Forbidden
Forbidden Guided Onboarding⁺

Get HubSpot Right First Time

Expert-led Guided Onboarding from an Elite HubSpot Partner. More hands-on, more strategic, and tailored around how your business actually works. Includes Personalised HubSpot Blueprint & Growth Plan

Top 1% Global Partner
Top 5 EMEA for HubSpot Retention
Delivered by Experienced Consultants
200+ Successful HubSpot Projects
Progress Tracker
Subscribe
Stage 0.0
Project Setup
Stage 1.0
Discovery & Alignment
Stage 2.0
HubSpot Essentials Training
Stage 2.1
HubSpot Essentials Tasks
Stage 2.3
HubSpot Data Essentials
Stage 0.0 Project Setup
Stage 1.0 : Discovery & Alignment
Stage 2.0: HubSpot Essentials Training
Stage 2.1 HubSpot Essentials Tasks
Stage 2.3 : HubSpot Data Essentials

One of the most accredited HubSpot partners in the UK

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Logo - Data Migration
Industry - Software
Industry - Information Technology
Silver Badge
HubSpot comparison

Compare your onboarding & implementation options

Choose the level of onboarding and implementation support that best fits your business, team, and growth plans.

Discovery & Business Alignment

Understanding your commercial model before any configuration begins.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Light scoping conversation

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Strategic discovery workshop

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Full commercial deep-dive

HubSpot Blueprint Development

A documented blueprint for how HubSpot should be structured around your business.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Not included

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Blueprint developed with you

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Blueprint built and delivered

CRM Structure & Data Model

How your records, objects, and relationships are shaped inside HubSpot.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Templated default structure

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Architected around your model

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Fully built for you

Sales Process Alignment*

Mapping HubSpot pipelines and stages to how your team actually sells.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Standard sales stages applied

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Aligned to your commercial motion

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Designed and rolled out end to end

Marketing Setup & Automation*

Configuring the marketing tools and journeys that drive demand.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Core marketing tools enabled

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Tailored to your funnel

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Fully configured and deployed

Service & Support Configuration*

Setting up ticketing, SLAs, and support workflows around your team.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Standard service setup

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Structured around your team

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Built and embedded end to end

Reporting & Dashboard Strategy

The reports and dashboards your leaders actually make decisions from.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Default reports surfaced

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Guidance on building dashboards and custom reports

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Bespoke reporting suite delivered

Guided Platform Training

How your team is trained to confidently use HubSpot day to day.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Specialist-led platform sessions

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Live guided sessions

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Role-based training & playbooks

Hands-On Implementation Support

Who actually configures, builds, and deploys the platform.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Specialist-guided, you configure

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Collaborative guided setup

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Done-for-you implementation

Workflow & Automation Guidance

The automations that remove manual work across sales, marketing, and service.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Standard templates only

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Tailored to your operations

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Designed and deployed end to end

Data Migration Guidance

Moving your existing customer and pipeline data into HubSpot cleanly.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Specialist guidance, you migrate

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Planned and overseen with you

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Fully managed by Forbidden

Integrations & Connected Systems

Connecting HubSpot to the rest of your tech stack.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Native integrations only

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Guidance on connected stack

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Custom integrations delivered

Customer Portal & Project Visibility

A shared space to track progress, decisions, and delivery in real time.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Not provided

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Shared project workspace

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Full delivery portal access

Embedded Enablement & Adoption

Making sure your team actually uses HubSpot once it goes live.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Specialist-supported adoption

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Structured adoption support

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Embedded across roles

Go-Live Readiness & Best Practice

Final validation that HubSpot is ready to run your business on launch day.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Standard launch checklist

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Reviewed and validated with you

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Full go-live management

Growth Plans

A forward-looking plan for how HubSpot evolves with your business.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Not included

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Growth roadmap included

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Strategic growth partnership

Ongoing Support Flexibility

How you get help and continued improvement after go-live.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

HubSpot 24/7 technical support

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Protection Plans, Super Admin, and RevOps services available

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Protection Plans, Super Admin, and RevOps services available

Delivery Approach

Who leads delivery and how the work is run end to end.

