HUBSPOT ONBOARDING SERVICES

Make the most of your investment in HubSpot.

PROFESSIONAL ONBOARDING SERVICES FOR HUBSPOT MARKETING, SALES + MORE

 

ThinkFuel’s onboarding services are here to support you, every step of the way. When you purchase HubSpot onboarding with us, we’ll ensure you reach your most important goals, faster.

Don't see what you're looking for? We offer complete custom onboarding services as well. Contact us to learn more.

Marketing Pro Onboarding

Marketing Professional Onboarding

  • Phase 0 Intro to HubSpot

    • Introduction to the HubSpot platform and tools. ?

  • Phase 1 Technical Setup

    • Invite your team members ?

    • Connect your subdomains and configure your settings ?

    • Install the HubSpot tracking code and filter out your internal traffic ?

    • Set up your email sending domain ?

    • Import your contacts, companies. ?

    • Import your marketing opt-out lists ?

    • Configure email types ?

    • Connect your social accounts ?

    • Consider integrations ?

    • Branding setup ?

    • Marketing email templates ?

    • Training ?

  • Phase 2 Capture +Convert Leads

    • Create personas to better understand the different audiences in your customer's database. ?

    • Explore forms and pop-up forms for quick wins. ?

    • Create custom properties that will help you qualify leads when filling out forms. ?

    • Set up lead scoring. ?

    • Using landing pages to convert leads ?

    • Define each Lifecycle Stage based on your own qualifications. ?

    • Training ?

  • Phase 3 Engage +Nurture Leads

    • Map out a nurturing process flow that considers the tools you’re using. ?

    • Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage. ?

    • Create your first welcome flow series for a new lead. ?

    • Training ?

  • Phase 4 Automate + Personalize

    • Find manual tasks that can be automated in HubSpot. ?

    • Identification of bottlenecks in your nurturing and sales prospecting processes. ?

    • Connect your PPC accounts and automate tasks. ?

    • Use custom properties to build target lists. See how we can translate that into a marketing email with smart content or into a targeted workflow. ?

    • Training - Lists and smart content ?

  • Phase 5 Training + Handoff

    • Empowering you to grow with HubSpot ?

  • Phase 6- 30 Days Support

    • Technical support for elements built during this onboarding. ?

