Moving from Pardot, MailChimp, Active Campaign or another CRM and marketing automation platform over to HubSpot requires process management, data migration, and training to ensure your team embraces their new marketing platform. When you work with a HubSpot Onboarding specialist you will have a better likelihood of platform adoption across your entire organization.
Configuration of your HubSpot portal to give the right people the right access to the tools they need. Creating custom properties, setting account defaults, adding personas and more.
Import your existing CRM data into HubSpot, migrate your current email templates, build your branded landing pages and more. We work with you on the integration of 3rd party tools.
Customized live training with your marketing team. We will review contact records, segmentation, custom lists, email marketing, social media posting, ads management, workflows and more.
We will work with you to build a custom dashboard that reflects the KPIs your marketing team needs to see.
As you get familiar with HubSpot and the Marketing tools, you'll likely have a few other questions. We always earmark a bit of time to allow for additional needs that arise after our training.
Tanya is a truly strategic, all-around digital marketer and marketing operations pro. She understands her customer needs and priorities and comes with a big picture strategic digital marketing plan while not neglecting the tactics and details. On top of that, her analytical skills are like no other. We had her analyze a very complex data set, after a short time, she came back with operational recommendations on how to clean the data and how to market to the different groups.
Tanya went above and beyond in developing an understanding of our business and how to apply HubSpot for maximum effectiveness. Never impatient with us, she assisted our staff with no understanding of the system on how to use it effectively. Highly recommended!
We are happy to help you onboard to HubSpot marketing tools regardless of your subscription level!
Our standard HubSpot Marketing Pro onboarding package is $4375.
This price may be adjusted if you have unique data import or 3rd party integration needs, but generally reflects most onboarding scenarios.
We recommend including your onboarding partner in your HubSpot purchase discussions early on. They can help you make the best purchasing decision and get the right HubSpot subscription to fit your specific needs.
The most successful onboarding projects include ONE key stakeholder from your team to be the internal HubSpot champion who will see the project through to completion. This HubSpot champion will have regular calls with their Onboarding Specialist to go through everything that needs to be done to set up the account.
We invite all relevant team members to join on our marketing Hub training calls.
Your Marketing Hub Onboarding will be 10 weeks long and will include: