HubSpot Diamond Partner since 2014
Ecommerce-Exclusive
HubSpot Marketing Hub Onboarding
Built for Unified Commerce
Most agencies stop at teaching HubSpot.
We wire it into your customer lifecycle—
connecting commerce data, buying behavior, and personalization so every email,
workflow, and campaign actually drives revenue.
Transparent pricing
Customizable onboarding
Trusted by ecommerce brands running on
.
The Problem With Most Onboardings
Marketing Hub is powerful. Generic onboarding wastes it.
Most onboarding teaches you how to click buttons.
We teach you how to use your commerce data to turn buyers into loyal customers
We teach you how to use your commerce data to turn buyers into loyal customers
Unific Commerce CXM Onboarding
- Built on Commerce Data Foundation—customers, companies, orders, carts, products synced
- RFM scoring, lifecycle stages, and churn-risk segmentation from day one
- Native abandoned cart block and ecommerce workflow templates
- Segment by purchase history, LTV, product category, and more
- You graduate with a system that keeps compounding revenue
One Platform. The Full Customer Lifecycle.
Unific's onboarding and products map your marketing automation to three stages of unified commerce: before a customer buys, while they're buying, and after the order ships. HubSpot becomes commerce-aware—not just contact-aware.
Attract
Lead capture, email acquisition, forms, CTAs, and landing pages tied to commerce intent signals.
Cultivate
Welcome flows, abandoned cart recovery, product recommendations, and A/B tested nurture sequences.
Retain
Win-back campaigns, purchase anniversary triggers, VIP loyalty tiers, and churn-risk intervention workflows.
Essential
Get Moving Fast. Coaching-Led Quickstart.
Ideal for teams new to HubSpot who need live expert guidance to start sending emails, building lists, and automating key workflows—without the overhead of a full implementation.
3
Meetings
3h
Total Hours
3
Weeks
CRM Foundation and Marketing Automation
Essential is a coaching-led engagement. Calls cover live guidance only—no offline implementation work is included. Best paired with Sales Hub Essential (2 meetings, 1–2 wks) or Service Hub Essential (2 meetings, 1–2 wks).
Meeting · CRM · 1 hr
01
CRM Fundamentals & Data Structure
- HubSpot Properties
- Contacts & Companies
- Tickets
- Object Records & Interactions
- Views & Saved Views
- Filters & Imports
- Data Exports
Meeting · CRM · 1 hr
02
Lists, Email Sends & Campaigns
- Active & Static Lists
- One-Time Email Sends
- Segmenting Contacts
- Drag & Drop Email Builder
- Email Analytics
- Campaigns
Meeting · Marketing Hub · 1 hr
03
Automated Workflows & Ecommerce Emails
- Automated Workflows
- Personalization Tokens
- Abandoned Cart Block
- Custom Email Blocks
- Workflow Triggers
- Re-Enrollment Logic
- Workflow Actions
CRM Foundations
- Contacts & companies organized
- Custom properties configured
- Data imports complete
Email Marketing Live
- Segmented lists built
- First campaign sent
- Email analytics tracked
Automation Running
- Abandoned cart flow live
- Enrollment triggers set
- Personalization tokens active
Professional
Full Setup. Coaching & Implementation. Ecommerce Best Practices Built In.
A 12-week guided implementation covering CRM configuration, email strategy, landing pages, automation, and ecommerce lifecycle workflows. You leave with a fully configured, revenue-generating marketing system.
10
Meetings
15h
Total Hours
12
Weeks
Phase 1 — CRM Setup & Tech Foundation (Meetings 1–3)
Meeting · CRM · 1.5 hrs
01
Portal Settings, Team & Integrations
- HubSpot Settings
- Team & Licenses
- Domains
- Tracking Code
- CAN-SPAM
- Social Accounts
- Ad Accounts
- Connect Unific to Cart
Meeting · CRM · 1.5 hrs
02
Objects, Properties & App Marketplace
- Contacts & Companies
- Tickets, Quotes & Products
- Object Records & Views
- Lists
- App Marketplace
- HubSpot Academy
Meeting · CRM · 1.5 hrs
03
Marketing Settings, Lead Capture & Forms
- Marketing Settings
- Website & Blog Branding
- Lead Capture Strategy
- CTAs
- Popup Forms
- Website Forms
Outcome
Portal Configured
- Notification preferences set
- Branding & domains live
- Team permissions assigned
- HS tracking script active
Outcome
Commerce Connected
- Unific + cart integration live
- Social data flowing
- Record sidebars customized
Outcome
Lead Engine Ready
- Forms replaced with HubSpot
- Leads collecting in CRM
- Objects understood & configured
Phase 2 — Email Marketing & Content (Meetings 4–6)
Meeting · Marketing Hub · 1.5 hrs
04
Email Sends, Segmentation & A/B Testing
- One-Time Email Sends
- List Segmentation
- Drag & Drop Email Builder
- A/B Testing
Meeting · Marketing Hub · 1.5 hrs
05
Email Analytics & Homework Review
- Individual Email Metrics
- Overall Email Health
- Campaign Analytics
- Homework Review
Meeting · Marketing Hub · 1.5 hrs
06
Landing Pages & Blog
- Building Landing Pages
- Building & Writing Blog
Outcome
Email Running
- Lists built & segmented
- First email campaigns sent
- A/B tests configured
- Email health understood
Outcome
Content Infrastructure
- Landing pages built
- Blog strategy mapped
Phase 3 — Lifecycle Automation & Reporting (Meetings 7–10)
Meetings · Marketing Hub · 1.5 hrs ea.
