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Expert HubSpot Onboarding

A Solutions Partner for 8 years, we exclusively work with HubSpot. We create a powerful first experience and make the most of all the HubSpot tools. 

  • Dramatically 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 hinder the impact.

We define and deliver success.
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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
$1900
one time
CMS Pro
Playbook + Coaching
$700
one time
Sales Pro
Playbook + Coaching
$700
one time (Effective 9/1/22)
Service Pro
New
$700
one time (Effective 9/1/22)
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
Enterprise Onboarding
Onboarding
Onboarding is often customized at the Enterprise level, but at the base level we charge 50% of the HubSpot Fee.
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Custom Objects and Integrations
Cost will be estimated based on needs
White Glove Support Option
Done for you support is available
Integrations
Integrations start at $500
Marketing Pro
Playbook + Coaching
$1900
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
Enterprise Onboarding
Onboarding
Onboarding is often customized at the Enterprise level, but at the base level we charge 50% of the HubSpot Fee.
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Custom Objects and Integrations
Cost will be estimated based on needs
White Glove Support Option
Done for you support is available
Integrations
Integrations start at $500
CMS Pro
Playbook + Coaching
$700
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
Enterprise Onboarding
Onboarding
Onboarding is often customized at the Enterprise level, but at the base level we charge 50% of the HubSpot Fee.
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Custom Objects and Integrations
Cost will be estimated based on needs
White Glove Support Option
Done for you support is available
Integrations
Integrations start at $500
Sales Pro
Playbook + Coaching
$700
one time (Effective 9/1/22)
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
Enterprise Onboarding
Onboarding
Onboarding is often customized at the Enterprise level, but at the base level we charge 50% of the HubSpot Fee.
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Custom Objects and Integrations
Cost will be estimated based on needs
White Glove Support Option
Done for you support is available
Integrations
Integrations start at $500
Service Pro
New
$700
one time (Effective 9/1/22)
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
Enterprise Onboarding
Onboarding
Onboarding is often customized at the Enterprise level, but at the base level we charge 50% of the HubSpot Fee.
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Custom Objects and Integrations
Cost will be estimated based on needs
White Glove Support Option
Done for you support is available
Integrations
Integrations start at $500
Websites

HubSpot CMS Onboarding

We support the migration of existing websites to HubSpot, redesign of websites on HubSpot (award-winning), and microsites developed on HubSpot. Onboarding costs vary based on the scope of work.

HubSpot websites are:

  • Fully integrated with sales and marketing
  • Easy to update and keep up
  • Hosted as a managed service

Get the full benefit

Let's talk about your goals to see how HubSpot can help you get there more effectively

About Your Call: We'll be excited to hear about your goals.  We'll be straightforward about the best ways to implement your new HubSpot tools and how you can create the greatest internal benefit and external impact. 

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

Pick a time on the calendar