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Skip the training manual. Hire HubSpot onboarding experts instead.

Get the most out of your investment with certified trainers.

Even the best tech tools are worthless if your staff can’t use them. Personalized HubSpot onboarding prevents frustration and costly errors while getting your team up and running on the tools as quickly as possible.

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Most HubSpot users never fully realize the value of their investment …but you don't have to be one of them.

We’ve helped dozens of teams transition to a new HubSpot CRM. With the right coaching, new users will be able to use the tools with ease, and see how HubSpot makes their jobs easier.

Crafting Success, Step by Step:

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Customized Objectives:

We start by understanding your unique goals, timeline, and availability. No one-size-fits-all approach – your onboarding plan is tailored to your needs.

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Guided Onboarding Plan:

Say goodbye to confusion. Say hello to a clear roadmap designed around your objectives. Our experts will guide you through every step, ensuring you're on the right track.

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Tool Mastery:

HubSpot's tools can be a game-changer, but only if you know how to wield them. We demystify the process, showing your team how to use these tools effectively for maximum impact.

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Ongoing Support:

Your journey doesn't end with onboarding. We're with you for the long haul. If needed, we provide ongoing support, making sure you're always getting the best from HubSpot.

The Dollars You Save:

Investing in HubSpot onboarding means investing in efficiency. When your team masters HubSpot faster, you save valuable time and resources. And guess what? Our onboarding expertise comes with impressive savings compared to HubSpot's standard offerings.

Sales Hub
  hubspot-logo OFI-Logo Full White Green 4x Your Savings
Pro $1,000 $600 $400
Enterprise $3,000 $2,000 $1,000


Marketing Hub
  hubspot-logo OFI-Logo Full White Green 4x Your Savings
Pro $1,000 $600 $400
Enterprise $3,000 $2,000 $1,000


Services Hub
  hubspot-logo OFI-Logo Full White Green 4x Your Savings
Pro $1,000 $600 $400
Enterprise $3,000 $2,000 $1,000


Operations Hub
  hubspot-logo OFI-Logo Full White Green 4x Your Savings
Pro $1,000 $600 $400
Enterprise $3,000 $2,000 $1,000


Quality meets efficiency

A Journey to Success in Four Steps:

We work with you to have you up and running with HubSpot in 4-6 weeks. A team of experts helping you get the most out of HubSpot!

Discovery Call
Within just 7 business days, you'll connect with your dedicated HubSpot Strategist. They'll dive into your world, understanding your needs and preparing for the journey ahead.
Mapping Call
Another 7 days, and you're mapping your success. Your Strategist fine-tunes the plan according to your objectives, ensuring a smooth start.
Expert Guidance
With our specialists by your side, you'll be HubSpot-proficient in 4-6 weeks. Each step is carefully crafted, empowering you to leverage HubSpot's power efficiently.
Mastery Achieved
As you complete the journey, you'll find HubSpot's intricacies no longer daunting. Your team is now equipped to make HubSpot an integral part of their daily routines.

What our HubSpot onboarding clients say about us

Discover the voices of small businesses and enterprises alike, as they share their stories and experiences.
E-bike Rebate Program With Courtney Faulkner & Matt Miller
"What an outstanding partner and onboarding experience. Adi and his team were there to help every steps of the way, offered suggestions and work arounds for bespoke corner cases, recommended apps and were just all together fabulous to work with. Thanks so much for all your help!"
Mike Lyles
Dedicated Partners that care about YOUR success
"We reached out to OpenFlow to help us migrate our systems from Pardot over to HubSpot. We were so IMPRESSED with the professionalism and the partnership that this team offered to us, and we plan to use them in future efforts down the road! If you need a team that cares for YOU and wants YOU to win, THIS is the company to use!"
 “A+ players, skilled in their craft. Open Flow has become a strategic partner and a critical component in our plans to expand. They take the time to educate your team throughout the process—responsive, effective, and worth the investment."
Sheri Yee
Setting us up for success
"Bryan and Andre have held our hands from the beginning of our firm's HubSpot experience, and, two months later, I now feel comfortable crossing the street on my own. Every week, they helped us understand how to make HubSpot work for us by explaining the different tools and processes available to manage our customer information, with the goal of keeping our business organized and accountable. They also followed up meetings with tips and links to further explore the areas we needed assistance with, and I always felt at ease asking them for help outside our regular sessions. Their demeanor was always welcoming and encouraging. Thank you, Bryan and Andre!"
Reesha Jagdeo
Very positive experience
"Bryan was very patient, helpful, and always willing to help. Our team was migrating to HubSpot and Bryan made sure that he answered all of our questions to the best of his ability in a positive manner. We appreciated his hands-on approach, which helped us learn how to navigate HubSpot better. I would definitely recommend Open Flow to anyone seeking marketing onboarding services for HubSpot."
Everton Medeiros Tonini

Great Marketing Onboarding

"It was great to have Bryan Azeka and his team guiding us with the Marketing Hub implementation. We started from zero, migrating services from other tools to HubSpot, so Bryan helped us from the basic account setups through more complex Marketing campaign implementations. The OpenFlow onboarding program works very well."

Luca LicciardiCustomer Success Manager, Baked Bros
 "Awesome service! Open Flow is action-oriented and has great attention to detail….customer service has gone above and beyond."
Tim LikesSalesforce Administrator, Maxwell Leadership
 “Excellent work ethic and communication! We had to migrate from Pardot to HubSpot in a very compressed timeframe….Open Flow delivered all the major items on time, going above and beyond what we expected. ”
Eli SwopeFounder, Buzz Monkey
 “This company is second to none! Their positive attitudes and ability to help people is amazing. Can’t send enough thanks to this business!”

Don't wait – revolutionize your HubSpot journey today!

Ready to transform your HubSpot experience? Our certified experts are committed to your success. Let's embark on this journey together, unlocking HubSpot's true potential while making your work life easier and more productive.