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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
✓
✓
HubSpot Tracking Code
✓
✓
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
✓
✓
Guidance Connecting Calendar, Email, & Inbox Extension
✓
✓
Guidance Setting Up the Sales Workspace
✓
—
Automation of Live Chat on the Website
✓
Limited
Import of Sales Collateral Documents
✓
—
Prospecting Agent
✓
—
Understanding Sales Activities (Calls, Notes, Meetings)
✓
—
Sequence Creation
✓
Limited
Understanding & Navigating the HubSpot Marketplace
✓
Limited

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
✓
Limited
Post Kick Off Alignment Calls
✓
Limited
Miro Board / User Flow Design
✓
—
Set up of Users & Permissions
✓
✓
HubSpot Tracking Code
✓
✓
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
✓
Limited
Understanding & Managing Marketing Contacts
✓
—
Email Template Creation
✓
—
Landing Page Template Creation
✓
—
Creating & Editing Forms
✓
—
Social Media Setup & Configuration
✓
Limited
Segment Creation
✓
✓
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
✓
Limited
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
✓
✓
Setting up SLAs
✓
—

Get Started

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

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