Expert Guidance on Deploying HubSpot
Need to bring maximum value to your sales, customer service, marketing, and overall business operations? Our expert HubSpot Consultants can help you do it. Our focus is on eliminating your HubSpot challenges, enabling your organization to thrive, and providing you with an unmatched client experience.
Expert consulting to streamline your processes, remove roadblocks, and get the absolute most out of your HubSpot instance.
![12.22 Technical & Solutions Consulting-02 12.22 Technical & Solutions Consulting-02](https://www.digitalreachos.com/hs-fs/hubfs/12.22%20Technical%20%26%20Solutions%20Consulting-02.png?width=400&height=400&name=12.22%20Technical%20%26%20Solutions%20Consulting-02.png)
![12.23 DR SITE IMAGE-01 12.23 DR SITE IMAGE-01](https://www.digitalreachos.com/hubfs/12.23%20DR%20SITE%20IMAGE-01.png)
What is Technical & Solutions Consulting?
Digital Reach consultants work with teams across all company sizes and industries you to discover and understand the challenges that your organization faces in your use of HubSpot; common HubSpot pain points that our consultants solve for clients include:
- Aligning marketing, sales and/or business processes with your HubSpot configuration
- Improving organizational usage and user adoption
- Advancing customer engagement with relevant prospect, lead and customer communications
- Leading integrations to get data in and out of HubSpot; fully enabling HubSpot, your other platforms, and your enterprise
- Implementing reporting and dashboards to provide visibility into organization critical metrics and KPIs
Explore Consulting Pricing
BEST FOR: if you already have your processes documented (whether written, in schematics, etc.) and are looking for consulting on where these processes can be automated, updated, and/or improved via HubSpot.
Top features
- 10 hours of total support*
- Dedicated Digital Reach Consultant, Solutions Engineer, and Project Coordinator
- Collaborative two-hour workshop to understand your current processes and the scope of your needs
- One hour follow-up session to solidify plans and to sign off on the build
- Done-for-you implementation
- Custom schematic outlining your build plan and/or consulting product
- Training
*Intermediate consulting includes 10 hours of total support, which includes workshopping sessions with your team, email-based support, prep work, post-meeting work, proof-of-concept, done-for-you implementation, and any other activities related to the service.
BEST FOR: if you don’t have processes documented yet or have an idea of what you want automated; OR your processes are documented, but you want to make changes and be consulted on how to optimize, streamline, improve, and automate those processes through multiple workshopping sessions.
Top features
- 20 hours of total support*
- Dedicated Digital Reach Senior Consultant, Solutions Engineer, and Project Coordinator
- Collaborative two-hour workshop to understand your current processes and the scope of your needs
- Up to two, two-hour hour follow-up workshop sessions to further hone in your build
- Custom schematics outlining your build plan and/or consulting product
- Done-for-you implementation
*Advanced consulting includes 20 hours of total support, which includes workshopping sessions with your team, email-based support, prep work, post-meeting work, proof-of-concept, done-for-you implementation, and any other activities related to the service.
Want to talk first? Let's talk through how we can get your HubSpot needs addressed.
Consulting FAQs
-
What Hubs do I need to buy this product?
We consult on any Hub at any tier, though consulting is best for those who are on HubSpot Pro or Enterprise tiers.
Our Technical & Solutions Consultants have worked extensively across the Marketing, Sales, Service, CMS, and Operations Hubs, and on countless projects that span multiple Hubs.
-
Can you consult on more than one Hub at once?
Since consulting packages are broken down according to hours, your Technical & Solutions Consultant can consult on any Hub during your consulting project.
That said, you will likely get the most value if you choose a particular Hub or "problem" to focus the consulting hours on.
When a customer purchases a consulting package, they're often coming to us with a specific item in mind; for example, they might want: automation process consulting, reporting customization consulting, custom object consulting, etc.
-
Is consulting all strategy and no "doing?"
Each consulting package contains a set amount of support hours. Most of our customers opt for something like a 75/25 split between consulting and implementation with those hours.
Often, the consulting period is spent scoping and/or mapping out future builds that either the customer's internal team OR Digital Reach will eventually take on. In other words, consulting is often purchased to lay the foundation of a future build that is not included in the consulting package.
Then again, some customers prefer to have our implementation team knock out key items of their to-do list during the consulting process, and that's fine too.
