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HubSpot Implementation and Setup

Package Offerings by Hub

In a few steps, our team will implement and optimize your HubSpot platform, whether you have one or multiple Hubs. 

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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.

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HubSpot Ranks #1 in Sales and Marketing in G2’s 2024 Best Software Awards
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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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Give Your Revenue Teams the Tools to Thrive in HubSpot.

Here’s How We Can Help You Succeed:

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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.

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STEP 2

Technical Configurations

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

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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.

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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.

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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.

We're HubSpot's Most Decorated Elite Partner in the World

As the market shifts, our industry knowledge and technical expertise evolve. To date, our team holds more than 260 awards and all advanced HubSpot accreditations.

HubSpot Elite Partner Badge

 

Custom Integration HubSpot Accreditation Badge
Advanced CMS Implementation HubSpot Badge
CRM Implementation HubSpot Accreditation Badge
Data Migration HubSpot Accreditation Badge
Platform Enablement HubSpot Accreditation Badge
Solutions Architecture Design HubSpot Accreditation Badge
Onboarding HubSpot Accreditation Badge
HubSpot Academy Certified Trainer Badge

Pick and Choose the Hub (or Hubs) That Meets Your Needs!

We have a package to meet you where you are, whether you only need help setting up your account or you need a more complex solution.

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Marketing Hub

Starting at $4,250
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Sales Hub

Starting at $4,250
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Service Hub

Starting at $6,500
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Multi-Hub

Starting at $12,000

HubSpot Onboarding Packages

Whether you’re looking to attract more leads, close deals faster, or provide exceptional customer support, our onboarding process equips your team to leverage HubSpot’s tools to their full potential. We’ll guide you through setup, customization, and best practices, ensuring your business can maximize ROI across all departments. With expert support at every step, we’ll help you build a unified strategy that drives growth and delivers results.
Silver Gold Platinum
Ideal for HubSpot Hub Level Pro Pro Enterprise
Hours 25 Hours 40 Hours 70 Hours
Initial Setup and Configuration
Conduct discovery calls 2 Hours 3 Hours 4 Hours
Set up teams and users (up to 3 teams in scope)
Verify HubSpot tracking code installation
Validate email sending domains
Connect social accounts
Set up 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 Complex
Create custom properties 0 10 20
Create lists 2 5 15
Populate properties with HubSpot AI
Configure automation rules for managing marketing and non-marketing contacts
Add in persona properties
Content and Campaign Management
Create subscription types 1 5 8
Create forms 1 3 7
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 4
Set up standard reporting 3 5 10
Set up custom reporting 0 5 7
Set up customized analytics views (up to 3 views)
Configure website page and analytics settings
Training
Training hours (training curriculum to be agreed upon with client) 2 5 10
Misc. Setup
Set up custom objects
Set content partitioning
Set presets
Set hierarchy for teams
Set up Sandbox account
Set up and show client customer journey Analytics report for deal stages
Show client how to set up SSO (if applicable)
Show client how to configure field-level permissions
Create custom events 0 0 5
Silver Gold Platinum
Ideal for HubSpot Hub Level Pro Pro Enterprise
Hours 25 Hours 40 Hours 70 Hours
Initial Setup and Configuration
Conduct discovery calls 2 Hours 3 Hours 4 Hours
Set up teams and users
Verify HubSpot tracking code installation
Set up “track call and meeting types”
Set up call recording
Set up conversational intelligence
Data Management and Configuration
Create custom deal properties 0 5 10
Customize default record sidebars
Set the properties your team sees when creating deals
Configure lead routing Simple Simple Complex
Customize deal stage automation workflows 0 3 10
Sync lifecycle stages to associated contacts and companies
Set up products 0 3 10
Set a default expiration period
Require approvals on all quotes
Content and Campaign Management
Provide instructions to set meeting settings for each user
Set up HubSpot calling tool
Provide instructions to connect email accounts for each user
Configure never log/track settings
Set up email tracking
Configure presets
Reporting and Analytics
Set up dashboards 1 2 4
Set up standard reporting 3 5 10
Set up custom reporting 0 5 7
Feature
Training
Training hours (training curriculum to be agreed upon with client) 2 5 10
Configure notifications and notification profiles
Create a playbook
Include 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
Set up custom objects 0 0 2
Set content partitioning
Set up presets
Set up hierarchy for teams
Set up 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
Show client how they can configure deal splits
Silver Gold Platinum
Ideal for HubSpot Hub Level Pro Pro Enterprise
Hours 35 Hours 60 Hours 100 Hours
Initial Setup and Configuration
Conduct discovery calls 2 Hours 3 Hours 4 Hours
Set up teams and users
Verify HubSpot tracking code installation
Connect user email inboxes to HubSpot
Conversations
Create conversations inbox 0 5 10
Create and connect team emails and other shared channels 0 5 10
Create live chat channels and target messages 0 5 10
Create email templates and common phrase snippets
Set up HubSpot calling tool 0 3 10
Set up conversational intelligence by connecting HubSpot’s calling systems
Build up to 2 AI-powered chatbots
Tickets
Define ticket intake channels
Set up ticket pipelines and stages
Set up a form to collect incoming tickets from customers
Establish ticket creation workflow
Customize 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
Set up ticket routing Simple Simple Complex
Create up to 5 ticketing views
Import historical tickets via CSV (data cleaning not included)
Customer Feedback
Create customer support survey 1 2 4
Create customer satisfaction survey 1 2 4
Create Net Promoter Score (NPS) survey 1 2 4
Create workflows for detractors, passives, and promoters
Set up knowledge base
Connect knowledge base subdomain
Customize KB appearance
Create KB articles 0 3 5 (client provided)
Create playbooks for use by service agents 0 1 2
Reporting and Analytics
Set up dashboards 1 2 4
Set up standard reporting 3 5 10
Set up custom reporting 0 5 7
Training
Training hours (training curriculum to be agreed upon with client) 2 5 10
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 (e.g., team email, chat) 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
Hours
Revenue Growth Suite (Marketing Hub + Sales Hub)
Pro 70 Hours
Enterprise 120 Hours
Revenue & Retention Suite (Sales Hub + Service Hub)
Pro 90 Hours
Enterprise 135 Hours
Full Customer Lifecycle Suite (Marketing Hub + Sales Hub + Service Hub)
Pro 125 Hours
Enterprise 200 Hours

