New to HubSpot:
Already using HubSpot but need restructuring:
-
Marketing HUB
-
Sales HUB
-
Service HUB
Sample objectives
Use Case 1
Create 2 emails and a landing page
Use Case 2
Set up a lead form and segmentation list
Use Case 3
Build an automated email workflow for the contact list
Use Case 1
Install tracking code on the website
Use Case 2
Replace current forms and CTAs with HubSpot-native ones
Use Case 3
Create a dashboard with traffic and conversion reports
Use Case 1
Define lead scoring system and create required contact properties
Use Case 2
Configure lead scoring calculated property in HubSpot
Use Case 3
Create 3 segmented lists based on lead scoring
Sample objectives
Use Case 1
Define lead qualification criteria and set up lead object in HubSpot
Use Case 2
Build a lead assignment workflow to track response times and escalate leads
Use Case 3
Report on uncontacted leads and response times
Use Case 1
Define and build a sales pipeline
Use Case 2
Create a 1:1 email automation for lead call scheduling
Use Case 3
Set up tags to identify stalled deals
Use Case 1
Set sales goals in CRM
Use Case 2
Build a dashboard for managers and directors
Use Case 3
Build a dashboard for sales reps
Sample objectives
Use Case 1
Define and create a ticket pipeline and properties
Use Case 2
Configure escalation workflow with tasks and notifications to internal teams
Use Case 3
Create user support report: response time, rating, and closure time
Use Case 1
Automate a satisfaction survey
Use Case 2
Build an NPS survey for current customers
Use Case 3
Set up a dashboard with survey results
Use Case 1
Create a knowledge base
Use Case 2
Migrate FAQ articles
Use Case 3
Report on knowledge base usage and effectiveness
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2
Weeks 2-7:
Implementation and TestingOnce objectives are set, we proceed with implementing the defined use cases. This is a detailed process, and we’ll have regular follow-up meetings to review progress. You’ll have the opportunity to get involved in some tasks if you wish, and learn how to manage your new CRM.
+
Personalized Training:
Educational
Materials:
Support:
Once the service ends, we can continue to support you with Ongoing HubSpot assistance.
View Plans
View Plans
| Standard | Advanced | Elite | |
|---|---|---|---|
| Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
|
|
|
| Current Process Diagnosis and New Process Design/Optimization |
|
|
|
| Historical data migration |
|
|
|
| Number of Objectives to Achieve | 3 | 4 | 5 |
| Business Property Creation |
|
|
|
| Deal Pipeline |
|
|
|
| Meeting Links |
|
|
|
| Standard Quote Template* |
|
|
|
| Task Setup |
|
|
|
| 1-to-1 Email Automation |
|
|
|
| Sales Goals and Forecast |
|
|
|
| Playbooks |
|
|
|
| Prospecting Tool |
|
|
|
| Invoices and Payment Links |
|
|
|
| Historical Data Import (Excluding Data Mining) |
|
|
|
| Marketplace App Installation |
|
|
|
| Workflows |
|
|
coded workflows also supported |
| Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
| Custom Objects |
|
Up to 2 | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
|
|
| End User Training | 3 hours | 5 hours | 5 hours |
Price
|
$3.500 USD | $6.500 USD | $9.000 USD |
| Standard | Advanced | Elite | |
|---|---|---|---|
| Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
|
|
|
| Historical data migration |
|
|
|
| Current Process Diagnosis and New Process Design/Optimization |
|
|
|
| Number of Objectives to Achieve | 3 | 4 | 5 |
| Property Creation |
|
|
|
| Segmentation List |
|
|
|
| Blog Template* |
|
|
|
| Ad Account Connection |
|
|
|
| Social Media Account Connection |
|
|
|
| Task Setup |
|
|
|
| Landing Page Template* |
|
|
|
| Email Template* |
|
|
|
| Forms |
|
|
|
| CTA Creation |
|
|
|
| Blog Migration |
|
|
|
| Conversational Bot |
|
|
|
| Content Reuse (Content Mix) |
|
|
|
| Campaign Creation |
|
|
|
| Lead scoring |
|
|
|
| A/B Testing and Smart Content |
|
|
|
| Historical Data Import (Excluding Data Mining) |
|
|
|
| Marketplace App Installation |
|
|
|
| Workflows |
|
|
coded workflows also supported |
| HubDB |
|
|
|
| Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
| Custom Objects |
|
Up to 2 | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
|
|
| End User Training | 3 hours | 5 hours | 5 hours |
|
Price
|
$3.500 USD | $6.500 USD | $9.000 USD |
| Standard | Advanced | Elite | |
|---|---|---|---|
| Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
|
|
| Current Process Diagnosis and New Process Design/Optimization |
|
|
|
| Historical data migration |
|
|
|
| Number of Objectives to Achieve | 3 | 4 | 5 |
| Ticket Property Creation |
|
|
|
| Ticket Pipeline |
|
|
|
| Meeting Links |
|
|
|
| Standard Knowledge Base Template* |
|
|
|
| Task Setup |
|
|
|
| 1-to-1 Email Automation |
|
|
|
| Support Inbox Connection |
|
|
|
| Surveys |
|
|
|
| Playbooks |
|
|
|
| Goals |
|
|
|
| Conversational Bot |
|
|
|
| Knowledge Base Article Migration* |
|
|
|
| Historical Data Import (Excluding Data Mining) |
|
|
|
| Marketplace App Installation |
|
|
|
| Customer Portal Setup |
|
|
|
| Workflows |
|
|
coded workflows also supported |
| Reports | Up to 10 Standard | Up to 10 standard or custom | up to 15 standard or custom |
| Custom Objects |
|
Up to 2 | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
|
|
| End User Training | 3 hours | 5 hours | 5 hours |
|
Price
|
$3.500 USD | $6.500 USD | $9.000 USD |
The scopes mentioned above are a reference for what you can receive. Our team will focus solely on what makes sense to achieve the defined objectives.
*Does not include scopes outside of those described here.
*Templates will be created using HubSpot’s template library and modules.
Custom integrations are sold separately
- For businesses and companies
Standard
Advanced
Elite
Standard
Price
Price
$3.500 USD
| Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 3 |
| Business Property Creation |
|
| Deal Pipeline |
|
| Meeting Links |
|
| Standard Quote Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Sales Goals and Forecast |
|
| Playbooks |
|
| Prospecting Tool |
|
| Invoices and Payment Links |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows |
|
| Reports | Up to 10 Standard |
| Custom Objects |
|
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 3 hours |
Advanced
Price
Price
$6.500 USD
| Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 4 |
| Business Property Creation |
|
| Deal Pipeline |
|
| Meeting Links |
|
| Standard Quote Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Sales Goals and Forecast |
|
| Playbooks |
|
| Prospecting Tool |
|
| Invoices and Payment Links |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows |
|
| Reports | Up to 10 standard or custom |
| Custom Objects | Up to 2 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
Elite
Price
Price
$9.000 USD
| Initial Setup: Contact, Deal, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 5 |
| Business Property Creation |
|
| Deal Pipeline |
|
| Meeting Links |
|
| Standard Quote Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Sales Goals and Forecast |
|
| Playbooks |
|
| Prospecting Tool |
|
| Invoices and Payment Links |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows | coded workflows also supported |
| Reports | up to 15 standard or custom |
| Custom Objects | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
Standard
Advanced
Elite
Standard
Price
Price
$3.500 USD
| Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 3 |
| Property Creation |
|
| Segmentation List |
|
| Blog Template* |
|
| Ad Account Connection |
|
| Social Media Account Connection |
|
| Task Setup |
|
| Landing Page Template* |
|
| Email Template* |
|
| Forms |
|
| CTA Creation |
|
| Blog Migration |
|
| Conversational Bot |
|
| Content Reuse (Content Mix) |
|
| Campaign Creation |
|
| Lead scoring |
|
| A/B Testing and Smart Content |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows |
|
| HubDB |
|
| Reports | Up to 10 Standard |
| Custom Objects |
|
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 3 hours |
Advanced
Price
Price
$6.500 USD
| Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 4 |
| Property Creation |
|
| Segmentation List |
|
