The difference is the type of support that you will receive. With a guided onboarding, you will be guided through the process but the work will be done by you. A managed onboarding is where a HubSpot partner will implement everything for you.
The key difference between a guided and managed onboarding is the type of support you will receive from your onboarding team.
The purpose of a guided HubSpot Onboarding is to provide you with the guidance and support you need to be able to maximise your use of HubSpot’s tools autonomously. Although the work will be done by you, you’ll be guided throughout the process by HubSpot experts to ensure you are set up for success. The aim is to have this process complete within 60 days, but it may be completed faster depending on your HubSpot package. For Starter packages, you’ll receive 2 calls per week for 6 weeks for Marketing, Sales and Service Hubs, and you’ll receive 2 calls per week for 8 weeks if you have a Professional or Enterprise subscription.
A managed onboarding is where a HubSpot Partner, like Boom, will implement all of the tools relevant to your Hub, ensuring everything is set up in line with your business goals and specific use cases. Throughout the process, your partner will make sure to carefully scope out your use cases and understand your business goals and team’s capabilities to provide hands-on support. The timeline for managed onboardings is 60 days, and involves weekly check-in calls for Marketing, Sales and Service Hubs, as well as HubSpot’s Growth Suite. Your partner will also provide comprehensive training in HubSpot’s tools to ensure you are well equipped to use HubSpot after the project is complete.