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HubSpot Onboarding·Pricing

HubSpot Implementation and Setup

Package Offerings by Hub

In a few steps, our team will implement and optimize your HubSpot platform, whether you have one or multiple Hubs.

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Packages

HubSpot Onboarding Packages

Whether you're looking to attract more leads, close deals faster, or provide exceptional customer support, our onboarding process equips your team to leverage HubSpot's tools to their full potential. We'll guide you through setup, customization, and best practices, ensuring your business can maximize ROI across all departments. With expert support at every step, we'll help you build a unified strategy that drives growth and delivers results.

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CRM Hub Guided Onboarding Collaborative Onboarding Premier Onboarding
ProEnterpriseProEnterpriseProEnterprise
Hours151542485460
Rate$150/hr$150/hr$150/hr$150/hr$150/hr$150/hr
Total$2,250$2,250$6,300$7,200$8,100$9,000
Tactical Workshops
Reverse demo of current CRM tool
Discovery call #1 - Overview of the configurations
Discovery call #2 - Review of the configurations
Portal Configurations
List of configurations to build out
Account Configurations
Account defaults branding
Create teams Up to 5 teams Up to 7 teams Up to 8 teams Up to 10 teams
Configure presets 1 preset Up to 2 presets Up to 3 presets Up to 4 presets
Permission sets Up to 3 permission sets Up to 5 permission sets
Verify the HubSpot tracking code Installation
Configure notifications and notification profiles 1 notification profile Up to 2 notification profiles Up to 2 notification profiles Up to 3 notification profiles
Assist in setting up the single sign-on
Sandbox environment setup 1 sandbox 1 sandbox
Object Management
Create custom deal, contact & company properties Up to 10 properties Up to 15 properties Up to 20 properties Up to 25 properties
Required fields on contact and company creation forms Up to 10 properties Up to 15 properties Up to 20 properties Up to 25 properties
Association labels 1 per object Up to 2 per object Up to 3 per object Up to 4 per object
Create custom objects 1 custom object Up to 2 custom objects
Data Management
Set up lifecycle stages
Calculated properties Up to 1 Up to 2 Up to 3 Up to 5
Field-level permissions For up to 5 properties For up to 8 properties For up to 10 properties For up to 12 properties
Custom events 1 no-code 2 no-code
Multiple currencies 1 currency Up to 2 currencies Up to 3 currencies Up to 4 currencies
Layout Customization
Standard CRM interface configuration
Activities
Set up tasks creation defaults
Configure the "Never Log" settings
Conversation Centralization
Shared inbox 1 inbox 1 inbox 1 inbox 1 inbox
Assist in setting up Facebook Messenger integration
Connect live chat 1 live chat Up to 2 live chats Up to 2 live chats Up to 3 live chats
Slack integration
Training Sessions
Standard tools training sessions 3 3 3 3 3 3
Custom role-based training sessions 1 1
Q&A sessions 1 1 2 2 2 2
Planning and Communications
Project management
AdditionalsAdd-on hours, billed at $150/hr
Governance Plan 10 hrs
$1,500
14 hrs
$2,100
12 hrs
$1,800
16 hrs
$2,400
2 Discovery Calls1) HubSpot account governance structure + Defining your HubSpot governance structure2) Governance owners, maintenance and reviewDeliverable: Governance planPortal configurations:Users, Seats, Teams, Custom Permission Sets, Presets Up to 12 Users
Up to 5 Teams
Up to 3 custom permission sets
Up to 3 presets
Up to 15 Users
Up to 8 Teams
Up to 4 custom permission sets
Up to 4 presets
Up to 20 Users
Up to 10 Teams
Up to 5 custom permission sets
Up to 6 presets
Up to 25 Users
Up to 12 Teams
Up to 6 custom permission sets
Up to 8 presets
Sensitive Data / HIPAA2 Discovery CallsUnderstand client needs and challenges and initial consultation and requirements gathering.Gap Analysis and Strategic PlanAssess current data management processes and tools and analyze existing processes, identify gaps, and develop a strategic plan.HIPAA Functionality ConfigurationTurn on HIPAA-specific settings, create sensitive data properties and set up user roles and permissions.2 Training Sessions- Enable Sensitive Data in Settings- Establish governance: legal approval, Super Admin activation, internal HIPAA policies documented.- Create Sensitive / Highly Sensitive properties and mark PHI where applicable- Restrict user access- Create forms with Sensitive / Highly Sensitive propertiesPost-Training Support 24 hrs
$3,600
32 hrs
$4,800
Standard Blog Article (1) Template 20 hrs
$3,000
20 hrs
$3,000
20 hrs
$3,000
20 hrs
$3,000
Standard Email (1) and Landing Page (1) Templates 16 hrs
$2,400
16 hrs
$2,400
16 hrs
$2,400
16 hrs
$2,400
System Pages Templates 8 hrs
$1,200
8 hrs
$1,200
8 hrs
$1,200
8 hrs
$1,200
Domain Setup 5 hrs
$750
5 hrs
$750
5 hrs
$750
5 hrs
$750
Brand (Business Unit) Setup 6 hrs
$900
6 hrs
$900
6 hrs
$900
6 hrs
$900
Included Not included

All packages billed at $150/hour. Need more than what's listed? We can add hours in specific areas or scope a fully custom plan.

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100% Five-Star HubSpot Reviews Platinum HubSpot Partner 20+ HubSpot Certifications Platform Enablement Accredited
Platform Consulting Certified
Salesforce Integration Certified
Platform Enablement Accredited
HubSpot Implementation Certified
Data Integrations Certified

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HubSpot implementation, RevOps, and training, from a Platinum HubSpot Partner.