HubSpot Guided Onboarding
Light-touch Guided Onboarding

Forbidden Guided Onboarding⁺
Best Value
Blueprint-led HubSpot self-build

Forbidden Implementation
Best for done-for-you delivery · Scoped per project

Senior-led, heavy lifting done for you

*depending on the HubSpot guided onboarding you purchase and your HubSpot subscription.

Designed for businesses that want HubSpot onboarded properly, not just configured.

One of HubSpot's top EMEA partners for customer retention
Guided Onboarding Testimonials

Built to make HubSpot easier from day one

Real feedback from businesses who chose Forbidden for Guided Onboarding and wanted more than a generic onboarding experience.

Guided Onboarding
HubSpot Onboarding with Hannah

Our company has onboarded a CRM for the very first time, and choosing HubSpot has been a fantastic decision. The entire team, from Viktor to Hannah, have been incredibly knowledgeable, honest, and realistic throughout the process. The onboarding experience has been great, with a generous amount of time dedicated to making sure we felt supported and confident. Response times have also been very good, which has made the whole experience smooth and stress-free.

A.L. Shaw
Multi-Hub
Guided Onboarding
HubSpot Onboarding

Jack was extremely patient with us, very knowledgeable and overall super helpful when carrying out our HubSpot Onboarding. He helped us over the course of a few months talking in great depth around the features of HubSpot and offered so much valuable guidance to get us to a point where we can utilise the features independently for the most part. A huge thing I thought was useful was the process being backed by great management tools that keep you on track and you're never unsure as to what to do next.

L. Briggs
Multi-Hub
Guided Onboarding
Excellent Sales and Marketing Support

It has been great working with Forbidden. Our intended goals and outcomes have been achieved, and Jack has been vital in helping us with this; providing clear explanations and timely support when needed.

R. Waughman
Multi-Hub
Guided Onboarding
Incredible value for money

We have been blown away by the Forbidden team. They provide a rigorous and supportive onboarding experience for HubSpot, without which we would have given up adopting a CRM altogether. Facing the challenge of adopting our first proper CRM tool, we would've failed to onboard successfully or make use of the multitude of features available without Hannah and David's support. Forbidden's engagement planning and tracking with us as the customer was really detailed, with a dynamic portal that tracked our progress, provided insights and enabled us to ask questions along the way.

B. Ashworth
Multi-Hub
Guided Onboarding
Fantastic! Thank you

It was a real pleasure working with Forbidden. Scott’s depth of knowledge and practical insights gave me and my colleagues so much confidence as we learned new aspects of HubSpot. No question was ever too small, having that kind of support and understanding made all the difference.

M. Sennitt
Multi-Hub
Guided Onboarding
Nothing short of exceptional

Our HubSpot onboarding experience has been nothing short of exceptional, and a big part of that is thanks to our onboarding specialist, Hannah. From day one, she was not only knowledgeable and organized but also incredibly approachable and patient. Hannah took the time to understand our business needs, tailor the onboarding process accordingly, and walk us through every step with clarity and professionalism.

J. Peacock
Multi-Hub
Guided Onboarding
Supportive and efficient onboarding

The onboarding process for Forbidden with the Marketing Hub was seamless and straightforward. We were already using Sales Hub but needed support to integrate marketing into our daily workflow. Jack was particularly helpful, quickly addressing our questions and keeping everything on track. Any issues were resolved clearly and promptly.

D. Whitley
Multi-Hub
Guided Onboarding
Excellent onboarding process - Jack Harris

Jack provided excellent service and support with our HubSpot onboarding requirements. He was quick to respond to queries, knowledgeable, found workarounds when needed and was happy to sit in with 3rd party meetings to assist with our needs.

A. Blake
Multi-Hub
Designed for

Teams who want more than standard onboarding.

Faster time to value

Get live quickly with HubSpot configured around how your business actually operates, scales and delivers customer experience.

Built around your commercial process

Designed around your sales, marketing and service operations, not generic CRM templates or default platform assumptions.

Cross-functional alignment

Align sales, marketing, service and operations teams around shared processes, reporting, accountability and customer lifecycle visibility.

Adoption-focused onboarding

Built for long-term team adoption through clear processes, usability, enablement and operational fit from day one.

Strategic guidance beyond setup

Senior-led onboarding combining HubSpot expertise with revenue operations, customer journey and commercial process strategy.

