HubSpot Marketing Professional

If you’re looking to maximise the potential of HubSpot Marketing Professional we can help. Although it’s a highly intuitive tool and once you’re up and running we believe it’s one of the easiest systems to use, it’s important you set your portal up for success right from the off. And that’s where we come in!

Share your portal with a trusted HubSpot partner, we’ll discuss your aims and goals for your business and HubSpot in particular and then add in our recommendations and best practice guidelines to personalise your portal for success.

HubSpot Team Training

It’s likely you or one of your colleagues decided HubSpot was the best platform for your business (good call!). However, there may be several other people in your team who need to use the tool and who may not be familiar with it.

We can help these team members with bespoke training sessions covering the basics right up to advanced usage across the marketing, sales, and service hubs.

Your Trellis

Ongoing HubSpot Support

Once you’ve got your HubSpot portal in ship shape we hope you’ll go onto to become HubSpot whizz’s and see great success with the tool. However, with the number of updates HubSpot comes out with it can be handy to know you have a trusted partner you can turn to if you have any questions or need any further support and training. We’re here to help!

Enquire Today

The HubSpot Onboarding Process


First of all, we run a discovery session with the key stakeholders from your team. This helps us understand your goals for using HubSpot and ensure we’re working from the same page right from the off.


It’s likely you’ll have been using another CRM/marketing tool previously, and probably several of them. Therefore we tackle the migration of this data to your new HubSpot portal so you don’t have to worry about lost information and can start afresh with all your data intact in one place.

Portal Setup

Every client requires different things from HubSpot so we’ll set up your portal to not only apply best practices but also your specific needs. Your portal should be easy to use for your business case and so you can find everything quickly and easily.

Team Training

Now your data and portal are all ready to go ultimately the success of using HubSpot comes down to how your team uses the platform. Therefore we have a personalised training programme for teams to ensure they’re comfortable with the tool and how to best utilise it.


After your migration, setup and team training are complete we also include a 90-day check-in session where we review your portal and ensure you’re on the right track. This is a good time to tidy things up and provide updated guidance to the team.

Ongoing Support

Finally, we’re always here for additional support as and when you need it. Whether your business goals have changed and you need HubSpot to adapt accordingly or if you’re onboarding new team members and need some training scheduled.

Work With a Trusted HubSpot Partner

Helping you get the most from your investment in HubSpot.

Working With Trellis

Trellis are detail oriented, forward thinking and most of all take an overall approach. John has been great at sharing useful information with us, which has been extremely helpful. I highly recommend Trellis.

Founder, VĂȘnoor Living

Trellis are a pleasure to work with, we have seen excellent results from their digital marketing activity. Their professional and straight-forward approach makes it easy for us to see the benefits of our investment.

Dara Huang - DH Liberty

Founder, DH Liberty

Trellis are easy to deal with, keen to help, and not shy of looking at new technologies and getting stuck in to make improvements to get results. I would recommend Trellis for helping with all aspects of digital marketing.

MD (UK), Internet Corp Ltd

Have further questions?

If you’d like more information on any of the above don’t hesitate to get in touch, we’d be happy to help!


Request a call today

Interested in HubSpot onboarding with Trellis? Submit your details including a mini brief about the project if possible and we’ll be in touch within 1 working day to discuss potential next steps. We look forward to hearing from you!