HubSpot
Onboarding
Done For You
Personalized HubSpot onboarding plan and implementation services.
Is your company currently evaluating HubSpot?
Onboarding with
HubSpot directly VS.
HubSpot Partner
HubSpot direct onboarding is guidance-based for setup and implementation, meaning your company still needs HubSpot experts to do the actual technical configuration, integrations, migrations, and theme development. Even more important is broad stakeholder adoption, training and enablement to maximize your investment in HubSpot.
We have completed over 200 HubSpot implementations, so we know what it takes to ensure a personalized and accelerated HubSpot onboarding and implementation experience. We’ll help you maximize time to value in HubSpot onboarding process through:
- Technical consulting to ensure scalability
- Customized business process mapping
- Custom data migrations & integrations
- Programmable workflows, reports & themes
- Pipeline scoring, automation & reporting
Professional
$1500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
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Technical setup complete
-
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User & basic training
-
CRM Migration > 10,000 Records
Marketing Hub
Professional
$3000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Service Hub
Professional
$1500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Marketing+
Professional
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Suite Package
Professional
$4500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Sales Hub
Sales Hub
Professional
$1500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
-
CRM Migration > 10,000 Records
Marketing Hub
Marketing Hub
Professional
$3000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Service Hub
Service Hub
Professional
$1500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Marketing+
Marketing+
Professional
$3500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
Suite Package
Suite Package
Professional
$4500
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Enterprise
$6000
- Number of Objectives 3
- Meeting Cadence Bi-weekly
- Term 60 Days
Always included
-
SEO+SEM audit & recommendations
-
Technical setup complete
-
User & basic training
-
Marketing Hub
-
Sales Hub
-
Service Hub
Marketing Hub Professional
Discovery Call
Limited
Kickoff Call
Onboarding Plan (Deliverable)
Weekly Meeting
Every 2 Weeks
Mapping Call (all marketing and campaign workflows)
30-Munute Portal Review/Handoff
Setup of Users & Associated Permissions
HubSpot Account Settings and Tracking Codes Setup
Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Filter out Internal IP's
Setup Email Footers and Signatures
Setup GDPR Compliance Settings
DKIM and SPF Setup
Landing Page, Subdomain, Blog Settings & Setup
Import Contacts and Companies
Impot Opt-out Lists from Previously Used Systems
Segmentation & Creation of Desired Lists
Buyer Persona Property Setup for Contacts
Build 1 Landing Page Templates (based on current branding)
Build 3 Email Templates (Drag and Drop)
Build 1 Blog template
Build 1 Pillar Page Template
Migrate 2 Landing Pages to HubSpot
Build 2 Workflows for Landing Pages (5 emails max)
Build Contact us Form with Workflow (5 emails max per workflow)
Set up 3 CTA's
Creation of Essential HubSpot Marketing Reports and Dashboards
Social Media Setup and Settings Configuration
Setup Salesforce Integration with HubSpot
Setup Native Integrations via HubSpot Marketplace
Marketing Enterprise Package (Includes everything in Pro)
Creation of 5 Custom HubSpot Marketing Reports (Enterprise)
Implementation of Lead Scoring (Enterprise)
Migrate Word Press Blogs (Enterprise)
20 included, then $15/post
Map Custom Objects to HubSpot Objects (Enterprise)
Sales Hub Professional
Discovery Call
Limited
Kickoff Call
Onboarding Plan (Deliverable)
Weekly Meeting
Every 2 Weeks
30-Munute Portal Review/Handoff
HubSpot Account Settings and Tracking Codes Setup
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Filter out Internal IP's
Setup Email Footers and Signatures
Setup GDPR Compliance Settings
DKIM and SPF Setup
Migrate Existing Deal Pipelines and Stages
Limited
Import Existing Contacts and Companies
Limited
Import Existing Deals
Limited
Import of Existing Products into HubSpot CRM Database
Create Basic Deal-Creation workflow for each pipeline
Setup 5 Snippets
Import Opt-out Lists from Previously Used System
Sync Ownership Between Contacts and Companies
Limited
Setup Users & Associated Permissions
Create Essential HubSpot Sales Reports and Dashboards
Social Media Setup and Settings Configuration
Setup GDPR Compliance Settings
Setup Salesforce integration with HubSpot
Limited
Setup Meetings Tool via Gmail or Outlook Integration
Setup Companies to Automate Filling Properties with HubSpot Insights
Sync Ownership Between Contacts and Companies
Guidance on Gmail and Outlook Integration with HubSpot
Sales Hub Enterprise Package (includes everything in Pro)
Create 5 Custom HubSpot Sales Reports (Enterprise)
Build up to 3 New Deal Pipelines to Match Sales Processes (Enterprise)
Setup 3 Sales Email Templates (Enterprise)
20 included, then $15/post
Build 5 Sequences of max 5 emails (Enterprise)
Build 1 Sales Playbook (Enterprise)
Map Custom Objects to HubSpot Objects (Enterprise)
Migrating Parent/Child Relationships (Enterprise)
Service Hub Professional
Discovery Call
Limited
Kickoff Call
Onboarding Plan (Deliverable)
Weekly Meeting
Every 2 Weeks
30-Munute Portal Review/Handoff
Setup of Users & Associated Permissions
HubSpot Account Settings and Tracking Codes Setup
Limited
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Social Media Setup and Settings Configuration
Import Existing Contacts and Companies
Import Opt-out Lists from Previously Used System
Migrate Existing Tickets
Create Essential HubSpot Service Reports and Dashboards
Setup Team Inbox for Service Requests
Service Hub Enterprise Package (Includes everything in Pro)
Creation of 5 Custom HubSpot Service Reports (Enterprise)
Knowledge Base Settings & Subdomain Setup (Enterprise)
Implementation of Ticket Routing and Notifications (Enterprise)
20 included, then $15/post
Setup 1 Feedback Survey (Enterprise)
Migrate 10 Knowledge Base Articles (Enterprise)
10 Articles, then $15 per
Build 3 Custom Service Workflows (Enterprise)
Onboard to Success
Welcome to the journey of connection and growth! We're excited to have you on board. Elevate your onboarding experience with our free playbook – your guide to a seamless start. Let's build success together!
How does it work?
We work with you to have you up and running with HubSpot in 90 days. A team of experts helping you get the most out of HubSpot!
90 Days Isn't Fast Enough?
Learn about our HubSpot Onboarding Accelerator Program below.
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Discovery Call
Within 7 days, you will be booked and meeting your HubSpot Strategist. They will learn more about you and clarify what is needed to prepare for the kick-off call.
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Kickoff Call
Call to kick off the project, clearly define your goals and weekly deliverables, and answer any questions.
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Bi-Weekly Meeting
We meet weekly to keep momentum and answer any questions you or your team have.
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Technical Setup
In between your weekly meetings, our technical team is doing the technical implementation in the background.
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Portal Review and Handoff
Meet to review and hand off to your team.
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Ongoing Support
Our goal is to you have up and running and self-sufficient in 4-6 weeks. However, we do offer monthly support packages for clients that want to continue to "have it all done for them" after the onboarding.