7-8
Ecommerce Lifecycle Automation
- Automated Workflows
- Personalization Tokens
- Abandoned Cart Block
- Triggers & Re-Enrollment
- Abandoned Cart Flow
- New Customer Welcome
- Customer Re-Engagement
- New Subscriber Welcome
- Purchase Anniversary
Meetings · Marketing Hub · 1.5 hrs
09
Dashboards, Reports & Workflow Review
- Dashboards
- Custom Reports
- Review Launched Workflows
Meetings · Marketing Hub · 1.5 hrs
10
Final Review, Q&A & Growth Strategy
- Full Program Review
- Open Q&A
- Continued Growth Strategy
Outcome
5 Lifecycle Flows Live
- Abandoned cart recovering revenue
- Welcome series onboarding buyers
- Re-engagement winning back churned customers
- Purchase anniversary driving repeat orders
Outcome
Full Reporting Suite
- Custom dashboards built
- Revenue-attributed reports
- Workflow performance tracked
Outcome
Growth Plan In Hand
- Continued strategy roadmap
- HubSpot mastery certified
Enterprise
Strategic CXM Implementation. Experience Mapping. Multi-Brand.
For complex ecommerce organizations running multiple brands, large teams, or sophisticated lifecycle marketing programs. Includes an Experience Mapping Exercise to define your full customer journey across every touchpoint—before we build a single workflow.
12
Meetings
20h
Total Hours
12
Weeks
Enterprise Implementation Process
Beyond meetings, Enterprise includes a structured discovery-to-execution process with weekly standups.
01
Discovery Call
Audit current state, goals, and team structure
02
Experience Mapping
Define all customer touchpoints pre/during/post-purchase
03
Integration Research
Audit your full tech stack and identify data gaps
04
Solution Definition
Co-create the automation and data strategy
05
Implementation
Build and launch agreed strategies with your team
06
Weekly Standups
Ongoing alignment, blockers, and progress reviews
Phase 1 — CRM Setup & Tech Foundation (Meetings 1–3)
Meeting · CRM · 1.5 hrs
01
Portal Settings, Team & Integrations
- HubSpot Settings
- Team & Licenses
- Domains
- Tracking Code
- CAN-SPAM
- Social Accounts
- Ad Accounts
- Connect Unific to Cart
Meeting · CRM · 1.5 hrs
02
Objects, Properties & App Marketplace
- Contacts & Companies
- Tickets, Quotes & Products
- Object Records & Views
- Lists
- App Marketplace
- HubSpot Academy
Meeting · CRM · 1.5 hrs
03
Marketing Settings, Lead Capture & Forms
- Marketing Settings
- Website & Blog Branding
- Lead Capture Strategy
- CTAs
- Popup Forms
- Website Forms
Outcome
Portal Configured
- Notification preferences set
- Branding & domains live
- Team permissions assigned
- HS tracking script active
Outcome
Commerce Connected
- Unific + cart integration live
- Social data flowing
- Record sidebars customized
Outcome
Lead Engine Ready
- Forms replaced with HubSpot
- Leads collecting in CRM
- Objects understood & configured
Phase 2 — Email Marketing & Content (Meetings 4–6)
Meeting · Marketing Hub · 1.5 hrs
04
Email Sends, Segmentation & A/B Testing
- One-Time Email Sends
- List Segmentation
- Drag & Drop Email Builder
- A/B Testing
Meeting · Marketing Hub · 1.5 hrs
05
Email Analytics & Homework Review
- Individual Email Metrics
- Overall Email Health
- Campaign Analytics
- Homework Review
Meeting · Marketing Hub · 1.5 hrs
06
Landing Pages & Blog
- Building Landing Pages
- Building & Writing Blog
Outcome
Email Running
- Lists built & segmented
- First email campaigns sent
- A/B tests configured
- Email health understood
Outcome
Content Infrastructure
- Landing pages built
- Blog strategy mapped
Phase 3 — Lifecycle Automation & Reporting (Meetings 7–10)
Meetings · Marketing Hub · 1.5 hrs ea.
