Automated Dreams

Achieve Operational Excellence with Tailored HubSpot Onboarding

Experience a seamless transition to HubSpot with our tailored onboarding packages. Designed to integrate effortlessly into your systems, our solutions ensure maximum adoption and operational efficiency through strategic change management.

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Our Certifications

Why Choose Our Custom HubSpot Onboarding Packages?

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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.

HubSpot Onboarding Options

Find the Right Fit for Your Business Needs
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Directly Through HubSpot

DIY

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Automated Dreams

Custom Done for You
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Other Partners

Templated Onboarding

Our In-Depth Implementation Methodology

Our 5-Phase Comprehensive HubSpot Onboarding Process

HubSpot Onboarding Options

Hubs

Starting at $4,750

What’s Included

What’s Included

Foundations

Data Modeling

Design Entity Relationship Diagram (ERD). Map out relationships between different data entities and define properties/objects, including both default and custom ones, to ensure structured and efficient data handling.

Integrations

Connect and configure marketplace integrations.

Account Configuration

Set up primary and email domains within HubSpot, invite users, and define their permission sets to ensure secure and organized access.

Data Migration

Import Existing Data

Migrate your existing contacts, companies, and associated information from legacy systems into HubSpot for seamless data continuity.

Data Organization

Organize your data by creating lists and configuring visible contact fields to allow efficient access and management.

Lead Capture & Landing Pages

Form Development

Recreate and design intake forms: Develop new or recreate existing forms to capture leads and gather necessary information from your website visitors.

Landing Page Creation

Build engaging landing pages and design form templates to optimize lead capture and conversion.

Email and Site Marketing setup

Web Analytics

Install tracking code on your website and set up traffic analysis to monitor and understand visitor behavior.

Email Foundation

Create signature templates and connect your email inbox to track sales communication.

Content Assets & Templates

Visuals

Manage your image assets, upload, and segment them in your HubSpot library for easy access and use for your marketing and sales processes.

Email Templates

Create standard, compliant, and branded email layouts to streamline your email marketing efforts.

Marketing Automation

Lead Nurturing

Design opt-in nurture email flows. Create automated email sequences to nurture leads through your sales funnel.

Campaign Execution

Plan, develop, and launch marketing campaigns to engage your audience and drive conversions.

Reporting

Set up dashboards to track and report on your marketing performance metrics.

Training Sessions

Hands-on Training

Get tailored training programs on features, tools, and custom setups to help your team understand and navigate your account effectively without the need for external assistance in the future.

Starting at $4,750

What’s Included

What’s Included

Foundations

Data Modeling

Design Entity Relationship Diagram (ERD). Map out relationships between different data entities and define properties/objects, including both default and custom ones, to ensure structured and efficient data handling.

Integrations

Connect and configure marketplace integrations.

Account Configuration

Set up primary and email domains within HubSpot, invite users, and define their permission sets to ensure secure and organized access.

Data Migration

Import Existing Data

Migrate your existing contacts, companies, and associated information from legacy systems into HubSpot for seamless data continuity.

Data Organization

Organize your data by creating lists and configuring visible contact fields to allow efficient access and management.

Email and Site Marketing setup

Web Analytics

Install tracking code on your website and set up traffic analysis to monitor and understand visitor behavior.

Email Foundation

Create signature templates and connect your email inbox to track sales communication.

Sales Enablement

Meetings

Set up a meeting scheduling tool to streamline the booking process for your sales team.

Sales Process

Outline your sales process, define deal stages, and create a product library to manage sales activities effectively.

Templates & Automation

Create quote templates, sales sequences, and automated workflows to improve sales efficiency.

Sales Tools

Create a comprehensive sales playbook to guide your sales team through best practices and strategies.

Analytics

Set up sales reports and dashboards to monitor and analyze your sales performance.

Training Sessions

Hands-on Training

Get tailored training programs on features, tools, and custom setups to help your team understand and navigate your account effectively without the need for external assistance in the future.

Starting at $4,750

What’s Included

What’s Included

Foundations

Data Modeling

Design Entity Relationship Diagram (ERD). Map out relationships between different data entities and define properties/objects, including both default and custom ones, to ensure structured and efficient data handling.

Account Configuration

Set up primary and email domains within HubSpot, invite users, and define their permission sets to ensure secure and organized access.

Data Migration

Import Existing Data

Migrate your existing contacts, companies, and associated information from legacy systems into HubSpot for seamless data continuity.

Data Organization

Organize your data by creating lists and configuring visible contact fields to allow efficient access and management.

Lead Capture & Landing Pages

Form Development

Recreate and design intake forms: Develop new or recreate existing forms to capture leads and gather necessary information from your website visitors.

Content Assets and Templates

Replicable Content

Create reusable snippets and templates to stay consistent and save time across your marketing campaigns.

Sales Enablement

Meetings

Set up a meeting scheduling tool to streamline the booking process for your sales team.

Customer Support Setup

Pipeline Management

Build prospect and ticketing pipelines to manage prospects and customer support tickets and drive efficient tracking and resolution.

Ticketing Hub

Create a dashboard and portal to manage support tickets. Build automated workflows to streamline the ticketing process.

Advanced Service Hub Setup

Live Chat (Optional)

Set up live chat functionality on your website to provide real-time support to your visitors.

Reporting

Set up custom reports and dashboards for in-depth analysis of your support activities.

Customer Feedback

Set up automated Customer Satisfaction (CSAT) surveys to gather feedback and improve your service quality.

Training Sessions

Hands-on Training

Get tailored training programs on features, tools, and custom setups to help your team understand and navigate your account effectively without the need for external assistance in the future.

Why Automated Dreams?

01.

Top HubSpot CRM Accredited Partner

Dedicated to your success, we combine our proprietary business process automation framework with HubSpot’s capabilities to drive your business goals.

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 Improved a Real Estate Firm’s Operations With Tailored HubSpot Onboarding and Implementation Processes
Industry: Real Estate
How We Scaled Katrina Ubell’s Operations Through Custom Tool Development, Error-Free Data Migration, and Seamless Systems Integration Process
Industry: Education
How We Helped GoNoodle Reduce Their Average Time to Conversion
Industry: Education
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.

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

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