Build Your Onboarding Package
Accelerate your time-to-value with done-for-you onboarding.
Superior Quality, Expert Team
With hundreds of rollouts under our belts, we know what it takes to enable teams new to HubSpot.
Dedicated Account Managers
A dedicated account manager will ensure your onboarding exceeds your expectations.
Transparent Onboarding Pricing
Answer a few questions about your needs and we'll give you a ballpark price up front.
Which Hub(s) are you onboarding?
Select all that apply
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Marketing Hub
Sales Hub
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Service Hub
Marketing Hub Onboarding
Everything you need to get started with HubSpot and capture leads and turn them into customers.
Popular features:
- Blog
- SEO
- Ad tracking & management
- Social media management
- Live chat
- Landing page builder
- Form builder
- Marketing automation
- Email marketing
- Account-based marketing
- Lead tracking & management
- Marketing analytics
- Custom objects
- Salesforce integration
Select your desired level of Marketing Hub onboarding
Check out the table below to view what is included in our Basic and Advanced onboarding packages, then make your selection. On the next page you will be able to customize your onboarding package even further.
- You're looking for some automated segmentation
- You want basic automations for audience movement for ads
- You want basic automations in place for lifecycle stage updates
Basic
- You're looking for complex segmentation
- You want complex automations for audience movement
- You want complex automations of lifecycle stages
Advanced
Which Marketing Hub software tier do you plan to purchase?
- Email marketing
- Forms
- Landing pages
- Live chat
- Facebook, Google & LinkedIn ads
- Contact management
- Marketing automation
- Ad retargeting
- Landing page reporting
- Multiple currencies
- Omni-channel marketing automation
- SEO
- Blog
- Social media
- Custom reporting
Professional
starting at $4,995
- Account-based marketing
- Adaptive testing
- Predictive lead scoring
- User roles
- Multi-touch revenue attribution
Enterprise
starting at $4,995
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | None Available | None Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | Add-Ons Available | Add-Ons Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
Sales Hub Onboarding
Everything you need to get started with HubSpot and start to close more deals, fast.
Popular features:
- Email templates
- Email tracking
- Document management & tracking
- Conversation intelligence
- Call tracking
- Sales automation
- Meeting scheduler
- Payments
- Live chat
- Sales management playbooks
- Quotes
- Sales analytics & reporting
- Pipeline management
Select your desired level of Sales Hub onboarding
Check out the table below to view what is included in our Basic and Advanced onboarding packages, then make your selection. On the next page you will be able to customize your onboarding package even further.
- You're currently using less than three sales tools
- You have a relatively simple sales process with 1-3 pipelines in use
- You're looking for some sales automation, and your needs are simple
Basic
- You're using more than four sales tools currently
- You have a complex sales process with more than three pipelines in use
- Your automation needs are complex, owing to your complex sales process
Advanced
Which Sales Hub software tier do you plan to purchase?
- Contact management
- Deal pipeline
- Quotes
- Meeting scheduling
- Live chat
- Reporting dashboard
- Goals
- Conversation routing
- Multiple currencies
- Rep productivity performance
- Deal stage, task, and lead rotation automation
- Sequences
- Teams
- Custom reporting
- Phone support
Professional
starting at $4,995
- Custom objects
- Predictive lead scoring
- Playbooks
- Forecasting
- Recurring revenue tracking
Enterprise
starting at $4,995
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | None Available | None Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | Add-Ons Available | Add-Ons Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
Service Hub Onboarding
Everything you need to get started with HubSpot and start delivering a first-class support experience that turns customers into promoters.
Popular features:
- Customer portal
- Knowledge base
- Omni-channel messaging
- Inbound calling (beta)
- Live chat
- VoIP calling
- Shared inbox
- Conversation intelligence
- Customer feedback surveys
- Playbooks
- Help desk & ticketing
- Service analytics
Select your desired level of Service Hub onboarding
Check out the table below to view what is included in our Basic and Advanced onboarding packages, then make your selection. On the next page you will be able to customize your onboarding package even further.