Ready to Reach New Heights with SmartBug and HubSpot?

Our HubSpot onboarding services are designed to meet you where you are in your implementation journey.

Explore The Difference

What sets HubSpot apart from other senior living CRMs? Check out our side-by-side comparison.

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HubSpot Onboarding FAQs

Explore answers to your most commonly asked questions.

How much does HubSpot cost?

HubSpot’s customer platform contains a complete set of marketing, sales, occupancy management, and customer support tools. Pricing depends on what functions you need and how many users you have. 

HubSpot is competitively priced compared to other senior living CRMs. We are happy to provide a recommendation on what functionality would benefit your team the most, but feel free to explore pricing on your own if you’d find that helpful.

What is the difference between HubSpot onboarding with SmartBug vs. with HubSpot’s professional services team?

The key difference between the two onboarding styles is that SmartBug’s offers full onboarding, training, and configuration based on the package you choose. HubSpot also has multiple offerings, but many are DIY with general guidance for you to configure on your own.

What makes SmartBug the best choice for onboarding?

We have more than 300 team members, more than 10 of whom are certified HubSpot trainers. Our team holds 1,200+ professional certifications, including 100 percent of HubSpot’s advanced accreditations.

My team is new to HubSpot. Do you offer training?

Yes! As part of the initial onboarding and setup, our team of HubSpot experts will also conduct a training session to familiarize your team with HubSpot. Once your integration is complete, we offer ongoing support as a chance to answer questions, troubleshoot any concerns, and identify other opportunities for optimization.

How long does a typical onboarding take?

The typical onboarding process usually takes between 4 to 12 weeks. During this period, our dedicated team works closely with you to ensure a smooth transition, provide the necessary training, and address any questions or concerns you may have. Our goal is to tailor the onboarding experience to your unique requirements while ensuring that you are fully equipped to make the most of our offerings.

What if I want more help than what is listed in a package?

Not a problem! We can tailor our work to exactly what you need. If you need a little more, we can add some time to offer additional support in specific areas. Or we can always put together a totally custom plan specific to your needs and goals.

HubSpot Implementation Client Success Stories

Axians

SmartBug® Jump-Starts Inbound and Sales for a Global IT Solutions Company

Axians contacted SmartBug® as a brand-new HubSpot client. It had solid web traffic streaming in, but the Axians team needed a partner to help implement HubSpot, and execute an inbound marketing strategy to qualify and convert leads. At the same time, Axians’ sales team was intrigued by the sales automation potential in HubSpot’s Sales Hub, but needed the proper guidance to utilize everything the platform has to offer.

See Case Study
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