| Blog Template* |
|
| Ad Account Connection |
|
| Social Media Account Connection |
|
| Task Setup |
|
| Landing Page Template* |
|
| Email Template* |
|
| Forms |
|
| CTA Creation |
|
| Blog Migration |
|
| Conversational Bot |
|
| Content Reuse (Content Mix) |
|
| Campaign Creation |
|
| Lead scoring |
|
| A/B Testing and Smart Content |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows |
|
| HubDB |
|
| Reports | Up to 10 standard or custom |
| Custom Objects | Up to 2 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
Elite
Price
Price
$9.000 USD
| Initial Setup: Contact and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 5 |
| Property Creation |
|
| Segmentation List |
|
| Blog Template* |
|
| Ad Account Connection |
|
| Social Media Account Connection |
|
| Task Setup |
|
| Landing Page Template* |
|
| Email Template* |
|
| Forms |
|
| CTA Creation |
|
| Blog Migration |
|
| Conversational Bot |
|
| Content Reuse (Content Mix) |
|
| Campaign Creation |
|
| Lead scoring |
|
| A/B Testing and Smart Content |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Workflows | coded workflows also supported |
| HubDB |
|
| Reports | up to 15 standard or custom |
| Custom Objects | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
Standard
Advanced
Elite
Standard
Price
Price
$3.500USD
| Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 3 |
| Ticket Property Creation |
|
| Ticket Pipeline |
|
| Meeting Links |
|
| Standard Knowledge Base Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Support Inbox Connection |
|
| Surveys |
|
| Playbooks |
|
| Goals |
|
| Conversational Bot |
|
| Knowledge Base Article Migration* |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Customer Portal Setup |
|
| Workflows |
|
| Reports | Up to 10 Standard |
| Custom Objects |
|
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 3 hours |
Advanced
Price
Price
$6.500USD
| Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 4 |
| Ticket Property Creation |
|
| Ticket Pipeline |
|
| Meeting Links |
|
| Standard Knowledge Base Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Support Inbox Connection |
|
| Surveys |
|
| Playbooks |
|
| Goals |
|
| Conversational Bot |
|
| Knowledge Base Article Migration* |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Customer Portal Setup |
|
| Workflows |
|
| Reports | Up to 10 standard or custom |
| Custom Objects | Up to 2 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
Elite
Price
Price
$9.000USD
| Initial Setup: Contact, Ticket, and Company Properties, Team Configuration, Permissions |
|
| Current Process Diagnosis and New Process Design/Optimization |
|
| Number of Objectives to Achieve | 5 |
| Ticket Property Creation |
|
| Ticket Pipeline |
|
| Meeting Links |
|
| Standard Knowledge Base Template* |
|
| Task Setup |
|
| 1-to-1 Email Automation |
|
| Support Inbox Connection |
|
| Surveys |
|
| Playbooks |
|
| Goals |
|
| Conversational Bot |
|
| Knowledge Base Article Migration* |
|
| Historical Data Import (Excluding Data Mining) |
|
| Marketplace App Installation |
|
| Customer Portal Setup |
|
| Workflows | coded workflows also supported |
| Reports | Up to 15 standard or custom |
| Custom Objects | Up to 5 |
| Up to 5 Hours Post-Implementation Support** |
|
| End User Training | 5 hours |
The scopes mentioned above are a reference for what you can receive. Our team will focus solely on what makes sense to achieve the defined objectives.
*Does not include scopes outside of those described here.
*Templates will be created using HubSpot’s template library and modules.
Custom integrations are sold separately
We work with agile methodologies to ensure the process is straightforward and efficient.
Aspect
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Onboarding offered by HubSpot
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Other Partners
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training
Objective-Based Model
We implement the CRM for you
Access to a stack of professionals from marketers to developers
Post-Implementation support
Personalized training