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Implementation & Onboarding

Implementing a new CRM can be overwhelming, but with Openside, the transition is smooth and stress-free. Our HubSpot Implementation & Onboarding service ensures your team is set up for success with a fully configured, optimised, and easy-to-use HubSpot portal. We help businesses build a strong foundation by customising HubSpot to their needs, integrating essential tools, and providing hands-on guidance to maximise efficiency from day one.

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Our Approach

A successful CRM setup requires more than just turning on the system. We take the time to understand your business, ensuring that HubSpot aligns with your goals, sales processes, and customer journey. Our team configures custom properties, pipelines, automation, and reporting dashboards so you can track key metrics and manage workflows efficiently. We also focus on user adoption. Through structured onboarding and guided training, we equip your team with the knowledge and tools they need to use HubSpot effectively. Whether you’re migrating from another CRM or setting up HubSpot for the first time, we provide a streamlined approach that minimises disruption and maximises long-term value.

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A PROVEN OPERATIONS FRAMEWORK

Easy to start

We will kickoff with a session to map out the implementation process, define priorities and what you want for your business, and to establish a clear timeline. Once the system is set up, we provide hands-on onboarding to ensure every user is comfortable navigating HubSpot. With ongoing support and optimisation, we help you refine processes, automate tasks, and make continuous improvements as your business grows.

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1

Discovery & Goal Setting

We begin by assessing your business needs, sales processes, and customer journey to ensure HubSpot is set up for efficiency. This helps us align HubSpot’s features with your workflows, so your team can manage leads, track deals, and automate tasks effectively.

2

HubSpot Configuration & Customisation

Next, we configure CRM settings, deal pipelines, automation workflows, and reporting dashboards to match how your business operates. Custom properties and segmentation ensure that customer data is structured for easy access and better decision-making.

3

Data Migration & System Integration

If you’re switching from another CRM, we migrate your contacts, deals, and historical data while maintaining accuracy and organisation. We also integrate HubSpot with your existing tools, email platforms, and third-party applications to create a seamless marketing and sales ecosystem.

4

User Training

A new system is only valuable if your team can use it. We provide live training, guided walkthroughs, and tailored resources to help users navigate HubSpot with confidence. Every session is practical, ensuring teams can apply their knowledge immediately.

5

Testing, Refinements & Optimisation

Before full rollout, we test automation workflows, lead tracking, and CRM processes to ensure everything runs smoothly. Any inefficiencies or gaps are addressed, and refinements are made to optimise usability and performance.

6

Support & Strategic Adjustments

We offer continued support, troubleshooting, and performance reviews to keep HubSpot working at peak efficiency. As your business evolves, we refine automations, improve reporting, and ensure the system scales with your needs.

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The results you should expect

A well-implemented HubSpot system improves efficiency across marketing, sales, and customer service. Your team will have a centralised platform to manage contacts, track deals, and automate key processes. With structured onboarding, your people will gain the skills to use HubSpot effectively and confidently. Automation will reduce manual tasks, allowing your team to focus on building relationships and closing deals. Reporting dashboards will provide clear insights, helping you make informed decisions and measure performance. As your business grows, HubSpot will scale with you, ensuring long-term success and a strong return on investment.

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Our Paid Search and SEM Packages

GA-Setup

Complete Setup & Tracking Package

Price: $2,500 (one-off)
Key Deliverables:
  • Installation and configuration of Google Analytics (GA4).
  • Setup of Google Tag Manager (GTM).
  • Conversion tracking setup (key events).
  • Creation and verification of a Google Search Console account.
  • Setup or update of Google Business Profile.
  • Creation of a branded reporting dashboard
  • Comprehensive keyword research.
  • Complete SEO audit.
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SEM-v3

Paid Advertising & SEM Package

Starting Price: From $450 per week
Key Deliverables:
  • Monthly one-to-one catch-up and detailed reporting.
  • Complete business audit and competitive analysis.
  • Audience targeting and digital strategy creation.
  • Social media advertising, including ad creative design, copywriting, and campaign management.
  • Google Ads campaign creation and management.
  • Google Analytics (GA4) and measurement setup.
  • Google Tag Manager setup to track "key events".
  • Meta Pixel tracking and event setup.
  • LinkedIn Insight Tag setup and event management.
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TESTIMONIALS

Feedback from clients

“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonathan Brown GrowFast — Marketing manager
“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonina Smith GrowBig — Project manager
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