| 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 |
|||
| Onboarding Meetings How much support do you get for onboarding |
|||
| Get Started | Get Started | ||
Let's find the right plan for you.
Select Column
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) |
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| 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 |
|||
| 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 | |
Select Column
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