HubSpot onboarding plan

Sign up for a risk-free setup of your marketing platform.

Let us help you
get started with

hubspot white copy

Put our team to the test with no long-term commitment. 

Is your company interested in taking its first step with HubSpot, but feeling nervous about the commitment?

We felt that way too when we first got into this crazy business. That was many years ago. Looking back now, we wouldn’t choose any other career path...except maybe rock star. That would be better.

Give us 30 days.

We will put your brand on track to success.


Technical Setup

  • Collect login & assets
  • Tracking code & domain setup
  • Connecting HubSpot to website, social, and ads
  • Website & content audit
  • Review third-party integrations


HubSpot Configuration

  • Set properties & general settings
  • Set team permissions & access
  • Scrub & segment email database
  • Import contacts into HS CRM
  • Set up marketing & sales dashboards
  • Migrate blog & landing pages

check blue

Processes Defined

  • SME interviews
  • Content approval
  • Lead qualification & automation
  • Sales notifications & engagement
  • Customer friction exploration
teach team

Introductory Training 

  • (1) hr. session every week 
  • Executive team (dashboard & KPIs)
  • Sales team (CRM, deals, sequences, meetings)
  • Service team (chatbot, tickets)
  • Available for questions up to 30 days after onboarding

Content Strategy 

  • Content mapping
  • Keyword research
  • Website SEO analysis 
  • Topic brainstorming
  • Editorial calendar setup
  • Campaign development

growth blue

Campaign Kick-off

  • Custom design & implementation -- templates for landing page, thank you page, blog listing page, and blog posts in HS
  • Setup conversion path for first campaign


$7,200 total onboarding package.

Save 15% when you sign-up for our Professional or Enterprise plan

Payment in full is required at the beginning of every month of service.

Custom onboarding packages are available for business that don't require HubSpot design and development services.




After onboarding is complete, we will recommend an service plan for your business if you want help achieving your goals.

Please note: We offer flexible terms for services, but your HubSpot platform is paid for annually and cannot be cancelled until your contract expires.

Sounds like a Plan?

Let’s start with an exploratory call and see if we are a good fit.