- You're currently using less than three service tools
- You have a relatively simple customer service process with 1-3 pipelines in use
- You're looking for some service automation, and your needs are simple
Basic
- You're currently using more than four service tools
- You have a complex customer service process with more than three pipelines in use
- Your automation needs are complex, owing to your complex customer service process
Advanced
Which Service Hub software tier do you plan to purchase?
- Contact management
- Ticketing
- Live chat
- Team email
- Tickets closed reports
- Reporting dashboard
- Shared inbox
- Conversation routing
- Simple ticket automation
- Multiple ticket pipelines
- Multiple currencies
- Calling SDK
- Help desk automation
- Knowledge base
- Logged-in visitor identification
- Customer portal
- SLAs
Professional
starting at $4,995
- Goals
- Playbooks
- Single sign-on
- User roles
- Team management
- Conversation intelligence
Enterprise
starting at $4,995
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | None Available | None Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
|
|
|
| Kickoff (from purchase) | 7 Days | 3-5 Days |
| Meeting Cadence | Biweekly | Weekly |
| Migration | Single System Migration | 2 System Migration |
| Third-Party Integrations | 2 Native Integrations | Up to 5 Native Integrations |
| Custom Integrations (API) | Add-Ons Available | Add-Ons Available |
| Automations | 10 Basic Automations | 10 Basic Automations + 10 Advanced |
| Role | Done For You | Done For You |
| Documentation & Training | Written | Written + Live + Loom |
Marketing Hub onboarding details
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Pardot, Constant Contact, Marketo, MailChimp, and more.
Basic onboarding of a Pro Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, and more.
Basic onboarding of a Pro Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? Often, advanced automations for Marketing Hub will include XXXXX
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Pardot, Constant Contact, Marketo, MailChimp, and more.
Advanced onboarding of a Pro Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, and more.
Basic onboarding of a Pro Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? Often, advanced automations for Marketing Hub will include XXXXX
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Pardot, Constant Contact, Marketo, MailChimp, and more.
Basic onboarding of an Enterprise Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, and more.
Basic onboarding of an Enterprise Hub includes two native integrations. Anything beyond two will be an add-on.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Pardot, Constant Contact, Marketo, MailChimp, and more.
Advanced onboarding of an Enterprise Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, and more.
Basic onboarding of an Enterprise Hub includes two native integrations. Anything beyond two will be an add-on.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
How many Landing Pages do you want designed for your campaigns? Use landing pages to support new product launches, drive event registrations, and more — then watch your CRM database fill up with interested prospects you can sell to.
Basic onboarding of a Pro Hub does not include landing page design. Anything you add here will be an add-on.
How many Email Templates do you want designed for your automated campaigns? Designed email templates support the customer journey, from first touch to follow-up and beyond. Often you’ll see email templates design for nurture campaigns, newsletter signups, thank you messages, and more.
Basic onboarding of a Pro Hub does not include email template design. Anything you add here will be an add-on.
How many Landing Pages do you want designed for your campaigns? Use landing pages to support new product launches, drive event registrations, and more — then watch your CRM database fill up with interested prospects you can sell to.
Basic onboarding of an Enterprise Hub does not include landing page design. Anything you add here will be an add-on.
How many Email Templates do you want designed for your automated campaigns? Designed email templates support the customer journey, from first touch to follow-up and beyond. Often you’ll see email templates design for nurture campaigns, newsletter signups, thank you messages, and more.
Basic onboarding of an Enterprise Hub does not include email template design. Anything you add here will be an add-on.
How many Landing Pages do you want designed for your campaigns? Use landing pages to support new product launches, drive event registrations, and more — then watch your CRM database fill up with interested prospects you can sell to.
Advanced onboarding of a Pro Hub does not include landing page design. Anything you add here will be an add-on.
