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51 Marketing Hub Automations Your Team Should Know About

     

    Sales Hub Tutorial: Setting ICP Tiers Automatically in HubSpot

      Get Up & Running Quickly with Tailored HubSpot Onboarding

      Achieve quicker adoption and faster ROI when you onboard with Digital Reach. Enjoy expert, done-for-you configuration and training customized to your business needs.

      Plus, as HubSpot Diamond Partners, we’re able to waive HubSpot’s onboarding fees and rock your onboarding from start to finish!

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      Let's Talk Onboarding

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      Our Process For HubSpot Onboarding

      Architecture & Strategy

      If there is a single most important step in our process, it’s this one. We won’t bring you into HubSpot without a solid plan that accounts for your business needs, your existing tech stack, and how all of the puzzle pieces are going to fit together in your shiny new HubSpot instance.

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      Configuration & Implementation

      With a plan in place, our wrenches start turning. While no two onboardings are the same, all of our onboardings are fueled by serious HubSpot technical and implementation experience, plus a unique understanding of how to make the platform perform in a variety of business use cases.

      Training & Adoption

      Next up is a move to change management. This is where we work to bring your team up to speed with customized training sessions that introduce the platform, get stakeholders comfortable using it, and empower your new HubSpot users with the tools and best practices they need to make use of the CRM.

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      Ongoing Support

      For most teams, onboarding HubSpot is more of a journey than a one-and-done task to be checked off the to-do list. That’s why we offer 6- and 12-month onboarding plans. Even if you opt for a shorter onboarding period, we stick around to offer troubleshooting and assistance to make sure you’re getting the most out of the tool.

      Extended Options

      No matter the Hub or Hubs you’ve onboarded, you still might only be scratching the surface of what the platform can do for your business. We offer additional services to help you and your team bridge that gap – whether that means integration supportHubSpot development, or ongoing HubSpot management.

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      Here's What Is Included:

      Onboarding from the HubSpot team is great. But for a more consultative approach that covers more HubSpot core features, choose the Digital Reach Core or Pro Onboarding Package

           

      Best Value

       
      • Onboarding
      • Core Onboarding
      • Pro Onboarding
      Kickoff (from purchase) 10 Days 7 Days 3-5 Days
      Meeting Cadence 2 Weeks Biweekly Weekly
      Training Type Guidance Guidance + iorad + On-Demand Training Full Implementation + Training
      Migration None Single System Migration 2 System Migration
      Third-Party Integrations None 2 Native Integrations Up to 5 Native Integrations
      Custom Integrations (API) None Add-Ons Available Add-Ons Available
      Automations None 10 Automations 25 Automations
      Role Consultative Guide Partner
      SOPs Not Provided Not Provided Provided

      Onboarding Pricing

      You've probably seen by now that HubSpot has a required onboarding fee. As a Diamond Partner, Digital Reach can waive the required HubSpot fee and charge our own fee for custom onboarding. You don't pay double, and instead get more bang for your buck!

       
      • Onboarding
      • Core Onboarding
      • Pro Onboarding
      Sales Hub Pro $500 $500 $6,950
      Enterprise $3,000 $3,000 $11,950
      Marketing Hub Pro $3,000 $3,000 $6,950
      Enterprise $6,000 $6,000 $11,950
      Service Hub Pro $500 $500 $6,950
      Enterprise $3,000 $3,000 $11,950

      6- to 8-Week
      Onboarding

      Starting at

      $2,950*

      One-Time

      Best for: Teams wanting a fast, thorough onboarding that sets them up with industry best practices.

      • Custom onboarding for your team
      • Video training sessions customized to your instance and aimed at building tool adoption
      • Import your list into HubSpot
      • Integrate all of your available applications & ad platforms
      • Map out & build automations for your processes
      • Training and SOPs on what was built
      • Much more depending on the Hub! (see below)

      *Price reflects onboarding for one Hub at the Professional level

      Most Popular

      6-Month Onboarding Rollout

      Starting at

      $1,325*

      Monthly

      Best for: Teams that want a high-quality build with help during rollout to ensure thoughtful platform use.

      • All build out items included in the 6-8 week onboarding plan
      • 5 hours per month of additional building beyond initial agreement
      • 24-hour turnaround on requests
      • Support & onboarding for new team members
      • Updates to build based on team feedback
      • Monthly check-ins & feedback

      *Price reflects onboarding for one Hub at the Professional level

      12-Month Onboarding Rollout

      Starting at

      $1,225*

      Monthly

      Best for: Teams that want to maximize tool adoption & ROI by teaming with a proven HubSpot partner.