Marketing Pro Onboarding Marketing Professional Onboarding
Phase What's Covered What We Take Care Of What We Need From You
Phase 0 Intro to HubSpot
  • Introduction to the HubSpot platform and tools.
  • 60 min training session for your team to familiarize them with HubSpot so they can start utlizing it immediately. Identify quick wins to implement in following phases
  • 60 min of your time and access to your HubSpot portal.
Phase 1 Technical Setup
  • Invite your team members
  • Connect your subdomains and configure your settings
  • internal traffic
  • Set up your email sending domain
  • Import your contacts, companies.
  • Import your marketing opt-out lists
  • Configure email types
  • Connect your social accounts
  • Consider integrations
  • Branding setup
  • Marketing email templates
  • Training
  • Inviting your users to the portal and setting permissions
  • Updating your DNS settings for the subdomains.
  • Alternatively, if you want to make these changes yourself, we will supply the information you need to do so.
  • Install the HubSpot tracking code and filter out your internal traffic
  • Updating your DNS settings for the email sending domain.
  • Importing these entities from either a CSV file or through the direct Salesforce/HubSpot migration tool.
  • Uploading a list of contacts who had previously opted out of receiving emails from you in a different program (i.e. MailChimp, Constant Contact). We also include processing up to 10,000 contacts through Kickbox to ensure email deliverability.
  • Setup email subscription types (i.e. Marketing Emails, Customer Support Emails, Product Updates)
  • Providing instructions on how to connect your social media accounts.
  • Connect and configure up to 3 integrations from the HubSpot App marketplace. Does not include custom integration.
  • Add company logos, favicon, typography, and colors to the HubSpot branding tools
  • Create 2 reusable marketing email templates you can use for engaging contacts. 1 newsletter style, and 1 lead nurture style.
  • 60 min training session on social media and email marketing tools
  • A list of all the team members who need access to HubSpot and what permissions they need in the system (don't worry we have a handy worksheet to help you with this).
  • Access to your hosting provider in order to create new DNS records. Alternatively, if you want to make these changes yourself, we will supply the information you need to do so.
  • "Access to your WordPress, Squarespace, Wix, or HubSpot CMS admin panels. If you are not using one of these builders, we will supply you with the tracking code for your developers to insert. Any internal, static, IP addresses your company uses."
  • Access to your hosting provider in order to create new DNS records. Alternatively, if you want to make these changes yourself, we will supply the information you need to do so.
  • CSV files for the company and contacts records you want imported. If we're doing a full import from Salesforce, we will need login credentials for your Salesforce system.
  • Access to your previous email marketing tool, or a CSV file from that tool listing all unsubscribed email addresses.
  • A list of the types of emails you plan to send through HubSpot.
  • Connect your social media accounts.
  • What apps you use that need to be integrated with HubSpot and login access to those apps.
  • Company branding guidelines.
  • Logos and images.
  • 60 min of your time
Phase 2 Capture + Convert Leads
  • Create personas to better understand the different audiences in your customer's database.
  • Explore forms and pop-up forms for quick wins.
  • Create custom properties that will help you qualify leads when filling out forms.
  • Set up lead scoring.
  • Using landing pages to convert leads
  • Define each Lifecycle Stage based on your own qualifications.
  • Training
  • If you do not currently have documented buyer personas, we will walkthrough an exercise of creating up to 2 personas together and adding them into HubSpot.
