Automated Dreams

Transform Your Workflow: Achieve Faster Growth with Custom HubSpot Onboarding

Experience a seamless transition to HubSpot with our tailored HubSpot onboarding packages, designed to integrate effortlessly into your systems and processes while facilitating maximum adoption through strategic change management.
operation hub image Automated Dreams
Sales Leader 2@2x 1 Automated Dreams
Sales Leader 1@2x 1 1 Automated Dreams

Why Choose Our Custom HubSpot Onboarding Packages?

HubSpot Onboarding packages hero asset Automated Dreams
Our HubSpot onboarding services go beyond the basics to provide you with a fully customized experience that aligns with your business goals and operational needs. We specialize in:
  • Seamless Integration

    We make sure HubSpot integrates smoothly with your existing systems and processes, minimize disruption, and maximize efficiency.

  • Strategic Change Management

    Our proven change management strategies ensure that your team adopts HubSpot smoothly and achieves immediate and long-term success.

  • Tailored Solutions

    Unlike standard packages, our services are designed around your unique sales, marketing, and service challenges and objectives. We provide a personalized roadmap for growth.

  • Continuous Support

    From initial setup to ongoing optimization, we provide comprehensive support to keep your operations running smoothly and help them consistently adapt to higher standards.

  • Proven Methodologies

    Leveraging our proprietary automation methodologies, we optimize your operations and enhance your workflows.

Our Certifications

HubSpot Onboarding Options

Find the Right Fit for Your Business Needs
1280px HubSpot Logo.svg Automated Dreams

Directly Through HubSpot

DIY

Automated Dreams

Custom Done for You

Other Partners

Templated Onboarding

Our In-Depth Implementation Methodology

Our 5-Phase Comprehensive HubSpot Onboarding Process

Hubspot Onboarding Pricing

Milestones

Sales
Hub
Starts at $4,750.00
Marketing Hub
Starts at $4,750.00
Service Hub
Starts at $4,750.00
Foundational Setup

Data Modeling
Design Entity Relationship Diagram (ERD) and define properties/objects (both default and custom)

Account Configuration
Set up primary/email domains, invite users, define permission sets

Marketing Basics
Multiple teams managing

Data Migration

Import Existing Data
Transfer contacts, companies, and associated information from legacy systems.

Data Organization
Create lists and configure visible contact fields for efficient access.

Lead Capture & Landing Pages

Form Development
Recreate existing forms and design intake forms.

Landing Page Creation
Construct landing page and form templates.

Integrations
Connect any necessary marketplace apps.

Email and site marketing setup

Web Analytics
Install tracking code and configure traffic analysis.

Email Foundation
Provide basic signature templates and connect.

Connect your Email Inbox
For sales communication tracking.

Content Assets & Templates

Visuals
Upload image library.

Email Templates
Develop standard email layouts.

Replicable Content
Create snippets and templates for efficiency.

Marketing Automation

Lead Nurturing
Design opt-in nurture email flows.

Campaign Execution
Develop and launch marketing campaigns.

Reporting
Establish marketing performance dashboards.

Sales Enablement

Meetings
Configure meeting scheduling tool.

Sales Process
Define deal pipeline, stages, and create product library.

Templates & Automation
Create quote templates, sales sequences, and sales workflows.

Sales Tools
Develop a sales playbook.

Analytics
Set up sales reports and dashboards.

Customer Support Setup

Pipeline Management
Build prospect and ticketing pipelines.

Ticketing Hub
Design ticket dashboard, portal, and basic automations.

Advanced Service Hub Setup

Live Chat (Optional)
If applicable, implement live chat on your website.

Reporting
Set up custom reports and dashboards for in-depth support analytics.

Customer Feedback
Implement automated CSAT surveys.

