HubSpot Onboarding Services

Ideal for (HubSpot Hub Level)	Pro	Pro	Enterprise
	Silver	Gold	Platinum
	$4,250	$7,000	$12,000
Initial Setup and Configuration
Kick Off & Discovery Calls	2 Hours	4 Hours	5 Hours
Build governance plan which defines structure of teams, users, roles, permissions and administrative responsibilities			✓
Set Up Teams and Users (up to 3 teams in scope for silver & gold and up to 5 teams for platinum)	✓	✓	✓
Verify HubSpot Tracking Code Installation	✓	✓	✓
Validate email sending domains	✓	✓	✓
Connect social accounts	✓	✓	✓
Setup branding functions (company name, logo, favicon and colors), currency, company name and timezones	✓	✓	✓
Connect ad accounts, lead syncing and goal tracking related to ads	✓	✓	✓
Data Management and Automation
Set up lifecycle stages	✓	✓	✓
Automate assignment of company owners	✓	✓	✓
Configure Lead Routing	Simple	Simple	Simple
Creation of custom properties	0	10	10
Creation of lists	2	5	5
Populate properties with HubSpot AI (with purchase of Breeze Intelligence)		✓	✓
Add in persona properties		✓	✓
Add in persona properties		✓	✓
Content and Campaign Management
Creation of subscription types	1	5	20
Creation of forms	1	3	3
Configure form settings	✓	✓	✓
Configure blog settings	✓	✓	✓
Configure marketing email settings	✓	✓	✓
Integration and Advanced Settings
Configure external domains for tracking and automatic cross-domain linking	✓	✓	✓
Implement bot filtering		✓	✓
Set up native HubSpot integrations with Google Analytics, Google Tag Manager and AdRoll		✓	✓
Configure tracking cookies		✓	✓
Confirm IT team connects domains/subdomains for blog, landing pages, website, and email		✓	✓
Input correct brand domain		✓	✓
Configure notifications and notification profiles		✓	✓
Define and configure contact and company properties for visibility and creation		✓	✓
Synchronize lifecycle stages across contact and company records		✓	✓
Automate company creation and association with contacts		✓	✓
Reporting and Analytics
Set Up Dashboards	1	2	2
Set Up Standard Reporting	10	10	10
Set Up Custom Reporting	0	5	5
Set up customized analytics views (up to 3 views)	✓	✓	✓
Configure website page and analytics settings	✓	✓	✓
Create up to 1 customer journey analytics report			✓
Create up to 5 custom events for event tracking purposes (codeless implementation is included; API implementation is out of scope)			✓
Advanced Features & Customization
Configure language specific redirects & ensure sitemap setup	✓	✓	✓
Provide SSO setup documentation			✓
Setup up to 1 custom object			✓
Setup 1 Sandbox account			✓
Setup presets (up to 2 presets)"			✓
Training
Training Hours	2	5	10
Training curriculum to be agreed upon with client
Misc Setup
Set Content Partitioning			✓
Setup Presets			✓
Setup Hierarchy for Teams			✓
Setup Sandbox Account			✓
Set up and show client Customer Journey Analytics Report for Deal Stages			✓
Show client how to setup SSO (if applicable)			✓
Show client how to configure field-level permissions			✓
Creation of Custom Events (via event visualizer method only)	0	0	5
All In Pricing	Silver	Gold	Platinum
	25 Hours	40 Hours	70 Hours
	$4,250	$7,000	$12,000

