KICKSTART
YOUR
HubSpot
JOURNEY

Deliverables

Our HubSpot onboarding program includes all the deliverables listed below plus an additional 2 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

Deliverables

Our HubSpot onboarding program includes all the deliverables listed below plus an additional 8 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• Marketing Dashboard Setup: Creation of up to 2 marketing dashboards, each including up to 10 HubSpot-native reports.
• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.
• HubSpot Campaign Tool Consulting: Expert guidance on utilising HubSpot’s campaign tools.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 25 custom properties.
• CRM Migration/Contact Import Consulting: Up to 2 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 1 hour of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Custom Marketing Email Template Design and Development: Creation of up to 2 bespoke marketing email templates.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.
• Form Submission Workflow & Email Follow-Ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.
• Lead Nurturing Workflow Consultation: Up to 0.5 hours of consulting on lead nurturing workflows.
• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).
• Custom CTAs (Mobile or Desktop): Creation of up to 2 custom calls-to-action.
• Lead Capture Form Creation: Setup of one lead capture form to help gather information from potential customers.
• Social Media Configuration Consulting: Assistance with setting up and optimising social media accounts within HubSpot.
• Lead Scoring Attributes: Setup of up to 5 lead scoring attributes.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool.
• A/B Testing for Website/Landing Page Optimisation: Setup of one A/B test for optimising your website or landing page.
• Google Search Console Integration: Integration of Google Search Console with your HubSpot account for enhanced SEO insights.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot onboarding program includes all the deliverables listed below plus an additional 12 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• Marketing Dashboard Setup: Creation of up to 3 marketing dashboards, each including up to 10 HubSpot-native reports.
• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.
• HubSpot Campaign Tool Consulting: Expert guidance on utilising HubSpot’s campaign tools.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 50 custom properties.
• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 2 hours of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Custom Marketing Email Template Design and Development: Creation of up to 3 bespoke marketing email templates.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.
• Form Submission Workflow & Email Follow-Ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.
• Lead Nurturing Workflow Consultation: Up to 1 hour of consulting on lead nurturing workflows.
• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).
• Custom CTAs (Mobile or Desktop): Creation of up to 4 custom calls-to-action.
• Lead Capture Form Creation: Setup of up to 2 lead capture forms.
• Social Media Configuration Consulting: Assistance with setting up and optimising social media accounts within HubSpot.
• Lead Scoring Attributes: Setup of up to 10 lead scoring attributes.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool.
• A/B Testing for Website/Landing Page Optimisation: Setup of up to 2 A/B tests for optimising your website or landing page.
• Google Search Console Integration: Integration of Google Search Console with your HubSpot account for enhanced SEO insights.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

By choosing our HubSpot CRM Suite Comprehensive onboarding package, your business receives extensive, tailored support across all HubSpot hubs. Our structured approach ensures that every aspect of your HubSpot implementation is meticulously managed, setting you up for success from the very start.

Deliverables

Our HubSpot Sales Starter onboarding package includes all of the deliverables listed below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs

• User Permissions Setup: Configuration for up to 1 user to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• CRM Migration/Contact Import Consulting: Up to 1 hour of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Deal Pipeline Setup: Configuration of up to 1 sales pipeline to manage and track your sales process.
• Sales Email Templates: Creation of up to 1 customised sales email template to enhance communication with prospects.
• Sales Dashboard Setup: Creation of one sales dashboard, including up to 10 HubSpot-native reports to monitor sales performance.
• Snippet Creation: Development of up to 2 snippets for quick responses and streamlined communication.
• Quotes Templates: Creation of one quote template to standardise and simplify the quoting process.
• Product Library Items Setup: Addition and configuration of up to 5 items in the product library to keep your sales materials organised.
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.