Training Sessions

Hubspot Onboarding Pricing

ServicesMilestonesSales HubMarketing HubService Hub
STARTS AT $4,750.00 STARTS AT $4,750.00 STARTS AT $4,750.00
Foundational SetupData Modeling
Design Entity Relationship Diagram (ERD) and define properties/objects (both default and custom)
✔︎✔︎✔︎
Foundational SetupAccount Configuration
Set up primary/email domains, invite users, define permission sets
✔︎✔︎✔︎
Foundational SetupMarketing Basics
Multiple teams managing
✔︎𝓧𝓧
Data MigrationImport Existing Data
Transfer contacts, companies, and associated information from legacy systems.
✔︎✔︎✔︎
Data MigrationData Organization
Create lists and configure visible contact fields for efficient access.
✔︎✔︎✔︎
Lead Capture & Landing PagesForm Development.
Recreate existing forms and design intake forms.
𝓧✔︎✔︎
Lead Capture & Landing PagesLanding Page Creation.
Construct landing page and form templates.
𝓧✔︎𝓧
Lead Capture & Landing PagesIntegrations.
Connect any necessary marketplace apps.
✔︎✔︎𝓧
Email and site marketing setupWeb Analytics.
Install tracking code and configure traffic analysis.
𝓧✔︎𝓧
Email and site marketing setupEmail Foundation.
Provide basic signature templates and connect
𝓧✔︎𝓧
Email and site marketing setupConnect your Email Inbox.
For sales communication tracking
✔︎𝓧𝓧
Content Assets & TemplatesVisuals.
Upload image library.
𝓧✔︎𝓧
Content Assets & TemplatesEmail Templates.
Develop standard email layouts.
𝓧✔︎𝓧
Content Assets & TemplatesReplicable Content.
Create snippets and templates for efficiency
𝓧𝓧✔︎
Marketing AutomationLead Nurturing.
Design opt-in nurture email flows
𝓧✔︎𝓧
Marketing AutomationCampaign Execution.
Develop and launch marketing campaigns
𝓧✔︎𝓧
Marketing AutomationReporting.
Establish marketing performance dashboards
𝓧✔︎𝓧
Sales EnablementMeetings.
Configure meeting scheduling tool
✔︎𝓧✔︎
Sales EnablementSales Process:
Define deal pipeline, stages, and create product library
✔︎𝓧𝓧
Sales EnablementTemplates & Automation:
Create quote templates, sales sequences, and sales workflows
✔︎𝓧𝓧
Sales EnablementSales Tools: Develop a sales playbook✔︎𝓧𝓧
Sales EnablementAnalytics:
Set up sales reports and dashboards
✔︎𝓧𝓧
Customer Support SetupPipeline Management:
Build prospect and ticketing pipelines.
𝓧𝓧✔︎
Customer Support SetupTicketing Hub:
Design ticket dashboard, portal, and basic automations.
𝓧𝓧✔︎
Advanced Service Hub Setup
Live Chat (Optional):
If applicable, implement live chat on your website
𝓧𝓧✔︎
Advanced Service Hub Setup
Reporting:
Set up custom reports and dashboards for in-depth support analytics
𝓧𝓧✔︎
Advanced Service Hub Setup
Customer Feedback:
Implement automated CSAT surveys
𝓧𝓧✔︎
TRAINING SESSIONS✔︎✔︎✔︎

Why Automated Dreams?

01.

Top-Tier HubSpot solutions partner
Dedicated to your success, we combine our proprietary business process automation framework with HubSpot’s capabilities.

02.

Expert Team
Our team includes SMB tech stack experts, system architecture specialists, business process analysts, HubSpot automation professionals, custom developers, and quality assurance experts.

03.

Unique Approach
Our custom methodology streamlines operations, eliminates inefficiencies, and fosters continuous improvement for enhanced efficiency and ROI.

04.

Sector Specialization
Expertise in transforming high-touch complex B2B sales processes in real estate, enterprise SaaS, coaching, professional services, and education tech.

05.

Business Process Automation
We customize, optimize, and automate business process workflows to achieve unparalleled operational efficiency and maximize customer value.

06.

Enhancing Customer Experience
We improve engagement across all touchpoints, remove manual redundancies, and enhance data visibility for seamless system integration.

07.

Address Critical Pain Points
Tailored solutions to recapture margins, sustain growth amidst shrinking profit margins, and eliminate operational inefficiencies.

08.

Partnership Over Vendorship
We work closely with businesses as a partner to address integration, adoption, and operational efficiency challenges.

Tailored HubSpot Implementation Packages, Exceptional Results

Explore the transformative impact of our HubSpot onboarding and implementation solutions on other businesses like yours.
How We Helped Speak by Design Connect More With Clients Without Increasing Operations Cost
Industry: Education
How We Helped Fairway Reduce Listing Entry Time to 55 Seconds, From 25 Minutes
Industry: Real Estate
How We Reduced Fairway’s Loan Processing Time by 55%
Industry: Real Estate
How We Helped Speak by Design Connect More With Clients Without Increasing Operations Cost
Industry: Education
How We Helped Fairway Reduce Listing Entry Time to 55 Seconds, From 25 Minutes
Industry: Real Estate
How We Reduced Fairway’s Loan Processing Time by 55%
Industry: Real Estate

Collaborative Growth Through HubSpot

We partner with B2B companies across various industries to tailor HubSpot solutions to their specific needs.

Fairway Logo Horiz Color NMLS sm min Automated Dreams
the wellness business hub WBH Logo icon Goldblack Automated Dreams
CardoneVentures Horizontal Logo Automated Dreams
Advisors living colorful logo Automated Dreams
logo lala legal advocates Automated Dreams

Ready to make HubSpot work for you?
Work with an accredited HubSpot implementation partner.

marketing automations 6 Automated Dreams
Email Marketing Hero Image 2 Automated Dreams
create custom dashboards en Automated Dreams