| Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
|---|---|---|---|
Price |
$ 1,850 |
$ 3,950 |
$ 3,000 |
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Final Handoff Meeting | |||
| Import Basic Data - Contacts, Companies Certain CRM packages require an extra charge due to complexity: SalesForce and NetSuite. Any CRM package integration (e.g. 2-way synch) is extra charge, see data migration section below. |
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| Existing CRM system Data Migration / Integration Please see the packages at end of Onboarding Pricing - extra cost |
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| User Permissions | |||
| CRM Branding | |||
| Install Website, Domain & Tracking Codes, Filter Out Internal Traffic | |||
| Connect Your Existing HubSpot App Marketplace Tools and Ensure Synching Seamless, ZoomInfo, 6Sense, Apollo |
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| Import Email Opt Out List | |||
| Create Custom Properties | |||
| Connect Email Sending Domain and CAN-SPAM | |||
| Connect Landing Page, Blog Subdomains | |||
| Connect Google Search Console | |||
| Connect Social Media Accounts | |||
| GDPR and Next Steps | |||
| Connect Ads Accounts and Debug Tracking Codes | |||
| Discuss Lifecycle Stages and Lead Status and Setup Appropriately | |||
| Discuss SmartContent and What Could Work for You | |||
| Discuss Campaigns and How You Can Use Them | |||
| List Creation & Segmentation | |||
| Segment Marketing Contacts Vs Non-Marketing Contacts | |||
| Setup Standard Marketing Reporting Dashboards | |||
| Create Standard Forms and Assist with Website Implementation | |||
| Discuss TAGS and How You Can Use With Campaigns, Revenue Attribution | |||
| Cleanse Your Email Lists of Bad Email | |||
| Create Standard Workflow Data Cleansing | |||
| Lead Assignment & MQL Workflow Discuss Assigning Leads, Lead Sales Notification and Setup of MQL Workflow |
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| Discuss Benefit of Separate Email Sending Domain and Assist in Setup | |||
| Marketing Email Template Creation - Your 2-4 favorite Emails | |||
| Run Email ESP Domain Warmup Campaign | |||
| Marketing+ Purchasers - Discuss Content Pro Tools Available We will review what tools are available in Content Pro and Discuss how you would like to use them (see below for additional packages available) |
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| Marketing Team Training We ensure training on everything we setup in 1-1 meetings, up to 4 hours. Up to 3 team members included. |
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| Orange Marketing Support Via Tickets and Weekly Open Support Conference Call |
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| Onboarding Meetings How much support do you get for onboarding |
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| Get Started | Get Started | ||
Let's find the right plan for you.
Marketing Pro
Onboarding
Basic data import, emails, pop-ups, ads, social and more!
Content Pro
Onboarding
Custom blog, landing pages, thank you pages, case studies!
Sales Pro
Onboarding
Basic deal data import, sales team onboarded and trained on sales tools
Service Pro
Onboarding
Customer Support: tickets, knowledgebase & surveys!
Data Migration to HubSpot
CRM and Help Desk System data migrations and integrations.
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Select Column
| Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
|---|---|---|---|
| Price |
$ 1,150 |
$ 1,950 |
$ |
| What You Get | |||
| Assist and Manage Creation of HubSpot Website Templates Via HubSpot Template Setup Product | |||
| Migrate Your Existing Blog Including Redirects and Connection to Website Ensure your new blog is in a more modern and current format (transform if necessary) |
|||
| Setup Blog List and List Growth Process | |||
| Setup Custom Automated Blog eNewletter Super cool implementation of "weekly" newsletter, includes custom template, custom headers, and footers -- helps you reduce effort emailing our base |
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| Setup Case Studies Content Library And Load a Case Study or Two |
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| Download Content | Create Standard Landing Page, Thank You Page, Thank You Email for Your Downloadable Content Help you add to your website |
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| Contact-Us | Create Standard Landing Page, Thank You Page, Thank You Email for Bottom of Funnel Offer of Your Choice And help you with the implementation on your website |
|||
| Marketing Team Training We will ensure you know how to edit pages, clone pages, create new pages, and modify the navigation menu. Typically a one-hour training. |
|||
| Orange Marketing Support Via Tickets and Weekly Open Support Conference Call |
1 Month |
3 Months |
|
| Get Started | Get Started | ||
Select Column
| Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
|---|---|---|---|
| Price |
$ 1,850 |
$ 3,250 |
$ 1,500 |
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Final Handoff Meeting | |||
| Import Basic Data - Deals, Contacts, Companies - no notes, tasks, meetings Certain CRM packages require an extra charge due to complexity: SalesForce, NetSuite, Bullhorn. Any CRM package integration (e.g. 2-way synch) is extra charge, see data migration section below. |
Guided |
||
| Existing CRM system Data Migration Please see the packages at end of Onboarding Pricing - extra cost |
See Data Packages at End |