All in all, the hours in each package are the hours of total support you'll get, which includes workshopping sessions with your team, email-based support, prep work, post-meeting work, proof-of-concept, done-for-you implementation, and any other activities related to the service. What you want to do with these hours is up to you!
-
What can I expect my HubSpot Consultant to do?
Digital Reach Technical & Solutions Consultants are among the most talented and experienced in the industry. While our Senior Consultants have worked on some of the largest projects in the HubSpot ecosystem, all Digital Reach Consultants have extensive experience doing the following:
Defining the business objectives you want HubSpot to support. Whether you need to enable reports with increased visibility, reduce long sales cycles or ticket resolution time, introduce efficient email marketing campaigns or automate your sales and customer service-related processes, HubSpot consulting helps to address your challenges timely and efficiently.
Mapping business objectives to specific HubSpot features. This takes place after your business goals are clear. Now it’s time to choose HubSpot functionality (either default or custom) to achieve them.
Recommending the most suitable HubSpot Hubs, tiers, integrations, and more. Choosing the right Hub and tier helps to ensure your business challenges are addressed without paying for unneeded features. Your Consultant will analyze your requirements and suggest the Hubs, tiers, integrations, and more that are a perfect match for your business.
Designing sales, customer service, and marketing processes. For instance, we automate sales and customer service workflows, create personalized customer journeys, targeted advertising campaigns and more to help you reach your business goals with HubSpot.
Building a user adoption strategy. To help your users to master the new system, we create a user adoption strategy, which comprises iterative user training, timely user support, in-depth documentation (including all schematics that have been workshopped with your team), and more.
6- to 8-Week
Onboarding
Starting at
$2,950*
One-Time
Best for: Teams wanting a fast, thorough onboarding that sets them up with industry best practices.
- Custom onboarding for your team
- Video training sessions customized to your instance and aimed at building tool adoption
- Import your list into HubSpot
- Integrate all of your available applications & ad platforms
- Map out & build automations for your processes
- Training and SOPs on what was built
- Much more depending on the Hub! (see below)
*Price reflects onboarding for one Hub at the Professional level
Most Popular
6-Month Onboarding Rollout
Starting at
$1,325*
Monthly
Best for: Teams that want a high-quality build with help during rollout to ensure thoughtful platform use.
- All build out items included in the 6-8 week onboarding plan
- 5 hours per month of additional building beyond initial agreement
- 24-hour turnaround on requests
- Support & onboarding for new team members
- Updates to build based on team feedback
- Monthly check-ins & feedback
*Price reflects onboarding for one Hub at the Professional level
12-Month Onboarding Rollout
Starting at
$1,225*
Monthly
Best for: Teams that want to maximize tool adoption & ROI by teaming with a proven HubSpot partner.
- All build out items included in the 6-8 week onboarding plan
- 5 hours per month of additional building beyond initial agreement
- 24-hour turnaround on requests
- Support & onboarding for new team members
- Updates to build based on team feedback
- Monthly check-ins & feedback
*Price reflects onboarding for one Hub at the Professional level
HubSpot Marketing Hub Onboarding | ![]() |
![]() |
Import and create contacts in HubSpot CRM | ![]() |
Limited |
Assistance with adding HubSpot tracking code to your website | ![]() |
![]() |
Integrate your existing CRM with HubSpot | ![]() |
![]() |
Assistance with connecting your social media accounts | ![]() |
![]() |
Connect your domain to HubSpot blog and landing pages | ![]() |
Limited |
Create personalized and branded HubSpot email templates | ![]() |
![]() |