Future-proofed for scale

Built with scalability in mind so your CRM supports future growth, automation, reporting and operational complexity.

Why this works better

HubSpot Guided Onboarding vs Forbidden Guided Onboarding⁺.

HubSpot Guided Onboarding
  • Generic onboarding structure
  • Primarily platform-focused guidance
  • Limited alignment to operational complexity
  • Minimal strategic onboarding leadership
  • Tactical onboarding rather than operational enablement
Forbidden Guided Onboarding⁺
  • Strategic, senior-led onboarding leadership
  • Commercially aligned onboarding guidance
  • Onboarding tailored to operational realities
  • Scalable operational process thinking
  • Adoption-focused onboarding structure
You're in safe hands

A proven way of delivering successful onboarding

Every engagement is delivered through eighteen connected workstreams. Together they form a single, considered approach to improving how the business operates, not just how the platform is configured.

01 / 18

Initial Discovery

A focused kick-off session to understand your roles, priorities, current systems and the shape of your guided onboarding.

Objective

Create a clear starting point for your guided onboarding so discovery, training and setup are aligned to your teams, systems and priorities.

Outcomes

  • Shared understanding of how HubSpot needs to support each of your user groups.
  • Clear priorities for your discovery and onboarding.
  • Known success criteria for your programme.
  • Next discovery sessions agreed and sequenced with you.

What we'll cover

  • Your user roles and how each of your teams will use HubSpot.
  • Your current tech stack and existing CRM, sales, marketing, service and data setup.
  • Your key priorities, success criteria and long-term goals.
  • Next steps and required discovery meetings confirmed with you.

*depending on the HubSpot guided onboarding you purchase and your HubSpot subscription.

How guided onboarding works

Forbidden provides the structure, expertise and senior guidance and build your HubSpot blueprint based on your unique requirements. Your team implements HubSpot with our guidance.

STEP 01

Configure Your Growth Setup

We help define the right HubSpot architecture and onboarding pathway for your business, shaped around how your team actually operates.

STEP 02

Launch With Expert Guidance

Your team follows a structured onboarding process with senior-led guidance from experienced HubSpot consultants. You stay in control of implementation, we keep you on course.

STEP 03

Add Hands-On Support If Needed

Need help with migration, automation, configuration or setup? Add optional expert time banks at any stage to accelerate rollout without growing your internal load.

What's included
  • Guided onboarding framework
  • Strategic onboarding support
  • Best-practice guidance
  • Rollout planning
  • HubSpot architecture recommendations
  • Progress checkpoints
  • Senior onboarding expertise
Not included unless a time bank is added
  • +Hands-on portal configuration
  • +Workflow builds
  • +Data migration
  • +Automation setup
  • +Custom integrations
  • +Technical implementation
  • +Full CRM setup

 

Your tailored rollout plan

Build your guided onboarding plan.

Not a pricing calculator, a tailored onboarding blueprint. Tell us about your hubs and team, and we'll shape a guided rollout plan with the right level of expert support.

Hub selection
Configuration
Onboarding pathway
Onboarding Guidance
Sales Hub
Pipeline structureLead managementForecastingAutomationReportingSales process alignmentOperational visibility

Every deliverable is shaped around business impact, operational maturity, and scalable processes, not tool setup alone.

Your recommended pathway

Forbidden Guided Onboarding⁺

Low complexity
Duration
4–6 wks
Guided sessions
~8
Total Ex. VAT
£1,199 Ex. VAT
Often comparable to standard HubSpot onboarding · confirmed at scoping
Included in this plan
  • Guided onboarding framework
  • Strategic rollout planning
  • HubSpot architecture guidance
  • Progress checkpoints
  • Senior consultant guidance
Not included unless a time bank is added
  • + Hands-on portal configuration
  • + Workflow & automation builds
  • + Data migration
  • + Custom integrations
Top 1% Global Partner · Top 5 EMEA Customer retention
Reserve your guided onboarding

Secure HubSpot checkout opens in a new tab for the exact Hub and tier combination you've selected.