How many Email Templates do you want designed for your automated campaigns? Designed email templates support the customer journey, from first touch to follow-up and beyond. Often you’ll see email templates design for nurture campaigns, newsletter signups, thank you messages, and more.
Advanced onboarding of a Pro Hub does not include email template design. Anything you add here will be an add-on.
How many Landing Pages do you want designed for your campaigns? Use landing pages to support new product launches, drive event registrations, and more — then watch your CRM database fill up with interested prospects you can sell to.
Advanced onboarding of an Enterprise Hub does not include landing page design. Anything you add here will be an add-on.
How many Email Templates do you want designed for your automated campaigns? Designed email templates support the customer journey, from first touch to follow-up and beyond. Often you’ll see email templates design for nurture campaigns, newsletter signups, thank you messages, and more.
Advanced onboarding of an Enterprise Hub does not include email template design. Anything you add here will be an add-on.
Sales Hub onboarding details
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce, Outreach, Salesloft, spreadsheets, and more.
Basic onboarding of a Pro Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” each other out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, Salesloft, Aircall, Salesforce, and more.
Basic onboarding of a Pro Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? An advanced automation for the Sales Hub might be a workflow that triggers when a lead fills out a form on your website and then uses an if/then branch to segment the lead based on industry. If the lead is in the technology industry, the workflow assigns a specific sales representative to the lead and sends them a personalized email template. If the lead is in another industry, the workflow assigns a different sales representative and sends a different email template. Variables are used to personalize the email templates with the lead's name, company name, and other information from the form they filled out. The workflow also uses a trigger to schedule a follow-up call with the lead in 7 days. If the lead does not respond to the email or schedule a call, the workflow sends a reminder email.
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce, Outreach, Salesloft, spreadsheets, and more.
Basic onboarding of an Enterprise Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, Salesforce, and more.
Basic onboarding of an Enterprise Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? An advanced automation for the Sales Hub might be a workflow that triggers when a lead fills out a form on your website and then uses an if/then branch to segment the lead based on industry. If the lead is in the technology industry, the workflow assigns a specific sales representative to the lead and sends them a personalized email template. If the lead is in another industry, the workflow assigns a different sales representative and sends a different email template. Variables are used to personalize the email templates with the lead's name, company name, and other information from the form they filled out. The workflow also uses a trigger to schedule a follow-up call with the lead in 7 days. If the lead does not respond to the email or schedule a call, the workflow sends a reminder email.
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce, Outreach, Salesloft, spreadsheets, and more.
Advanced onboarding of a Pro Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” each other out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, Salesloft, Aircall, Salesforce, and more.
Advanced onboarding of a Pro Hub includes five native integrations. Anything beyond five will be an add-on.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce, Outreach, Salesloft, spreadsheets, and more.
Advanced onboarding of an Enterprise Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” each other out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Stripe, Outreach, SalesLoft, Aircall, Salesforce, and more.
Advanced onboarding of an Enterprise Hub includes five native integrations. Anything beyond five will be an add-on.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
Service Hub onboarding details
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Service Cloud, Zendesk, spreadsheets, and more.
Basic onboarding of a Pro Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” each other out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Salesforce, Aircall, Kixie, Zendesk, and more.
Basic onboarding of a Pro Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? An advanced automation for the Service Hub might be a workflow that triggers when a customer submits a support ticket via your website. The workflow uses an if/then branch to segment the ticket based on the type of request. If it's a technical issue, the workflow assigns the ticket to a specific technical support team member and sends them an email notification. If it's a billing inquiry, the workflow assigns the ticket to a different support team member and sends an email notification. Variables are used to personalize the email notification with the customer's name, company name, and details of the ticket. The workflow also uses a trigger to schedule a follow-up with the customer in 3 days to check on the status of the ticket. If the customer hasn't responded or the ticket hasn't been closed, the workflow sends a reminder email.
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Service Cloud, Zendesk, spreadsheets, and more.
