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.
Our Certifications
Why Choose Our Custom HubSpot Onboarding Packages?
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Seamless Integration
We make sure HubSpot integrates smoothly with your existing systems and processes, minimize disruption, and maximize efficiency.
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Strategic Change Management
Our proven change management strategies ensure that your team adopts HubSpot smoothly and achieves immediate and long-term success.
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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.
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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.
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Proven Methodologies
Leveraging our proprietary automation methodologies, we optimize your operations and enhance your workflows.
HubSpot Onboarding Options
Directly Through HubSpot
DIY
- Ideal if you prefer a checklist approach and don't require customization. Manage the process yourself with minimal guidance.
Automated Dreams
- Perfect for businesses needing a fully customized onboarding process. We provide a bespoke strategy, seamless integration, and comprehensive change management support.
Other Partners
- Suitable if you need some level of customization but are comfortable with a templated approach. Partners offer varying degrees of flexibility, often sticking to pre-defined templates.
Our In-Depth Implementation Methodology
HubSpot Onboarding Options
Hubs
Starting at $4,750
What’s Included
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What’s Included
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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. IntegrationsConnect and configure marketplace integrations. Account ConfigurationSet up primary and email domains within HubSpot, invite users, and define their permission sets to ensure secure and organized access. |
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Data Migration |
Import Existing Data
Migrate your existing contacts, companies, and associated information from legacy systems into HubSpot for seamless data continuity. Data OrganizationOrganize your data by creating lists and configuring visible contact fields to allow efficient access and management. |
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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 CreationBuild engaging landing pages and design form templates to optimize lead capture and conversion. |
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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 FoundationCreate signature templates and connect your email inbox to track sales communication. |
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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 TemplatesCreate standard, compliant, and branded email layouts to streamline your email marketing efforts. |
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Marketing Automation |
Lead Nurturing
Design opt-in nurture email flows. Create automated email sequences to nurture leads through your sales funnel. Campaign ExecutionPlan, develop, and launch marketing campaigns to engage your audience and drive conversions. ReportingSet up dashboards to track and report on your marketing performance metrics. |
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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. |
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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. IntegrationsConnect and configure marketplace integrations. Account ConfigurationSet 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 OrganizationOrganize 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 FoundationCreate signature templates and connect your email inbox to track sales communication. |
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Sales Enablement |
Meetings
Set up a meeting scheduling tool to streamline the booking process for your sales team. Sales ProcessOutline your sales process, define deal stages, and create a product library to manage sales activities effectively. Templates & AutomationCreate quote templates, sales sequences, and automated workflows to improve sales efficiency. Sales ToolsCreate a comprehensive sales playbook to guide your sales team through best practices and strategies. AnalyticsSet up sales reports and dashboards to monitor and analyze your sales performance. |
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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 ConfigurationSet 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 OrganizationOrganize 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. |
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Sales Enablement |
Meetings
Set up a meeting scheduling tool to streamline the booking process for your sales team. |
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Customer Support Setup |
Pipeline Management
Build prospect and ticketing pipelines to manage prospects and customer support tickets and drive efficient tracking and resolution. Ticketing HubCreate a dashboard and portal to manage support tickets. Build automated workflows to streamline the ticketing process. |
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Advanced Service Hub Setup |
Live Chat (Optional)
Set up live chat functionality on your website to provide real-time support to your visitors. ReportingSet up custom reports and dashboards for in-depth analysis of your support activities. Customer FeedbackSet up automated Customer Satisfaction (CSAT) surveys to gather feedback and improve your service quality. |
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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. |
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Why Automated Dreams?
Tailored HubSpot Implementation Packages, Exceptional Results
Industry: Real Estate
Industry: Education
Industry: Education
Industry: Education
Industry: Real Estate
Industry: Real Estate
Collaborative Growth Through HubSpot
We partner with B2B companies across various industries to tailor HubSpot solutions to their specific needs.
Ready to make HubSpot work for you?
Work with an accredited HubSpot implementation partner.