Set up Salesforce integration with HubSpot | ![]() |
![]() |
Set up personas and ICPs for ABM campaigns | ![]() |
![]() |
Set up automations to populate ABM settings | ![]() |
![]() |
Create forms and CTA replacements for your website | ![]() |
![]() |
Create email nurtures & guide your team | ![]() |
![]() |
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 | ![]() |
![]() |
Assistance with setting up chatbot in HubSpot | ![]() |
![]() |
Assistance with setting up advanced reporting in HubSpot | ![]() |
![]() |
Assistance with migrating blog posts to HubSpot | 2 hours included | ![]() |
Access to team of full-stack developers for advanced integrations | ![]() |
![]() |
White-glove, 1-on-1 onboarding, implementation and support | ![]() |
![]() |
HubSpot Sales Hub Onboarding | ![]() |
![]() |
Import and create contacts in HubSpot | ![]() |
Limited |
Assistance adding HubSpot tracking code to your website | ![]() |
![]() |
Assistance setting up email templates | ![]() |
Limited |
Guidance on Gmail and Outlook integration with HubSpot | ![]() |
![]() |
Mapping custom objects to HubSpot objects | ![]() |
![]() |
Migrating parent/child relationships | ![]() |
![]() |
Assistance importing large databases | ![]() |
Limited |
Pipeline customization & automation | ![]() |
![]() |
Contact ownership automations | ![]() |
![]() |
Meeting link creation | ![]() |
![]() |
Sequence creation & best practices | ![]() |
![]() |
Forecasting & reporting | ![]() |
![]() |
Sales Hub training | 2 hours included | ![]() |
Onboarding and enablement session | 2 hours included | ![]() |
Guidance on integrating a BI tool (e.g. Grow, Databox) | ![]() |
![]() |
Assistance setting up advanced reporting in HubSpot | ![]() |
![]() |
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 | ![]() |
![]() |
Adding users and setting up teams | ![]() |
![]() |
Assistance with adding HubSpot tracking code to your website | ![]() |
![]() |
Integrate your existing systems with HubSpot | ![]() |
![]() |
Connecting subdomain to knowledge base | ![]() |
Limited |
Assistance defining ticket process | ![]() |
![]() |
Create custom ticket properties | ![]() |
Limited |
Guidance on creating ticket-based workflows | ![]() |
Limited |
Guidance on creating customer feedback campaigns | ![]() |
![]() |
Online training for you & your team | 2 hours included | ![]() |
Assistance with setting up forms for incoming tickets in HubSpot | ![]() |
![]() |
Assistance with setting up advanced reporting in HubSpot | ![]() |
![]() |
Let’s Dig Into Your
Digital Strategy
Fill out the form below and one of our digital strategists will reach out to you shortly!
Let’s Dig Into Your
Digital Strategy
Fill out the form below and one of our digital strategists will reach out to you shortly!
Let’s Talk About Your
Website Project
Fill out the form below and one of our website experts will reach out to you shortly!
Industry Average Cost Per Click
Business Category
Average Cost Per Click
B2B Industry Benchmarks
We have compiled the benchmarks below based off of data we have collected with our own clients, what agency partners and colleagues share with us, and from paid business intelligence services of which we are members. These numbers are meant to provide ballpark estimates – your mileage may vary!
Automotive SaaS
Website visitor → Lead conversion rate: 1.8%
Lead → MQL conversion rate: 36%
MQL → SQL conversion rate: 35%
SQL → Opportunity conversion rate: 46%
Opportunity → Closed sale conversion rate: 34%
Chemical / Pharmaceutical SaaS
Website visitor → Lead conversion rate: 2.7%
Lead → MQL conversion rate: 48%
MQL → SQL conversion rate: 45%
SQL → Opportunity conversion rate: 43%
Opportunity → Closed sale conversion rate: 40%
Education SaaS
Website visitor → Lead conversion rate: 1.6%
Lead → MQL conversion rate: 47%
MQL → SQL conversion rate: 38%
SQL → Opportunity conversion rate: 39%
Opportunity → Closed sale conversion rate: 41%
Financial SaaS
Website visitor → Lead conversion rate: 1.7%
Lead → MQL conversion rate: 38%
MQL → SQL conversion rate: 40%
SQL → Opportunity conversion rate: 45%
Opportunity → Closed sale conversion rate: 34%
Hospitality SaaS
