Streamline and elevate your HubSpot Marketing Hub with expert onboarding.
Overview
Our HubSpot Marketing Hub Professional Onboarding service is a done-for-you solution that ensures your marketing hub is fully optimized, automated, and ready to deliver measurable results. For the same price as HubSpot's mandatory onboarding fee, we provide an enhanced implementation experience, handling all technical configurations, workflow automation, and team training.
Pricing
$6,000 (matches HubSpot’s pricing)
Project Duration
4-6 weeks (varies based on team size and scope).
What’s Included
Phase 1: Setup & Configuration
- Invite your team and connect subdomains.
- Set up email sending domain and ensure CAN-SPAM compliance.
- Import contacts, companies, deals, notes, and marketing opt-out lists.
- Configure email types and connect social media accounts.
Phase 2: Audience & Lead Qualification
- Review and migrate existing website forms.
- Define factors for lead qualification and create custom properties.
- Set up lead scoring and define lifecycle stages.
- Create personas for audience segmentation.
Phase 3: Automation & Campaign Setup
- Identify and automate manual tasks.
- Implement smart content for targeted audiences.
- Integrate social and ad tools with automation.
- Build automated targeted lists using custom properties.
- Implement marketing emails, workflows, and ongoing campaign automations.
Phase 4: Finalization & Post-Onboarding
- Evaluate post-onboarding goals.
- Final training video and documentation hand-offs.
- Explore additional professional services for future growth.
Why Choose Optima?
HubSpot’s onboarding shows you how to configure their tools. Optima takes it further with a fully implemented solution tailored to your business goals.
Ready to transform your marketing hub? Schedule Your Onboarding Today