  • Create and replace the forms on your website with HubSpot forms.
  • Create custom properities in the HubSpot CRM
  • Setup an initial lead scoring matrix along with lists to segment contacts based on lead score and alerts for your team.
  • Setup of up to 3 landing pages for existing content offers (i.e. eBook, whitepaper)
  • Training and coach on HubSpot lifecycle stages
  • 60 min training session on the Forms and Landing Page tools
  • Provide us with any documented buyer personas you have. If not, we'll send you a tool to help you create your buyer personas.
  • Access to your WordPress, Squarespace, Wix, or HubSpot CMS admin panels. If you are not using one of these builders, we will supply you with the form code for your developers to insert.
  • List of properities you want to capture for contacts and companies in HubSpot (i.e. Customer number, territory, etc.)
  • Insight into who should get notified and at what scoring threshold.
  • Content offers you have that could be used as gated content to drive leads. Copy for landing page
  • 30 min of your time for a training session on Lifecycle stages.
  • 60 min of your time
Phase 3 Engage + Nurture Leads
  • Map out a nurturing process flow that considers the tools you’re using.
  • Define lifecycle stages and ensure contacts go through different nurturing tracks depending on their stage.
  • Create your first welcome flow series for a new lead.
  • Training
  • Build out up to 3 nurture workflows based on existing content or conversion points you have (i.e. an eBook).
  • Build intelligence into the nurture workflows we created to handle contacts differently based on their lifecycle stage (i.e. an existing customer who downloads an eBook would go through a different path then a new lead)
  • Create a workflow to quickly connect with a lead who converts on bottom of the funnel forms.
  • 60 min training session on HubSpot Workflows
  • Content you want us to use for the nurture emails
  • Content you want us to use for the nurture emails for different stages.
  • The content you want us to use for the nurture emails
  • 60 min of your time
Phase 4 Automate + Personalize
  • Find manual tasks that can be automated in HubSpot. Develop workflows, lists or smart content to save time via automation.
  • Connect your PPC accounts and automate tasks.
  • Use custom properties to build target lists. See how we can translate that into a marketing email with smart content or into a targeted workflow.
  • Training - Lists and smart content
  • Identification of bottlenecks in your nurturing and sales prospecting processes. Building automation to streamline these activities where possible.
  • Setup automatic lead notifications, reports, and data sync for social lead gen form ads.
  • Building up to 20 smart/active lists in HubSpot to segment your audiences based on properties we know about them (i.e. location, lifecycle stage, persona, etc.)
  • 45-minute training on how and where to use smart content (i.e. emails, landing pages, CTA's, etc.) & list building
  • 60 min of your time for a working session to identify the bottlenecks. Content for the emails we use in the automation steps.
  • Connect your PPC accounts to HubSpot.
  • Any specific marketing segmentation criteria you want to see.
  • 45 min of your time
Phase 5 Training + Handoff
  • Empowering you to grow with HubSpot
  • 1-2 virtual training sessions (up to 2 hours in total) to familiarize your team with all the tools in HubSpot and the components we have built out along the way.
  • Your time for the training sessions
Phase 6-30 DaySupport
  • Technical support for elements built during this onboarding.
  • Updates, fixes, troubleshooting
Select this Plan
Sales Pro Onboarding

Sales Professional Onboarding

Product: Sales Professional

  • Phase 0 Intro to HubSpot

    • Introduction to the HubSpot platform and tools. ?