Deliverables

Our HubSpot Sales Pro onboarding package includes all of the deliverables listed below, as well as an additional 2 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 25 custom properties.
• CRM Migration/Contact Import Consulting: Up to 2 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 1 hour of consulting for integrating third-party tools with HubSpot.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Deal Pipeline Setup: Configuration of up to 2 sales pipelines to manage and track your sales process.
• Sales Email Templates: Creation of up to 3 customised sales email templates to enhance communication with prospects.
• Sales Sequence: Setup of one sales sequence to automate follow-ups and nurture leads.
• Sales Playbook: Creation of one sales playbook to standardise your sales processes and best practices.
• Sales Dashboard Setup: Creation of up to 2 sales dashboards, each including up to 10 HubSpot-native reports to monitor sales performance.
• Snippet Creation: Development of up to 5 snippets for quick responses and streamlined communication.
• Quotes Templates: Creation of one quote template to standardise and simplify the quoting process.
• Product Library Items Setup: Addition and configuration of up to 25 items in the product library to keep your sales materials organised.
• Workflows for Sales Automation Consulting: Up to 1 hour of consulting on sales automation workflows.
• Calls Tool Consulting: Assistance with setting up and using the calls tool effectively.
• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Task Automation Setup: Setup of up to 1 task automation process to improve efficiency and productivity.
• Lead Scoring Attributes: Setup of up to 5 lead scoring attributes to prioritise high-value leads.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool to identify and manage high-value prospects.
  
  

By choosing our HubSpot Sales Pro onboarding package, your business receives comprehensive, tailored support specifically designed to optimise your sales processes. Our structured approach ensures that every aspect of your HubSpot implementation is meticulously managed, setting you up for success from the very start.

Deliverables

Our HubSpot Sales Enterprise onboarding package includes all of the deliverables listed below, as well as an additional 4 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 50 custom properties.
• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 2 hours of consulting for integrating third-party tools with HubSpot.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Deal Pipeline Setup: Configuration of up to 3 sales pipelines to manage and track your sales process.
• Sales Email Templates: Creation of up to 10 customised sales email templates to enhance communication with prospects.
• Sales Sequence: Setup of up to 3 sales sequences to automate follow-ups and nurture leads.
• Sales Playbook: Creation of up to 2 sales playbooks to standardise your sales processes and best practices.
• Sales Dashboard Setup: Creation of up to 3 sales dashboards, each including up to 10 HubSpot-native reports to monitor sales performance.
• Snippet Creation: Development of up to 10 snippets for quick responses and streamlined communication.
• Quotes Templates: Creation of up to 2 quote templates to standardise and simplify the quoting process.
• Product Library Items Setup: Addition and configuration of up to 50 items in the product library to keep your sales materials organised.
• Workflows for Sales Automation Consulting: Up to 2 hours of consulting on sales automation workflows.
• Calls Tool Consulting: Assistance with setting up and using the calls tool effectively.
• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup**: Configuration of a shared email inbox to centralise team communication.
• Task Automation Setup: Setup of up to 3 task automation processes to improve efficiency and productivity.
• Lead Scoring Attributes: Setup of up to 10 lead scoring attributes to prioritise high-value leads.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool to identify and manage high-value prospects.

By choosing our HubSpot Sales Enterprise onboarding package, your business receives comprehensive, tailored support specifically designed to optimise your sales processes. Our structured approach ensures that every aspect of your HubSpot implementation is meticulously managed, setting you up for success from the very start

Deliverables

Our HubSpot Customer Service Starter onboarding package includes all of the deliverables listed below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 1 user to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• CRM Migration/Contact Import Consulting: Up to 1 hour of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Ticket Pipeline Setup: Configuration of up to 1 ticket pipeline to manage customer service requests efficiently.
• HubSpot Customer Service Dashboard Setup: Creation of one customer service dashboard, including up to 10 HubSpot-native reports to monitor service performance.
• NPS, CES & CSAT Customer Survey Creation: Setup of one customer feedback survey to measure customer satisfaction and service quality.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Customer Service Pro onboarding package includes all of the deliverables listed below, as well as an additional 2 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 25 custom properties.
• CRM Migration/Contact Import Consulting: Up to 2 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 1 hour of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Lead Capture Form Creation: Setup of one lead capture form to help gather information from potential customers.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Ticket Pipeline Setup: Configuration of up to 2 ticket pipelines to manage customer service requests efficiently.
• Workflow Automation Setup for Ticket Properties: Setup of up to 2 workflow automations for ticket properties.
• HubSpot Customer Service Dashboard Setup: Creation of up to 2 customer service dashboards, each including up to 10 HubSpot-native reports to monitor service performance.
• NPS, CES & CSAT Customer Survey Creation: Setup of up to 2 customer feedback surveys to measure customer satisfaction and service quality.
• Customer Service Playbook: Creation of one customer service playbook to standardise and improve service processes.
• Customer Experience Matrix Consultation: Up to 1 hour of consultation to develop a customer experience matrix tailored to your business needs.
• Basic Live Chat/Customer Support Chatbot Setup and Routing: Setup of a basic customer support chatbot with routing (limited to 2/3 logic branches).