What Forbidden helps you avoid

  • ×Rushed onboarding
  • ×Poor CRM structure
  • ×Weak reporting
  • ×Low adoption
  • ×Operational inefficiency
  • ×Scalability issues
  • ×Fragmented processes

What success looks like

  • Cleaner operations
  • Improved visibility
  • Stronger adoption
  • Scalable CRM usage
  • Commercially aligned processes
  • Reduced operational friction
Forbidden customer portal

All onboarding activity managed in one place.

The Forbidden customer portal gives you complete visibility across tasks, milestones, communication and onboarding progress.

Onboarding tasks

Milestones

Progress tracking

Communication

File sharing

Onboarding visibility

Supered enablement

Embedded onboarding enablement, inside HubSpot.

A live enablement layer included throughout the engagement, guiding teams as they work, reinforcing process, and accelerating adoption from inside the tool.

In-app training
SOP guidance
Onboarding reminders
Embedded support
Adoption reinforcement
Process consistency
Top 1% global HubSpot partner

Operational complexity is usually the real problem. CRM is just where it becomes visible.

We help scaling businesses simplify complexity, align revenue operations, and build systems designed for long-term commercial growth.

Commercial ClarityElite Partner
Senior-LedGrowth Infrastructure

01

Strategic Thinking. Practical Delivery.

We combine commercial consulting with best-in-class Guided Onboarding to design systems that work in the real world, aligning processes, reporting, governance and adoption around how teams actually operate.

02

The UK's Most Experienced HubSpot Consultancy Team

We have the most experienced team in the UK HubSpot ecosystem, ensuring senior expertise remains embedded throughout the project to minimise onboarding risk, support confident operational decisions and maximise long-term success.

03

Built for Operational Clarity and Scalable Growth

We help scaling businesses simplify complexity, improve visibility, align customer operations and build commercial systems designed to support long-term growth, not just platform adoption.

One of the most accredited HubSpot partners in the UK

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Logo - Data Migration
Industry - Software
Industry - Information Technology
Silver Badge
why quality of onboarding is vital

HubSpot is powerful, but long-term success depends on how well the platform reflects the way the business actually operates.

HubSpot's Guided Onboarding approach is very cookie cutter and generic. Many implementations focus heavily on setup and overlook reporting structure, workflows, adoption and scalability.

Senior consultants remain directly involved throughout every engagement, combining strategic thinking with a proven Guided Onboarding approach.

View verified HubSpot reviews
Why businesses choose Forbidden

A chalk and cheese Guided Onboarding experience vs HubSpot Onboarding

Forbidden Guided Onboarding⁺ is not a like-for-like replacement for standard onboarding.

It is a strategically guided onboarding experience designed for businesses serious about operationalising HubSpot successfully.

HubSpot Guided Onboarding
  • Generic onboarding structure
  • Primarily platform-focused guidance
  • Limited alignment to operational complexity
  • Minimal strategic onboarding leadership
  • Limited accountability for adoption success
  • Tactical onboarding rather than operational enablement
Forbidden Guided Onboarding⁺
  • Strategic onboarding leadership
  • Commercially aligned onboarding guidance
  • Onboarding tailored to operational realities
  • Senior-led onboarding expertise
  • Scalable operational process thinking
  • Operational alignment for scalable growth
  • Adoption-focused onboarding structure
  • Measurable improvements in visibility, adoption and operational maturity

Businesses often invest the same or less than standard HubSpot onboarding, while receiving significantly greater strategic and operational value.

Forbidden rank in the top 5 HubSpot Partners in EMEA for customer retention and long-term adoption
Why this exists

HubSpot success depends on it's onboarding and adoption

Not because the software falls short, but because onboarding is treated as a setup exercise rather than a key operational one to set the right foundations for growth and efficiency.

Common failure

Rushed onboarding

Compressed timelines that prioritise go-live over operational readiness.

Common failure

Unclear ownership

Configuration decisions made by whoever happens to be available.

Common failure

Disconnected processes

Sales, marketing and service operating in parallel, not in sync.

Common failure

Weak adoption

Teams trained on features, not on how the business should run inside HubSpot.

Common failure

Poor reporting foundations

Data structures that can't support the questions leadership needs answered.

Common failure

Bought, not operationalised

HubSpot becomes a tool the business owns, not a system it runs on.

The shift

Forbidden Guided Onboarding⁺ was designed to solve this - by ensuring you have a clear picture of how your business translates into HubSpot, not just getting shown the tools.