Streamline Your Sales Process, One Automation at a Time

	Packages from
Per Month	$ 5000/month	$
Features
5-Day Kickoff (from purchase) Once you purchase, this is how long it will take before we meet you live to begin your project.
Live Meetings This is how often you'll meet live with a member of our team to ensure you're getting the most out of the onboarding process.
Workshop to define your goals and requirements
Configure contact and company properties Define the contact and company properties that are relevant to your marketing operations. These properties will help you collect and store important information about your leads and customers.
Set up lead capture and forms Create lead capture forms using HubSpot's form builder or embed HubSpot forms on your website. Configure form submissions to automatically create or update contact records in HubSpo
Build email templates and campaigns Design email templates that align with your brand identity. Set up email campaigns using HubSpot's drag-and-drop editor or HTML templates. Define your target audience segments and configure automated email workflows.
Implement lead scoring and nurturing Develop lead scoring criteria based on engagement and demographics. Use HubSpot's lead scoring tools to assign scores to contacts and track their progression through the marketing funnel. Set up automated nurturing campaigns based on lead scores and behaviors.
Enable marketing automation Leverage HubSpot's automation features to streamline marketing processes. Set up workflows to automate lead nurturing, follow-ups, and personalized communication based on triggers, conditions, and actions.
Configure Tracking & Analytics Set up tracking codes and integrate HubSpot with your website analytics tools to monitor website performance and visitor behavior. Create custom reports and dashboards to measure marketing campaign effectiveness and ROI.
Train your Team Provide comprehensive training to your marketing team on using HubSpot effectively. Cover topics such as contact management, email marketing, automation workflows, and reporting. HubSpot offers online training resources and certifications.
Monitor and optimize Regularly review your marketing performance metrics and make adjustments to your strategies as needed. Analyze the data collected in HubSpot to identify areas for improvement and optimize your campaigns.

What Hubs do I need to leverage this service?
Do we need an internal Marketing Ops resource to work with you or do you replace the need for that role?

Our customers range from organizations with no Ops, Sales, or Marketing leaders to companies with fully built-out go-to-market teams. All we need to be successful is that the client has a product owner who can tell us what their goal is, and validate that what we are building is meeting the needs of the company. We can do everything else soup to nuts ourselves or fit into an existing team as staff augmentation.
What types of problems does your team typically solve?

Our Marketing Ops team solves all of the problems your internal Growth or Operations person would solve for you. Our team can fully ideate and implement an agreed upon marketing strategy tailored to your needs. This includes full funnel activation, understanding incoming data to make improvements, attribution to understand the value of each effort we launch and reporting so you can look like an overachiever to your internal stakeholders.
What softwares do you work with?

The Digital Reach team came to us a a highly recommended partner for Marketing Hub onboarding. The Digital Reach team was extremely helpful as we transitioned from Pardot to HubSpot. Mandy and her team were very knowledgeable with the different offerings HubSpot could provide relative to what we were trying to accomplish. Their consultative approach and willingness to cater the onboarding program to what we most needed help with allowed our team to get HubSpot to parity in a very short amount of time with minimal disruption to our day-to-day operations. Thank you for your help!

Tilman Nadolski, Sales Operations Manager

Aerotech, Inc

Just wanted to take a moment to express my appreciation for the Digital Reach Online Solutions team on our recent HubSpot migration project. Despite the expedited timeline (something like three weeks🏃🏾‍♀️⏱️!!!), everyone pulled together and made it happen seamlessly. Being on this side of software implementation as the customer, I know I put the team to work and they handled everything exceptionally. We met our deadline and transitioned our entire team into the new platform in exactly three weeks. Karen Senette 🏳️‍🌈 - Thanks for being our biggest advocate with both a positive and realistic approach who made sure our goals were attainable for your team. Taryn Schamberger - For seeing not only what we wanted to accomplish but could determine the problems we were trying to solve and present new and more efficient solutions. Thanks to everyone Digital Reach Online Solutions for all the hard work and dedication, it's been a pleasure working with you all and we are excited for phase 2!

Kha-Mei Bartolome, Director of Operations

GTP Software Inc

So far, so good on the launch! Thank you again for your team's help getting us up and running! There's so many things you can do with HubSpot, which makes it both amazing and overwhelming. We wouldn't have gotten to this point without you all :)

Jaimie Somlai

Northwoods

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

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

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Streamline Your Sales Process with Pipeline Build and Automation

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Streamline Your Sales Process

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The Benefits of a MOaaS to your Organization

MOaaS FAQs

What Hubs do I need to leverage this service?

Do we need an internal Marketing Ops resource to work with you or do you replace the need for that role?

What types of problems does your team typically solve?

What softwares do you work with?