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Customer Service Enterprise onboarding package includes all of the deliverables listed below, as well as an additional 4 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 50 custom properties.
• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 2 hours of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Lead Capture Form Creation: Setup of up to 2 lead capture forms to gather information from potential customers.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Ticket Pipeline Setup: Configuration of up to 3 ticket pipelines to manage customer service requests efficiently.
• Workflow Automation Setup for Ticket Properties: Setup of up to 3 workflow automations for ticket properties.
• HubSpot Customer Service Dashboard Setup: Creation of up to 3 customer service dashboards, each including up to 10 HubSpot-native reports to monitor service performance.
• NPS, CES & CSAT Customer Survey Creation: Setup of up to 3 customer feedback surveys to measure customer satisfaction and service quality.
• Customer Service Playbook: Creation of up to 2 customer service playbooks to standardise and improve service processes.
• Customer Experience Matrix Consultation: Up to 1.5 hours of consultation to develop a customer experience matrix tailored to your business needs.
• Basic Live Chat/Customer Support Chatbot Setup and Routing: Setup of a basic customer support chatbot with routing (limited to 2/3 logic branches).

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Content Hub Starter onboarding package includes all of the deliverables listed below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 1 user to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• CRM Migration/Contact Import Consulting: Up to 1 hour of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• Google Search Console Integration: Integration of Google Search Console with your HubSpot account for enhanced SEO insights.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Content Hub Pro onboarding package includes all of the deliverables listed below, as well as an additional 2 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• CRM Migration/Contact Import Consulting: Up to 2 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 1 hour of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Custom Marketing Email Template Design and Development: Creation of one bespoke marketing email template.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.
• Form Submission Workflow & Email Follow-Ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.
• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).
• Custom CTAs (Mobile or Desktop): Creation of up to 2 custom calls-to-action.
• Lead Capture Form Creation: Setup of one lead capture form to gather information from potential customers.
• Dynamic Personalisation: Implementation of dynamic content to personalise user experiences based on behaviour and preferences.
• A/B Testing for Website/Landing Page Optimisation: Setup of one A/B test for optimising your website or landing page.
• Google Search Console Integration: Integration of Google Search Console with your HubSpot account for enhanced SEO insights.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Content Hub Enterprise onboarding package includes all of the deliverables listed below, as well as an additional 4 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services and bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 2 hours of consulting for integrating third-party tools with HubSpot.
• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.
• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.
• Custom Marketing Email Template Design and Development: Creation of one bespoke marketing email template.
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.
• Form Submission Workflow & Email Follow-Ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.
• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).
• Custom CTAs (Mobile or Desktop): Creation of up to 4 custom calls-to-action.
• Lead Capture Form Creation: Setup of up to 2 lead capture forms to gather information from potential customers.
• Dynamic Personalisation: Implementation of dynamic content to personalise user experiences based on behaviour and preferences.
• A/B Testing for Website/Landing Page Optimisation: Setup of up to 2 A/B tests for optimising your website or landing page.
• Google Search Console Integration: Integration of Google Search Console with your HubSpot account for enhanced SEO insights.
  
  

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Operations Starter onboarding package includes all of the deliverables listed below. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.

• User Permissions Setup: Configuration for up to 1 user to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• CRM Migration/Contact Import Consulting: Up to 1 hour of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• Data Review and Data Syncing: Up to 5 hours of reviewing and syncing data to ensure accuracy and consistency across your systems.
• Contact Duplicate Management: Up to 5 hours of managing and merging duplicate contacts to maintain a clean and efficient database.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Operations Pro onboarding package is meticulously crafted to provide you with comprehensive support and configuration. Beyond our award-winning consulting services, this package includes an additional 2 flexible hours, ensuring your business receives tailored attention to meet your specific operational needs.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 25 custom properties tailored to your business needs.
• CRM Migration/Contact Import Consulting: Up to 2 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 1 hour of consulting for integrating third-party tools with HubSpot.
• Data Review and Data Syncing: Up to 10 hours of reviewing and syncing data to ensure accuracy and consistency across your systems.
• Contact Duplicate Management: Up to 10 hours of managing and merging duplicate contacts to maintain a clean and efficient database.
• API Integration Support: Up to 5 hours of support for integrating APIs to enhance connectivity and functionality with other tools and systems.
  