Ideal for (HubSpot Hub Level)	Pro	Pro	Enterprise
	Silver	Gold	Platinum
	$4,250	$7,000	$12,000
Initial Setup and Configuration
Kick Off & Discovery Calls	2 Hours	4 Hours	5 Hours
Setup teams and enable role-based permissions for each user.	3 Teams	3 Teams	5 Teams
Verify and install HubSpot tracking code on non-HubSpot-hosted websites, including manual installation and Google Tag Manager integration	✓	✓	✓
Customize call and meeting types for better tracking of sales activities	✓	✓	✓
Enable call recording and conversational intelligence features	✓	✓	✓
Set up the HubSpot calling tool and connect to third-party calling systems for conversational intelligence (with native Zoom connector. Custom integration work is out of scope)	✓	✓	✓
Data Management and Automation
Create custom properties for deals, contacts, and companies as needed	✓	✓	✓
Set default and custom properties for deal records and configure record sidebars and association cards	✓	✓	✓
Customize properties for deal creation forms and evaluate lifecycle stage sync settings	✓	✓	✓
Customization of deal stage automation workflows	✓	✓	✓
Configure up to 2 deal pipelines, including stages and automation where necessary	✓	✓	✓
Add up to 10 products to HubSpot, including product library setup and individual product association with deals	✓	✓	✓
Set default quote expiration periods and enable quote approval processes		✓	✓
Configure basic lead routing workflows with up to 2 notifications and no more than 3 sales reps			✓
Set up custom objects to extend CRM functionality (scope includes up to 1 custom object)	✓	✓	✓
Configure presets for the sales team, including up to 2 presets for default preferences	✓	✓	✓
Content and Sales Management
Set up the HubSpot calling tool and connect to third-party calling systems for conversational intelligence (with native Zoom connector. Custom integration work is out of scope)	✓	✓	✓
Set up a sandbox account for testing functionalities without impacting the main account			✓
Reporting and Analytics
Set Up Dashboards	1	2	2
Set Up Standard Reporting	3	10	10
Training
Training hours	2	5	10
Training curriculum
Configure notifications and notification profiles	✓	✓	✓
Create a playbook	✓	✓	✓
Prospecting workspace		✓	✓
Show client how to create templates		✓	✓
Show client how to create sequences		✓	✓
Show client how to create snippets		✓	✓
Show client how to use and enable chat		✓	✓
Upload key documents and review reporting		✓	✓
Use forecast tool		✓	✓
Misc Setup
Show clients how to configure user profile setup, email account connection, and notification configuration	✓	✓	✓
Show clients how to use sales analytics reports for tracking team performance and sales pipeline health	✓	✓	✓
Show clients how to use the prospecting workspace, creating email templates, sequences, and snippets		✓	✓
Show clients how to enable chat, upload documents, create playbooks, and use the forecast tool		✓	✓
Set up and show client Customer Journey Analytics Report for Deal Stages			✓
Show clients how to configure deal splits for revenue sharing among multiple users			✓
Show clients how to redirect a form to a meeting booking page to streamline scheduling			✓
Provide the client's IT team with instruction on how to set up Single Sign-On (SSO)			✓
Show clients how to configure field-level permissions to restrict property access by specific users or teams			✓
All In Pricing	Silver	Gold	Platinum
	25 Hours	40 Hours	70 Hours
	$4,250	$7,000	$12,000

Ideal for (HubSpot Hub Level)	Pro	Pro	Enterprise
	Silver	Gold	Platinum
	$6,000	$10,200	$17,000
Initial Setup and Configuration
Discovery Calls (Gap analysis and strategic plan)	2 Hours	4 Hours	4 Hours
Set up Customer Portal	✓	✓	✓
Adding users and configuring teams/permissions into Service Hub	✓	✓	✓
Configure help desk automation (automated routing and assignment for input channels such as live chat, tickets, emails, form fills, etc)	✓	✓	✓
Conversations
Set up conversational intelligence by connecting HubSpot's calling systems		✓	✓
Build AI-powered Chatbots	0	2 Chatbots	5 Chatbots
Setup conversations inbox		✓	✓
Create and connect team emails and other shared channels	✓	✓	✓
Create live chat channels and target messages	✓	✓	✓
Create sales email templates	0	3	3
Create common phrase snippets	0	3	3
Tickets
Build ticketing pipelines and associated AI-powered ticket routing	3 Pipelines	3 Pipelines	5 Pipelines
Create ticketing views	5 Views	5 Views	10 Views
Build post-ticket surveys and associated AI-powered automation	0	2 Surveys	3 Surveys
Define your ticket intake channels	✓	✓	✓
Set up your ticket pipelines and stages	✓	✓	✓
Ticket creation workflow	✓	✓	✓
Customize your ticket category and resolution properties	✓	✓	✓
Create custom ticket properties		✓	✓
Create Association labels		✓	✓
Set the properties your team sees when creating tickets	✓	✓	✓
Set the properties your team sees on ticket records	✓	✓	✓
Ticket Routing	Simple	Simple	Complex
Import historical tickets via CSV (data cleaning not included)	✓	✓	✓
Customer Feedback
Create NPS, Customer Support or CSAT surveys (Up to)	3	5	5
Knowledge Base Setup
Knowledge Base Setup	✓	✓	✓
Customize KB appearance (using native WYSIWYG design tools only. Custom development not included)		✓	✓
Add existing knowledge articles into KB	0	3	3
Playbooks
Create Playbooks for use by service agents	0	2	3
Reporting and Analytics
Set Up Dashboards	1	2	3
Training
4-hour training session including a walkthrough on how to use AI content assistant in knowledge base, conversations, customer email replies		✓	✓
Provide instructions to client to set meeting settings for each user		✓	✓
Provide instructions to client to connect email accounts for each user		✓	✓
Show client how to manage conversations (team email, chat, etc) in one centralized inbox		✓	✓
Show client how to create templates		✓	✓
Show client how to create sequences		✓	✓
Show client how to create snippets		✓	✓
Show client how to enable live chat		✓	✓
Show client how to create knowledge base articles		✓	✓
Show client how to create playbooks		✓	✓
Show client how to upload key documents and review reporting		✓	✓
Post-Training Support Hours	2	6	10
All In Pricing	Silver	Gold	Platinum
	35 Hours	60 Hours	100 Hours
	$6,000	$10,200	$17,000

