Get your HubSpot sales CRM setup fast and your Sales Hub live within 30 days. Plan for success and avoid common pitfalls to get value from your investment quickly and easily.
icon3

Expert Help


You will receive both technical guidance to properly configure the HubSpot software, and Sales Hub assistance to leverage the HubSpot Sales tools and Inbound Sales Methodology.

Go live with your first campaign in the first month.

The top two reasons for a successful implementation with the HubSpot platform occur when customers fully understand the product and can show value quickly. Fast track onboarding from an experienced HubSpot partner agency can make sure that this happens and you get the most out of your investment.

getthemostfrom-sales-hub

Why work with an agency? 

HubSpot themselves provide onboarding for all of their products. However, there is an advantage of working directly with a partner agency:

  • We provide more service for less price
  • We will match the onboarding services provided by HubSpot at a significant discount
  • We offer more, value-added services which get you going better and faster
  • Working with a local agency who have experience in your sector and your geography is always going to give you a competitive advantage
  • We would love the opportunity to continue to work as part of your team, so there is a big incentive to over-deliver to showcase our services - it's a great way to test us out.

It's important to understand the limits of the service provided by HubSpot.

  • Onboarding from HubSpot is not training
  • Onboarding from HubSpot is not an implementation
  • Onboarding from HubSpot is not tailored consulting 

There is an advantage to working directly with an experienced partner agency who can do all of these things including implementation work and who can teach you and your team as you move forward. All at a price below the standard cost of working with HubSpot. 



Mount Arbor are approved Sales Partners for HubSpot and certified professionals on Sales Hub ...

The biggest mistakes made by new businesses investing in HubSpot at the beginning are:

  • Not equipping the sales team to understand how to use the technology
  • Not getting value from HubSpot quickly to justify the cost (through sales)

flywheel-1

Mount Arbor focus on your sales strategy first, so we can help you onboard in the most efficient way for your business, by providing:

  • An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
  • Assistance with the technical setup associated with HubSpot Sales Hub
  • Assistance and training to help your sales team get up to speed in using the CRM and Sales Tools provided by the Sales Hub
  • Advice and guidance on integrating your existing CRM or other systems with HubSpot
  • Guidance on developing, managing and executing your first inbound sales prospecting campaign

 


Reports in HubSpot Sales-1

Find out more in person

No business is the same. Allow us to find out a bit more about you before we recommend the best solution.
Book a Connect Call with Andrew

Get the most from your investment in the HubSpot platform

You've started your journey with Inbound with a Sales Automation platform & CRM. What's next?

The Mount Arbor team are experienced sales trainers and we are committed to getting our customers up and running fast on the HubSpot platform.

 You will also receive on-going access to resources including:

  • your HubSpot portal set up and ready to use in 48 hours
  • your first inbound campaign launched in a month
  • coaching and training with HubSpot-certified experts
  • unlimited email support
  • one-to-one video coaching
  • campaign consultation with an inbound sales expert
  • SEO advice
  • Discounted add-in products from third-party software vendors and HubSpot integration partners (email, video, electronic documents etc.)
  • Access to the most extensive partner network of experts and advisors

Our Plans

Seed Sales Quick Starter Plan

Seed Sales: Quick Starter Plan


Quick starter onboarding is designed for new customers on the Sales Hub Professional software package with sales teams of up to 5 people.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.  

Completing the Quick Start Consultation will help you:

  • Complete the essential configuration of the software.
  • Feel empowered to be a self-sufficient user of the product.
  • Ensure your sales team are using and getting value from the powerful tools at their disposal

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.

This service is for you if:
You are looking to set up the HubSpot CRM and Sales Professional tools in order to simplify, measure, focus, and scale your sales process.

Grow Sales: Professional on-boarding plan

Grow Sales: Professional on-boarding plan


Professional Onboarding is designed for new customers on the Sales Hub Professional software with sales teams of up to 10 people.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Sales Methodology.

In additional we will build out:

  • Strategic organization of your contacts and companies in your CRM
  • Best practices for the Sales Professional tools (Calling, Templates, Sequences, Meetings, Messages, Notifications, Workflows, etc.) to help convert leads into more opportunities.
  • Deal management strategy to effectively move prospects from an opportunity to a customer
  • Lead generation tips using your HubSpot Marketing software
  • Guidance on the best reports to measure and track your success

All designed to get you up and running fast.

This service is for you if:
You are looking to accelerate sales with the HubSpot CRM and Sales Professional tools in order to amplify, measure, focus, and grow your business.

Thrive Sales: Enterprise on-boarding plan

Thrive Sales: Enterprise on-boarding plan


Enterprise onboarding is designed for new customers on the Sales Hub Enterprise package or with sales teams of 10+ people.
 