  

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Operations Enterprise onboarding package offers a comprehensive suite of services designed to meet the complex needs of your business. In addition to our award-winning consulting services, this package includes an additional 4 flexible hours to ensure your business receives bespoke attention tailored to your specific requirements.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Custom Property Configuration: Setup of up to 50 custom properties tailored to your business needs.
• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.
• 3rd Party + HubSpot Integration Consulting: Up to 2 hours of consulting for integrating third-party tools with HubSpot.
• Data Review and Data Syncing: Up to 15 hours of reviewing and syncing data to ensure accuracy and consistency across your systems.
• Contact Duplicate Management: Up to 15 hours of managing and merging duplicate contacts to maintain a clean and efficient database.
• API Integration Support: Up to 10 hours of support for integrating APIs to enhance connectivity and functionality with other tools and systems.
  
  

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot CRM Suite onboarding package includes all the deliverables listed below plus an additional 4 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

Marketing:

• User Permissions Setup: Configuration for up to 2 users to ensure secure and efficient access management.

• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.

• Marketing Dashboard Setup: Creation of a marketing dashboard that includes up to 10 HubSpot-native reports to track key metrics.

• HubSpot Campaign Tool Consulting: Expert guidance on how to effectively use HubSpot’s campaign tools to maximise your marketing efforts.

• CRM Migration/Contact Import Consulting: Up to 1 hour of consulting to assist with migrating your CRM data and importing contacts. This may be restricted based on the size of your database and migration requirements.

• Custom Marketing Email Template Design and Development: Design and development of one bespoke marketing email template.

• Landing Page Copy, Design, and Development: Creation and development of a custom landing page to capture leads.

• Lead Capture Form Creation: Setup of one lead capture form to help gather information from potential customers.

• Social Media Configuration Consulting: Assistance with setting up and optimising social media accounts within HubSpot.

Sales:

• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.

• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.

• Deal Pipeline Setup: Configuration of one sales pipeline to manage and track your sales process.

• Sales Email Templates: Creation of up to 2 customised sales email templates to enhance communication with prospects.

• Sales Dashboard Setup: Creation of a sales dashboard that includes up to 10 HubSpot-native reports to monitor sales performance.

• Snippet Creation: Development of up to 2 snippets for quick responses and streamlined communication.

• Quotes Templates: Creation of up to 2 quote templates to standardise and simplify the quoting process.

• Product Library Items Setup: Addition and configuration of up to 2 items in the product library to keep your sales materials organised.

• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.

• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.

• Task Automation Setup: Setup of up to 2 task automation processes to improve efficiency and productivity.

Service:

• Ticket Pipeline Setup: Configuration of one ticket pipeline to manage customer service requests.

• Customer Service Dashboard Setup: Creation of a customer service dashboard that includes up to 10 HubSpot-native reports to track service performance.

• NPS, CES, & CSAT Survey Creation: Setup of one customer feedback survey to measure customer satisfaction.

CMS & Integrations:

• Google Search Console Integration: Linking your HubSpot account with Google Search Console to gain enhanced SEO insights.

Operations:

• Data Review and Syncing: Up to 5 hours of reviewing and synchronising data to ensure accuracy and consistency.

• Contact Duplicate Management: Up to 5 hours of managing and merging duplicate contacts to maintain a clean database.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Pro onboarding package includes all the deliverables listed below plus an additional 8 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

Marketing:

• User Permissions Setup: Configuration for up to 6 users.

• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.

• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.

• Marketing Dashboard Setup: Creation of up to 2 marketing dashboards, each including up to 10 HubSpot-native reports.

• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.

