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Free
Onboarding
Must be a part of HubSpot for Startups Program
$
0
2 meetings
Onboarding Includes
-
CRM basics
Essentials Onboarding
Guided onboarding, mostly do it yourself
$
1,500
3 meetings
Onboarding Includes
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CRM basics & HubSpot properties
-
Contacts, Lists & Segmentation
-
Email sends & basic analytics
-
2 automated workflows (abandoned cart, welcome)
-
Coaching only - no offline work
-
3 week timeline
Professional Onboarding
Guided onboarding with deeper setup
$
3,500
10 meetings
Onboarding Includes
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CRM setup (domains, tracking, integrations)
-
A/B email testing & advanced analytics
-
Landing pages & blog setup
-
Custom dashboards & reports
-
Coaching + off-call work
-
12 week timeline, flexible scheduling
Enterprise Onboarding
Comprehensive coaching & off-call implementation
Custom
12 meetings
Everything in Professional plus:
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Campaign setup & lifecycle stage workflows
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Permissioning, team setup & portal partition
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Multi-brand management & business units
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Calculated properties
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Buying behaviour analysis
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Strategic growth roadmap
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14 week timeline, flexible scheduling