See Data Packages at End |
|
| Users and Permissions | Guided |
||
| CRM Branding | Guided |
||
| Install Website, Domain & Tracking Codes, Filter Out Internal Traffic | Guided |
||
| Create Custom Properties | Guided |
||
| Connect Your Existing HubSpot App Marketplace Tools and Ensure Synching Seamless, ZoomInfo, Forms Tools, etc. |
Guided |
||
| List Creation & Segmentation | Guided |
Guided |
|
| Overview of Your Custom Sales Process in HubSpot | Guided |
Guided |
|
| Discuss Lifecycle Stages and Lead Status and How You Will Use, Setup Appropriately | Guided |
Guided |
|
| Connect Business Email, Meeting SW and Calendar to HubSpot | Guided |
Guided |
|
| Setup Deal & Pipeline Stages | Guided |
Guided |
|
| Setup Meetings Tool | Guided |
Guided |
|
| Setup Snippets | Guided |
Guided |
|
| Setup Email Templates | Guided |
Guided |
|
| Setup Tasks | Guided |
Guided |
|
| Setup Sequences | Guided |
Guided |
|
| Setup Standard Sales Reporting Dashboards | Guided |
Guided |
|
| Setup Playbooks | Guided |
Guided |
|
| Setup Quotes & Product Library | Guided |
||
| Setup Forecasting Tool | Guided |
||
| Setup HubSpot Payments | Guided |
||
| Custom Team Onboarding Document | |||
| Setup & Train LinkedIn Sales Navigator | |||
| Create Standard Workflow Data Cleansing | |||
| Sales Team Training We ensure training on everything we setup in team meetings, about 2-3 hours total. Over 5 reps, extra charge. |
Train the Trainer |
Up to 5 Reps, Additional reps $150/Rep |
|
| Onboarding Meetings How intense is your onboarding process? |
About 2 to 4 Meetings |
About 6 to 8 Meetings as needed |
|
| Orange Marketing Support Via Tickets and Weekly Open Support Conference Call |
1 Month |
3 Months |
|
| Get Started | Get Started | ||
| Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
|---|---|---|---|
| Price |
$ 1,850 |
$ 3,250 |
$ 1,500 |
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Import Data - Tickets (prior system) ZenDesk, Freshdesk, Zoho Desk - depending on complexity extra charge may be necessary - let's take a look |
Guided |
||
| Existing Service Desk System Data Migration Please see the packages at end of Onboarding Pricing - extra cost |
See Data Packages at End |
See Data Packages at End |
|
| Final Handoff Meetings | |||
| User Permissions | Guided |
||
| CRM Branding | Guided |
||
| Connect Business Email, Meeting SW and Calendar to HubSpot | Guided |
Guided |
|
| Creating a Customized Ticket Pipeline | Guided |
||
| Basic Ticket Automation | Guided |
||
| Workflows to Handle Ticket Status, Routing, Etc. | Guided |
||
| Live Chat Implementation | Guided |
Guided |
|
| Setup Meetings Tool | Guided |
Guided |
|
| Setting up Intake Channels | Guided |
Guided |
|
| Create Email Templates | Guided |
Guided |
|
| Create Email Snippets | Guided |
Guided |
|
| Create Sequences | Guided |
Guided |
|
| Reporting on Productivity and Closed Tickets | Guided |
Guided |
|
| Standardized Email and Chat Responses | Guided |
Guided |
|
| Create Custom Dashboards | Guided |
Guided |
|
| Develop Support Playbooks | Guided |
Guided |
|
| Service Team Training We will the Service team on everything we implemented, About 1-2 hours. Over 5 reps, extra charge. |
Train the Trainer |
Up to 5 Reps, Additional reps $150/Rep |
|
| Onboarding Meetings How much support do you get during onboarding? |
About 2 to 4 meetings |
~6 to 8 Meetings as needed |
|
| Orange Marketing Support Via Tickets and Weekly Open Support Conference Call |
1 Month |
3 Months |
|
| Get Started | Get Started | ||
| Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
|---|---|---|---|
| Service Pro Knowledge Base Add-On | |||
| Price | $750 |
Included |
Included |
| Set Up Knowledge Base | Guided |
||
| Import Prior Knowledge Base and Format or Create 2-5 Articles From Existing Processes | Guided |
||
| Training on KB Updates & Maintenance About an Hour |
|||
| Service Pro Survey Add-On | |||
| Price | $500 |
Included |
Included |
| Create CES Customer Support Survey | Guided |
||
| Create CSAT Customer Satisfaction Survey | Guided |
||
| Create NPS Customer Loyalty Survey | Guided |
||
| Create Custom Survey - Bespoke | Guided |
||
| Training on Survey Tools About an Hour |
|||
| Simple System Data Migration | Complex System Data Migration or Integration | |
|---|---|---|
| Price |
$ 650 |
$ 2,000 |
| What You Get | ||
| Types of Systems Guidance - regardless of complexity, these higher-priced systems are always more difficult to integrate or migrate |
Klaviyo, ActiveCampaign, Pipedrive, Zoho, CRM, Copper, MailChimp, Keap, ZenDesk Tickets, Zoho Helpdesk Tickets, Freshdesk |
SalesForce, NetSuite, Bullhorn, Microsoft Dynamics |
| Quantity of Records / Complexity This has an impact on price | Is this a huge database, with lots of data to cleanse, workflows to understand, and data to migrate |
Low complexity, low record counts, a few email templates, no workflows |
High complexity, lots of records e.g. over 50,000, lots of email templates, complex workflows |
| Two-way synch | Not usually required but we can |
Yes depending on need |
| HubSpot Ops Hub Starter required. Helps for custom properties and data cleanup. | Usually |
Yes |
| Data cleansing | ||
| Deduplication - depends on the state of the source data compared to what HubSpot allows. Ops Hub Pro helps with data cleanup. | ||
| Data transformation and new properties | ||
| Migration of Contact Notes | ||
| Migration of Contact Email message history | ||
| Get Started | Get Started | |
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