This is the ultimate onboarding experience for those who need to ensure the complexities of their sales process are captured and transformed into easy to follow and effective sales acceleration strategies for the organisation.
  • Guidance on aligning  your Sales and Marketing organisations for lead generation, customer acquisition and competitive advantage
  • Sales Process Optimisation
  • A 'Sales Flywheel' strategy for generating more Word of Mouth leads for your business
  • Reporting, analytics and KPI measurement for your team, including revenue, meeting, call and deal goals 
  • Forecasting reports and sales dashboards 
  • Creating strategies for implementing complex use cases in the software
  • Integrations with Slack and other tools to increase efficiency
  • Going beyond best practices and working to develop new tactics and strategies for your marketing and sales teams
  • Addition of Sales Playbooks to streamline your sales processes

Our expert Inbound Sales Strategist will work with your team to create your reporting dashboards, sales enablement content strategy, sales process and sales meeting schedule, messaging matrix, and supporting workflows to fully embed the Inbound Sales Methodology in your business.

Pricing

 Onboarding, Coaching, Tasks and Consultancy plans from Mount Arbor

Depending on your stage of growth and the needs of your business, explore the pricing plans from Mount Arbor. Click on the relevant tab below to find the pricing plan that suits your business. We price our services competitively so that we can do business with you long-term - we want you to be successful.

Our pricing is fair, transparent and delivers predictable value to your sales organisation

Our Plans for Onboarding
Our Plans for Onboarding
 
Seed
665

All of our onboarding programmes run for 90 days from your set-up. The Seed Sales Quick Starter onboarding plan is designed for new customers on the Sales Hub Professional software package. (One-time payment)

Learn More
Includes: (click on the '+' symbol to expand)
Teams of up to 5 people
Full technical setup
Ongoing email support
Consultation call with a senior strategist
Ongoing campaign support
2 x video conference calls
green-tick
green-tick
green-tick
green-tick
green-tick
Also includes: (click on the '+' symbol to expand)
Basic features only

HubSpot CRM Customisation

Sales Audit and Strategy
Sales Process Optimisation
Sales Reporting Dashboard

Video calls with a senior strategist

Enterprise Feature Assistance

Content Playbooks for Inbound Prospecting

Sales and Marketing Alignment Plan
Onsite visit and strategy session
 
 
 
 
 
 
 
 
Grow
1105

All of our onboarding programmes run for 90 days from your set-up. The Grow Sales Onboarding plan is for businesses ready to accelerate sales with increased efficiency and better reporting capability. (One-time payment)

Learn More
Includes: (click on the '+' symbol to expand)
Teams of up to 10 people
Full technical setup
Ongoing email support
Consultation call with a senior strategist
Ongoing campaign support
2 x video conference calls
green-tick
green-tick
green-tick
green-tick
green-tick
Also includes: (click on the '+' symbol to expand)
Seed Sales Plan Plus:

HubSpot CRM Customisation

Sales Audit and Strategy
Sales Process Optimisation
Sales Reporting Dashboard

Video calls with a senior strategist

Enterprise Feature Assistance

Content Playbooks for Inbound Prospecting

Sales and Marketing Alignment Plan
Onsite visit and strategy session
green-tick
green-tick
green-tick
green-tick
8-tick (1)
 
 
 
 
Thrive
2215
All of our onboarding programmes run for 90 days from your set-up. Thrive Onboarding is the ultimate onboarding experience for larger sales organisations who need sales acceleration transformation strategies included in their onboarding process. (One-time payment)
Learn More
Includes: (click on the '+' symbol to expand)
Teams of 10+ people
Full technical setup
Ongoing email support
Consultation call with a senior strategist
Ongoing campaign support
2 x video conference calls
green-tick
green-tick
green-tick
green-tick
green-tick
Also includes: (click on the '+' symbol to expand)
Grow Sales Plan Plus:

HubSpot CRM Customisation

Sales Audit and Strategy
Sales Process Optimisation
Sales Reporting Dashboard

Video calls with a senior strategist

Enterprise Feature Assistance

Content Playbooks for Inbound Prospecting

Sales and Marketing Alignment Plan
Onsite visit and strategy session
green-tick
green-tick
green-tick
3-tick
12-tick
green-tick
3-tick
green-tick
green-tick
Includes: (click on the '+' symbol to expand)
Teams of up to 5 people
Teams of up to 10 people
Teams of 10+ people
Full technical setup
Ongoing email support
Consultation call with a senior strategist
Ongoing campaign support
2 x video conference calls
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
Also includes: (click on the '+' symbol to expand)
Basic features only
Seed Sales Plan Plus:
Grow Sales Plan Plus:

