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51 Marketing Hub Automations Your Team Should Know About

     
    Setting ICP Tiers Automatically in HubSpot - Thumbnail

    Sales Hub Tutorial: Setting ICP Tiers Automatically in HubSpot

      Expert Guidance on Deploying HubSpot

      Need to bring maximum value to your sales, customer service, marketing, and overall business operations? Our expert HubSpot Consultants can help you do it. Our focus is on eliminating your HubSpot challenges, enabling your organization to thrive, and providing you with an unmatched client experience.

      Expert consulting to streamline your processes, remove roadblocks, and get the absolute most out of your HubSpot instance.

      12.22 Technical & Solutions Consulting-02
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      What is Technical & Solutions Consulting?

      Digital Reach consultants work with teams across all company sizes and industries you to discover and understand the challenges that your organization faces in your use of HubSpot; common HubSpot pain points that our consultants solve for clients include:

      • Aligning marketing, sales and/or business processes with your HubSpot configuration
      • Improving organizational usage and user adoption
      • Advancing customer engagement with relevant prospect, lead and customer communications
      • Leading integrations to get data in and out of HubSpot; fully enabling HubSpot, your other platforms, and your enterprise
      • Implementing reporting and dashboards to provide visibility into organization critical metrics and KPIs

      Explore Consulting Pricing

      Intermediate Technical & Solutions Consulting

       

      BEST FOR: if you already have your processes documented (whether written, in schematics, etc.) and are looking for consulting on where these processes can be automated, updated, and/or improved via HubSpot.

      $2,000
      ONE TIME FEE

      Top features

      • 10 hours of total support*
      • Dedicated Digital Reach Consultant, Solutions Engineer, and Project Coordinator
      • Collaborative two-hour workshop to understand your current processes and the scope of your needs
      • One hour follow-up session to solidify plans and to sign off on the build
      • Done-for-you implementation
      • Custom schematic outlining your build plan and/or consulting product
      • Training 

      *Intermediate consulting includes 10 hours of total support, which includes workshopping sessions with your team, email-based support, prep work, post-meeting work, proof-of-concept, done-for-you implementation, and any other activities related to the service.

      Advanced Technical & Solutions Consulting

       

      BEST FOR: if you don’t have processes documented yet or have an idea of what you want automated; OR your processes are documented, but you want to make changes and be consulted on how to optimize, streamline, improve, and automate those processes through multiple workshopping sessions.

      $4,000
      ONE TIME FEE

      Top features

      • 20 hours of total support*
      • Dedicated Digital Reach Senior Consultant, Solutions Engineer, and Project Coordinator
      • Collaborative two-hour workshop to understand your current processes and the scope of your needs
      • Up to two, two-hour hour follow-up workshop sessions to further hone in your build
      • Custom schematics outlining your build plan and/or consulting product
      • Done-for-you implementation

      *Advanced consulting includes 20 hours of total support, which includes workshopping sessions with your team, email-based support, prep work, post-meeting work, proof-of-concept, done-for-you implementation, and any other activities related to the service.

      Want to talk first? Let's talk through how we can get your HubSpot needs addressed.

      Consulting FAQs

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      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