Hubspot Consultant

» Discovery and Project Planning

» Setup of Users and Permissions

» Hubspot Account Settings and Tracking Codes Review*

» Branding Settings Setup for Logo, Fonts, and Colors 

» Creation of Custom Properties on Account andContact Objects

» Configure Email Sending Domain, Settings and Tracking

» Import Historical Accounts and Contacts

» Setup Default Form Settings and Styles for Newsletter 

» Signup - One (1) Form

» Create One (1) Email Template and One (1) Email

» Setup One (1) Automated Welcome Email

» Creation of Marketing Reports and Dashboards

» Landing Page Settings

» Training and QA

» Up to 2 Hours of Dedicated Training and Enablement

» Testing and QA of Configurations

*Client will be responsible for placing any tracking code on their site

HubSpot Sales Hub Quickstart

» Discovery and Project Planning

» Setup of Users and Permissions

» Hubspot Account Settings Review

» Branding Settings Setup for Logo, Fonts, and Colors

» Custom Sales Process Configuration

» Creation of Custom Properties on Account, Contact, and Deals Objects

» Historical Accounts, Contacts and Deals Imports

» Tasks and Templates Review

» Default Form Settings and Styles Setup

» Setup of One (1) Form for Placement on Website*

» Standard Reports and Dashboards Review

» HubSpot Sales Email Extension Enablement

» Training and QA

» Up to 2 hours of Training and Enablement

» Testing and QA of Configurations

*Client will be responsible for placing any tracking code on their site