Expert HubSpot Onboarding
Get to action twice as fast with proven templates and automation that accelerates implementation while maintaining quality.
- Dramatically lower cost on all onboarding types.
- Onboard all Hubs or just one.
- Technical skill for integrations, migrations and complex set-up.
- Best-practice templates, proven across 100's of implementations.
Don't allow slow or incomplete implementation to hinder the impact.
Implementation that fits your processes and goals.
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 as we collect your data, configure your users and provide an orientation so you can get started.
What we cover:
- Your HubSpot Goals
- Kickoff Call
- Integration Planning
- Adding Team Members to HubSpot
- Contact & Company Property Management
- Email Account Setup
- Social Account Connections
- HubSpot Tracking Code
- Gather and import your data
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 (requires that you provide your data to complete this phase.
-
System Customization
We'll complete a full system configuration complete with your unique properties, best practice automations that will save time, and increase ROI, and the lists, forms and emails you need for success.
This phase includes:
- Customized data tracking
- Best practice workflows and forms
- Best practice lists
- Time-saving, ROI boosting automation
- Data management automation
At the end of the phase, we'll have HubSpot set up to gather leads, complete automated outreach, and follow-up.
Length: 1 week
-
Process Matching
During this phase we'll customize the system for your unique processes and systems.
Process Matching includes:
- Matching Your Lead Status
- Mapping Your Sales Process
- Developing Additional Custom Workflows
- Assigning Lead Ownership
The goal is to let HubSpot do the heavy lifting for you, and align it to the way you do business.
Length: 1 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 following complete of the system configuration. We'll train your HubSpot to use 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 as we collect your data, configure your users and provide an orientation so you can get started.
What we cover:
- Your HubSpot Goals
- Kickoff Call
- Integration Planning
- Adding Team Members to HubSpot
- Contact & Company Property Management
- Email Account Setup
- Social Account Connections
- HubSpot Tracking Code
- Gather and import your data
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 (requires that you provide your data to complete this phase.
System Customization
We'll complete a full system configuration complete with your unique properties, best practice automations that will save time, and increase ROI, and the lists, forms and emails you need for success.
This phase includes:
- Customized data tracking
- Best practice workflows and forms
- Best practice lists
- Time-saving, ROI boosting automation
- Data management automation
At the end of the phase, we'll have HubSpot set up to gather leads, complete automated outreach, and follow-up.
Length: 1 week
Process Matching
During this phase we'll customize the system for your unique processes and systems.
Process Matching includes:
- Matching Your Lead Status
- Mapping Your Sales Process
- Developing Additional Custom Workflows
- Assigning Lead Ownership
The goal is to let HubSpot do the heavy lifting for you, and align it to the way you do business.
Length: 1 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 following complete of the system configuration. We'll train your HubSpot to use 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
1 Hub Onboard
Best Practice Onboarding$1200
2 Hub Onboarding
Playbook + Coaching$2000
3+ Hubs Onboarding
Best Practice Onboarding$3000
Custom Development
APIs & Integrations$2500
Scope and costs to be determinedOnboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training
Integration Support
Goal Setting
Per Hub Elements
Optional: Buyer Journey
Enterprise Onboarding
Onboarding
Customizations and Additional Support
Template customizations
Custom Objects and Integrations
White Glove Support Option
Integrations
1 Hub Onboard
$1200
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training
Integration Support
Goal Setting
Per Hub Elements
Optional: Buyer Journey
Enterprise Onboarding
Onboarding
Customizations and Additional Support
Template customizations
Custom Objects and Integrations
White Glove Support Option
Integrations
2 Hub Onboarding
$2000
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training
Integration Support
Goal Setting
Per Hub Elements
Optional: Buyer Journey
Enterprise Onboarding
Onboarding
Customizations and Additional Support
Template customizations
Custom Objects and Integrations
White Glove Support Option
Integrations
3+ Hubs Onboarding
$3000
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training
Integration Support
Goal Setting
Per Hub Elements
Optional: Buyer Journey
Enterprise Onboarding
Onboarding
Customizations and Additional Support
Template customizations
Custom Objects and Integrations
White Glove Support Option
Integrations
Custom Development
$2500
Scope and costs to be determinedOnboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training
Integration Support
Goal Setting
Per Hub Elements
Optional: Buyer Journey
Enterprise Onboarding
Onboarding
Customizations and Additional Support
Template customizations
Custom Objects and Integrations
White Glove Support Option
Integrations
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 →
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