HubSpot Diamond Partner since 2014
Ecommerce-Exclusive
HubSpot Sales Hub Onboarding
Built for Unified Commerce
Most agencies teach you which buttons to click.
We wire Sales Hub into your commerce data—deal pipelines, rep-assisted orders, and self-service checkout—so every deal, sequence, and automation is built around how your store actually sells.
Meet With Us See Pricing
Transparent pricing
Customizable onboarding
Trusted by ecommerce brands running on
.
The Problem With Most Sales Onboardings
Reps can't close deals when the CRM fights their process.
Growth teams are drowning in data from customers, channels, and their tech stack—and the immediate customer need always wins over building the sales system that would prevent the next fire drill.
Unific Sales Hub Onboarding
- Built on a Commerce Data Foundation—orders, carts, and products synced to every deal record
- Deal pipelines mapped to how your reps actually sell, self-service and assisted
- Sales sequences, snippets, and playbooks built for ecommerce conversations
- Custom sales reporting tied to real order and revenue data
- You graduate with a sales system built to scale across multiple teams
One Platform. The Full Sales Journey.
Unific maps Sales Hub to every touchpoint where a rep or customer interacts with your store—from the first quote request to the handoff between teams.
Attract
Automatically find happy customers and use their reviews to attract new customers and qualified prospects.
Cultivate
Improve rep-to-customer relationships by personalizing outreach and studying buying behavior, at scale.
Retain
Strong deal-stage relationships lead to satisfaction, repeat orders, and higher lifetime value.
Essential
Get Selling in HubSpot Fast. Coaching-Led Quickstart.
Ideal for sales teams new to HubSpot who need live guidance to start sending tracked emails, managing deals, and organizing their pipeline—without a full implementation engagement.
2
Meetings
1-2
Weeks
Sales Hub Coaching
Essential is a coaching-led engagement. Calls cover live guidance only—no offline implementation work is included.
Meeting · Sales Hub · 1 hr
01
Personal Inbox, Tasks & Sales Docs
- Connect Personal Inbox (Sales Hub Only)
- Tasks
- Sales Meetings
- Sales Docs
- Saved Filters
- Snippets
Meeting · Sales Hub · 1 hr
02
Deal Management & Automation
- Deal Management
- Deal Record
- Deal Pipelines
- Deal Automations
- Sales Sequences (Sales Email Automations)
- Email Templates
- Email Personalization Tokens
Sales Inbox Connected
- Tracked emails going out to customers
- Contact information managed in HubSpot
- Saved views set up for daily outreach
- Sales inbox connected so the CRM houses everything
Deal Pipeline Live
- Deals created to manage prospects
- Deal-based automations running
Professional
Full Setup. Coaching & Deal Process Mapped to HubSpot.
A 4-week guided engagement covering sales inbox setup, deal pipeline configuration, and sales automation—mapped directly to how your team currently sells.
3
Meetings
4
Weeks
Sales Process Discovery & Setup (Meetings 1–3)
Meeting · Sales Hub · 1 hr
01
Inbox, Tasks & Sales Routing
- Connect Personal Inbox (Sales Hub Only)
- Tasks
- Sales Meetings
- Sales Docs
- Saved Filters
- Central Sales Routing
- Live Chat
- Snippets
Meeting · Sales Hub · 1 hr
02
Deal Management & Sequences
- Deal Management
- Deal Record
- Deal Pipelines
- Deal Automations
- Sales Sequences (Sales Email Automations)
- Email Templates
- Email Personalization Tokens
Meeting · Sales Hub · 1 hr
03
Review, Q&A & Growth Strategy
- Full Program Review
- Open Q&A
- Continued Growth Strategy
Outcome
Sales Inbox Connected
- Tracked emails going out to customers
- Contact information managed in HubSpot
- Saved views built for daily outreach
- Sales inbox connected to HubSpot
Outcome
Deal Pipeline Live
- Deals created to manage prospects
- Deal-based automations running
Enterprise
Strategic Sales Enablement. Multi-Team Sales Operations.
For sales orgs running rep-assisted and self-service ecommerce side by side—covering reporting, multi-team routing, portal partitioning, and calculated properties.
