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HubSpot Onboarding
Your HubSpot run processes are only as effective as your HubSpot implementation.
Do it right the first time with a simple and streamlined onboarding experience.
Which Onboarding Package Is Right For You?
Advise
Learn More...
Great fit for HubSpot Starter and Professional customers who need advice and guidance throughout the HubSpot portal configuration.
Perform
Do More...
Great fit for HubSpot Professional customers who require hands on assistance with configuring the HubSpot portal.
Excel
Accomplish More...
Great fit for HubSpot Professional and Enterprise customers with a more complex HubSpot configuration.
Choose Your Hub!
CLOSE MORE DEALS
Sales Hub Onboarding
Ensure your sales teams are working as effectively and as efficiently as possible with Sales Hub. Leave no potential for greatness untapped with a seamless onboarding experience.
Advise
$2,400
$
- Overview of all productivity tools
- Audit of existing sales processes
- Customization of the CRM for your processes
- Baseline reporting review
- Standard sales automation setup
- Turning on standard integrations (App Marketplace/native)
- Create customized team onboarding guide
Perform
$3,800
$
Everything included with ADVISE plus...
- Baseline reporting setup
- Onboarding your team (invite, permissions, and resources)
- Additional sales automation setup
- Consulting to migrate/import data from your CRM
- Routing and managing multiple teams
Excel
$10,200
$
Everything included with PERFORM plus...
- Business process mapping
- Integration testing
- Custom integration consulting (APIs)
- In depth team training
- Recreate assets from previous sales software
- Phase 1 success planning
- HubSpot solutions resource directory
HubSpot isn't just something we do. It's WHAT we do.
OPTIMIZE YOUR OUTREACH
Marketing Hub Onboarding
Allow your marketing and rev ops teams to flourish with Marketing Hub. Leave no potential for greatness untapped with a seamless onboarding experience.
Advise
$3,800
$
Together we will review the following...
- How your data lives in HubSpot
- Lead capture and conversion paths
- Segmenting your data
- Email marketing
- Traffic and website analytics
- Content strategy
- Automated lead nurturing and internal lead assignment setup
- Campaign setup and analysis
Perform
$7,400
$
Everything included with ADVISE plus...
- Setup calculated properties and custom reports
- Create permission sets and teams
- Consulting to migrate/import data from your CRM
- Team training
- Marketing tech stack audit & recommendations
Excel
$11,200
$
Everything included with PERFORM plus...
- Technical consulting
- Business strategy consulting
- How to manage multiple brands in HubSpot
- HubSpot solutions resource directory
- Custom object creation & consulting
- Nurture workflow creation (limits apply)
HubSpot isn't just something we do. It's WHAT we do.
IMPROVE CUSTOMER SATISFACTION
Service Hub Onboarding
Optimize every step of your buyer journey and put customer satisfaction first with Service Hub. Leave no potential for greatness untapped with a seamless onboarding experience.
Advise
$1,200
$
- Intake channel best practices and guidance
- Review meeting scheduling capabilities
- Ticket pipeline best practices
- Reporting on productivity and closed tickets
- Live chat overview
- Ticket automation recommendations
Perform
$3,800
$
Everything included with ADVISE plus...
- Setting up intake channels
- Creating a customized ticket pipeline
- Live chat implementation
- Standardized email and chat responses
- Helping customers self-serve through the knowledge base
- Ticket automation
- Measuring customer experience
Excel
$7,400
$
Everything included with PERFORM plus...
- Managing multiple teams
- Developing support playbooks
- Creating custom dashboards
- Custom chat bot creation (limits apply)
- Custom template and snippet creation (limits apply)
- Playbook review and setup
- Managing multiple teams best practices
- Creation of custom surveys (limits apply)
HubSpot isn't just something we do. It's WHAT we do.
We are here to guide you whenever you need.
Let the HubSpot experts ensure you get the most out of your HubSpot investment. HubSpot isn't just something we do, it's WHAT we do.
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