  • Phase 1 Technical Setup

    • Invite your team members ?

    • Connect your personal email inbox ?

    • Create custom properties to store your data ?

    • Install the HubSpot tracking code and filter out your internal traffic ?

    • Import your contacts, companies, and deals ?

    • Setup your deal currencies ?

    • Consider integrations ?

    • Training ?

  • Phase 2 Connecting with Prospects

    • Setup live chat or chatbot on your website ?

    • Training ?

  • Phase 3 Automate your Sales Process

    • Understanding your deal stages and where we can automate the pipeline process. ?

    • Review the documented sales pipelines and automation. ?

    • Customize deal pipelines to fit your sales process. ?

    • Adding tasks so that sales reps can more efficiently execute daily objectives. ?

    • Automating how leads are rotated to sales reps. ?

    • Set up workflow extensions to automate sales processes. ?

    • Training ?

  • Phase 4 Personalize your Outreach at Scale

    • Creating email templates ?

    • Creating sales sequences to automatically follow up with prospects. ?

    • Set up quotes to get deals closed faster. ?

    • Set up your product library to include the items that you sell. ?

    • Training ?

  • Phase 5- 30 day support

    • Technical support for elements built during this onboarding. ?

Sales Pro Onboarding Sales Professional Onboarding
Phase What's Covered What We Take Care Of What We Need From You
Phase 0 Intro to HubSpot
  • Introduction to the HubSpot platform and tools.
  • 60 min training session for your team to familiarize them with HubSpot so they can start utilizing it immediately. Identify quick wins to implement in the following phases
  • 60 min of your time and access to your HubSpot portal.
Phase 1 Technical Setup
  • Invite your team members
  • "Connect your personal email inbox set up your personal profile & settings"
  • Create custom properties to store your data
  • Install the HubSpot tracking code and filter out your internal traffic
  • Import your contacts, companies, and deals
  • Setup your deal currencies
  • Consider integrations
  • Training
  • Inviting your users to the portal and setting permissions
  • We'll provide your team with step by step instructions to accomplish. These settings are user specific so unfortunately we can't set them up on your behalf.
  • Create up to 20 custom properties in your CRM to track information specific to your business and clients (i.e. account numbers, competitors used, etc.)
  • Install the HubSpot tracking code and filter out your internal traffic
  • Importing these entities from either a CSV file or through the direct Salesforce/HubSpot migration tool.
  • Setting up multiple currencies if you quote/track deals in various currencies.
  • Connect and configure up to 3 integrations from the HubSpot App marketplace. Does not include custom integration.
  • 45 min training session on using the email integration, and setting up the meetings tool
  • A list of all the team members who need access to HubSpot and what permissions they need in the system (don't worry we have a handy worksheet to help you with this).
  • Your team members to follow the instruction guide to set up their personal settings. We're here to answer any questions they have.
  • Insight into what custom properties you need created.
  • "Access to your WordPress, Squarespace, Wix, or HubSpot CMS admin panels. If you are not using one of these builders, we will supply you with the tracking code for your developers to insert. Any internal, static, IP addresses your company uses."
  • CSV files for the company and contacts records you want to be imported. If we're doing a full import from Salesforce, we will need login credentials for your Salesforce system.
  • What currencies you quote/track in
  • What apps you use that need to be integrated with HubSpot and login access to those apps.
  • 45 min of your time
Phase 2 Connecting with Prospects
  • Setup live chat or chatbot on your website
  • Training
  • Setup and configuration of one chatbot or one live chat for deployment on your website.
  • 30 min training session on the Conversations Inbox for following up on live chats
  • 30 min of your time
Phase 3 Automate your Sales Process
  • Understanding your deal stages and where we can automate the pipeline process.
  • Review the documented sales pipelines and automation.
  • Customize deal pipelines to fit your sales process.
  • Adding tasks so that sales reps can more efficiently execute daily objectives.
  • Automating how leads are rotated to sales reps.
  • Set up workflow extensions to automate sales processes.
  • Training
  • 45 min working session where we walk through your current sales pipelines and sales processes.
  • Document and present the findings of the previous step into a concise format that can built out in HubSpot
  • Build out up to 2 customized deal pipelines. Creating deal stages to automate the pipeline process. Setting up required fields as deals move through the pipeline (i.e. when a deal is lost, making it mandatory for the sales rep to record the reason it was lost).
  • Setup task automation as deals move through your sales pipelines.
  • Setup lead/deal rotation for new inbound leads based on automatic rotation or geographic region
  • Build up to 4 workflows to keep data up to date and automate tasks during the sales process.
  • 60 min training session on your deal pipelines and workflows
  • 45 min of your time.
  • 30 mins of your time to review and approve the new the findings
  • Review and approve the new setup
  • Review and approve the task setup
  • Breakdown of how leads are assigned to your sales team
  • Input on automation steps.
  • 60 min of your time
Phase 4 Personalize your Outreach at Scale
  • Creating email templates
  • Creating sales sequences to automatically follow up with prospects.
  • Set up quotes to get deals closed faster.
  • Set up your product library to include the items that you sell.
  • Training
  • Creating up to 5 email templates your sales team can use on-demand
  • Creating up to 2 email sequences
  • Setting up the branding and style for the HubSpot standard quote templates
  • Import your product library into HubSpot for faster quoting and deal value tracking
  • 60 minute training session on email templates, sales sequences, and quotes
  • Content you want us to use for the emails templates
  • Content you want us to use for the emails templates
  • Logo and brand colors
  • CSV file of your product library - See template here
  • 60 minutes of your time
Phase 5-30 DaySupport"
  • Technical support for elements built during this onboarding.
  • Updates, fixes, troubleshooting
Select this Plan
ico-3

Service Professional Onboarding

Product: Service Professional

  • Phase 0 Intro to HubSpot

    • Introduction to the HubSpot platform and tools. ?

  • Phase 1 Technical Setup

    • Invite your team members ?

    • Connect your shared team email addresses to Conversations ?

    • Create custom properties to store your data ?

    • Install the HubSpot tracking code and filter out your internal traffic ?

    • Connect or add a subdomain for your knowledge base ?

    • Edit and embed the support form on your website ?

    • Training ?

  • Phase 2 Delight Customers at Scale

    • Ticket pipelines ?

    • Ticket assignment ?

    • Ticket workflows and automation ?

    • Training ?

  • Phase3 Help Customers Help Themselves

    • Setting up your knowledge base ?

    • Training ?

  • Phase 4 Measure + Improve Customer Experience

    • Setup customer feedback surveys ?

    • Actioning on feedback ?

    • Training ?

  • Phase 5- 30 day support

    • Technical support for elements built during this onboarding. ?

ico-3 Service Professional Onboarding
Phase What's Covered What We Take Care Of What We Need From You
Phase 0 Intro to HubSpot
  • Introduction to the HubSpot platform and tools.
  • 60 min training session for your team to familiarize them with HubSpot so they can start utilizing it immediately. Identify quick wins to implement in the following phases
  • 60 min of your time and access to your HubSpot portal.
Phase 1 Technical Setup
  • Invite your team members
  • "Connect your personal email inbox set up your personal profile & settings"
  • Create custom properties to store your data
  • Install the HubSpot tracking code and filter out your internal traffic
  • Import your contacts, companies, and deals
  • Setup your deal currencies
  • Consider integrations
  • Training
  • Inviting your users to the portal and setting permissions
  • We'll provide your team with step by step instructions to accomplish. These settings are user specific so unfortunately we can't set them up on your behalf.
  • Create up to 20 custom properties in your CRM to track information specific to your business and clients (i.e. account numbers, competitors used, etc.)
  • Install the HubSpot tracking code and filter out your internal traffic
  • Importing these entities from either a CSV file or through the direct Salesforce/HubSpot migration tool.
  • Setting up multiple currencies if you quote/track deals in various currencies.
  • Connect and configure up to 3 integrations from the HubSpot App marketplace. Does not include custom integration.
  • 45 min training session on using the email integration, and setting up the meetings tool
  • A list of all the team members who need access to HubSpot and what permissions they need in the system (don't worry we have a handy worksheet to help you with this).
  • Your team members to follow the instruction guide to set up their personal settings. We're here to answer any questions they have.
  • Insight into what custom properties you need created.
  • "Access to your WordPress, Squarespace, Wix, or HubSpot CMS admin panels. If you are not using one of these builders, we will supply you with the tracking code for your developers to insert. Any internal, static, IP addresses your company uses."
  • CSV files for the company and contacts records you want to be imported. If we're doing a full import from Salesforce, we will need login credentials for your Salesforce system.
  • What currencies you quote/track in
  • What apps you use that need to be integrated with HubSpot and login access to those apps.
  • 45 min of your time
Phase 2 Connecting with Prospects
  • Setup live chat or chatbot on your website
  • Training
  • Setup and configuration of one chatbot or one live chat for deployment on your website.
  • 30 min training session on the Conversations Inbox for following up on live chats
  • 30 min of your time
Phase 3 Automate your Sales Process
  • Understanding your deal stages and where we can automate the pipeline process.
  • Review the documented sales pipelines and automation.
  • Customize deal pipelines to fit your sales process.
  • Adding tasks so that sales reps can more efficiently execute daily objectives.
  • Automating how leads are rotated to sales reps.
  • Set up workflow extensions to automate sales processes.
  • Training
  • 45 min working session where we walk through your current sales pipelines and sales processes.
  • Document and present the findings of the previous step into a concise format that can built out in HubSpot
  • Build out up to 2 customized deal pipelines. Creating deal stages to automate the pipeline process. Setting up required fields as deals move through the pipeline (i.e. when a deal is lost, making it mandatory for the sales rep to record the reason it was lost).
  • Setup task automation as deals move through your sales pipelines.
  • Setup lead/deal rotation for new inbound leads based on automatic rotation or geographic region
  • Build up to 4 workflows to keep data up to date and automate tasks during the sales process.
  • 60 min training session on your deal pipelines and workflows
  • 45 min of your time.
  • 30 mins of your time to review and approve the new the findings
  • Review and approve the new setup
  • Review and approve the task setup
  • Breakdown of how leads are assigned to your sales team
  • Input on automation steps.
  • 60 min of your time
Phase 4 Personalize your Outreach at Scale
  • Creating email templates
  • Creating sales sequences to automatically follow up with prospects.
  • Set up quotes to get deals closed faster.
  • Set up your product library to include the items that you sell.
  • Training
  • Creating up to 5 email templates your sales team can use on-demand
  • Creating up to 2 email sequences
  • Setting up the branding and style for the HubSpot standard quote templates
  • Import your product library into HubSpot for faster quoting and deal value tracking
  • 60 minute training session on email templates, sales sequences, and quotes
  • Content you want us to use for the emails templates
  • Content you want us to use for the emails templates
  • Logo and brand colors
  • CSV file of your product library - See template here
  • 60 minutes of your time
Phase 5-30 DaySupport"
  • Technical support for elements built during this onboarding.
  • Updates, fixes, troubleshooting
Select this Plan
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Addons

Content + Graphics

No internal content or graphic design resources? No problem! This addon includes 2,000 words of content for landing pages and emails and up to 5 custom graphics.

CRM Migration For All Data

Less than 7,500 CRM records. Does not include custom objects.

Between 7,500 - 12,500 CRM records. Does not include custom objects.

Between 12,500 - 50,000 records. Does not include custom objects.

Between 50,000 - 150,000 records. Does not include custom objects.

Setup of Salesforce Selective Sync

Setup and configure Salesforce Selective Sync with HubSpot

Additional HubSpot Integrations

Installation + configuration of one additional integration from the HubSpot App Marketplace

Installation + configuration of three additional integrations from the HubSpot App Marketplace

Installation + configuration of five additional integrations from the HubSpot App Marketplace

$ 000.00