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Comprehensive marketing software for automation, reporting, and campaigns
Kick-Off / Alignment Call
Limited
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Configure Marketing Contacts Segmentation For Imported Data
Buyer Persona Property Setup For Contacts (Up To 3 Personas)
Setup Subdomains For Blog, Landing Page & Email Web Version
Configure Marketing Email Senders And Resubscription Email
Setup Of Default Form Settings & Styles
Assistance With Social Media Setup And Settings Configuration
Creation Of Marketing Reporting Dashboards: Lead Generation, Marketing Channel Performance, Website Analytics.
Project Wrap-Up Call
As a Standalone Onboarding
USD
CAD
$2,400
$3,263
$3,000
$4,035
Comprehensive marketing software for automation, reporting, and campaigns
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Assistance With Social Media Setup And Settings Configuration
Creation Of Custom Hubspot Marketing Reports (Up To 3 Reports)
Creation Of Built-In Email Subscription Types
Migration Of Existing Assets To New System (Up To 5 Pop-Ups Or Forms)
Segmentation & Creation Of Desired Lists (Up To 5 Active Or Static Lists)
Project Wrap-Up Call
As a Standalone Onboarding
USD
CAD
$4,800
$6,525
$6,000
$8,070
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Build Out Of Deal Pipelines & Stages
Assistance With Setting Up Meetings Tool & Email Tracking Through Gmail Or Outlook Integration
Creation Of Sales Reporting Dashboards: Sales Opportunity Review, Sales Manager, Sales Rep
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$1,200
$1,619
As a Standalone Onboarding
USD
CAD
$1,450
$1,971
$1,500
$2,018
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Creation Of Custom Hubspot Marketing Reports (Up To 3 Reports)
Setup Sales Email Templates (Up To 3 Templates)
Setup Sales Snippets (Up To 3 Snippets)
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$2,800
$3,775
As a Standalone Onboarding
USD
CAD
$2,800
$3,806
$3,500
$4,708
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Build Out Of Ticket Pipelines & Statuses
Limited
Connect Team Inbox For Service Requests (Up To 3 Channels)
Turn On Settings To Automatically Update Ticket Status When Someone Replies
Creation Of Service Reporting Dashboards: Service Overview, Service Team Performance
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$1,200
$1,619
As a Standalone Onboarding
USD
CAD
$1,450
$1,971
$1,500
$2,018
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Assistance With Social Media Setup And Settings Configuration
Creation Of Custom Hubspot Marketing Reports (Up To 3 Reports)
Creation Of Built-In Email Subscription Types
Migration Of Existing Assets To New System (Up To 5 Pop-Ups Or Forms)
Segmentation & Creation Of Desired Lists (Up To 5 Active Or Static Lists)
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$2,800
$3,775
As a Standalone Onboarding
USD
CAD
$2,800
$3,806
$3,500
$4,708
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Post Kick-Off Alignment Call
Limited
Hubspot Account Settings And Tracking Codes Setup
Limited
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup Of GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Website Settings & Domain Setup
Landing Page Settings Configuration
Blog Settings Configuration
Creation Of Essential Hubspot Traffic Reports & Dashboards
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$640
$863
As a Standalone Onboarding
USD
CAD
$1,450
$1,971
$3,000
$4,035
Kick-Off / Alignment Call
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Hubspot Account Settings And Tracking Codes Setup
Limited
Import Of Existing Contacts & Companies Into HubSpot CRM Database
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup Of GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Website Settings & Domain Setup
Landing Page Settings Configuration
Blog Settings Configuration
Creation Of Essential Hubspot Traffic Reports & Dashboards
Creation Of Custom Hubspot Traffic Reports & Dashboards (Up To 3 Reports)
Rebranded Ultimate Conversion Landing Page Template
Project Wrap-Up Call
Combined with Marketing Hub Onboarding
$1,600
$2,158
As a Standalone Onboarding
USD
CAD
$1,600
$2,175
$3,000
$4,035
Kick-Off / Alignment Call
Limited
Post Kick-Off Alignment Call
Setup Of Users & Associated Permissions
Limited
Hubspot Account Settings And Tracking Codes Setup
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Import Of Standard Object Data (Contacts, Companies, Deals, Tickets, Products) Into Hubspot CRM Database
Creation Of Custom Properties
Import Opt-Out Lists From Previously Used System
Connect Email Sending Domain
Setup Of GDPR Compliance Settings
Setup Of Hubspot App Marketplace Integrations (Select Hubspot App Partners Only)
Marketing Hub: Configure Marketing Contacts Segmentation For Imported Data
Marketing Hub: Assistance With Social Media Setup And Settings Configuration
Marketing Hub: Enable Marketing Emails For Bu’s
Marketing Hub: Enable & Setup Bu Specific Subscription Types
Marketing Hub: Setup Subdomains For Blog, Landing Page & Email Web Version
Sales Hub: Build Out Of Deal Pipelines & Stages
Sales Hub: Set Up Meetings Tool Through Gmail Or Outlook Integration
Service Hub: Build Out Of Ticket Pipelines & Statuses
Service Hub: Connect Team Inbox For Service Requests (Up To 3 Channels)
Project Wrap-Up Call
USD
CAD
$2,400
$3,263
$3,000
$4,035
This Hubspot setup supports moving a parent brand into a newly purchased Business Unit.
Kick-Off / Alignment Call
HubSpot Account Settings And Tracking Codes Setup To Associate Data To New Business Unit
Branding Settings Setup For Logo, Fonts, Colors, Etc.
Reassignment Of Contact Data To The Business Unit
Addition Of Business Unit Segmentation Criteria To Other Objects (Companies, Deals, Tickets, Etc) If Desired
Recreation Of Existing Forms Into Business Unit Or Addition Of Logic To Ensure Form Submissions Are Associated With The Correct Business Unit
Addition Of Logic To Workflows To Ensure Contacts From Other Business Units Do Not Get Enrolled
Addition Of Logic To Active Lists To Ensure Contacts From Other Business Units Do Not Get Enrolled
Creation Of Workflow(S) To Capture Contacts Entering Into Hubspot From Integrations & Assign Them To The Appropriate Business Unit
Marketing Hub: Enable Marketing Emails For Bu’s
Marketing Hub: Enable & Setup Bu Specific Subscription Types
Marketing Hub: Reassign Email Sending, Landing Pages, Blogs, And Email Web Version Domains To The Business Unit
Project Wrap-Up Call
USD
CAD
VARIES
VARIES
AVAILABLE
AVAILABLE
This Hubspot setup takes place before setting up an additional Business Unit and helps ensure existing assets are not impacted.
Addition Of Logic To Workflows To Ensure Contacts From Other Business Units Do Not Get Enrolled
Addition Of Logic To Active Lists To Ensure Contacts From Other Business Units Do Not Get Enrolled
Addition Of Logic To Pop-Up Forms To Ensure Only The Intended Visitors See Them
Review Of Connected Hubspot App Marketplace Integrations And Discussion Of Potential Risks Or Concerns
If Using Salesforce: Setup Of Inclusion List To Ensure Other BU Data Does Not Flow Through The Integration
USD
CAD
VARIES
VARIES
AVAILABLE
AVAILABLE
Onboarding Hubs
Basic Onboarding
Advanced Onboarding
Don’t Worry, Our Experts Are Here to Help You.
Unlike HubSpot, we do not only guide you but provide a fully managed onboarding.
Our services are personalized to our client’s needs, which results in higher satisfaction.
Save costs by choosing Pointlab Software over HubSpot’s onboarding packages.
Smoot and successful onboarding for 100+ customers in different business verticals.
