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Compare HubSpot Onboarding VS Serendipity Onboarding

HubSpot Onboarding

HubSpot guides you through the platform. Helpful for understanding HubSpot’s native tools. A solid starting point for teams with internal expertise.

Serendipity Onboarding

White glove service. Serendipity gets access to your platform (at no charge) and does the work with you and for you. Built to help you maximize your HubSpot portal.

100% Five Star  ·  Platinum Partner  ·  20+ Certifications  ·  Platform Enablement

Platform Consulting Certified
Platform Consulting Certified
Salesforce Integration Certified
Salesforce Integration Certified
Platform Enablement Accredited
Platform Enablement Accredited
HubSpot Implementation Certified
HubSpot Implementation Certified
Data Integrations Certified
Data Integrations Certified

Technical Onboarding For All Pro HubSpot Platforms

Sales Hub

Build a scalable sales process that helps your team track opportunities, automate repetitive tasks, and close deals more efficiently — all while creating a clear, consistent experience for both reps and prospects.

As a Standalone Onboarding: Starting At $1,500

Onboarding inclusions
Serendipity
HubSpot
Kick Off Call / Alignment
Post Kick Off Alignment Calls
Limited
Miro Board / User Flow Design
Set up of Users & Permissions
Limited
HubSpot Tracking Code
Limited
Upload of Standard Object Data into HubSpot CRM
Limited
Contracting & Invoicing Analysis
Branding Settings Setup (Logo, Fonts, Colors)
Custom Property Creation
Connect Email Sending Domain
Basic Reporting Setup
Build out Deal Pipelines & Stages
Limited
Guidance Connecting Calendar, Email, & Inbox Extension
Guidance Setting Up the Sales Workspace
Automation of Live Chat on the Website
Import of Sales Collateral Documents
Prospecting Agent
Understanding Sales Activities (Calls, Notes, Meetings)
Sequence Creation
Limited
Understanding & Navigating the HubSpot Marketplace

Marketing Hub

Build a scalable marketing engine that helps your team automate campaigns, track performance, and generate qualified leads more effectively — all while delivering a consistent brand experience across every customer touchpoint.

As a Standalone Onboarding: Starting At $3,000

Onboarding inclusions
Serendipity
HubSpot
Kick Off Call / Alignment
Post Kick Off Alignment Calls
Limited
Miro Board / User Flow Design
Set up of Users & Permissions
HubSpot Tracking Code
Limited
Upload of Standard Object Data into HubSpot CRM
Contracting & Invoicing Analysis
Branding Settings Setup
Custom Property Creation
Connect Email Sending Domain
Basic Reporting Setup
Buyer Persona Property Setup
Understanding & Managing Marketing Contacts
Email Template Creation
Landing Page Template Creation
Creating & Editing Forms
Limited
Social Media Setup & Configuration
Limited
Segment Creation
Limited
Campaign Setup
Limited
Standard Workflow Creation
Limited

Service Hub

Build a customer support system that helps your team manage tickets, streamline communication, and resolve issues faster — all while creating a seamless, reliable experience that keeps customers satisfied and supported.

As a Standalone Onboarding: Starting At $1,500

Onboarding inclusions
Serendipity
HubSpot
Kick Off Call / Alignment
Post Kick Off Alignment Calls
Miro Board / User Flow Design
Set up of Users & Permissions
HubSpot Tracking Code
Limited
Upload of Standard Object Data into HubSpot CRM
Contracting & Invoicing Analysis
Branding Settings Setup
Custom Property Creation
Connect Email Sending Domain
Basic Reporting Setup
Live Chat Automation
Connect Team Inbox for Service Requests
New Ticket Automation
Ticket Pipeline Configuration & Overview
Limited
Customer Agent Setup
Ticket Routing Workflow
Limited
Knowledge Base Assistance
Feedback Survey
Limited
Setting up SLAs

Get Started

Contact us today to see how Serendipity can help grow your business.

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