Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
---|---|---|---|
Price |
$ 1,500 |
$ 3,950 |
$ 3,000 |
What You Get | |||
Introduction & Kickoff Meeting | |||
Onboarding Strategy | |||
Final Handoff Meeting | |||
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 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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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.
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Orange Marketing Simple Onboarding |
Orange Marketing Full Onboarding |
HubSpot's Onboarding Product |
|
---|---|---|---|
Price |
$ 1050 |
$ 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 |
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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 |
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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. |
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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 |
$ 1,500 |
$ 3,250 |
$ 1,500 |
What You Get | |||
Introduction & Kickoff Meeting | |||
Onboarding Strategy | |||
Final Handoff Meeting | |||
Users and Permissions | Guided |
||
CRM Branding | Guided |
||
Install Website, Domain & Tracking Codes, Filter Out Internal Traffic | Guided |
||
Import Basic Data - Deals, 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. |
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 |
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Setup Forecasting Tool | Guided |
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Setup HubSpot Payments | Guided |
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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 |
$ 1,500 |
$ 3,250 |
$ 1,500 |
What You Get | |||
Introduction & Kickoff Meeting | |||
Onboarding Strategy | |||
Final Handoff Meetings | |||
User Permissions | Guided |
||
CRM Branding | Guided |
||
Import Data - Tickets (prior system) ZenDesk, Freshdesk, Zoho Desk - depending on complexity extra charge may be necessary - let's take a look |
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 |
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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 | ActiveCampaign, Pipedrive, Zoho, CRM, Copper, Dynamics 365, MailChimp, Keap, ZenDesk Tickets, Zoho Helpdesk Tickets, Freshdesk |
SalesForce, NetSuite |
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 |
Usually |
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 Notes | ||
Migration of Email messages | ||
Get Started | Get Started |
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