Brandon Kesler
Account Manager, Digital Agency · 11-50
1 review written · 3.0 average
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Reviews by Brandon Kesler
★★★★★
Onboarding a new client into HubSpot is never boring. And not always in the good way. About a year ago I started running it on behalf of several clients, and the first week with each new account has become the part of my job I both appreciate and quietly dread. HubSpot does a lot to hold your hand early. The guided setup, the onboarding checklists, the Academy tutorials, all genuinely useful. A client who had never touched a CRM before was navigating contact views and setting up simple sequences within three days. That surprised me.
But here is where it gets messy. The moment a client's needs go even slightly off the standard path, the onboarding scaffolding falls away fast. I ran into this with a client who needed custom deal pipeline stages tied to specific automation triggers. What looked like a two-hour configuration on day one turned into a three-day back-and-forth with support. The support reps were polite, but the answers were slow and sometimes contradictory. For an agency billing hourly, that lag hurts.
A year in, I have a rhythm with it now and the core CRM features do the job. Contact management is clean, the email integration works reliably, and the reporting dashboards give clients something they can actually read without my help. The pricing is another matter. Tiers jump quickly once you add seats or unlock features your clients actually need. I would not steer someone away from HubSpot, but I would tell them to budget more onboarding time than the documentation suggests, especially if you are managing it on someone else's behalf.
