HubSpot Onboarding Plans

Getting started with HubSpot shouldn’t be overwhelming.

Our onboarding plans are designed to meet you where you are—whether you're launching a new portal or leveling up your current setup. We combine expert guidance with practical execution to help you unlock value, faster.

Basic HubSpot Onboarding Plan (CRM Set-up + 1 Hub) — $2,500

  • Account setup
    • Set up company branding
    • Set up users and teams
  • Connect domain
  • IP filtering
  • Create custom properties for contacts, companies, deals, and tickets
  • 1 custom object
  • Record customization
  • Customize contact and company lifecyle stages
  • 5 lists
  • 2 data syncs
  • Basic import — maximum 10K records per object (companies, contacts, deals, and tickets)
  • 5 hours live training
  • Roadmap documentation and best practices

Basic HubSpot Onboarding Plan (CRM Set-up + 2 Hubs) — $3,000

  • CRM set-up included in the basic plan
  • Customization of 2 Hubs of your choice

Basic HubSpot Onboarding Plan (CRM Set-up + 3 Hubs) — $3,500

  • CRM set-up included in the Basic Plan
  • Customization of all 3 Hubs

Hub-Specific Customizations

Every business runs differently—which is why your HubSpot setup should reflect the way you work. Whether you need one Hub or several, we’ll tailor each one to your specific goals, processes, and team structure. You choose the Hubs that fit—we’ll handle the strategy, setup, and customization.

Sales Hubs Configuration

  • Customize deal pipeline
  • Create up to 2 additional deal pipelines
  • 2 workflows
  • 2 sequences
  • Lead status customization
  • Create 2 snippets
  • Create 2 templates
  • 3 custom sales reports
  • 1 sales dashboard

Marketing Hub Configuration

  • 2 landing pages
  • Setup and import blog posts
  • 2 calls to action (CTA)
  • 2 forms
  • 2 workflows
  • Connect social media accounts
  • 3 custom marketing reports
  • 1 marketing dashboard

Service Hub Configuration

  • Customize ticket pipeline
  • Create 2 additional ticket pipelines
  • 2 feedback surveys
  • 2 workflows
  • 2 sequences
  • Setup knowledge base (add up to 3 articles)
  • 3 custom service reports
  • 1 service dashboard