HubSpot CRM Customisation

Sales Audit and Strategy
Sales Process Optimisation
Sales Reporting Dashboard

Video calls with a senior strategist

Enterprise Feature Assistance

Content Playbooks for Inbound Prospecting

Sales and Marketing Alignment Plan
Onsite visit and strategy session
 
 
 
 
 
 
 
 
green-tick
green-tick
green-tick
green-tick
8-tick (1)
 
 
 
 
green-tick
green-tick
green-tick
3-tick
12-tick
green-tick
3-tick
green-tick
green-tick
Our Plans for Coaching
Our Plans for Coaching
 
Seed
495
Seed coaching is for individuals looking to get the most out of the Sales Hub platform, who need guidance, best practice and implementation strategies to succeed in their business. (Priced monthly)
Learn More
Includes: (click on '+' to expand)
1 Person
Monthly video calls
Email support
Recording to keep and review
Options to add additional hours
Monthly report with recommendations
Group Coaching Video Call
Monthly call per person
Email support for up to 15 people
Video training
Email follow up support
Deep dive into 'sales lever' for revenue acceleration
1hr-tick
green-tick
green-tick
green-tick
green-tick
 
 
 
 
 
 
Grow
995
Grow coaching is for organisations with up to 4 people in charge of sales and marketing, who need help with sales enablement and sales and marketing alignment, as well as best practices in the use of technology and digital transformation. (Priced monthly)
Learn More
Includes: (click on '+' to expand)
Up to 4 People
Monthly video calls
Email support
Recording to keep and review
Options to add additional hours
Monthly report with recommendations
Group Coaching Video Call
Monthly call per person
Email support for up to 15 people
Video training
Email follow up support
Deep dive into 'sales lever' for revenue acceleration
1hr-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
 
 
Thrive
1485
Thrive coaching offers senior management the tools and direction they need to implement the correct strategies to grow their business using the Sales Hub Professional or Enterprise platform, including the best ways to track and show ROI and revenue. (Priced Monthly)
Learn More
Includes: (click on '+' to expand)
Up to 4 Managers
Monthly video calls
Email support
Recording to keep and review
Options to add additional hours
Monthly report with recommendations
Group Coaching Video Call
Monthly call per person
Email support for up to 15 people
Video training
Email follow up support
Deep dive into 'sales lever' for revenue acceleration
2hr-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
Includes: (click on '+' to expand)
1 Person
Up to 4 People
Up to 4 Managers
Monthly video calls
Email support
Recording to keep and review
Options to add additional hours
Monthly report with recommendations
Group Coaching Video Call
Monthly call per person
Email support for up to 15 people
Video training
Email follow up support
Deep dive into 'sales lever' for revenue acceleration
1hr-tick
green-tick
green-tick
green-tick
green-tick
 
 
 
 
 
 
1hr-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
 
 
2hr-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
green-tick
Our Plans for Task Retainers
Our Plans for Task Retainers
 
Seed
900
Our simple point-based pricing is formulated so you can always rely on getting HubSpot stuff done. We use points to measure the size of a task. The Seed Retainer gives you 10 points a month. 
Learn More
Includes: (Click on '+' to expand)
20 points per month
Live Chat Support
Goal Monitoring
Strategic recommendations from a sales consultant
Monthly Growth Plan for Revenue Acceleration
green-tick
green-tick
 
 
Silver
1800
Our simple point-based pricing is formulated so you can always rely on getting HubSpot stuff done. We use points to measure the size of a task. The Grow Retainer gives you 20 points a month. 
Learn More
Includes: (Click on '+' to expand)
33 points per month
Live Chat Support
Goal Monitoring
Strategic recommendations from a sales consultant
Monthly Growth Plan for Revenue Acceleration
green-tick
green-tick
green-tick
 
Thrive
2970
Our simple point-based pricing is formulated so you can always rely on getting HubSpot stuff done. We use points to measure the size of a task. The Thrive Retainer gives you 33 points a month.
Learn More
Includes: (Click on '+' to expand)
53 points per month
Live Chat Support
Goal Monitoring
Strategic recommendations from a sales consultant
Monthly Growth Plan for Revenue Acceleration
green-tick
green-tick
green-tick
green-tick
Includes: (Click on '+' to expand)
20 points per month
33 points per month
53 points per month
Live Chat Support
Goal Monitoring
Strategic recommendations from a sales consultant
Monthly Growth Plan for Revenue Acceleration
green-tick
green-tick
 
 
green-tick
green-tick
green-tick
 
green-tick
green-tick
green-tick
green-tick
 
If our basic packages for onboarding and coaching fail to meet your requirements and you would like a more in-depth engagement, Mount Arbor also offer consultancy packages tailored to your organisation. If you would like to book an exploratory call to see if there is a fit for more advanced sales strategy implementation using the HubSpot platform, please do so here.
Book a Sales Strategy Session