HubSpot onboarding plan

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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.

We will put your company on track to success.

What Is Included:

Technical setup, strategizing with your team, and training on how to get the most out of HubSpot.

What Is Not Included:

Graphic design and website development services. If you don't have a HubSpot developer to complete your landing page and blog setup, we can provide one for an additional fee.


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

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Processes Defined

  • Setting up and managing SME interviews
  • Content approval
  • Lead qualification & automation
  • Sales notifications & engagement
  • Customer friction exploration
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Introductory Training 

  • (1) hr. sessions every week: 
  • Executive team (dashboard & KPIs)
  • Sales team (CRM, deals, sequences, meetings)
  • Service team (chatbot, tickets)

Content Strategy 

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

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Campaign Kick-off

  • Copywriting:
    • landing page
    • calls-to-action 
  • Setup conversion path for lead generation 
  • Campaign begins!

$3,000 total onboarding package.

That's less than you will pay with HubSpot's mandatory on-boarding, and you will get personalized service from our team.

Payment in full is required at the beginning of service.





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

Sound like a Plan?

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