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$1
Onboarding
Must be a part of HubSpot for Startups Program
$
1
2 meetings
Onboarding Includes
-
CRM basics
Essentials Onboarding
Guided onboarding,
Question and Answer style
$
1,000
2 meetings
Onboarding Includes
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Personal inbox connection
-
Tasks, meetings & sales docs
-
Deal management & pipelines
-
Email templates & sequences
-
2 week timeline
Professional Onboarding
Coaching & Do It With You assistance
$
3,000
3 meetings
Everything in Essentials, plus
-
Sales process mapping to HubSpot
-
Deal automations & pipeline setup
-
Saved snippets, templates & playbooks
-
Sales performance reporting
-
4 week timeline
Enterprise Onboarding
Comprehensive coaching & setup with strategic assistance
Custom
12 meetings
Everything in Professional plus:
-
Rep-assisted & self-service ecommerce systems
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Multiple teams and handoff processes
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Permissioning, team setup & portal partitioning
-
Calculated properties
-
Strategic growth roadmap
-
14 week timeline, flexible scheduling