• HubSpot Campaign Tool Consulting: Expert guidance on utilising HubSpot’s campaign tools.

• Custom Property Configuration: Setup of up to 20 custom properties.

• CRM Migration/Contact Import Consulting: Up to 3 hours of consulting to assist with CRM data migration and contact imports.

• 3rd Party + HubSpot Integration Consulting: Up to 3 hours of consulting for integrating third-party tools with HubSpot.

• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.

• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.

• Custom Marketing Email Template Design and Development: Creation of up to 3 bespoke marketing email templates.

• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.

• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.

• Form Submission Workflow & Email Follow-ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.

• Lead Nurturing Workflow Consultation: Up to 0.5 hours of consulting on lead nurturing workflows.

• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).

• Custom CTAs (Mobile or Desktop): Creation of up to 2 custom calls-to-action.

• Lead Capture Form Creation: Setup of up to 2 lead capture forms.

• Social Media Configuration Consulting: Assistance with setting up and optimising social media accounts within HubSpot.

Sales:

• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies.

• Meetings Link Consulting: Setup and optimisation of meeting links.

• Deal Pipeline Setup: Configuration of up to 3 sales pipelines.

• Sales Email Templates: Creation of up to 5 customised sales email templates.

• Sales Sequences: Setup of up to 2 sales sequences.

• Sales Playbook: Creation of one sales playbook.

• Sales Dashboard Setup: Creation of up to 2 sales dashboards, each including up to 10 HubSpot-native reports.

• Snippet Creation: Development of up to 5 snippets for quick responses.

• Quotes Templates: Creation of up to 5 quote templates.

• Product Library Items Setup: Addition and configuration of up to 5 items in the product library.

• Workflows for Sales Automation Consulting: Up to 1 hour of consulting on sales automation workflows.

• Calls Tool Consulting: Assistance with setting up and using the calls tool.

• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).

• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.

• HubSpot Inbox Setup: Configuration of a shared email inbox.

• Task Automation Setup: Setup of up to 5 task automation processes.

• Lead Scoring Attributes: Setup of up to 5 lead scoring attributes based on an existing lead scoring model (setup of the model not included).

• Target Accounts Tool Consulting: Guidance on using the target accounts tool.

Service:

• Ticket Pipeline Setup: Configuration of up to 3 ticket pipelines.

• Workflow Automation Setup for Ticket Properties: Setup of up to 2 workflow automations for ticket properties.

• Customer Service Dashboard Setup: Creation of up to 3 customer service dashboards, each including up to 10 HubSpot-native reports.

• NPS, CES & CSAT Survey Creation: Setup of up to 3 customer feedback surveys.

• Customer Service Playbook: Creation of one customer service playbook.

• Customer Experience Matrix Consultation: Up to 1 hour of consultation on the customer experience matrix.

• Basic Live Chat/Customer Support Chatbot Setup and Routing: Setup of a basic customer support chatbot with routing (limited to 2/3 logic branches).

CMS & Integrations:

• Dynamic Personalisation: Implementation of dynamic personalisation features.

• A/B Testing for Website/Landing Page Optimisation: Setup of one A/B test for optimising your website or landing page.

• Google Search Console Integration: Integration of Google Search Console with your HubSpot account.

Operations:

• Data Review and Syncing: Up to 10 hours of data review and synchronisation to ensure accuracy and consistency.

• Contact Duplicate Management: Up to 10 hours of managing and merging duplicate contacts.

• API Integration Support: Up to 5 hours of support for API integrations.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

Our HubSpot Enterprise onboarding package includes all the deliverables listed below plus an additional 12 flexible hours. With this package, your business benefits from our award-winning HubSpot implementation services, tailored specifically to meet your unique organisational needs. Our structured onboarding ensures that you receive personalised, expert attention, setting you up for long-term success with HubSpot.

Marketing:

• User Permissions Setup: Configuration for up to 10 users to ensure secure and efficient access management.

• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.

• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.

• Marketing Dashboard Setup: Creation of up to 3 marketing dashboards, each including up to 10 HubSpot-native reports.

• HubSpot Analytics Website Integration: Seamless integration of HubSpot analytics with your website.

• HubSpot Campaign Tool Consulting: Expert guidance on utilising HubSpot’s campaign tools.

• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).

• Custom Property Configuration: Setup of up to 40 custom properties.

• CRM Migration/Contact Import Consulting: Up to 5 hours of consulting to assist with CRM data migration and contact imports. This may be restricted based on the size of your database and migration requirements.

• 3rd Party + HubSpot Integration Consulting: Up to 5 hours of consulting for integrating third-party tools with HubSpot.

• Marketing Email Settings Configuration and Consulting: Setup and optimisation of marketing email settings.

• Email Subscription Preferences Page Design and Development: Custom design and development of your email subscription preferences page.

• Custom Marketing Email Template Design and Development: Creation of up to 5 bespoke marketing email templates.

• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.

• Landing Page Copy, Design, and Development: Creation and development of custom landing pages.

• Form Submission Workflow & Email Follow-ups: Setup of form submission workflows and up to 3 email follow-ups for landing pages.

• Lead Nurturing Workflow Consultation: Up to 1 hour of consulting on lead nurturing workflows.

• Basic Marketing Chatbot Setup and Routing: Setup of a basic marketing chatbot with routing (limited to 2/3 logic branches).

• Custom CTAs (Mobile or Desktop): Creation of up to 4 custom calls-to-action.

• Lead Capture Form Creation: Setup of up to 4 lead capture forms.

• Social Media Configuration Consulting: Assistance with setting up and optimising social media accounts within HubSpot.

Sales:

• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies.

• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.

• Deal Pipeline Setup: Configuration of up to 5 sales pipelines to manage and track your sales process.

• Sales Email Templates: Creation of up to 10 customised sales email templates to enhance communication with prospects.

• Sales Sequences: Setup of up to 5 sales sequences.

• Sales Playbooks: Creation of up to 2 sales playbooks.

• Sales Dashboard Setup: Creation of up to 3 sales dashboards, each including up to 10 HubSpot-native reports.

• Snippet Creation: Development of up to 10 snippets for quick responses.

• Quotes Templates: Creation of up to 10 quote templates to standardise and simplify the quoting process.

• Product Library Items Setup: Addition and configuration of up to 10 items in the product library.

• Workflows for Sales Automation Consulting: Up to 2 hours of consulting on sales automation workflows.

• Calls Tool Consulting: Assistance with setting up and using the calls tool.

• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).

• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.

• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.

• Task Automation Setup: Setup of up to 10 task automation processes.

• Lead Scoring Attributes: Setup of up to 10 lead scoring attributes based on an existing lead scoring model (setup of the model not included).

• Target Accounts Tool Consulting: Guidance on using the target accounts tool.

Service:

• Ticket Pipeline Setup: Configuration of up to 5 ticket pipelines.

• Workflow Automation Setup for Ticket Properties: Setup of up to 3 workflow automations for ticket properties.

• Customer Service Dashboard Setup: Creation of up to 5 customer service dashboards, each including up to 10 HubSpot-native reports.

• NPS, CES & CSAT Survey Creation: Setup of up to 5 customer feedback surveys.

• Customer Service Playbooks: Creation of up to 2 customer service playbooks.

• Customer Experience Matrix Consultation: Up to 1.5 hours of consultation on the customer experience matrix.

• Basic Live Chat/Customer Support Chatbot Setup and Routing: Setup of a basic customer support chatbot with routing (limited to 2/3 logic branches).

CMS & Integrations:

• Dynamic Personalisation: Implementation of dynamic personalisation features.

• A/B Testing for Website/Landing Page Optimisation: Setup of up to 2 A/B tests for optimising your website or landing page.

• Google Search Console Integration: Integration of Google Search Console with your HubSpot account.

Operations:

• Data Review and Syncing: Up to 15 hours of data review and synchronisation to ensure accuracy and consistency.

• Contact Duplicate Management: Up to 15 hours of managing and merging duplicate contacts.

• API Integration Support: Up to 10 hours of support for API integrations.

Note: CRM migration/contact import consulting may be restricted based on the size of your database and migration requirements. Please discuss your specific needs with our team. Uses support hours.

