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How Does HubSpot CMS Hub Onboarding Work?

What is HubSpot’s CMS Hub?

Most people don’t know how to code.  Sometimes when people say “most” they mean like 80%, but in this case I mean 199 out of every 200 people don't know how.  In the early days of the Internet, this meant that the pool of people who could build a website was very small.  Today, however, people are able to build a website from scratch with little (or no) coding skills and limited technical knowledge and resources.

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The “sorcery” that has made this possible is content management systems (CMS).  A CMS helps not only with the creation/building of a website, but also with the management and updating of digital content.  Personal technological wizardry skills not required.

Although a relative newcomer to the CMS game, HubSpot has already made a name for itself as the best.  Want receipts?  G2 has them:

 G2 CMS ranking graph 

With HubSpot’s CMS Hub you can secure and build your website efficiently, personalize customer experiences, expand your content strategy, manage a growing team and brand, and extend your digital presence.

It’s Time For Your HubSpot CMS Hub Onboarding Plan

Having a software application which helps users build and manage a website is great.  Going through an onboarding process with a trained expert who will help you take full advantage of all that software application has to offer is even greater.  

When you make the (super easy) decision to go with HubSpot’s CMS Hub for all your website needs, reinforce that decision by giving your team access to all the tools and knowledge, via the onboarding process, they will need to implement and operate it. 

The options for where you can go for onboarding for HubSpot’s CMS Hub are:

  • HubSpot itself
  • HubSpot agency partner
  • Google stuff on your own (you can also pull your own teeth out instead of going to a dentist)

Let’s look at onboarding directly with HubSpot first.

CMS Hub Onboarding with HubSpot

When you onboard directly with HubSpot, it will be in a more guided form than if you onboard with an agency partner.  A CMS onboarding HubSpot expert will not directly do the work for you, but they will assist your team through the proper processes to make sure you’re getting the most out of your purchase.

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To Migrate or to Build?  That is the Question

The first decision you'll need to make is whether you’re going to migrate an existing site or build one from scratch with a theme.  

If you choose migrate an existing site, your HubSpot CMS expert will:

  • Guide you through the process of crafting a migration strategy
  • Help you set up your site
  • Provide education on the editing tools 
  • Help in tracking the steps of your go-live process

If you choose to redesign your website using a HubSpot theme, your HubSpot CMS onboarding expert will:

  • Assist in choosing and understanding a theme
  • Explain your chosen theme’s architecture
  • Guide you through the editing tools
  • Support you in aligning your website to your business goals   

Professional and Enterprise Onboarding Topics

HubSpot CMS Hub onboarding is primarily meant for the Professional and Enterprise packages as these will typically involve the most intricate setups.  


For the Professional tier, you may receive guidance on the following:  

  • Description of how your website and data live in HubSpot
  • Optimization of your blog and website
  • Content strategy
  • Conversion paths and lead capture
  • Traffic and website analytics

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For the Enterprise tier, you may receive guidance on all of the above services from the Professional tier PLUS the following:  

  • CMS memberships
  • Custom reporting to allow tracking of KPIs and site performance reporting
  • Best practices to ensure website speed and security
  • Content partitioning
  • Dynamic page testing

CMS Hub Onboarding with a HubSpot Agency Partner

Onboarding with HubSpot for your CMS hub purchase is a good option.  The question, though, is if it’s the right option for your company.  The main downsides are that, with HubSpot, your onboarding will be more limited in customization and your own team will have to do most of the heavy lifting.

Customization in Onboarding

You know what’s better than a new suit?  A new suit that’s been tailored to fit right in all the right places.  A customized onboarding experience is really no different.  When your onboarding is customized to the particular needs and goals of your company, the results will be better.  This customized approach is particularly helpful when your sales process and/or buyer’s journey is complicated.  HubSpot agency partners provide this more personalized approach to onboarding.  

This is important for CMS onboarding in particular as not only is every company different, but every website is as well.  The more cookie-cutter onboarding that you will receive from HubSpot may overemphasize certain training aspects that a company does not need, while under-emphasizing certain ones that a company could use a lot of extra time on.    

I Do vs. You Do Onboarding

When it comes to choosing between onboarding directly through HubSpot and onboarding through an agency partner, it’s really a matter of choosing between “I do” or “you do”.

you do it for me gif

When you onboard with HubSpot, an Implementation Specialist will be there to guide, teach, and advise.  They will not, however, directly perform tasks within the portal.  This differs significantly from the experience you will get with a HubSpot agency partner who will actually perform work within your HubSpot portal. 

If your company does not possess the bandwidth to devote the hours necessary for setting up your CMS Hub (or Marketing, Sales, or Service Hub), then onboarding through an agency partner will probably be the way to go. 

RevPartners Does Onboarding Right

For the optimal HubSpot onboarding experience, you want RevPartners.  Why?  We are an ELITE HubSpot partner full of RevOps professionals that specialize in complex HubSpot CRM implementations.  We are NOT a marketing agency.

Want the best HubSpot onboarding experience around?

See how the fastest tiering partner in the ecosystem does it!

Schematic - Switch Box

RevPartners is at Your Service

Does your revenue engine need built, fine-tuned, or supercharged?

To learn more about how to continuously improve operational efficiency and identify the gaps in your customer experiences, see what RevPartners can do for you!