Website visitor → Lead conversion rate: 1.7%
Lead → MQL conversion rate: 46%
MQL → SQL conversion rate: 36%
SQL → Opportunity conversion rate: 37%
Opportunity → Closed sale conversion rate: 35%
Insurance SaaS
Website visitor → Lead conversion rate: 1.8%
Lead → MQL conversion rate: 38%
MQL → SQL conversion rate: 26%
SQL → Opportunity conversion rate: 39%
Opportunity → Closed sale conversion rate: 35%
Marketing SaaS
Website visitor → Lead conversion rate: 1.2%
Lead → MQL conversion rate: 40%
MQL → SQL conversion rate: 36%
SQL → Opportunity conversion rate: 38%
Opportunity → Closed sale conversion rate: 39%
Retail / eCommerce SaaS
Website visitor → Lead conversion rate: 2.3%
Lead → MQL conversion rate: 41%
MQL → SQL conversion rate: 35%
SQL → Opportunity conversion rate: 42%
Opportunity → Closed sale conversion rate: 30%
Telecommunications SaaS
Website visitor → Lead conversion rate: .9%
Lead → MQL conversion rate: 46%
MQL → SQL conversion rate: 34%
SQL → Opportunity conversion rate: 40%
Opportunity → Closed sale conversion rate: 36%
CRM SaaS
Website visitor → Lead conversion rate: 1.9%
Lead → MQL conversion rate: 37%
MQL → SQL conversion rate: 44%
SQL → Opportunity conversion rate: 49%
Opportunity → Closed sale conversion rate: 35%
Design SaaS
Website visitor → Lead conversion rate: .8%
Lead → MQL conversion rate: 38%
MQL → SQL conversion rate: 32%
SQL → Opportunity conversion rate: 46%
Opportunity → Closed sale conversion rate: 35%
Entertainment SaaS
Website visitor → Lead conversion rate: 1.7%
Lead → MQL conversion rate: 41%
MQL → SQL conversion rate: 39%
SQL → Opportunity conversion rate: 45%
Opportunity → Closed sale conversion rate: 42%
Healthcare SaaS
Website visitor → Lead conversion rate: 1.7%
Lead → MQL conversion rate: 47%
MQL → SQL conversion rate: 45%
SQL → Opportunity conversion rate: 40%
Opportunity → Closed sale conversion rate: 36%
Industrial SaaS
Website visitor → Lead conversion rate: 2%
Lead → MQL conversion rate: 45%
MQL → SQL conversion rate: 37%
SQL → Opportunity conversion rate: 43%
Opportunity → Closed sale conversion rate: 39%
Legal SaaS
Website visitor → Lead conversion rate: 1.2%
Lead → MQL conversion rate: 40%
MQL → SQL conversion rate: 42%
SQL → Opportunity conversion rate: 44%
Opportunity → Closed sale conversion rate: 40%
Project Management SaaS
Website visitor → Lead conversion rate: 1.6%
Lead → MQL conversion rate: 44%
MQL → SQL conversion rate: 36%
SQL → Opportunity conversion rate: 43%
Opportunity → Closed sale conversion rate: 35%
Security SaaS
Website visitor → Lead conversion rate: 1.6%
Lead → MQL conversion rate: 40%
MQL → SQL conversion rate: 36%
SQL → Opportunity conversion rate: 40%
Opportunity → Closed sale conversion rate: 36%
Get the Most out of HubSpot with Expert Management
Please fill out the form below and we will get in touch to talk about your use case and how HubSpot management can help.
Ready To Get started?
Fill out the form below to schedule a call with one of our experts. On the call we'll discuss your current marketing efforts and how we can work together fill your pipeline, book more demos, and close more sales.
![circle-dr-logo](https://www.digitalreachos.com/hs-fs/hubfs/circle-dr-logo.png?width=50&name=circle-dr-logo.png)
Please fill out the form below and we'll get back to you shortly!
Let's Get Started on
your HubSpot Audit
Please fill out the form below so we can match you for a discovery call with the best HubSpot specialist for your company, industry, and HubSpot package.
![circle-dr-logo](https://7911391.fs1.hubspotusercontent-na1.net/hub/7911391/hubfs/HubSpot-logosjpeg-min.jpg?width=50&name=HubSpot-logosjpeg-min.jpg)
Please fill out the form below
Let's Get Started
Onboarding HubSpot
Shoot us your info and we’ll match you for a discovery call with a HubSpot onboarding specialist who is a great fit for your business, industry, and onboarding needs.
![circle-dr-logo](https://7911391.fs1.hubspotusercontent-na1.net/hub/7911391/hubfs/HubSpot-logosjpeg-min.jpg?width=50&name=HubSpot-logosjpeg-min.jpg)
Please fill out the form below
Ready to get your
systems talking?
Fill out the form below and one of our HubSpot integrations experts will get in touch shortly.
