What's Included in Onboarding?
Less than HubSpot's Onboarding and... we do ALL of the technical setup for you!
Marketing Hub Pro and Enterprise Packages
Discovery Call
Limited
Mapping Call (lead, marketing and campaign workflows)
Onboarding Plan (Deliverable)
Weekly Meeting
Every 2 Weeks
30-Minute Portal Review/Handoff
Setup of Users & Associated Permissions
HubSpot Account Settings and Tracking Codes Setup
Limited
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
Creation of Essential HubSpot Marketing Reports and Dashboards
Social Media Setup and Settings Configuration
Help Setup Gmail/Outlook Email Native Integration
Marketing Hub Enterprise Package (includes everything in Pro)
Creation of 5 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)
5 Included, then $100/domain
Migrate Word Press Blogs (Enterprise)
10 included, then $15/post
10 included, then $15/post
$850 per Additional Business Unit
Sales Hub Pro and Enterprise Packages
Discovery Call
Limited
Mapping Call (Sales Process)
Weekly Meeting
Every 2 Weeks
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
Limited
Import Existing Contacts and Companies
Limited
Import Existing Deals
Limited
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
Build 2 Sequences of max 5 emails
Import Opt-out Lists from Previously Used System
Sync Ownership Between Contacts and Companies
Limited
Setup Users & Associated Permissions
Create Essential HubSpot Sales Reports and Dashboards
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 5 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 (5 Max) to HubSpot Objects (Enterprise)
Migrating Parent/Child Relationships (Enterprise)
Service Hub Pro and Enterprise Packages
Discovery Call
Onboarding Plan (Deliverable)
Weekly Meetings
Every 2 Weeks
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 5 Custom HubSpot Service Reports (Enterprise)
Create 5 Email Templates (Enterprise)
Create 1 Chatbot (Enterprise)
Create 2 Playbooks (Enterprise)