| Hubbly Guided Onboarding | Hubbly Concierge Onboarding | HubSpot | |
|---|---|---|---|
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Mid-Project & Final Handoff Meetings | |||
| 6 Month Access to The Hub Club for One User | |||
| Set Up Users & Permissions | |||
| Create Custom Properties & Import Data | |||
| Connect Your Existing HubSpot App Marketplace Tools | |||
| List Creation & Segmentation | |||
| Create forms & automation workflows | |||
| Set Up Reporting Dashboards | |||
| Marketing Email Template Creation | |||
| CRM Branding Setup | |||
| Segment Marketing Contacts | |||
| Set Up Marketing Email Templates | |||
| Set Up Domain & Tracking Codes | |||
| Connect Email Sending Domain | |||
| Set Up Landing Page & Blog Subdomains | |||
| Set Up HubSpot Payments | |||
HubSpot
Onboarding
& Setups
Make HubSpot work for you.
Smart HubSpot portal set up is key to making the most of this powerful tool. With 10+ years of HubSpot experience, our team will ensure you start out with a strong foundation, optimize your portals, and make sure you're getting the most out of your HubSpot investment.
Sales Hub
Transform your sales process with our tailored HubSpot Sales Hub onboarding and setup services. We customize every aspect to fit your unique sales workflows, optimizing your pipeline and giving your team automation that empowers them to close deals faster and drive revenue growth.
Marketing+
Experience the full potential of Marketing Hub and Content Hub with our expert guidance. From creating compelling campaigns to managing content workflows, we'll help you amplify reach, drive engagement and produce measurable results.
Service Hub
Streamline your customer support processes and optimize service workflows with our personalized onboarding and setup for HubSpot Service Hub. We'll help your team deliver exceptional service experiences, resolve issues efficiently, and build lasting relationships.
Tailored HubSpot Onboarding Services
Choosing our HubSpot setup and onboarding services ensures that you get a personalized experience from start to finish. Unlike generic setups, we tailor every aspect to meet your specific business needs, ensuring a solid foundation for success. And we get it done right the first time.
With our team of experts guiding you every step of the way, your HubSpot implementation will be seamless, efficient, and optimized for maximum results. And our competitive pricing makes us a cost-effective choice without compromising on quality or expertise.
All setup and onboarding plans also include 6 months complimentary access to The Hub Club for ongoing support.
Hey!
Are you a sucker for a good deal?
Our setups are designed to be quick and painless, helping you get up and running in HubSpot quickly and correctly.
Choose our Concierge Onboarding and let us do the heavy lifting, or if you're more into DIY projects, Guided Onboarding is for you.
Select an option below:
- Marketing+
- Sales
- Service
*Pricing below valid for Pro set up. Contact us for Enterprise details and pricing.
| Hubbly Guided Onboarding | Hubbly Concierge Onboarding | HubSpot | |
|---|---|---|---|
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Mid-Project & Final Handoff Meetings | |||
| 6 Month Access to The Hub Club for One User | |||
| Set Up Users & Permissions | Video Training |
||
| Create Custom Properties & Import Data | Video Training |
||
| Connect Your Existing HubSpot App Marketplace Tools | Video Training |
||
| List Creation & Segmentation | Video Training |
||
| Create forms & automation workflows | Video Training |
||
| Set Up Reporting Dashboards | Video Training |
||
| Set Up Domain & Tracking Codes | Video Training |
Video Training |
|
| Set Up Deal & Pipeline Stages | Video Training |
||
| Set Up Quotes & Product Library | Video Training |
||
| Set Up Meetings Tool | Video Training |
||
| Set Up Playbooks | Video Training |
||
| Set Up Snippets & Sequences | Video Training |
||
| Set Up Forecasting Tool | Video Training |
||
| Set Up HubSpot Payments | Video Training |
||
$1,000 |
$2,500 |
$1,500 |
|
| Hubbly Guided Onboarding | Hubbly Concierge Onboarding | HubSpot | |
|---|---|---|---|
| What You Get | |||
| Introduction & Kickoff Meeting | |||
| Onboarding Strategy | |||
| Mid-Project & Final Handoff Meetings | |||
| 6 Month Access to The Hub Club for One User | |||
| Set Up Users & Permissions | Video Training |
||
| Create Custom Properties & Import Data | Video Training |
||
| Connect Your Existing HubSpot App Marketplace Tools | Video Training |
||
| List Creation & Segmentation | Video Training |
||
| Create forms & automation workflows | Video Training |
||
| Set Up Domain & Tracking Codes | Video Training |
Video Training |
|
| Set Up Reporting Dashboards | Video Training |
||
| Set Up Ticket Pipelines | Video Training |
||
| Set Up Live Chat | Video Training |
||
| Customer Portal Setup | Video Training |
||
| Set Up Playbooks & Knowledge Base | Video Training |
||
| Create Email Templates & Service Snippets | Video Training |
||
| Build Out Feedback Surveys | Video Training |
||
$1,000 |
$2,500 |
$1,500 |
|