HubSpot Onboarding

1-2-1 Strategy

Meet weekly with your Dedicated HubSpot Strategist (POC)! We'll create a plan of attack to get you up and running in 4-6 weeks.

Done For You

Your strategist is backed by industry-leading experts. We'll handle ALL the technical setup so you can stay focussed on your business.

HubSpot Experts

ALL we do is HubSpot! You're backed by a team of 100+ HubSpot Experts. Ranked the #1 HubSpot Partner servicing North America (2023).

No Brainer Savings

Not only do you have experts to guide you and do the work for you... you also get over $5,000 in savings and additional services.

1. Discovery Call

2. Mapping Call

3. Weekly Meetings

4. Technical Setup

5. Portal Review and Handoff

6. Ongoing Support

Discovery Call

Typically, within 10 business days, you will be booked on a Discovery Call with your Strategist. They'll learn about your business use case and clarify what's needed to customize the tool to your needs.

Mapping Call

Work with your Strategist to map out your business, marketing and/or sales processes so our team can then build everything out for you.

Weekly Meetings

Meet weekly with your Strategist to review to keep momentum, answer questions, and review completed tasks.

Technical Setup

Between your weekly meetings, our technical team is building everything out and customizing HubSpot the technical implementation behind the scenes!

Portal Review and Handoff

Once setup is complete, have a 30-minute call with your Strategist to review and hand everything over to you and your team.

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.

Sales Hub

Marketing Hub

Service Hub

Operations Hub

Sales Hub

Savings

Pro

$1,500

-

Enterprise

$3,500

$3,000

$500

Marketing Hub

Savings

Pro

$3,000

-

Enterprise

$6,000

$4,500

$1,500

Service Hub

Savings

Pro

$1,500

-

Enterprise

$3,500

$3,000

$500

Operations Hub

Savings

Pro

-

$1,500

-

Enterprise

-

Custom Price

-

Sales Hub

Marketing Hub

Service Hub

OTF

Done For You

Discovery Call

Mapping Call (Sales Process)

Weekly Meeting with Dedicated Strategist

Onboarding Plan (Deliverable)

30-Minute Portal Review/Handoff

Setup of Users & Associated Permissions

HubSpot Account Settings and Tracking Codes Setup

Filter out Internal IPs

Branding Settings Setup for Logo, Fonts, Colors, Etc.

Setup Email Footers and Signatures

Setup GDPR Compliance Settings

DKIM and SPF Set Up

Migrate Existing Deal Pipelines and Stages

Import Existing Contacts and Companies

Import Existing Deals

Import of Existing Products into HubSpot CRM Database

Build 1 Sales Pipeline based on your Sales Process

Create Basic Deal-Creation workflow for each pipeline

Build Contact Us Form (connect to the pipeline if applicable)

Setup 5 Snippets

Build 2 Sequences of max 5 emails

Import Opt-out Lists from Previously Used System

Sync Ownership Between Contacts and Companies

Setup Users & Associated Permissions

Create Standard HubSpot Sales Reports and Dashboards

Social Media Setup and Settings Configuration

Setup GDPR Compliance Settings

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

(Enterprise) Create 2 Custom HubSpot Sales Reports

(Enterprise) Setup 3 Sales Email Templates

(Enterprise) Build 5 Sequences of max 5 emails

(Enterprise) Build 1 Sales Playbook

(Enterprise) Map Custom Objects to HubSpot Objects

(Enterprise) Migrating Parent/Child Relationships

HubSpot

Limited Support

Discovery Call (Limited)

Meeting (Every 2 weeks)

HubSpot Account Settings and Tracking Codes Setup

Branding Settings Setup for Logo, Fonts, Colors, Etc.

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

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 Salesforce integration with HubSpot (Limited)

Setup Companies to Automate Filling Properties with HubSpot Insights

Sync Ownership Between Contacts and Companies

OTF

Done For You

Discovery Call

Mapping Call (Lead, Marketing and Campaign Workflows)

Weekly Meeting with Dedicated Strategist

Onboarding Plan (Deliverable)

30-Minute Portal Review/Handoff

Setup of Users & Associated Permissions

HubSpot Account Settings and Tracking Codes Setup

Filter out Internal IPs

Branding Settings Setup for Logo, Fonts, Colors, Etc.

