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Launch HubSpot with maximum impact

Story Collaborative works with your marketing and sales teams to put HubSpot to work quickly and effectively.

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Expert HubSpot Onboarding

A Solutions Partner for 6 years, we exclusively work with HubSpot. We provide the practical & strategic insights to set up your Marketing Hub and Sales Hub so they are aligned with your goals and operations.

  • Align your HubSpot setup with your specific customer type and operational processes.
  • Get expert reports and visibility into both marketing and sales
  • Migrate data and get team members working effectively in short order

Don't allow partial implementation to hinder your growth.

Ensure the right setup for the platform that you rely upon for successful sales & marketing.
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We Use a Proven 4-Phase Process

  • Initial Set-Up

    Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed. 

    What we cover: 

    • Your HubSpot Goals
    • Kickoff Call
    • Stakeholder Alignment
    • Platform Audit
    • Integration Planning
    • Adding Team Members to HubSpot
    • Lead Qualification Criteria
    • Contact Property Management
    • Email Account Setup
    • Social Account Connections
    • HubSpot Tracking Code

    We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases. 

    Length: 1 week

  • Lead Management

    Lead management is all about ensuring your CRM is tied into the Hubs you're using. 

    This phase includes: 

    • Defining Lifecycle Stages
    • Defining Deal Stages
    • Importing Contacts
    • Establishing Lead Scoring
    • Contact Segmentation
    • Building HubSpot Forms

    At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads. 

    Length: 2 weeks

  • Process Automation

    Phase 3 is all about taking your team's manual actions and automating them in HubSpot. 

    Process Automation includes: 

    • Establishing Your Lead Status
    • Mapping Your Nurturing Process
    • Developing Custom Workflows
    • Creating Templates and Sequences
    • Assigning Lead Ownership
    • Establishing Smart Content

    The goal is to let HubSpot do the heavy lifting for you. 

    Length: 2 weeks

  • Success Planning

    In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest. 

    This phase covers: 

    • Meetings Link Best Practices
    • Contact Record Upkeep
    • Team Q&A
    • Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
    • 90 Days of Support*
    • Success Planning

    Length: 1 week

Initial Set-Up

Phase 1 is all about getting the tools you've purchased from HubSpot operational. This phase begins with our kick-off call and ends when all the setup tasks have been completed. 

What we cover: 

  • Your HubSpot Goals
  • Kickoff Call
  • Stakeholder Alignment
  • Platform Audit
  • Integration Planning
  • Adding Team Members to HubSpot
  • Lead Qualification Criteria
  • Contact Property Management
  • Email Account Setup
  • Social Account Connections
  • HubSpot Tracking Code

We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases. 

Length: 1 week

Lead Management

Lead management is all about ensuring your CRM is tied into the Hubs you're using. 

This phase includes: 

  • Defining Lifecycle Stages
  • Defining Deal Stages
  • Importing Contacts
  • Establishing Lead Scoring
  • Contact Segmentation
  • Building HubSpot Forms

At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads. 

Length: 2 weeks

Process Automation

Phase 3 is all about taking your team's manual actions and automating them in HubSpot. 

Process Automation includes: 

  • Establishing Your Lead Status
  • Mapping Your Nurturing Process
  • Developing Custom Workflows
  • Creating Templates and Sequences
  • Assigning Lead Ownership
  • Establishing Smart Content

The goal is to let HubSpot do the heavy lifting for you. 

Length: 2 weeks

Success Planning

In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest. 

This phase covers: 

  • Meetings Link Best Practices
  • Contact Record Upkeep
  • Team Q&A
  • Marketing/Sales/and Service Hub Key Feature Highlights (purchase dependent)
  • 90 Days of Support*
  • Success Planning

Length: 1 week

Pricing Options

Pricing
QuickStart
Playbook + Coaching
$2100
one time
Support Plus
Playbook + Support
$5500
one time
White Glove
Expert Configuration
$9800
one time
Playbook
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
Support
90 Days of Support*
Email Support
Integration Support
Team Training Event
CRM + Workflows
Contact List Import
Smart List Creating
Workflow Creation
Lead Scoring
Optimization Audit
QuickStart
Playbook + Coaching
$2100
one time
Playbook
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
Support
90 Days of Support*
Email Support
Integration Support
Team Training Event
CRM + Workflows
Contact List Import
Smart List Creating
Workflow Creation
Lead Scoring
Optimization Audit
Support Plus
Playbook + Support
$5500
one time
Playbook
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
Support
90 Days of Support*
Email Support
Integration Support
Team Training Event
CRM + Workflows
Contact List Import
Smart List Creating
Workflow Creation
Lead Scoring
Optimization Audit
White Glove
Expert Configuration
$9800
one time
Playbook
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
Support
90 Days of Support*
Email Support
Integration Support
Team Training Event
CRM + Workflows
Contact List Import
Smart List Creating
Workflow Creation
Lead Scoring
Optimization Audit

Launch Right

Share your plans for HubSpot and learn how expert onboarding can help

About Your Call: We'll be excited to hear how you plan to use HubSpot for growth. We'll also explain how expert onboarding will put on a path to success.  

  • Your priorities for implementing HubSpot
  • Any questions about data imports or integrations
  • How to get started with onboarding, now.

Pick a time on the calender