Deliverables

• User permissions set up (up to 3)
• HubSpot onboarding survey
• HubSpot portal settings configuration
• HubSpot analytics website integration
• Custom marketing email template design and development (up to 1)
• Email signature template and set up consultation
• Lead nurturing workflow consultation (up to 0.5 hours)
• Social media configuration consulting
• Target accounts tool consulting

Deliverables

• User permissions set up (up to 1)
• Weekly catch-up calls in the 1st month (15 mins)
• Monthly catch-up call in the 2nd month (0.5 hours)
• Zoom 1 hour HubSpot training session (up to 3 people)
• Unlimited email support in the 1st month
• Recommendations for the best HubSpot academy courses
• User permissions set up (up to 1)
• Weekly catch-up calls in the 1st month (15 mins)
• Monthly catch-up call in the 2nd month (0.5 hours)
• Zoom 1 hour HubSpot training session (up to 3 people)
• Unlimited email support in the 1st month
• Recommendations for the best HubSpot academy courses
• User permissions set up (up to 1)
• Weekly catch-up calls in the 1st month (15 mins)
• Monthly catch-up call in the 2nd month (0.5 hours)
• Zoom 1 hour HubSpot training session (up to 3 people)

Deliverables

In addition to our award-winning consulting services, our HubSpot Sales Pro Only Support and Consulting onboarding package includes a number of value-added deliverables designed to enhance your HubSpot experience and streamline your sales processes.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Sales Dashboard Setup: Creation of up to 2 sales dashboards, each including up to 10 HubSpot-native reports.
• Calls Tool Consulting: Assistance with setting up and using the calls tool effectively.
• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool to identify and manage high-value prospects.

Deliverables

In addition to our award-winning consulting services, our HubSpot Sales Enterprise Only Support and Consulting onboarding package includes a number of value-added deliverables designed to enhance your HubSpot experience and streamline your sales processes.

Deliverables:

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Multi-Currency Deal Setup: Configuration of deals involving multiple currencies to facilitate international sales.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Sales Dashboard Setup: Creation of up to 5 sales dashboards, each including up to 10 HubSpot-native reports.
• Calls Tool Consulting: Assistance with setting up and using the calls tool effectively.
• Basic Sales Chatbot Setup and Routing: Setup of a basic sales chatbot with routing (limited to 2/3 logic branches).
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Target Accounts Tool Consulting: Guidance on using the target accounts tool to identify and manage high-value prospects.

By choosing our HubSpot Sales Enterprise Only Support and Consulting onboarding package, your business receives comprehensive, tailored support specifically designed to optimise your sales processes. Our structured approach ensures that every aspect of your HubSpot implementation is meticulously managed, setting you up for success from the very start.

Deliverables

In addition to our award-winning consulting services, our HubSpot Customer Service Pro Only Support and Consulting onboarding package includes a number of value-added deliverables designed to optimise your HubSpot experience and enhance your customer service operations.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Ticket Pipeline Setup: Configuration of up to 1 ticket pipeline to manage customer service requests efficiently.
• Customer Experience Matrix Consultation: Up to 0.5 hours of consultation to develop a customer experience matrix tailored to your business needs.

Deliverables

In addition to our award-winning consulting services, our HubSpot Customer Service Enterprise Only Support and Consulting onboarding package includes a number of value-added deliverables designed to optimise your HubSpot experience and enhance your customer service operations.

• User Permissions Setup: Configuration for up to 5 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.
• Meetings Link Consulting: Setup and optimisation of meeting links to streamline the scheduling process.
• Personal Email Connection Consulting: Assistance with integrating personal email accounts into HubSpot.
• HubSpot Inbox Setup: Configuration of a shared email inbox to centralise team communication.
• Ticket Pipeline Setup: Configuration of up to 1 ticket pipeline to manage customer service requests efficiently.
• Customer Experience Matrix Consultation: Up to 1 hour of consultation to develop a customer experience matrix tailored to your business needs.

Deliverables

In addition to our award-winning consulting services, our HubSpot Content Hub Pro Only Support and Consulting onboarding package includes a number of value-added deliverables designed to enhance your HubSpot experience and streamline your content management operations.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.

Deliverables

In addition to our award-winning consulting services, our HubSpot Content Hub Enterprise Only Support and Consulting onboarding package includes a number of value-added deliverables designed to enhance your HubSpot experience and streamline your content management operations.