Basic onboarding of an Enterprise Hub includes the migration of one basic system. Anything beyond one basic system will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Salesforce, Kixie, Zendesk and more.
Basic onboarding of an Enterprise Hub includes two native integrations. Anything beyond two will be an add-on.
Do you want up to 5 advanced automations included in your onboarding package for this Hub? An advanced automation for the Service Hub might be a workflow that triggers when a customer submits a support ticket via your website. The workflow uses an if/then branch to segment the ticket based on the type of request. If it's a technical issue, the workflow assigns the ticket to a specific technical support team member and sends them an email notification. If it's a billing inquiry, the workflow assigns the ticket to a different support team member and sends an email notification. Variables are used to personalize the email notification with the customer's name, company name, and details of the ticket. The workflow also uses a trigger to schedule a follow-up with the customer in 3 days to check on the status of the ticket. If the customer hasn't responded or the ticket hasn't been closed, the workflow sends a reminder email.
Advanced automations include workflows with up to seven actions and up to five variables for triggers. These can also include up to three if/then branches with up to five variables each.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce, Outreach, Salesloft, spreadsheets, and more.
Advanced onboarding of a Pro Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Salesforce, Kixie, Zendesk and more.
Advanced onboarding of a Pro Hub includes five native integrations. Anything beyond five will be an add-on.
How many systems/databases are you migrating to HubSpot? Many customers are moving to HubSpot from another CRM or system. Typical systems/databases we see moving to HubSpot include Salesforce Service Cloud, Zendesk, spreadsheets, and more.
Advanced onboarding of an Enterprise Hub includes the migration of two basic systems. Anything beyond two basic systems will be an add-on.
How many third-party tools do you want to integrate with your new Hub via HubSpot native integration? A tool has a native integration with HubSpot when it has an integration with HubSpot built in - meaning the tools are compatible and can “talk to” eachother out of the box. To see if your favorite tool has a native integration with HubSpot, search for it HERE. Common tools with native HubSpot integrations include Salesforce, Kixie, Zendesk and more.
Advanced onboarding of an Enterprise Hub includes five native integrations. Anything beyond five will be an add-on.
How many third-party tools or home-grown softwares do you want to integrate with HubSpot via API (ie., your tool does not have a native HubSpot integration)? If your favorite tools do not have native integrations with HubSpot, to make your systems “talk” we’ll need to do it via custom API or Zapier. We have a standard price per integration, but we’ll need to validate everything before starting your build. If you know you need tools integrated via API, be sure to choose how many tools you want to integrate here. Then we can communicate about the specific tools via email or on a quick call to validate the request and your pricing.
Basic onboarding of an Enterprise Hub does not include API integrations, so anything you add here will be an add-on. Note: We will add a standard price for your API integrations, but because API integrations can be complicated, we will explore your API needs and pricing on a quick call. This means your pricing could go up OR down.
Onboarding add-ons
Customize and enhance your plan with additional features.
All packages include a goal-based onboarding plan and done-for-you implementation. You'll receive hands-on system setup, customization, automation, and best practices for your Hub(s), plus training to ensure your team is set up to succeed with your new systems.
FAQs
What if I'm not sure about some of the answers I gave in the onboarding builder?
If you have questions about your selections in the builder, click the Talk to Sales button and connect with one of our Solutions Consultants who can walk you through your fit-for-purpose onboarding build. In a quick consult we can ensure that the package you build will get the job done!
Is the price I'm quoted here guaranteed?
The prices quoted using this tool are meant to give you a ballpark idea of what your onboarding would cost.
Once you've quoted your price, we'll want to get on a quick call to validate your inputs to the builder so that we can be sure your price is in line with your needs. There have been plenty of cases where someone gets their ballpark price from our calculator, gets in touch, and sees their actual quoted price go down once we've validated their needs. Of course, the same is also true in the opposite direction; sometimes a call with our team will uncover needs that require more building/scoping/customization, and so the price goes up.
