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Onboarding HubSpot
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| HubSpot Marketing Hub Onboarding |  |
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| Import and create contacts in HubSpot CRM |  |
Limited |
| Assistance with adding HubSpot tracking code to your website | |
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| Integrate your existing CRM with HubSpot | |
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| Assistance with connecting your social media accounts | |
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| Connect your domain to HubSpot blog and landing pages | |
Limited |
| Create personalized and branded HubSpot email templates | |
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| Set up Salesforce integration with HubSpot | |
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| Set up personas and ICPs for ABM campaigns | |
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| Set up automations to populate ABM settings | |
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| Create forms and CTA replacements for your website | |
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| Create email nurtures & guide your team | |
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| Online platform training sessions for you and your team | 2 hours included | |
| 1-on-1 campaign strategy session | 2 hours included | |
| Set up forms in HubSpot | |
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| Assistance with setting up chatbot in HubSpot | |
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| Assistance with setting up advanced reporting in HubSpot | |
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| Assistance with migrating blog posts to HubSpot | 2 hours included | |
| Access to team of full-stack developers for advanced integrations | |
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| White-glove, 1-on-1 onboarding, implementation and support | |
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| HubSpot Sales Hub Onboarding | |
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| Import and create contacts in HubSpot | |
Limited |
| Assistance adding HubSpot tracking code to your website | |
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| Assistance setting up email templates | |
Limited |
| Guidance on Gmail and Outlook integration with HubSpot | |
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| Mapping custom objects to HubSpot objects | |
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| Migrating parent/child relationships | |
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| Assistance importing large databases | |
Limited |
| Pipeline customization & automation | |
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| Contact ownership automations | |
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| Meeting link creation | |
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| Sequence creation & best practices | |
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| Forecasting & reporting | |
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| Sales Hub training | 2 hours included | |
| Onboarding and enablement session | 2 hours included | |
| Guidance on integrating a BI tool (e.g. Grow, Databox) | |
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| Assistance setting up advanced reporting in HubSpot | |
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| Assistance implementing chatbot | |
Limited |
| Access to team of full-stack developers for advanced integrations | |
|
| White-glove, 1-on-1 onboarding, implementation and support | |
|
| HubSpot Service Hub Onboarding | |
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| Adding users and setting up teams | |
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| Assistance with adding HubSpot tracking code to your website | |
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| Integrate your existing systems with HubSpot | |
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| Connecting subdomain to knowledge base | |
Limited |
| Assistance defining ticket process | |
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| Create custom ticket properties | |
Limited |
| Guidance on creating ticket-based workflows | |
Limited |
| Guidance on creating customer feedback campaigns | |
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| Online training for you & your team | 2 hours included | |
| Assistance with setting up forms for incoming tickets in HubSpot | |
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| Assistance with setting up advanced reporting in HubSpot | |
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