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HubSpot Onboarding Services

Accelerate your HubSpot with our expert onboarding services.
Our certified specialists guide you through every step, from initial setup to advanced configurations and training tailored to your unique business needs. We deliver HubSpot onboarding for all hubs and tires.
banner-onboarding

Our HubSpot Onboarding Services

HubSpot’s generic onboarding is good. However, our onboarding process is meticulously designed to align HubSpot’s powerful features with your specific goals, ensuring a seamless transition.

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

Starting At

$2,400

$3,263

Starting At

$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

Starting At

$4,800

$6,525

Starting At

$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

Starting At

$1,450

$1,971

Starting At

$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

Starting At

$2,800

$3,806

Starting At

$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

Starting At

$1,450

$1,971

Starting At

$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

Starting At

$2,800

$3,806

Starting At

$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

Starting At

$1,450

$1,971

Starting At

$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

Starting At

$1,600

$2,175

Starting At

$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

Starting At

$2,400

$3,263

Starting At

$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

Price

VARIES

VARIES

Not

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

Starting at

USD

CAD

Price

VARIES

VARIES

Not

AVAILABLE

AVAILABLE

HubSpot Onboarding Pricing

We help you to onboard HubSpot through starting from your plan purchase to complete setup while saving your costs.

Onboarding Hubs

Basic Onboarding

Advanced Onboarding

Sales Hub Pro

$1399
$1949

Sales Hub Enterprise

$2749
$3849

Marketing Hub Pro

$2349
$3299

Marketing Hub Enterprise

$4749
$6649

Service Hub Pro

$1399
$1949

Service Hub Enterprise

$2749
$3849

CMS Hub Pro

$1399
$1949

CMS Hub Enterprise

$1549
$2149
Want multiple hubs onboarding?

Basic Onboarding

$1399

Advanced Onboarding

$1949

Basic Onboarding

$2749

Advanced Onboarding

$3849

Basic Onboarding

$2349

Advanced Onboarding

$3299

Basic Onboarding

$4749

Advanced Onboarding

$6649

Basic Onboarding

$1399

Advanced Onboarding

$1949

Basic Onboarding

$2749

Advanced Onboarding

$3849

Basic Onboarding

$1399

Advanced Onboarding

$1949

Basic Onboarding

$1549

Advanced Onboarding

$2149

Stuck with HubSpot?

Don’t Worry, Our Experts Are Here to Help You.

We understand how intimidating setting up a new system can be. So, our HubSpot team can give you a free consultation.
HubSpot-Onboarding

Our HubSpot Onboarding Process

Kick-off Call

HubSpot’s onboarding process starts with understanding the client’s business needs. Our experts determine business challenges and SMART goals for you.
Kick-off Call
Architecture & Strategy

Architecture & Strategy

Our team defines a solid plan for how your existing system and architecture will fit together with HubSpot. We also define a change management plan, architecture needs, and other business specific strategies.

Technical Implementation

Our HubSpot consulting partner begins by implementing domain setup, pipeline, analytics, automation, and integrations as per your business requirements. Team roles, hierarchy, and permissions are set up accordingly.
Technical Implementation
Migration

Migration

If the client is using other legacy systems or alternatives, our team helps them migrate their data to the HubSpot platform. We help migrate custom databases to the new HubSpot system.

Training & Adoption

Personalized and group training sessions are conducted as per the client’s requirements. It includes documentation of SOPs, workflow implementation, features, and best practices for using the HubSpot platform.
Training & Adoption
Ongoing Support

Ongoing Support

Once the HubSpot onboarding is done, we will still stick by your side for any assistance or troubleshooting required to make the most out of the tool. We help you to optimize your process and fill the gaps you need.

Why Choose Pointlab Software for HubSpot Onboarding?

When you choose us as your preferred HubSpot onboarding agency, you get a done-for-you approach that makes your HubSpot up and running in no time while saving up to 25% of costs.

Fully Managed Onboarding

Unlike HubSpot, we do not only guide you but provide a fully managed onboarding.

98% Client Satisfaction

Our services are personalized to our client’s needs, which results in higher satisfaction.

40% Cost Saving

Save costs by choosing Pointlab Software over HubSpot’s onboarding packages.

100+ clients Onboarded

Smoot and successful onboarding for 100+ customers in different business verticals.