7-8
Ecommerce Lifecycle Automation
- Automated Workflows
- Personalization Tokens
- Abandoned Cart Block
- Triggers & Re-Enrollment
- Abandoned Cart Flow
- New Customer Welcome
- Customer Re-Engagement
- New Subscriber Welcome
- Purchase Anniversary
Meetings · Marketing Hub · 1.5 hrs ea.
09
Dashboards, Reports & Workflow Review
- Dashboards
- Custom Reports
- Review Launched Workflows
Meetings · Marketing Hub · 1.5 hrs
10
Final Review, Q&A & Growth Strategy
- Full Program Review
- Opena Q&A
- Continued Growth Strategy
Outcome
5 Lifecycle Flows Live
- Abandoned cart recovering revenue
- Welcome series onboarding buyers
- Re-engagement winning back churned customers
- Purchase anniversary driving repeat orders
Outcome
Full Reporting Suite
- Custom dashboards built
- Revenue-attributed reports
- Workflow performance tracked
Outcome
Growth Plan In Hand
- Continued strategy roadmap
- HubSpot mastery certified
Phase 4 — Enterprise-Only Advanced Configuration (Meetings 10–12)
Enterprise · 1 h
Meeting 10
Permissioning, Teams & Portal Partitioning
- Permissioning
- Team Setup
- Portal Partitioning
- Calculated Properties
Enterprise · 1 hr
Meeting 11
Multi-Brand Management & Buying Behavior Analysis
- Managing Multiple Brands
- Business Units
- Basic Buying Behavior Analysis
Enterprise · 1.5 hrs
Meeting 12
Final Review, Q&A & Strategic Roadmap
- Full Program Review
- Open Q&A
- Continued Growth Strategy
Outcome
Experience Map Complete
- All touchpoints documented
- Customer lifecycle stages defined
- Journey gaps identified
Outcome
Multi-Brand Ops
- Teams & partitions configured
- Business units live
- Calculated properties active
Outcome
Buying Behavior Insights
- Customer journey gaps mapped
- Behavior-based segments live
- Lifecycle stage workflows active
How It Works
Our Onboarding Process
Every tier follows the same structured approach—calibrated to your complexity and goals.
01
Discovery
We audit your store, data, and team before recommending a tier or tool.
02
Commerce Data Connected
Unific syncs orders, customers, carts, and products into HubSpot before session one.
03
Guided Sessions
Live coaching and implementation meetings structured around your lifecycle goals.
04
Workflows Live
Abandon cart, welcome, winback, and re-engagement flows built and launched.
05
Measure & Optimize
Custom dashboards and reports so you always know what's working.
Why Unific
The Only Agency That Makes HubSpot Commerce-Aware
Any agency can teach HubSpot. Only Unific can connect your store data, buying behavior, and lifecycle automation into one unified CXM system.
Commerce Data Foundation
Orders, carts, products, variants, and RFM scores sync natively. HubSpot knows your buyers—not just your contacts.
Ecommerce-Native Workflows
Abandoned cart blocks, purchase triggers, and product recommendation logic built for how ecommerce actually works.
Behavioral Segmentation
Segment by LTV, order frequency, last purchase date, product category, churn risk—not just email opens.
Diamond HubSpot Partner
Diamond-level expertise since 2014. We've onboarded more ecommerce brands onto HubSpot than any other agency.
Full Lifecycle Automation
From new subscriber welcome to purchase anniversary, we build the entire post-purchase retention engine.
Revenue-Attributed Reporting
Connect marketing activity to actual orders and revenue. Know exactly which campaigns drive repeat purchases.
What Brands Say After Onboarding
When implementing an data integration between an online store and HubSpot, the team at Unific and Sandra Gudino are truly in a league of their own. This is one of the integrations I’ve been most excited this year. E-commerce in B2B business is a big challenge, but Unific turns it into a clear process, a functional integration, and an easy way to build automation and metrics with HubSpot.
I have been working with the Unific team for onboarding, Shopify integration and some custom development. Parag, Sandra and the Unific team have been a pleasure. They are knowledgeable with all areas of HubSpot and are super patient with all my questions! There Shopify sync is really helpful as it pulls in much more data vs the native Hubspot/Shopify integration. Highly recommend!
My company has been working with Unific and their tool Revenue Conduit for over a year. Their team is always responsive and supportive and is frankly one of the best agency partnerships I ever had. They have a great, capable team, and their account managers are very friendly and even FUN to work with. I look forward to my weekly calls. They trouble shoot for days or weeks if need be - they don't give up! Highly recommend them.
HubSpot Diamond Partner since 2014 · Ecommerce-Exclusive Agency
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