![circle-dr-logo](https://7911391.fs1.hubspotusercontent-na1.net/hub/7911391/hubfs/HubSpot-logosjpeg-min.jpg?width=50&name=HubSpot-logosjpeg-min.jpg)
Please fill out the form below
Need Implementation Help to Make HubSpot Work For You?
Fill out the form below and one of our HubSpot implementation experts will get in touch shortly.
Need Help Building Your Hiring Processes into HubSpot?
Fill out the form below and one of our HubSpot implementation experts will get in touch shortly.
Let’s Talk About Your
Sales Hub Needs
Fill out the form below and we’ll match you with a HubSpot expert who is a great match for Sales Hub + your industry.
Let’s talk about your
Marketing Hub Needs
Fill out the form below and we’ll match you with a HubSpot expert who is a great match for Marketing Hub + your industry.
Let’s talk about your
Service Hub Needs
Fill out the form below and we’ll match you with a HubSpot expert who is a great match for Service Hub + your industry.
Want to Talk HubSpot?
Fill out the form below and one of our HubSpot specialists will be in touch.
How can we help your cause?
Please fill out the form below and one of our digital experts will get back to you shortly.
HubSpot Marketing Hub Onboarding | ![]() |
![]() |
Import and create contacts in HubSpot CRM | ![]() |
Limited |
Assistance with adding HubSpot tracking code to your website | ![]() |
![]() |
Integrate your existing CRM with HubSpot | ![]() |
![]() |
Assistance with connecting your social media accounts | ![]() |
![]() |
Connect your domain to HubSpot blog and landing pages | ![]() |
Limited |
Create personalized and branded HubSpot email templates | ![]() |
![]() |
Set up Salesforce integration with HubSpot | ![]() |
![]() |
Set up personas and ICPs for ABM campaigns | ![]() |
![]() |
Set up automations to populate ABM settings | ![]() |
![]() |
Create forms and CTA replacements for your website | ![]() |
![]() |
Create email nurtures & guide your team | ![]() |
![]() |
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 | ![]() |
![]() |
Assistance with setting up chatbot in HubSpot | ![]() |
![]() |
Assistance with setting up advanced reporting in HubSpot | ![]() |
![]() |
Assistance with migrating blog posts to HubSpot | 2 hours included | ![]() |
Access to team of full-stack developers for advanced integrations | ![]() |
![]() |
White-glove, 1-on-1 onboarding, implementation and support | ![]() |
![]() |
HubSpot Sales Hub Onboarding | ![]() |
![]() |
Import and create contacts in HubSpot | ![]() |
Limited |
Assistance adding HubSpot tracking code to your website | ![]() |
![]() |
Assistance setting up email templates | ![]() |
Limited |
Guidance on Gmail and Outlook integration with HubSpot | ![]() |
![]() |
Mapping custom objects to HubSpot objects | ![]() |
![]() |
Migrating parent/child relationships | ![]() |
![]() |
Assistance importing large databases | ![]() |
Limited |
Pipeline customization & automation | ![]() |
![]() |
Contact ownership automations | ![]() |
![]() |
Meeting link creation | ![]() |
![]() |
Sequence creation & best practices | ![]() |
![]() |
Forecasting & reporting | ![]() |
![]() |
Sales Hub training | 2 hours included | ![]() |
Onboarding and enablement session | 2 hours included | ![]() |
Guidance on integrating a BI tool (e.g. Grow, Databox) | ![]() |
![]() |
Assistance setting up advanced reporting in HubSpot | ![]() |
![]() |
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 | ![]() |
![]() |
Adding users and setting up teams | ![]() |
![]() |
Assistance with adding HubSpot tracking code to your website | ![]() |
![]() |
Integrate your existing systems with HubSpot | ![]() |
![]() |
Connecting subdomain to knowledge base | ![]() |
Limited |
Assistance defining ticket process | ![]() |
![]() |
Create custom ticket properties | ![]() |
Limited |
Guidance on creating ticket-based workflows | ![]() |
Limited |
Guidance on creating customer feedback campaigns | ![]() |
![]() |
Online training for you & your team | 2 hours included | ![]() |
Assistance with setting up forms for incoming tickets in HubSpot | ![]() |
![]() |
Assistance with setting up advanced reporting in HubSpot | ![]() |
![]() |
*Table above reflects starting services for the 6- to 8-Week Onboarding Package