• User Permissions Setup: Configuration for up to 8 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Email Signature Template and Setup Consultation: Design and setup consultation for your email signature.

Deliverables

n addition to our award-winning consulting services, our HubSpot Operations Pro Only Support and Consulting onboarding package includes a number of value-added deliverables designed to streamline your operations and ensure optimal use of HubSpot.

• User Permissions Setup: Configuration for up to 3 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Data Review and Data Syncing: Up to 5 hours of reviewing and syncing data to ensure accuracy and consistency across your systems.
• Contact Duplicate Management: Up to 5 hours of managing and merging duplicate contacts to maintain a clean and efficient database.
• API Integration Support: Up to 5 hours of support for integrating APIs to enhance connectivity and functionality with other tools and systems.

Deliverables

n addition to our award-winning consulting services, our HubSpot Operations Enterprise Only Support and Consulting onboarding package includes a number of value-added deliverables designed to streamline your operations and ensure optimal use of HubSpot.

• User Permissions Setup: Configuration for up to 8 users to ensure secure and efficient access management.
• HubSpot Onboarding Survey: A customised survey to gather essential information for a personalised onboarding experience.
• HubSpot Portal Settings Configuration: Full setup of your HubSpot portal settings.
• GDPR Compliance and Privacy Settings Consulting: Consulting on GDPR compliance and privacy settings (note: we cannot provide legal advice but can support best practices).
• Data Review and Data Syncing: Up to 10 hours of reviewing and syncing data to ensure accuracy and consistency across your systems.
• Contact Duplicate Management: Up to 10 hours of managing and merging duplicate contacts to maintain a clean and efficient database.
• API Integration Support: Up to 10 hours of support for integrating APIs to enhance connectivity and functionality with other tools and systems.

Deliverables

Our HubSpot Customer Platform Pro onboarding package includes all the deliverables listed below. This package ensures your business benefits from our award-winning HubSpot implementation services, providing bespoke attention to your organisation’s specific needs. Our structured onboarding guarantees that you receive personalised, expert support and consulting to help you achieve your goals with HubSpot.

Marketing:

• User permissions setup (up to 6)
• HubSpot onboarding survey
• HubSpot portal settings configuration
• HubSpot analytics website integration
• Custom marketing email template design and development (up to 2)
• Email signature template and setup consultation
• Lead nurturing workflow consultation (up to 0.5 hours)
• Social media configuration consulting
  
  

Sales:

• Meetings link consulting
• Personal email connection consulting
• HubSpot inbox: Shared email connection consulting
  
  

Service:

• Ticket pipeline setup (up to 2)
• Customer experience matrix consultation (up to 0.5 hours)
  
  

Operations:

• Data review and data syncing (up to 5 hours)
• Contact duplicate management (up to 5 hours)
• API Integration support (up to 5 hours)
  
  

Content Hub:

• Content strategy consultation
• HubSpot CMS setup and configuration
• Blog setup and optimisation
• SEO consultation and implementation
• Custom content template design and development

Deliverables

Our HubSpot Customer Platform Enterprise onboarding package includes all the deliverables listed below. This package ensures your business benefits from our award-winning HubSpot implementation services, providing bespoke attention to your organisation’s specific needs. Our structured onboarding guarantees that you receive personalised, expert support and consulting to help you achieve your goals with HubSpot.

Marketing:

• User permissions setup (up to 10)
• HubSpot onboarding survey
• HubSpot portal settings configuration
• HubSpot analytics website integration
• Custom marketing email template design and development (up to 4)
• Email signature template and setup consultation
• Lead nurturing workflow consultation (up to 1 hour)
• Social media configuration consulting
  
  

Sales:

• Meetings link consulting
• Personal email connection consulting
• HubSpot inbox: Shared email connection consulting
  
  

Service:

• Ticket pipeline setup (up to 3)
• Customer experience matrix consultation (up to 1 hour)
  
  

Operations:

• Data review and data syncing (up to 10 hours)
• Contact duplicate management (up to 10 hours)
• API Integration support (up to 10 hours)
  
  

Content Hub:

• Content strategy consultation
• HubSpot CMS setup and configuration
• Blog setup and optimisation
• SEO consultation and implementation
• Custom content template design and development