Revenue Growth Suite (Marketing Hub + Sales Hub)
	Hours	Cost
Pro	70 Hours	$12,000
Enterprise	120 Hours	$21,000
Revenue & Retention Suite (Sales Hub + Service Hub)
Pro	90 Hours	$16,000
Enterprise	135 Hours	$23,500
Full Customer Lifecycle Suite (Marketing Hub + Sales Hub + Service Hub)
Pro	125 Hours	$22,000
Enterprise	200 Hours	$35,000

Why Invest in HubSpot?

HubSpot is the leading platform to unify your entire front office. HubSpot's "one customer platform" mindset brings your marketing, sales, and customer service teams together for a unified full customer lifecycle approach to fuel growth.

HubSpot Ranks #1 in Sales and Marketing in G2’s 2024 Best Software Awards

Marketing Hub

HubSpot's Marketing Hub is the powerhouse of your entire marketing engine, helping you convert leads with tailored marketing campaigns to land your next great customer. Let's work together to keep your customers engaged with a platform that empowers you to build and execute strategy with ease.

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Sales Hub

Ready to close more deals? With the help of SmartBug's team and HubSpot’s Sales Hub, you’ll have all the tools you need in one place—with the expertise to match. Streamline communication, deepen relationships, and eliminate friction as you move prospects through the pipeline.

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Service Hub

Find out how your customers are interacting with your brand. HubSpot’s Service Hub offers a centralized customer portal so you can get a unified view of every customer interaction. With tools such as live chat and omni-channel messaging, SmartBug can help you keep the conversation with customers going, provide support, and deepen your relationships.

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Content Hub

Build a beautifully branded website to attract quality leads with HubSpot’s simple, scalable Content Management System. Leverage flexible website themes, custom objects, smart content, and more with this intuitive, user-friendly platform. Expand your target audience with multilingual management capabilities, complete with safe and secure hosting. Plus, with advanced AI technology, you can update content, imagery, and blog posts in a fraction of the time.

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Operations Hub

Make your customer data work for you with a unified platform that cleans, curates, and connects every data point under one central CRM platform.

With a full kit of automation tools at your fingertips, you can code your own custom automation and connect workflow extensions to trigger actions in third-party systems such as Slack, Zoom, and Asana.

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Commerce Hub

Effortlessly create quotes, issue invoices, and receive payments—all within HubSpot. Condense all of your commerce products into a single hub where you can manage your revenue operations and payment processing.

With an enhanced set of commerce tools at your fingertips, you can collect payments using Stripe, build quotes, generate payment links, take advantage of a robust product library, and automate billing.

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STEP 1

Account Setup

We set up your HubSpot account, help you establish your domain, install tracking code, and make sure data is flowing into your CRM platform.

STEP 2

Technical Configurations

Our team uses a comprehensive list of 100+ settings to customize your HubSpot instance to your company’s unique needs.

STEP 3

Hub Setup

Whether you’re using the Marketing Hub, Sales Hub, Service Hub, Operations Hub, or a combination of all of the above, we’ll build out the components you need to take advantage of everything HubSpot has to offer. With these features in place, you’ll have the raw materials to launch masterful lead capture campaigns, track your deal pipeline with ease, and implement customer service tools to delight your customers.

STEP 4

Lead, Deal, and Support Automation

Our experts dig those trenches to streamline your automation, saving your organization time and money. We’ll work with you to automate your sales and marketing processes—including how a lead enters your database, when a deal is created, and how a service ticket is handled—all with HubSpot.

STEP 5

Reporting and Insights

Want to unlock insights that inspire revenue growth? We’ll make sure HubSpot is hooked up to Google Analytics, help you set up dashboards and reporting, and teach you how to track the KPIs you need to prove—and boost—the value of your revenue engine.