      • All build out items included in the 6-8 week onboarding plan
      • 5 hours per month of additional building beyond initial agreement
      • 24-hour turnaround on requests
      • Support & onboarding for new team members
      • Updates to build based on team feedback
      • Monthly check-ins & feedback

      *Price reflects onboarding for one Hub at the Professional level

      HubSpot Marketing Hub Onboarding
      Import and create contacts in HubSpot CRM Limited
      Assistance with adding HubSpot tracking code to your website
      Integrate your existing CRM with HubSpot
      Assistance with connecting your social media accounts
      Connect your domain to HubSpot blog and landing pages Limited
      Create personalized and branded HubSpot email templates
      Set up Salesforce integration with HubSpot
      Set up personas and ICPs for ABM campaigns
      Set up automations to populate ABM settings
      Create forms and CTA replacements for your website
      Create email nurtures & guide your team
      Online platform training sessions for you and your team 2 hours included
      1-on-1 campaign strategy session 2 hours included
      Set up forms in HubSpot
      Assistance with setting up chatbot in HubSpot
      Assistance with setting up advanced reporting in HubSpot
      Assistance with migrating blog posts to HubSpot 2 hours included
      Access to team of full-stack developers for advanced integrations
      White-glove, 1-on-1 onboarding, implementation and support
      HubSpot Sales Hub Onboarding
      Import and create contacts in HubSpot Limited
      Assistance adding HubSpot tracking code to your website
      Assistance setting up email templates Limited
      Guidance on Gmail and Outlook integration with HubSpot
      Mapping custom objects to HubSpot objects
      Migrating parent/child relationships
      Assistance importing large databases Limited
      Pipeline customization & automation
      Contact ownership automations
      Meeting link creation
      Sequence creation & best practices
      Forecasting & reporting
      Sales Hub training 2 hours included
      Onboarding and enablement session 2 hours included
      Guidance on integrating a BI tool (e.g. Grow, Databox)
      Assistance setting up advanced reporting in HubSpot
      Assistance implementing chatbot Limited
      Access to team of full-stack developers for advanced integrations
      White-glove, 1-on-1 onboarding, implementation and support
      HubSpot Service Hub Onboarding
      Adding users and setting up teams
      Assistance with adding HubSpot tracking code to your website
      Integrate your existing systems with HubSpot
      Connecting subdomain to knowledge base Limited
      Assistance defining ticket process
      Create custom ticket properties Limited
      Guidance on creating ticket-based workflows Limited
      Guidance on creating customer feedback campaigns
      Online training for you & your team 2 hours included
      Assistance with setting up forms for incoming tickets in HubSpot
      Assistance with setting up advanced reporting in HubSpot

      *Discounts available if onboarding three or more Hubs

      FAQs

      Why should I onboard with Digital Reach instead of HubSpot?

      As you know, HubSpot offers onboarding for customers. But as great as the HubSpot team is, there’s only so much they can do during their onboarding process.

      So when does it make sense to onboard with a partner like Digital Reach? Here are some general guidelines:

      • You're looking for consulting and guidance along the way to ensure you're making the most out of your HubSpot investment
      • Maybe you have an existing CRM - or multiple CRMs - that need to be integrated into one
      • You require technical and strategic builders to automate away some of your most repetitive tasks
      • You simply don't have the time to spend on learning how to set everything up when your focus is running your business

      How much work will you require of my team?

      We’ll do the heavy lifting, but there will need to be some involvement from your team to ensure that we make your HubSpot instance as useful, time-saving, and business driving as it should be. But for whatever we request of you and your team, you can be assured that you won’t be toiling alone! We’ll be wrench-turning by your side and will guide you every step of the way.

       

      What's the difference between onboarding and implementation?

      Onboarding is for companies looking to get the foundational pieces of HubSpot configured in alignment with best practices so that your team can begin using the CRM quickly and effectively. Implementation is for those in need of a more consultative service - helping teams define and build out new processes, integrate complex systems and outside tools, and customize HubSpot at a deeper level.

       

      What happens when we're done onboarding?

      Don’t get us wrong, we would love to be your HubSpot agency! But our goal with onboarding isn’t to create job security. That’s why our onboarding process is designed to empower you and your team to be effective on your own.

      But because we know things often come up after onboarding, we offer a variety of HubSpot support packages for your ongoing needs.

      HubSpot is awesome, but it doesn’t onboard itself. Let’s talk about how your team can get spun up on HubSpot with expert support!