The Most Affordable
HubSpot Onboarding on the Planet
Get everything you need to launch HubSpot with confidence. Set2Start installs an in-app academy, gives you live expert support, and follows a proven roadmap so you can start strong and grow fast.
Most Teams Use Just 10% of HubSpot’s Power
HubSpot is powerful but overwhelming without structured onboarding. Set2Start was created to solve this.
HubSpot is powerful but overwhelming. Without structured onboarding:
Set2Start was created to solve this.

Your Clear Path to HubSpot Success
Set2Start gives you a clear roadmap so you always know what’s next.
Pre-Alignment Call (45 min)
Align on HubSpot goals and challenges.
Install Sidekick & Secure Access
We set up your in-app academy
Week 1: Getting Started (30 min)
First check-in, begin the “Getting Started” Sidekick cards.
Week 2: Mastering the Hubs (30 min)
Explore specific HubSpot learning modules tailored to your subscription.
Week 3: Finalize Onboarding (30 min)
Ensure full adoption, answer final questions.
Revenue Operations Strategy Session (45 min)
Map out your growth plan with one of the world’s top RevOps strategists.
Why Set2Start Beats Standard Onboarding
HubSpot’s onboarding can cost $2K-$8K per hub, and still leaves gaps. Set2Start delivers more guidance for a fraction of the price.
Standard Onboarding
Set2Start
When the Starter is not Enough
As your business grows, you may want more than the starter package. Our higher tiers include:
Done for you builds
Save hours with professionally configured workflows, landing pages, and custom objects built to your specs, so you can focus on growth instead of setup.
Advanced reporting
Get custom dashboards, revenue attribution, and detailed deal-velocity insights that show exactly what’s working across your pipeline.
Tool integrations
Connect HubSpot with ERPs, payment processors, VoIP, and other essential apps for a seamless data flow between systems and expand capabilities.
Team adaptation programs
Role-based playbooks, extra live training sessions, and adoption plans keep your whole team aligned and confident.
Revenue automations
Implement lifecycle workflows, lead scoring, and nurturing sequences that scale revenue without manual effort.
Growth planning
Quarterly RevOps reviews and KPI tracking give you a clear roadmap to leverage HubSpot for long-term success.
What You’ll Get with Set2Start
Included
- Sidekick academy with 300+ guided actions
- Contextual “lightning-bolt” videos inside HubSpot
- Three 30-min live check-ins
- 45-min Revenue Ops strategy session
- Personalized direction aligned to your goals
Not Included in the Starter Plan
- Custom dashboards or advanced reports
- Integrations beyond Gmail, Outlook, Zoom/Teams
- Workflow builds, pipelines, or custom properties
- Content/copywriting or social scheduling
- Ongoing tech support after hours
Most clients upgrade once they see results.
Trusted by Growing Companies and HubSpot Partners
As a HubSpot Elite Partner and certified B Corp, Set2Close has successfully onboarded hundreds of clients across industries.
Frequent Questions
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Do I need technical expertise to get started?
No, our process is designed for beginners and advanced users alike. We’ll guide you step by step.
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Can I reschedule sessions if needed?
Yes, we ask for 24 hours’ notice (email: set2start@set2close.io).
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What’s expected from me?
Use HubSpot actively, complete Sidekick tasks, and share feedback during check-ins.
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What if I outgrow the Starter plan?
That’s a good thing. We’ll help you transition to a higher tier that includes advanced builds and automation.
Ready to Master HubSpot Without the High Price Tag?
Sidekick, expert support, and a proven roadmap, all for a fraction of standard onboarding fees. Book your alignment call and get started with confidence.
Free alignment call - no commitment until you're ready.