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HubSpot Onboarding Pricing

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

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Marketing Pro Onboarding

Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot
Onboarding

Price

$ 1,000

$ 3,000

$ 3,000
What You Get
Introduction & Kickoff Meeting
Onboarding Strategy
Final Handoff Meeting
Orange Marketing Support
Via Tickets and Weekly Open Support Conference Call
1 Month
3 Months
User Permissions
Guided
CRM Branding
Guided
Install Website, Domain & Tracking Codes, Filter Out Internal Traffic
Guided
Connect Your Existing HubSpot App Marketplace Tools and Ensure Synching
Seamless, ZoomInfo, 6Sense, Apollo
Guided
Import Data - Contacts, Companies
SalesForce Import and Integration Extra :)
Guided
Import Email Opt Out List
Guided
Create Custom Properties
Guided
Connect Email Sending Domain and CAN-SPAM
Guided
Connect Landing Page, Blog Subdomains
Guided
Connect Google Search Console
Connect Social Media Accounts
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 and Assist with Website Implementation
Guided
Guided
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
Marketing Team Training
We ensure training on everything we setup in 1-1 meetings, up to 4 hours.

 

Content Pro Onboarding

Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding

Price

$ 750

$ 1,500
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 Orange Marketing Blog eNewsletter
Super cool implementation of "weekly" newsletter, includes custom for Orange Marketing, custom headers, and footers -- helps you reduce effort emailing our base
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 Open Support Conference Call
1 Month
3 Months

 

Sales Pro Onboarding

Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot
Onboarding

Price

$ 1,000

$ 2,000

$ 1,500
What You Get
Introduction & Kickoff Meeting
Onboarding Strategy
Final Handoff Meeting
Orange Marketing Support
Via Tickets and Weekly Open Support Conference Call
1 Month
3 Months
Users and Permissions
Guided
CRM Branding
Guided
Install Website, Domain & Tracking Codes, Filter Out Internal Traffic
Guided
Connect Your Existing HubSpot App Marketplace Tools and Ensure Synching
Seamless, ZoomInfo, Forms Tools, etc.
Import Data - Deals, Contacts, Companies
SalesForce Migration is a Custom Quote
Guided
Create Custom Properties
Guided
List Creation & Segmentation
Guided
Guided
Overview of Your Custom Sales Process in HubSpot
Guided
Discuss Lifecycle Stages and Lead Status and How You Will Use, Setup Appropriately
Guided
Connect Business Email, Meeting SW and Calendar to HubSpot
Guided
Setup Deal & Pipeline Stages
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 3 reps, extra charge.
Train the Trainer
Up to 3 Reps

 

Service Pro Onboarding

Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot
Onboarding

Price

$ 1,000

$ 2,000

$ 1,500
What You Get
Introduction & Kickoff Meeting
Onboarding Strategy
Final Handoff Meetings
Orange Marketing Support
Via Tickets and Weekly Open Support Conference Call
1 Month
3 Months
User Permissions
Guided
CRM Branding
Guided
Import Data - Tickets (prior system)
ZenDesk, Freshdesk, Zoho Desk etc.
Guided
Connect Business Email, Meeting SW and Calendar to HubSpot
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
Creating Custom Dashboards
Guided
Guided
Developing Support Playbooks
Guided
Guided
Service Team Training
We will the Service team on everything we implemented, About 1-2 hours. Over 3 reps, extra charge.
Train the Trainer
Up to 3 Reps
Orange Marketing
Simple Onboarding
Orange Marketing
Full Onboarding
HubSpot
Onboarding
Service Pro Knowledge Base Add-On
Price
$500
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
$250
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

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