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Expert HubSpot Onboarding

A Solutions Partner for 8 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.

  • Reduced 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 Enterprise
Hands On Support
$4900
one time
Franchise Training Support
Optional Training for Franchisees
$2500
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Buyer Journey Review
Improve outcomes with leads
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Customized Training
Develop training specifically for your needs
Franchisee Access Configuration
Done for you support is available
Marketing Enterprise
Hands On Support
$4900
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Buyer Journey Review
Improve outcomes with leads
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Customized Training
Develop training specifically for your needs
Franchisee Access Configuration
Done for you support is available
Franchise Training Support
Optional Training for Franchisees
$2500
one time
Onboarding
Kick-Off Consultation
Coaching Sessions
90 Days of Support*
Email Support
Team Training Event
Integration Support
Goal Setting
Buyer Journey Review
Improve outcomes with leads
Customizations and Additional Support
Template customizations
Cost will be estimated based on additional need
Customized Training
Develop training specifically for your needs
Franchisee Access Configuration
Done for you support is available

Get the full benefit of HubSpot

 

Start Onboarding