Accelerate HubSpot Onboarding.
Maximize Client Success.
Maximize Client Success.
Our proven framework gets your clients up and running faster, saving you time and money.
We Help You Streamline Onboarding & Achieve Better Outcomes.
Stop wasting time on DIY HubSpot setups. Partner with experts for faster, more effective client launches.
What makes our process special?
We've spent over a decade helping clients make the most of their HubSpot. We've combined all of that experience into a seamless onboarding system that we are offering to other partners so we can help your clients get a faster return on their CRM investment.
We offer three onboarding plans....
1
Do It Yourself
We empower your clients with everything they need to set up all pro licenses on the platform. If they have a smart, capable team, we give them the roadmap and training needed to breeze through setup.
2
Mostly DIY
We give their team everything they need to succeed but have scheduled meetings at critical points in onboarding to assist with strategy and custom development on the platform.
2
Done For You
We meet with your clients to understand their goals and business structure, then work on configuring the entire system. With our detailed plan, we can limit client meetings and increase time to value.
$1999
One Time
DIY Plan- Best for teams who are willing to do the work with the right guidance.
Pre-Configured HubSpot Instance
120+ Embeded Training Videos and Guides
Kick-Off Call
Step-By-Step Onboarding Guide
Two Partner Stategy Calls
$4999
One Time
Mix- Best for teams who are willing to do work, but would like some expert guidance along the way.
Everything included in DIY +
4 Technical Working Sessions
4 Discovery and Planning Sessions
Access to LinkedIn Group and Weekly Webinars
Access to additional work at a discounted hourly rate
$9999
One Time
Done For You- This plan is best for companies that want to go as fast as possible and spend minimal time on setup.
Everything included in other packages +
Lifetime training card updates
1-Year Access To Discounted Hourly Rate For All Marketing And Sales Services