The point of the onboarding builder tool is to give you a general idea of budget, and then we can get down into the specifics from there.
What happens when we're done onboarding?
Don’t get us wrong, we would love to be your HubSpot agency! But our goal with onboarding isn't job security. That’s why our onboarding process is designed to empower you and your team to be effective on your own. But because we know things often come up after onboarding, we offer a variety of HubSpot support services. Let us know what you're looking for support-wise and we can make it happen. 😎
What's the happens after I request my quote?
Once you request your quote, one of our Account Executives will take a look at your inputs and email you with more info about your ballpark price.
If it looks like it's worth exploring, you can click the link in the email to book a meeting with our team so that we can validate all of your inputs (eg. what tools are you integrating? What systems are you migrating?) and to answer any questions you have about onboarding. If adjustments up or down to pricing need to be made, we'll work with you the how & why. From there, you can decide if you'd like to accept the quote and get started with your onboarding!
Once we meet and I sign the onboarding quote, what happens next?
Once you sign your quote, the Digital Reach team jumps into action. First, we schedule a kickoff meeting where you'll meet your Project Coordinator. Your Project Coordinator will shepherd you through the entire onboarding process from start to finish.
After kickoff, we'll start your HubSpot build. Your Project Coordinator will schedule a series of discovery and review meetings throughout the build to ensure that your onboarding is customized to your business needs. Finally, it's adoption training and the launch of your shiny new HubSpot portal.
Why should I onboard with Digital Reach instead of HubSpot?
As you know, HubSpot offers onboarding for customers. But as great as the HubSpot team is, there’s only so much they can do during their onboarding process.
They'll work with you on a consultative basis, meaning they aren't going to do a deep dive into your business and your unique processes, and they aren't going to do the work for you. But they'll certainly point you in the right direction and talk to you about best practices!
This is great, but it still leaves your team accountable for all of the building & doing in HubSpot. That means you'll be responsible for adding your own integrations with the tools you use, building your own buyer journeys, building out your email templates, configuring your workflows and automations, and onboarding the rest of your team to your new processes.
So when does it make sense to onboard with a partner like Digital Reach? Here are some general guidelines:
- You want to make HubSpot work for your unique business processes rather than having a one-size-fits-all approach.
- Maybe you have an existing CRM - or multiple CRMs - that need to be integrated into one.
- You require technical and strategic builders to automate away some of your most repetitive tasks.
- You simply don't have the time to spend on learning how to set everything up when your focus is running your business.
How much work will you require of my team during onboarding?
We’ll do the heavy lifting, but there will need to be some involvement from your team to ensure that we make your HubSpot instance as useful, time-saving, and business driving as it should be. But for whatever we request of you and your team, you can be assured that you won’t be toiling alone! We’ll be wrench-turning by your side and your Project Coordinator will guide you every step of the way.
Your Price to Build
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Marketing Hub
Sales Hub
Service Hub
Marketing Hub: Express Onboarding
$1,800 one-time fee
Marketing Hub: Intermediate HubSpot Solutions & Technical Consulting
$2,000 one-time fee
Marketing Hub: Advanced HubSpot Solutions & Technical Consulting
$4,000 one-time fee
Sales Hub: Express Onboarding
$1,800 one-time fee
Sales Hub: Intermediate HubSpot Solutions & Technical Consulting
$2,000 one-time fee
Sales Hub: Advanced HubSpot Solutions & Technical Consulting
$4,000 one-time fee
Service Hub: Express Onboarding
$1,800 one-time fee
Service Hub: Intermediate HubSpot Solutions & Technical Consulting
$2,000 one-time fee
Service Hub: Advanced HubSpot Solutions & Technical Consulting
$4,000 one-time fee
Need something more custom?
If you have custom modules, API integrations, or specific business processes you need built out in your onboarding plan, we’re here for it, Click below to connect with a HubSpot consultant and we’ll build out your fit-for-purpose onboarding in one call.