Setup Email Footers and Signatures

Setup GDPR Compliance Settings

DKIM and SPF Set Up

Landing Page, Subdomain, Blog Settings & Setup

Import Existing Contacts and Companies

Import Opt-out Lists from Previously Used System

Segmentation & Creation of Desired Lists

Buyer Persona Property Setup for Contacts

Build 1 Landing Page Template (based on the current website branding, does not include custom modules)

Migrate or create 1 Landing Page to HubSpot (from templates, no custom modules)

Build 3 Email Templates (Drag and Drop)

Build Blog Listing and Blog Post Template

Build 1 Pillar Page Template

Build 2 Workflows (5 emails/actions max)

Build Contact Us Form with Workflow (5 emails/actions max per workflow)

Set up 3 CTAs

Creation of Essential HubSpot Marketing Reports and Dashboards

Social Media Setup and Settings Configuration

Help Setup Gmail/Outlook Email Native Integration

(Enterprise) Creation of 2 Custom HubSpot Marketing Reports

(Enterprise) Implementation of Lead Scoring

(Enterprise) Map Custom Objects (3 Max) to HubSpot Objects

(Enterprise) Build 1 Additional Email Template (Drag and Drop)

(Enterprise) Build 1 Additional Landing Page Template (based on the current website branding, does not include custom modules)

(Enterprise) Build 2 Additional Workflows (5 emails max)

(Enterprise) 5 Included, then $100/domain

(Enterprise) 10 included, then $15/post

(Enterprise) $850 per Additional Business Unit

HubSpot

Limited Support

Discovery Call (Limited)

Meeting (Every 2 weeks)

HubSpot Account Settings and Tracking Codes Setup (Limited)

Branding Settings Setup for Logo, Fonts, Colors, Etc.

Setup GDPR Compliance Settings

Landing Page, Subdomain, Blog Settings & Setup

Import Contacts and Companies

Import Opt-out Lists from Previously Used System

OTF

Done For You

Discovery Call

Mapping Call (Sales Process)

Weekly Meeting with Dedicated Strategist

Onboarding Plan (Deliverable)

30-Minute Portal Review/Handoff

Setup of Users & Associated Permissions

HubSpot Account Settings and Tracking Codes Setup

Filter out Internal IPs

Branding Settings Setup for Logo, Fonts, Colors, Etc.

Setup Email Footers and Signatures

Setup GDPR Compliance Settings

Import Existing Contacts and Companies

Import Opt-out Lists from Previously Used System

Setup Team Inbox for Service Requests

Implementation of Ticket Routing and Notifications

Migrate Existing Tickets (via CSV File) and Set Up your Service Stages

Setup 5 Snippets for your Service Agents

Help Setup Gmail/Outlook Email Native Integration

Setup 1 Feedback Survey

Create Essential HubSpot Service Reports and Dashboards

Set SLA Agreements

(Enterprise) Set Up Customer Portal

(Enterprise) Knowledge Base Settings & Subdomain Setup

(Enterprise) System Pages Setup

(Enterprise) Migrate 10 Knowledge Base Articles - $20/article for additional

(Enterprise) Build 3 Custom Service Workflows

(Enterprise) Create 2 Custom HubSpot Service Reports

(Enterprise) Create 5 Email Templates

(Enterprise) Create 1 Chatbot

(Enterprise) Create 2 Playbooks

HubSpot

Limited Support

Discovery Call (Limited)

Meeting (Every 2 weeks)

Setup GDPR Compliance Settings

Import Existing Contacts and Companies

Import Opt-out Lists from Previously Used System

Migrate Existing Tickets (via CSV File) and Set Up your Service Stages

Create Essential HubSpot Service Reports and Dashboards

Complex Migration

Migrate large, complex datasets from 3rd party systems (like Salesforce) to HubSpot.

Starts at USD $2,000

Custom API Integration

Build 1 and 2-way integations with HubSpot leveraging the HubSpot API.

Speak to Sales For Pricing

HubSpot CMS Migration

Migrate existing website to HubSpot CMS.

Starts at USD $3,000

Customized Training

Customized Training with a Strategist. Great for bigger Teams once Onboarding is complete.

USD $500 (two 1hr sessions)

Speak to Sales

Buying HubSpot?

HubSpot Setup

Off load the heavy lifting of setting up HubSpot and have it working in 4-6 weeks!

HubSpot setup SERVICES

What is HubSpot Setup?

SERVICES

What's included?

Customize hubspot

How does it work?

1. Discovery Call

2. Mapping Call

3. Weekly Meetings

4. Technical Setup

5. Portal Review and Handoff

6. Ongoing Support

Discovery Call

Mapping Call

Weekly Meetings

Technical Setup

Portal Review and Handoff

Ongoing Support

PRICING

How Much Do

You Save?

Sales Hub

Savings

Pro

$1,500

$1,500

-

Enterprise

$3,500

$3,000

$500

Marketing Hub

Savings

Pro

$3,000

$3,000

-

Enterprise

$6,000

$4,500

$1,500

Service Hub

Savings

Pro

$1,500

$1,500

-

Enterprise

$3,500

$3,000

$500

Operations Hub

Savings

Pro

-

$1,500

-

Enterprise

-

Custom Price

-

HUBSPOT SETUP PACKAGES

How Much MORE Do You Get?

OTF

Done For You

HubSpot

Limited Support

OTF

Done For You

HubSpot

Limited Support

OTF

Done For You

HubSpot

Limited Support

ADVANCED SERVICES

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