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Claim your free HubSpot Beginner's Bundle

A free toolkit and strategy session with a Certified HubSpot Solutions partner to help you get HubSpot working for your business — not the other way around. This is an insanely valuable offer that only costs you 75 minutes.

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About The Bundle (2 Minutes)

Why are we offering this?

For starters, we're sick of hearing, "If only we had met you before we signed our HubSpot contract!" Also, as a Certified HubSpot Solutions Partner, its in our best interest to help more companies successfully adopt and grow with HubSpot. And we know a percentage of people we help with this will become paying clients sometime in the future. 😉

When you go it alone...

We've done this long enough to know what's likely to happen when businesses try to purchase and onboard the HubSpot CRM by themselves.

  • Spend too much money. Buy more software than you need.
  • Try to force HubSpot to do a job it's not ideally built for.
  • No clear strategy or roadmap for implementing your CRM.
  • Poor data structure that doesn't scale or match your business.
  • Poor training and documentation leads to low team adoption.

When you let an expert guide you...

An ounce of prevention is worth a pound of cure. Even one strategy session with us and an introduction to our HubSpot toolkit will set you on the right path.

  • Get exactly what you need and negotiate the best discount.
  • Use HubSpot for exactly what it does best.
  • Develop a smart roadmap you can actually follow in clear steps.
  • Adopt data hygiene from the start for a clean, organized CRM.
  • Train your team on a CRM they'll absolutely love to use.

So, what's included?

In short, a bunch of resources and a meeting with an expert to show you how to use them.

HubSpot Strategy Session

75 minutes with a HubSpot expert to introduce the resources, answer your questions and guide you forward.

Pricing & Subscription Guide

A simple spreadsheet to plan exactly what subscriptions you'll need and what it would cost before any discounts.

Core CRM Workbook

Map out object structure, custom properties, record customization and how to keep a clean and organized CRM.

Marketing Hub Workbook

Plan how you'll use tools like content, forms, CTAs, marketing emails, workflows and more to drive top-line growth.

Sales Hub Workbook

Map your sales pipeline, team activities, goals and forecasts and how to configure a CRM to enable your sales team.

Service Hub Workbook

Blueprint how you'll use tools like helpdesk, ticket pipelines, knowledge base, feedback surveys, reports and more.

Team & Permissions Planner

List out everyone on your team, what permissions you'll give them and how you plan on organizing them into groups.

Milestone Breakdowns

Access our strategic tutorial videos that break down how we approach certain implementation strategies.

Claim Your Bundle Now!

Go ahead and schedule the strategy session so we can talk through your objectives and introduce the entire Toolkit.

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Who is this for?

You’re just getting started with HubSpot — or you’re exploring if it’s the right tool.

You want to avoid costly mistakes and set things up the right way from the beginning.

You’ve watched my videos and want personalized help applying what you’ve learned.

HubSpot Implementation Solutions - HubSpot Onboarding - The Gist - Certified HubSpot Solutions Partner

Certified and Accredited. HubSpot or Bust.

As a Platinum-level Certified HubSpot Solutions Partner, The Gist has demonstrated a high level of expertise and proven success in implementing and leveraging HubSpot's powerful suite of tools. This certification signifies our deep understanding of the platform and our ability to help your business maximize its benefits. Choosing The Gist means you're entrusting your inbound marketing to a recognized leader in the HubSpot ecosystem, ensuring effective strategies, efficient execution, and comprehensive support.

HubSpot Tools + Features

Curious what HubSpot can do for you?

HubSpot is a CRM at its core. But layered on top of your database are a series of tools (called Hubs) designed to help you grow better across marketing, sales and customer service functions.

Core CRM - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Core CRM

Marketing Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Marketing Hub

Sales Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Sales Hub

Service Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Service Hub

Website CMS Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Content Hub

Operations Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Operations Hub

They are so good at breaking down complex business challenges and finding both quick-wins, as well as long term strategy solutions to overcome them. Their HubSpot onboarding program does exactly this.

Ally Rocovich - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Allie Rocovich | HubSpot

We have improved our HubSpot capabilities to provide us more internal efficiencies and strengthened our monthly communication with our clients.

Marty Hamby - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Marty Hamby | CAVU HCM

They make the process easy and enjoyable, providing great recommendations on how to optimize HubSpot for our business needs. They are fast, reliable, and know the system inside and out.

Sonya Ahola - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Sonya Ahola | The Ahola Corporation

We had HubSpot prior to working with The Gist, but weren't using it to its full potential. We are now seeing the benefits of putting HubSpot to work.

Kyle Masengale - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Kyle Masengale | ASAP Payroll

They've been driving our growth for years. And there is no one on Earth that I trust more than The Gist when it comes to all things HubSpot.

Joe Peluso - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Joe Peluso | Complete Payroll

Claim Your HubSpot Beginner's Bundle Now

  1. Book your free 75-minute strategy session.
  2. Attend the strategy session where we'll consult you through your HubSpot objectives and walk you through all the pieces within the Toolkit.
  3. Leave confident and prepared. No strings attached.