Technical Onboarding For All HubSpot Platforms & Tiers

Marketing Hub

Sales Hub

Service Hub

Tiers

HubSpot's sales CRM software includes a full suite of tools that aim to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your whole sales team will have the tools they need to book more meetings and close more deals, with a whole lot less work.

Comprehensive marketing software for automation, reporting, and campaigns

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Post Kick-Off Alignment Call

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Setup Of Users & Associated Permissions

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

Hubspot Account Settings And Tracking Codes Setup

The HubSpot tracking code is unique to each HubSpot account and allows HubSpot to monitor your website traffic using browser cookies.

We will set your account default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot to capture analytics for those pages.

Limited

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

In your account settings, we will edit your brand's logo, favicon, and brand colors that will be used as defaults across HubSpot’s tools according to your company branding and style standards.

Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database

We will import your import ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

Is my data import ready?

Creation Of Custom Properties

Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.

Import Opt-Out Lists From Previously Used System

We will import the email addresses of contacts who have previously unsubscribed from all email as an opt-out list. Importing an opt-out list does not add the contact records to your database, but instead the email addresses on the list will be marked as ineligible to receive emails from your account.

Connect Email Sending Domain

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM (Domain Keys Identified Mail) email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot - and you can connect more than one if needed.

Setup GDPR Compliance Settings

HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.

Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)

HubSpot’s App Marketplace contains 1,000+ integrations that span use cases in marketing, sales, service and more. Campaign Creators will assist in integrating your tech stack with the HubSpot platform so you can have a single source of truth for customer data.

List of Integrations not included in this setup found HERE

As a Standalone Onboarding

Starting At $1,450

Starting At $1,500

Comprehensive marketing software for automation, reporting, and campaigns

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Post Kick-Off Alignment Call

Following our kickoff call, you will be assigned with a list of items we need from you. This call is to check-in on progress & answer any questions you have about the requested items.

Setup Of Users & Associated Permissions

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We will create and assign user permission sets restricting user access if needed, assign paid Sales & Service Hub seats, and add users to HubSpot at the specified time.

5,600

As a Standalone Onboarding

Starting At $5,600

Starting At $5,600

HubSpot's sales CRM software includes a full suite of tools that aim to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your whole sales team will have the tools they need to book more meetings and close more deals, with a whole lot less work.

Tiers

HubSpot's sales CRM software includes a full suite of tools that aim to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your whole sales team will have the tools they need to book more meetings and close more deals, with a whole lot less work.

Download SalesHP PDF

Download SalesHE PDF

Download Pro Suite PDF

Download Enterprise Suite PDF

Download ALL Hubs PDF

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Combined with Marketing Hub Onboarding

$1,200

As a Standalone Onboarding

Starting At $1,450

Starting At $1,500

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

As a Standalone Onboarding

Starting At $2,800

Starting At $3,500

HubSpot's sales CRM software includes a full suite of tools that aim to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your whole sales team will have the tools they need to book more meetings and close more deals, with a whole lot less work.

Download SalesHP PDF

Download SalesHE PDF

Download Pro Suite PDF

Download Enterprise Suite PDF

Download ALL Hubs PDF

Tiers

HubSpot’s customer service software enables you to connect with customers and provide them with an exceptional customer service experience. Your customer service team will have tools to connect with customers and improve customer satisfaction.

Download ServiceHP PDF

Download ServiceHE PDF

Download Pro Suite PDF

Download Enterprise Suite PDF

Download ALL Hubs PDF

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Combined with Marketing Hub Onboarding

$1,200

As a Standalone Onboarding

Starting At $1,450

Starting At $1,500

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

Kick-Off / Alignment Call

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities

Limited

As a Standalone Onboarding

Starting At $2,800

Starting At $3,500

HubSpot’s customer service software enables you to connect with customers and provide them with an exceptional customer service experience. Your customer service team will have tools to connect with customers and improve customer satisfaction.

Download ServiceHP PDF

Download ServiceHE PDF

Download Pro Suite PDF

Download Enterprise Suite PDF

Download ALL Hubs PDF