Partner of the Year
Elite HubSpot Partner
Onboarding Accreditation
Sales Hub
Pro
Enterprise
Marketing Hub
Pro
Enterprise
Services Hub
Pro
Enterprise
Operations
Hub
Pro
Enterprise
Marketing Hub Pro and Enterprise Packages
Discovery Call
Mapping Call (lead, marketing and campaign workflows)
Onboarding Plan (Deliverable)
Weekly Meeting
30-Minute Portal Review/Handoff
Setup of Users & Associated Permissions
HubSpot Account Settings and Tracking Codes Setup
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Filter out Internal IPs
Setup Email Footers and Signatures
Setup GDPR Compliance Settings
DKIM and SPF Set Up
Landing Page, Subdomain, Blog Settings & Setup
Import Contacts and Companies
Import Opt-out Lists from Previously Used System
Segmentation & Creation of Desired Lists
Buyer Persona Property Setup for Contacts
Build 1 Landing Page Template (based on the current website branding, does not include custom modules)
Migrate or Create 1 Landing Page to HubSpot (from templates, no custom modules)
Build 3 Email Templates (Drag and Drop) - 1) Fully Branded, 2) Standard and 3) Newsletter
Build Blog Listing and Blog Post Template
Build 1 Pillar Page Template
Build 2 Workflows (5 emails/actions max)
Build Contact Us Form with Workflow (5 emails/actions max per workflow)
Set up 3 CTAs
Essential HubSpot Marketing Reports and Dashboards (No Custom Reports)
Social Media Setup and Settings Configuration
Help Setup Gmail/Outlook Email Native Integration
Marketing Hub Enterprise Package (includes everything in Pro)
Creation of 2 Custom HubSpot Marketing Reports (Enterprise)
Implementation of Lead Scoring (Enterprise)
Map Custom Objects (3 Max) to HubSpot Objects (Enterprise)
Build 1 Additional Email Template (Drag and Drop) (Enterprise)
Build 1 Additional Landing Page Template (based on the current website branding, does not include custom modules) (Enterprise)
Build 2 Additional Workflows (5 emails max) (Enterprise)
Domains (Enterprise)
Migrate Word Press Blogs (Enterprise)
Business Units (Enterprise)
Discovery Call
Mapping Call (Sales Process)
Weekly Meeting
30-Minute Portal Review/Handoff
HubSpot Account Settings and Tracking Codes Setup
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Filter our Internal IPs
Setup Email Footers and Signature
Setup GDPR Compliance Settings
DKIM and SPF Setup
Migrate Existing Deal Pipelines and Stages
Import Existing Contacts and Companies
Import Existing Deals
Import of Existing Products into HubSpot CRM Database
Build 1 Pipeline based on Sales Process
Create Basic Deal-Creation workflow for the sales pipeline
Setup 5 Snippets/Templates
Import Opt-out Lists from Previously Used System
Sync Ownership Between Contacts and Companies
Setup Users & Associated Permissions
Essential HubSpot Sales Reports and Dashboards (No Custom Reports)
Social Media Setup and Settings Configuration
Setup GDPR Compliance Settings
Setup Meetings Tool via Gmail or Outlook Integration
Setup Companies to Automate Filling Properties with HubSpot Insights
Sync Ownership Between Contacts and Companies
Guidance on Gmail and Outlook Integration with HubSpot
Help Setup Gmail/Outlook Email Native Integration
Sales Hub Enterprise Package (includes everything in Pro)
Create 2 Custom HubSpot Sales Reports (Enterprise)
Build up to 3 New Deal Pipelines to Match Sales Processes (Enterprise)
Setup 3 Sales Email Templates (Enterprise)
Build 5 Sequences of max 5 emails (Enterprise)
Build 1 Sales Playbook (Enterprise)
Map Custom Objects (2 Max) to HubSpot Objects (Enterprise)
Migrating Parent/Child Relationships (Enterprise)
Discovery Call
Onboarding Plan (Deliverable)
Weekly Meetings
30-Minute Portal Review/Handoff
HubSpot Account Settings and Tracking Codes Setup
Setup of Users & Associated Permissions
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Setup GDPR Compliance Settings
Provide Assistance to Set Up Signatures
Import Existing Contacts and Companies
Import Opt-out Lists from Previously Used System
Setup Team Inbox for Service Requests
Implementation of Ticket Routing and Notifications
Migrate Existing Tickets (via CSV File) and Set Up your Service Stages
Setup 5 Snippets for your Service Agents
Help Setup Gmail/Outlook Email Native Integration
Setup 1 Feedback Survey
Create Essential HubSpot Service Reports and Dashboards
Set SLA Agreements
Service Hub Enterprise (includes everything in Pro)
Set Up Customer Portal (Enterprise)
Knowledge Base Settings & Subdomain Setup (Enterprise)
System Pages Setup (Enterprise)
Migrate 10 Knowledge Base Articles - $20/article for additional (Enterprise)
Build 3 Custom Service Workflows (Enterprise)
Create 2 Custom HubSpot Service Reports (Enterprise)
Create 5 Email Templates (Enterprise)
Create 1 Chatbot (Enterprise)
Create 1 Service Playbook (Enterprise)
Map Custom Objects (3 Max) to HubSpot Objects (Enterprise)
How does it work?
We work with you to have you up and running with HubSpot in 4-6 weeks. A team of experts helping you get the most out of HubSpot!
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Discovery Call (45 min): Typically, within 7 business days, you will be booked and meeting your Project Manager. The Discovery Call is a HIGH-level call to learn about your business, set goals, prepare you for the Mapping call. |
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Mapping Call (1 hr): The Mapping Call is where we get into the weeds and start to translate your business into HubSpot. |
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Weekly Meeting (30 min): We meet weekly to share the progress of the implementation and answer any questions you or your team have. |
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Technical Setup and Implementation: Our technical team will be doing the technical setup to build HubSpot specific to your business in the background between your weekly meetings. |
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Portal Review and Handoff: At the end of the setup we will meet to review and hand off to your team. |
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Ongoing Support: Our goal is to have you up and running and self-sufficient at the end of the Setup. However, we do offer monthly support packages for clients who want to continue to "have it all done for them" after the Setup. |
