During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a series of questions to help us align on your technical & business requirements of HubSpot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.

Each week following the kick off call we will have a 30 min weekly sync to align on priorities as we continue to move forward. These calls are to check-in on progress & answer any questions you have about the requested items.

We will facilitate a collaborative Miro session to visually map your end-to-end customer journey and sales process. During this exercise, we define lifecycle stages, deal stages, and key automation triggers. The goal is to translate your real-world sales process into a clear HubSpot structure that supports accurate tracking, streamlined automation, and reliable reporting.

Keep your team organized and efficient by ensuring every user has access to the right data and tools. We can help with giving people the right permissions. Creating "Permission Sets" is only available with Enterprise.

We will guide you on how to install the HubSpot tracking code on your website to enable visitor tracking, page view analytics, form submissions, and contact activity insights. This ensures HubSpot can attribute traffic sources, track conversions, power automation, and provide accurate reporting across marketing and sales efforts.

We will import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process. If additional assistance is needed with data strategy, cleaning data, or manipulating data prior to import, there may be an additional fee.

We provide resources to help determine if you would like to use Commerce Hub or other invoicing platforms to manage your invoicing.

In your account settings we will guide you to set up your brand in HubSpot by uploading your logo, defining your primary colors and typography, and applying them as defaults to your email and page templates so everything you publish looks consistent across emails, landing pages, and forms.

Properties are fields that store information on HubSpot records. We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM email authentication. This domain should match the domain of any email address that will be sending emails out of HubSpot — and you can connect more than one if needed.

We guide you on how to create reports and dashboards in HubSpot. We can work with you to create reports on data that is most relevant to you and your team.

Through our collaborative Miro sessions we will help you map out your company-specific Deal Stages and Deal Pipelines. This includes determining how many stages and pipelines are needed and mapping entry and exit criteria for each stage.

We will guide you on how to connect your email inbox and calendar to HubSpot to enable email tracking and activity logging directly within the CRM. This integration allows HubSpot to automatically record email communications, associate them with contacts and deals, and sync calendar events for better visibility into sales and client interactions.

HubSpot Sales Workspace is a centralized place for sales reps to manage their daily activities. We will guide you in the proper setup to ensure reps have clear visibility into what actions to take each day — helping standardize the sales process.

We can help set up automated chatflows on the website to greet visitors, capture contact details, and route conversations to the right team. This helps your team qualify leads in real time and ensures inquiries are handled quickly.

Upload and organize your sales collateral (pitch decks, one-pagers, case studies, pricing sheets, etc.) into HubSpot so your team can easily access and share approved materials during sales conversations.

The HubSpot Prospecting Agent is a powerful AI sales assistant that automates lead research, prioritization, and personalized outreach. We can help advise in the configuration of this AI tool.

Logging calls, meetings, emails, and notes in HubSpot gives you a complete, time-stamped history of every interaction with a contact — so you always know exactly where the relationship stands and what happened last. We make sure everyone on the sales team understands each sales activity and knows where to view, log, and edit it.

Sequences are a HubSpot sales tool that lets you enroll contacts into a series of automated emails and follow-up tasks, so you can stay consistently in touch without manually managing every step. We will guide you in the setup of sequences, ensuring your team has the confidence to create, edit, and deploy new sequences.

We will introduce you to the HubSpot Marketplace, explaining how it works and how to navigate it effectively. We can help you identify and evaluate the right apps and integrations to enhance your HubSpot setup and support your business goals. Additional hours can be reserved for assistance integrating a specific tool or app.

During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a series of questions to help us align on your technical & business requirements of HubSpot.

Each week following the kick off call we will have a 30 min weekly sync to align on priorities. These calls are to check-in on progress & answer any questions you have.

We facilitate a collaborative Miro session to visually map your end-to-end customer journey and marketing process — translating it into a clear HubSpot structure for accurate tracking and reliable reporting.

Keep your team organized by ensuring every user has access to the right data and tools. Creating "Permission Sets" is only available with Enterprise.

We will guide you on how to install the HubSpot tracking code on your website to enable visitor tracking, page view analytics, form submissions, and contact activity insights.

We will import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations as a part of the process.

We provide resources to help determine if you would like to use Commerce Hub or other invoicing platforms to manage your invoicing.

We guide you to set up your brand in HubSpot — uploading your logo, defining your primary colors and typography, and applying them as defaults to your email and page templates.

We assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.

Connecting your email sending domain to HubSpot gives HubSpot permission to send emails on your behalf using DKIM email authentication.

We guide you on how to create reports and dashboards in HubSpot — focused on the data most relevant to your team.

A buyer persona is a semi-fictional profile of your ideal customer based on real data and research. We help set up your buyer persona to clarify who your customers are and what they care about.

We send resources to help you understand what marketing contacts are, how they impact billing, how the billing cycle works, and how to set contacts as marketing or non-marketing.

We guide you in setting up reusable email templates so your team can lock in brand structure and styling, while still letting you swap in new content for each send.

We provide instructions on how to create landing page templates using HubSpot's drag-and-drop editor.

We update default fonts and colors in forms based on company style guidelines.

Guidance on connecting and configuring your social media accounts in HubSpot so your team can publish content, monitor activity, and report on performance from one central place.

We help your team create and manage HubSpot segments (formerly lists) to group contacts or records based on specific properties, behaviors, or associations — supporting targeted marketing, reporting, and workflow automation.

HubSpot campaigns organize and track marketing efforts tied to a specific goal — grouping emails, landing pages, ads, social posts, and workflows so teams can measure combined performance.

We help your team create workflows to update properties, assign tasks, send internal notifications, trigger marketing emails, and support lead management across the customer journey.

During our kickoff call we share details on what to expect and align on your technical & business requirements.

30-min weekly sync to align on priorities and answer questions on requested items.

Collaborative Miro session to map your end-to-end customer service journey into a clear HubSpot structure.

Ensure every user has access to the right data and tools. Permission Sets are only available with Enterprise.

Guidance on installing the HubSpot tracking code on your website to enable visitor tracking, page view analytics, and form submissions.

Import your import-ready data (.csv, one round included) into HubSpot and create custom properties and record associations.

Resources to help determine if Commerce Hub or other invoicing platforms are right for managing your invoicing.

Set up your brand in HubSpot — uploading your logo, defining your primary colors and typography, and applying them as defaults.

Map your existing data points to HubSpot default properties and create custom properties as needed.

Connect your email sending domain to HubSpot using DKIM email authentication.

Guidance on creating reports and dashboards in HubSpot — focused on the data most relevant to your team.

Set up automated chatflows on the website to greet visitors, capture contact details, and route conversations to the right team.

Connect a team email channel to the conversations inbox as a central location where your team can view and respond to emails sent to your shared, team email address.

Enable automatic ticket status updates triggered by emails sent to or replied to by customers — keeping your tickets in sync with the conversation.

Configure custom ticket pipelines and statuses to define your business processes for tracking customer interactions over time.

Set up HubSpot's Customer Agent for faster, more consistent customer interactions through automated responses and AI-powered assistance.

Ensure incoming support requests are automatically assigned to the right person or team.

Create and customize knowledge base articles to answer common questions, helping visitors find self-service information without contacting your team.

Create and deploy custom feedback surveys with star ratings, radio selects, and single-line text fields.

Set service level agreement (SLA) goals to help your support team stay on track with customer expectations for ticket response and resolution times.