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HubSpot Onboarding

Get up and running in 4-6 weeks!

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HubSpot ONBOARDING SERVICES

What is Onboarding?

If you're new to HubSpot, it's required to purchase 'Onboarding' to setup and customize the tool to your needs.

Our Onboarding typically takes 4-6 weeks. Work with a Dedicated Strategist (POC) and an Expert Tech Team. We'll handle the heavy lifting so you can stay focussed on your business.

SERVICES

What's included?

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1-2-1 Strategy

Meet weekly with your Dedicated HubSpot Strategist (POC)! We'll create a plan of attack to get you up and running in 4-6 weeks.

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Done For You

Your strategist is backed by industry-leading experts. We'll handle ALL the technical setup so you can stay focussed on your business.

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HubSpot Experts

ALL we do is HubSpot! You're backed by a team of 100+ HubSpot Experts. Ranked the #1 HubSpot Partner servicing North America (2023).

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No Brainer Savings

Not only do you have experts to guide you and do the work for you... you also get over $5,000 in savings and additional services.

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How does it work?

We handle the heavy lifting of customizing HubSpot to your business needs.

Working to get you up and running in 4-6 weeks.

1. Discovery Call

2. Mapping Call

3. Weekly Meetings

4. Technical Setup

5. Portal Review and Handoff

6. Ongoing Support

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Discovery Call

Typically, within 10 business days, you will be booked on a Discovery Call with your Strategist. They'll learn about your business use case and clarify what's needed to customize the tool to your needs.

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Mapping Call

Work with your Strategist to map out your business, marketing and/or sales processes so our team can then build everything out for you.

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Weekly Meetings

Meet weekly with your Strategist to review to keep momentum, answer questions, and review completed tasks.

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Technical Setup

Between your weekly meetings, our technical team is building everything out and customizing HubSpot the technical implementation behind the scenes!

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Portal Review and Handoff

Once setup is complete, have a 30-minute call with your Strategist to review and hand everything over to you and your team.

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Ongoing Support

Our goal is to you have up and running and self-sufficient in 4-6 weeks. However, we do offer monthly support packages for clients that want to continue to "have it all done for them" after the onboarding.

PRICING

How Much Do

You Save?

HubSpot's Onboarding is a 'do-it-yourself' coaching model.

For the same price (or less), OTF does ALL the technical setup for you... so you can focus
on your business!

Sales Hub
Marketing Hub
Service Hub
Operations Hub

Sales Hub

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Savings
Pro

$1,500

$1,500

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Enterprise

$3,500

$2,500

$1,000

Marketing Hub

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Savings
Pro

$3,000

$3,000

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Enterprise

$6,000

$4,500

$1,500

Service Hub

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Savings
Pro

$1,500

$1,500

-

Enterprise

$3,500

$2,500

$1,000

Operations Hub

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Savings
Pro

-

$1,000

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Enterprise

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Custom Price

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Speak with Sales to understand your Onboarding needs and get exact pricing.

ONBOARDING PACKAGES

How Much MORE Do You Get?

Get over $3,000 of additional services compared to using HubSpot for your onboarding.

We love HubSpot, but we go way past coaching... we do ALL of the technical setup for you!

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Marketing Hub
Service Hub

HubSpot

Limited Support

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Discovery Call (Limited)
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Meeting (Every 2 weeks)
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HubSpot Account Settings and Tracking Codes Setup
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Branding Settings Setup for Logo, Fonts, Colors, Etc.
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Migrate Existing Deal Pipelines and Stages (Limited)
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Import Existing Contacts and Companies (Limited)
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Import Existing Deals (Limited)
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Import of Existing Products into HubSpot CRM Database
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Import Opt-out Lists from Previously Used System
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Sync Ownership Between Contacts and Companies (Limited)
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Setup Users & Associated Permissions
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Create Essential HubSpot Sales Reports and Dashboards
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Social Media Setup and Settings Configuration
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Setup Salesforce integration with HubSpot (Limited)
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Setup Companies to Automate Filling Properties with HubSpot Insights
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Sync Ownership Between Contacts and Companies

HubSpot

Limited Support

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Discovery Call (Limited)
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Meeting (Every 2 weeks)
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HubSpot Account Settings and Tracking Codes Setup (Limited)
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Branding Settings Setup for Logo, Fonts, Colors, Etc.
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Setup GDPR Compliance Settings
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Landing Page, Subdomain, Blog Settings & Setup
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Import Contacts and Companies
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Import Opt-out Lists from Previously Used System

HubSpot

Limited Support

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Discovery Call (Limited)
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Meeting (Every 2 weeks)
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Setup GDPR Compliance Settings
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Import Existing Contacts and Companies
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Import Opt-out Lists from Previously Used System
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Migrate Existing Tickets (via CSV File) and Set Up your Service Stages
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Create Essential HubSpot Service Reports and Dashboards

More than 30 hours of additional support and technical implementation ($3,000+ additional value) with OTF.

ADVANCED SERVICES

Need additional help?

You have access to a full-stack development team that can handle complex migrations, custom integrations, and HubSpot CMS migrations.

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Complex Migration

Migrate large, complex datasets from 3rd party systems (like Salesforce) to HubSpot.

Starts at USD $2,000
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Custom API Integration

Build 1 and 2-way integations with HubSpot leveraging the HubSpot API.

Speak to Sales For Pricing
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HubSpot CMS Migration

Migrate existing website to HubSpot CMS.

Starts at USD $3,000
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Customized Training

Customized Training with a Strategist. Great for bigger Teams once Onboarding is complete.

USD $500 (two 1hr sessions)

Talk with a HubSpot Expert

Questions? Let's talk to learn more about your business needs and see if we're a fit to help.