---
title: Setting Up HubSpot and Onboarding for Your Clients
description: Setting up HubSpot and onboarding your clients has never been easier.
image: https://flywheelkinetics.com/hubfs/Canva%20images/Team%20Skydive.png
---

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[![platinum-badge-black](https://flywheelkinetics.com/hs-fs/hubfs/platinum-badge-black.png?width=100&height=99&name=platinum-badge-black.png "platinum-badge-black")](https://app.hubspot.com/ecosystem/9102514/marketplace/solutions/flywheel-kinetics)

# Does your client need some advanced HubSpot help?

You are there for your customers. But sometimes they ask for set up, onboarding and migration services that are outside your scope. That's where we step in.

### Get more than generic onboarding.

It is NOT built exclusively for a specific industry. But it is a blank canvas. Because it is completely customizable it can be built out by the Flywheel Kinetics team to give structure, strategy and accountability to any sales and marketing process you have. With our highly customized set-up and onboarding your systems are tailor-made to you.

![Data](https://flywheelkinetics.com/hs-fs/hubfs/Canva%20images/Data.png?width=2240&height=1260&name=Data.png "Data")

### HubSpot Set-Up for Your Process

Think about taking a suit or dress to a tailor. They hear your vision. They take measurements. The customize your garment to fit YOU. Similarly, we build out HubSpot with customizations specific to you. We import your customer data, integrating where possible, from all the corners of your world, cleanse the data, validate your emails and get your going with a customized view that makes sense. Set up includes custom contact/deal/company properties, lists, pipelines, workflows and templates.

### Marketing Hub Set Up

We set up templates for marketing emails, website landing pages, blog posts. We assist in integrating Google Ads, Facebook/Instagram ads, Facebook, Instagram, Twitter and LinkedIn social accounts. We set up basic Campaigns and SEO monitoring tools. We ensure your customer data is flowing the direction you need it to and your leads are being turned over properly.

![FK-Sales-Process_IN-3](https://flywheelkinetics.com/hs-fs/hubfs/Imported_Blog_Media/FK-Sales-Process_IN-3.png?width=400&height=400&name=FK-Sales-Process_IN-3.png "FK-Sales-Process_IN-3")

![HubSpot Dashboard1](https://flywheelkinetics.com/hs-fs/hubfs/HubSpot%20Dashboard1.png?width=2184&height=1333&name=HubSpot%20Dashboard1.png "HubSpot Dashboard1")

### Sales Hub Set-Up

We take your existing sales process and map it out in HubSpot. We structure the layout of your contact pages in alignment with each of your teams and what they need to see. We set up Meetings links, Playbooks, Templates, Quotes and any other aspects of your sales process. We make sure your leads are coming in and handled by the right person in the way you want them to be handled. We build out custom dashboards specific to the metrics tracked in the powersports and automotive industry. Then we train your team on all of it and help you optimize each step.

### HubSpot Onboarding and Training for Your Team

We go at your pace. Each team that is incorporated into the fold is taught the basics of the software and how they can use it in their daily life to sell and service your customers. New hire? Let us take care of the training. Lackluster sales? Let's do a refresher and help your team best utilize the software you've already invested in.

![Team](https://flywheelkinetics.com/hs-fs/hubfs/Canva%20images/Team.png?width=2240&height=1260&name=Team.png "Team")

![Team Skydive](https://flywheelkinetics.com/hs-fs/hubfs/Canva%20images/Team%20Skydive.png?width=2240&height=1260&name=Team%20Skydive.png "Team Skydive")

### Aligning Your Whole Company

The secret to powerful sales and marketing is working the same plan, in the same system, aligned to the same goals. With disparate systems this can be challenging. We bring everyone under your roof into a single plan to sell. It's time to focus all of your marketing efforts on revenue generation. And make sure your departments have the tools they need to sell.

