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HubSpot Onboarding Pricing

Our HubSpot onboarding and implementation pricing includes a comprehensive setup of HubSpot and training! We won't leave you hanging.

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Marketing Pro Onboarding

Select Column
Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot's
Onboarding Product

Price

$ 1,950

$ 3,950

$ 3,000
What You Get
Introduction & Kickoff Meeting
Onboarding Strategy
Final Handoff Meeting
Import Basic Data - Contacts - from spreadsheets or email System, Like MailChimp or Constant Contact
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.
Guided
Existing CRM system Data Migration / Integration
Please see the packages at end of Onboarding Pricing - extra cost
See Data Packages at End
See Data Packages at End
User Permissions
Guided
Guided
CRM Branding
Guided
Install Website, Domain & Tracking Codes
Guided
Connect Your Existing HubSpot App Marketplace Tools and Ensure Synching
Seamless, ZoomInfo, 6Sense, Apollo
Guided
Guided
Import Email Opt Out List
Guided
Create Custom Properties
Guided
Connect Email Sending Domain
Guided
Connect Landing Page, Blog Subdomains
Guided
Connect Google Search Console
Guided
Connect Social Media Accounts
Guided
Guided
GDPR and Next Steps
Guided
Connect Ads Accounts and Debug Tracking Codes
Guided
Discuss Lifecycle Stages and Lead Status and Setup Appropriately
Guided
Guided
Discuss SmartContent and What Could Work for You
Guided
Guided
Discuss Campaigns and How You Can Use Them
Guided
Guided
List Creation & Segmentation
Guided
Guided
Segment Marketing Contacts Vs Non-Marketing Contacts
Guided
Guided
Setup Standard Marketing Reporting Dashboards
Guided
Guided
Create Standard Forms (up to 2) and Assist with Website Implementation
Guided
Guided
Create 1-2 Pop-up CTAs that you can use on your website
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
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 for up to 7000 contacts
For larger email databases we need to quote separate.
Marketing Team Training
We ensure training on everything we setup in 1-1 meetings, up to 4 hours. Up to 3 team members included.
Guided - Video only
Includes up to 3 team members, larger teams $250/team member
Onboarding Meetings
How much support do you get for onboarding
About 2 to 4 meetings
About 6 to 8 meetings as needed
Custom Metrics Dashboards
Do you have special needs for custom metrics dashboards beyond standard HubSpot Sources and Attribution?
About $1,000 depending on requirements
N/A
Segments and Complexity
Implementation of multi-segement marketing : data segements, separate emails, additional complexity, we need to discuss
Custom Quote - Per Segment depending on requirements
Orange Marketing Support
Via Tickets
1 month
1 month
HubSpot Chatbot and Help Desk
  Get Started Get Started

 

Content Pro Onboarding

Select Column
Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot's
Onboarding Product

Price

$ 2,750

$ 3,950

$
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)
Customize up to 25 of your posts to look good within the HubSpot Blog
Typically blogs come in well but need image customization, author image deleting and other touchups
Additional Blog posts that need customization
This is a great place to add a bit of extra information about the feature.
Extra Charge: $400 per 25 posts
Extra Charge: $400 per 25 posts
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 - one segment, extra $1500 for another segmented newsletter
Setup Case Studies Content Library
And Load a Case Study or Two
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
1 Month
1 Month
HubSpot Chatbot and Help Desk
  Get Started Get Started

 

Sales Pro Onboarding

Select Column
Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot's
Onboarding Product

Price

$ 1,950

$ 3,950

$ 1,500
What You Get
Introduction & Kickoff Meeting
Onboarding Strategy
Final Handoff Meeting
Import Basic Spreadsheet Data - Deals, Contacts - no notes, tasks, meetings
Sales CRM packages require an extra charge due to complexity: SalesForce, NetSuite, Bullhorn, Sugar. 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
Guided
Setup Forecasting Tool
Guided
Setup HubSpot Payments
Guided
Guided
Custom Team Onboarding Document
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 3 Reps, Additional reps $250/Rep
Onboarding Meetings
How intense is your onboarding process?
About 2 to 4 Meetings
About 6 to 8 Meetings as needed
Custom Quotes Template Buildout
Describe what you want and we will estimate it
About $1,000 to $2,000 depending on requirements - e.g. multiple templates, custom rollups
Custom Metrics Dashboards
Do you have special needs for custom metrics dashboards beyond standard HubSpot Sources and Attribution?This is a great place to add a bit of extra information about the feature.
About $1,000 depending on requirements
Describe Feature Here
This is a great place to add a bit of extra information about the feature.
One Pipeline Included - Multipipeline pricing incremental
If there is one pipeline, alll in, multiple pipelines take multiple workflows and additional complexity
N/A
Need to discuss requirements, about $1,750 per pipeline
N/A
Orange Marketing Support
Via Tickets and Weekly Open Support Conference Call
1 Month
1 Month
HubSpot Chatbot and Help Desk
  Get Started Get Started

 

Service Pro Onboarding

Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot's
Onboarding Product

Price

$ 1,950

$ 3,950

$ 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 3 Reps, Additional reps $250/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
1 Month
1 Month
HubSpot Chatbot and Help Desk
  Get Started Get Started
Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot's
Onboarding Product
Service Pro Knowledge Base Add-On
Price
$1,550
$1,550
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
$950
$950
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

 

Data Migration To HubSpot

Simple System Data Migration Complex System Data Migration or Integration

Price

$ 750

$ 1950
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 (per application), Copper, Keap, ZenDesk Tickets, Zoho Helpdesk Tickets, Freshdesk, ConnectWise, Woo Commerce, Sugar
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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