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Expert HubSpot Onboarding

A Solutions Partner for 7 years, we exclusively work with HubSpot. We create a powerful first experience for the client and help them expand how they use HubSpot across their business. Our low costs for onboarding make closing deals easier, and build in the experiences that lead to better retention.

  • 50% lower cost on all onboarding types.
  • Onboard all Hubs with a focus on Marketing, CMS, Sales and Service.
  • Technical skill for integrations, migrations and complex set-up.

Don't allow slow or incomplete implementation to decrease retention.

We define and deliver success.
top hubspot
cms implementation
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30 most
inbound
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growth driven design
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semrush certified agency
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We Use a Proven 4-Phase Process

Here's an example of our process with Marketing Pro.

  • 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
Marketing Pro
Playbook + Coaching
$1500
one time
CMS Pro
Playbook + Coaching
$400
one time
Sales Pro
Playbook + Coaching
$250
one time
Service Pro
New
$250
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Per Hub Elements
Additional support based on the specific hub
Optional: Buyer Journey
Engages marketing, sales, support
Marketing Pro
Playbook + Coaching
$1500
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Per Hub Elements
Additional support based on the specific hub
Optional: Buyer Journey
Engages marketing, sales, support
CMS Pro
Playbook + Coaching
$400
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Per Hub Elements
Additional support based on the specific hub
Optional: Buyer Journey
Engages marketing, sales, support
Sales Pro
Playbook + Coaching
$250
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Per Hub Elements
Additional support based on the specific hub
Optional: Buyer Journey
Engages marketing, sales, support
Service Pro
New
$250
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
Onboarding Workbook
Video Walkthroughs
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Per Hub Elements
Additional support based on the specific hub
Optional: Buyer Journey
Engages marketing, sales, support

Win and Keep More

Let's talk about your prospect to see how we can help close and keep them.

About Your Call: We'll be excited to hear about prospect. We'll be straight forward about how we can help - or if it may not be a good fit.  

  • Their priorities for implementing HubSpot
  • Any challenges related to data imports or integrations
  • We can get started, now.

Pick a time on the calender