## Certifications and Software 

| ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/14-1523280670589.svg) Developing a Sales Plan ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/116-1605723635608.svg) Digital Advertising ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/11-1523036268800.svg) Email Marketing ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/66-1566576209198.svg) Frictionless Sales ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/5-1523035741497.svg) HubSpot Marketing Software ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/98-1594384768778.svg) HubSpot Reporting | ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/12-1523036297917.svg) HubSpot Sales Software ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/23-1523036557501.svg) Inbound Marketing ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/9-1523036180329.svg) Inbound Sales ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/19-1523280711637.svg) Sales Enablement ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/106-1600208641306.svg) Sales Hub Implementation ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/15-1523036350426.svg) Content Marketing | ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/8-1523035932167.svg) Contextual Marketing ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/36-1567178608904.svg) Sales Management Training ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/97-1592496202768.svg) Service Hub Software ![](https://hubspot-academy.s3.amazonaws.com/prod/tracks/icons/29-1530112673068.svg) Social Media Marketing Certification Course [See all…](https://app.hubspot.com/ecosystem/7802827/marketplace/solutions/flywheel-kinetics) |
| --- | --- | --- |

 In

## Marketing HUB

### Basic

#### $2,000

##### Basic Setup

- Account Setup including branding, tracking code implementation and connecting social and paid ads accounts
- Branded marketing email template
- One custom automated workflow (drip campaign)
- Database of up to 1,000 contacts imported, validated and cleaned

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

### Advanced

#### $5,000

##### Advanced Setup

- Up to 5 additional custom automated workflows
- Landing page and blog set up (existing website look and feel)
- Up to 10 landing pages and forms set up
- Database of up to 10,000 contacts imported, validated and cleaned

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

### Custom

#### Custom

##### Built for You

- Custom automated workflows
- Complex website and software integrations
- Database of unlimited contacts imported, validated and cleaned
- Email, social and digital campaigns
- Custom dashboards and reporting

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

## Sales HUB

### Basic

#### $2,000

##### Basic Setup

- One basic sales pipeline setup
- Basic pipeline automation
- Custom deal properties
- Database of up to 1,000 contacts imported, validated and cleaned

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

### Advanced

#### $5,000

##### Advanced Setup

- Up to 3 additional sales pipelines setup
- Up to 10 custom automated workflows
- Up to 3 custom dashboards
- Database of up to 10,000 contacts imported, validated and cleaned

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

### Custom

#### Custom

##### Built for You

- Complex sales pipelines set up
- Custom automated workflows
- Database of unlimited contacts imported, validated and cleaned
- Migration of existing deals from previous CRM

[Let's Talk](https://www.flywheelkinetics.com/meetings/flywheel/hubspot-direct?hsLang=en)

## Technologies We Work With

From CRM to DMS to Website Providers to eCommerce to Events. Whatever tools you have, let's talk integration.

![Talon](https://flywheelkinetics.com/hubfs/Talon.png "Talon")

![lightspeed](https://flywheelkinetics.com/hubfs/lightspeed.png "lightspeed")

![elead](https://flywheelkinetics.com/hubfs/elead.png "elead")

![dealerspike-logo](https://flywheelkinetics.com/hubfs/dealerspike-logo.png "dealerspike-logo")

![DealerInspire-Black](https://flywheelkinetics.com/hubfs/DealerInspire-Black.png "DealerInspire-Black")

[![Shopify2](https://flywheelkinetics.com/hubfs/Shopify2.png "Shopify2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/ecommerce/shopify)

[![Square](https://flywheelkinetics.com/hubfs/Square.png "Square")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/ecommerce/square-data-sync)

[![Eventbrite2](https://flywheelkinetics.com/hubfs/Eventbrite2.png "Eventbrite2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/events/eventbrite)

[![Outlook Calendar](https://flywheelkinetics.com/hubfs/Outlook%20Calendar.png "Outlook Calendar")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/scheduling/office365-calendar)

[![Outlook](https://flywheelkinetics.com/hubfs/Outlook.png "Outlook")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/sales-enablement/office365)

