HubSpot One Hour
Onboarding Session

Headshot of Dan Saavedra from MergeYourData

Three Value-Packed Options

Pick any plan to fulfill HubSpot's onboarding requirements.

Onboarding

$50
1 Hour Onboarding
Book Now

Onboarding + Support + Dev

$950
1 Hour Onboarding
1 Month Slack Support
5 Hours of HubSpot Development/Consulting/Training
Extendable beyond 1 month
Book Now

Don't Just Take Our Word For It

When you've done it before, you let your work speak for itself. Check out some of our client reviews to see what they think of our HubSpot services.
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These guys are the real deal. Our  operations rapidly started to change for the better, as they went to work systematically building and making improvements to reporting, workflows, data quality, countless internal processes, and honestly way too many other things to start to list.
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Ben Fraser
CoverTree
A Few of the 70+ Brands We've Worked With
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How We Get It Done

In 4 simple steps, you'll kick off your HubSpot journey with a one hour live training session.  

All without the standard required 4-6 week onboarding that most companies offer.

Book a Time

Bring everyone along for fundamental training on the HubSpot platform. Catered directly to your team's situation.

Answer the Questionnaire

We ask you for a little information when you checkout. This info is used to customize your 1 hour onboarding.

1 Hour Live Training

Bring everyone along for fundamental training on the HubSpot platform. Catered directly to your team's situation.

Keep Building

Use our Slack support channel to get answers in a few hours to your questions.

Where Most Businesses Fall Short

Investing in a platform like HubSpot is smart. Investing in proven knowledge and talent to build your initial momentum is even smarter.

Winging It

Maybe they've used HubSpot in the past. Maybe they are just going to "figure it out".

Around 90% of all unplanned, self-driven onboardings fail. Meaning they don't see any increase in revenue versus not using a CRM.

We make sure you don't fail.

Bad Data from Bad Setups

Bad data leads to bad outcomes. And if you don't use things like Lifecycle Stages in a specific way, you will always have bad data.

We help you avoid these common blind spots. So you have great data to work with.

Stopping Short

Teams already have 1,001 things to do. Learning, setting up, and following through with the CRM isn't one of them.

Most companies stop their CRM efforts after a couple of weeks.

We build momentum so you don't.

What Our Customers Say

"If you don't have the right data, you're essentially just guessing when making decisions. MergeYourData changed that for us."
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Jace Kovacevich
COO, Dineline
"We have worked with MergeYourData for over a year now, and working with them has been a breeze."
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Anne Arias
RevOps, Accelerate Tax
"They are very knowledgeable and strategic when it comes to understanding what data we need and how we can use it to achieve our business goals"
Kiara Martilla
Dir. of Digital Marketing, Deka Lash

What You Get

⚙️ 1 Hour Customized Onboarding Session
🎯 1 Month of Slack Support
☎️ 5 "Do-Anything" Hours

Who is MergeYourData?

Since 2019, our team has been focused on using data to drive real change in our clients' businesses. Our team of 4 revenue data specialists work toward the goal of making your grow as fast as possible.

Dan has been working in data roles since 2012, from Fortune 500 companies to Startups.

After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.

Frequently Asked Questions

What do sessions usually look like?

We address your specific needs by walking through the tool after a brief 2-3 slide introduction.

During the entire session, the team is welcomed to interrupt and ask further questions.

Why do I need onboarding?

For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot.

But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.

Is there a minimum commitment?

No commitment! This is a one off package. We will offer extended packages at the end of the call for ongoing admin, development, and support for your HubSpot setup.

What other services do you offer with HubSpot?

Please check out our HubSpot services to learn about our other HubSpot services.