[![Zapier](https://flywheelkinetics.com/hubfs/Zapier.png "Zapier")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/productivity/connector/zapier)

[![Google Search Console2](https://flywheelkinetics.com/hubfs/Google%20Search%20Console2.png "Google Search Console2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/seo/google-search-console)

[![Google Ads](https://flywheelkinetics.com/hubfs/Google%20Ads.png "Google Ads")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/advertising/google-ads)

[![Kickbox](https://flywheelkinetics.com/hubfs/Kickbox.jpg "Kickbox")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/email/kickbox)

[![DocuSign](https://flywheelkinetics.com/hubfs/DocuSign.png "DocuSign")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/sales-enablement/docusign-224321)

[![HelloSign](https://flywheelkinetics.com/hubfs/HelloSign.png "HelloSign")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/productivity/workflow-automation/hellosign)

[![PandaDoc](https://flywheelkinetics.com/hubfs/PandaDoc.png "PandaDoc")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/sales-enablement/pandadoc)

[![Facebook2](https://flywheelkinetics.com/hubfs/Facebook2.png "Facebook2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/social-media/facebook)

[![Instagram2](https://flywheelkinetics.com/hubfs/Instagram2.png "Instagram2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/social-media/instagram)

[![Facebook Messenger](https://flywheelkinetics.com/hubfs/Facebook%20Messenger.png "Facebook Messenger")](https://flywheelkinetics.com/hubfs/Facebook%20Messenger.png?hsLang=en)

[![LinkedIn](https://flywheelkinetics.com/hubfs/LinkedIn.png "LinkedIn")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/social-media/linkedin)

[![Twitter2](https://flywheelkinetics.com/hubfs/Twitter2.png "Twitter2")](https://flywheelkinetics.com/hubfs/Twitter2.png?hsLang=en)

[![You Tube2](https://flywheelkinetics.com/hubfs/You%20Tube2.png "You Tube2")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/social-media/youtube)

[![Zoom - Camera-1](https://flywheelkinetics.com/hubfs/Zoom%20-%20Camera-1.png "Zoom - Camera-1")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/webinar/zoom)

[![SalesMsg](https://flywheelkinetics.com/hubfs/SalesMsg.png "SalesMsg")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/live-chat/salesmsg)

[![AirCall](https://flywheelkinetics.com/hubfs/AirCall.png "AirCall")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/sales-enablement/aircall-data-sync)

[![PhoneBurner](https://flywheelkinetics.com/hubfs/PhoneBurner.png "PhoneBurner")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/sales/calling/phoneburner-data-sync)

[![Vidyard](https://flywheelkinetics.com/hubfs/Vidyard.png "Vidyard")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/video/vidyard)

[![Canva](https://flywheelkinetics.com/hubfs/Canva.png "Canva")](https://app.hubspot.com/ecosystem/2812221/marketplace/apps/marketing/cms/canva-205937)

## You ready?

If you are ready to hook up your client with a high power-sales tool customized for them, let's chat.

[Schedule a Call](https://meetings.hubspot.com/carolyn61)

[![](https://flywheelkinetics.com/hs-fs/hubfs/Flywheel_CMYK-4.jpg?width=200&height=137&name=Flywheel_CMYK-4.jpg)](https://flywheelkinetics.com/?hsLang=en)

[Benicia, CA](https://maps.google.com/maps?z=16&q=benicia%2C%2Bca)

314-973-0833

[carolyn@flywheelkinetics.com](mailto:carolyn@flywheelkinetics.com)

## About Flywheel Kinetics

Specializing in helping automotive and powersports dealerships put their customer in the center of everything they do, Flywheel Kinetics works with you to map out your customer’s journey and reduce the points of friction while aligning your sales and marketing teams.

- [Home](https://flywheelkinetics.com)
- [About](https://flywheelkinetics.com/about)
- [Contact](https://flywheelkinetics.com/contact)
- [Services](https://flywheelkinetics.com/services)
- Free Tools

---

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