8
Meetings
10.5h
Total Hours
10
Weeks
Phase 1 — Sales Foundations & Reporting (Meetings 1–3)
Meeting · CRM · 1.5 hrs
01
Inbox, Tasks & Sales Routing
- Connect Personal Inbox (Sales Hub Only)
- Tasks
- Sales Meetings
- Sales Docs
- Saved Filters
- Central Sales Routing
- Live Chat
- Snippets
Meeting · CRM · 1.5 hrs
02
Deal Management & Sequences
- Deal Management
- Deal Record
- Deal Pipelines
- Deal Automations
- Sales Sequences (Sales Email Automations)
- Email Templates
- Email Personalization Tokens
Meeting · CRM · 1.5 hrs
03
Sales Reporting
- Reporting on Overall Sales Performance
- Reporting on Performance of Sales Reps
- Custom Reports
- Identify Sources of Data for Sales Reporting
Outcome
Sales Inbox Connected
- Tracked emails going out to customers
- Contact information managed in HubSpot
- Saved views built for daily outreach
- Sales inbox connected to HubSpot
Outcome
Deal Pipeline Live
- Deals created to manage prospects
- Deal-based automations running
Outcome
Sales Insights Ready
- Understand how to get insights from sales processes
Phase 2 — Ecommerce Selling & Team Structure (Meetings 4–6)
Meeting · Sales Hub · 1 hr
04
Saved Sales Assets
- Saved Snippets
- Saved Templates
- Playbooks
Meeting · Sales Hub · 1 hr
05
Ecommerce Best Practices for Sales
- Sales Rep Assisted Selling Systems
- Managing Self-Service & Rep-Assisted Orders in HubSpot
- Pipeline Automation Coaching
Meeting · Sales Hub · 1 hr
06
Multiple Teams & Integrations
- Routing & Managing Multiple Teams
- Handoff Process Between Teams
- Connect & Configure Marketplace/Native Integrations
Outcome
Faster Deal Communication
- Reps equipped with saved snippets, templates & playbooks for faster, consistent outreach
Outcome
Ecommerce Selling Live
- Ecommerce best practices applied where reps also sell
- Systems launched across self-service and rep-assisted ecommerce
Outcome
Multi-Team Ops
- Multiple teams routed with clear handoffs
- Marketplace & native integrations connected
Phase 3 — Portal Structure & Wrap-Up (Meetings 7–8)
Meeting · Sales Hub · 1 hr
07
Permissioning, Teams & Portal Partitioning
- Permissioning & Team Setup
- Portal Partitioning
- Calculated Properties
Meeting · Sales Hub · 1 hr
08
Final Review, Q&A & Offboarding
- Full Program Review
- Open Q&A
- Continued Growth Strategy
- Offboarding
Outcome
Multi-Team Ops Configured
- Teams created and members invited
- Assets partitioned between teams
- Calculated fields in use
Outcome
Growth Plan In Hand
- Continued strategy roadmap
- HubSpot Sales Hub mastery certified
How It Works
Our Onboarding Process
Every tier follows the same structured approach—calibrated to your complexity and goals.
01
Discovery
We audit your current sales process, tools, and team before recommending a tier.
02
Commerce Data Connected
Unific syncs orders, customers, carts, and products into HubSpot before session one.
03
Guided Sessions
Live coaching and setup meetings structured around your sales process and pipeline goals.
04
Pipeline Live
Deal pipelines, sequences, and rep-assisted selling workflows built and launched.
05
Measure & Optimize
Custom sales dashboards and reports so you always know what's working.
Why Unific
The Only Agency That Makes Sales Hub Commerce-Aware
Any agency can teach Sales Hub. Only Unific connects your store data, buying behavior, and rep-assisted selling into one unified system.
Commerce Data Foundation
Orders, carts, products, and RFM scores sync natively to every deal record—reps see the buyer, not just the contact.
Ecommerce-Native Deal Pipelines
Deal stages, sequences, and playbooks built for self-service and rep-assisted ecommerce selling.
Multi-Team Routing
Central sales routing, handoff processes, and portal partitioning for teams that scale.
Diamond HubSpot Partner
Diamond-level expertise since 2014. We've onboarded more ecommerce sales teams onto HubSpot than any other agency.
Deal Automation
From lead assignment to sales sequences, we build the automations that keep deals moving.
Revenue-Attributed Reporting
Connect sales activity to actual orders and revenue. Know exactly which reps and sequences drive closed deals.
What brands are saying after Unific's onboarding.
I can't recommend Unific enough. Sandra and her team were essential in taking our email marketing to the next level with some pretty advanced automated workflows. On our first call they took the time to learn everything about our business and then suggested tailored strategies to achieve our goals. Sandra was really patient in setting up the advanced workflows, but also covering off some of the basics that were missed in our initial HubSpot onboarding. By the end of our calls they really felt like an extension of our team!
Unific were very easy to deal with and communication was clear. Their underlying platform appears to be solidly built and provides a great deal of flexibility when connecting HubSpot to Shopify. We then commissioned Unific to build a customisation in HubSpot based on Shopify data. The project was completed with only minor tweaks required to meet all our goals. Our operations team are very happy with the result. I would highly recommend Unific.
We've been a client for 5 years and have just recently upgraded from Infusionsoft to HubSpot. This move has completely changed the way we do business and has allowed us to leverage our time and resources in ways we never thought were possible. The Team at Unific are professional and VERY knowledgeable. If you're serious about taking your business to the next level, leverage the Team at Unific and you won't be sorry! Highly Recommended and being a client for 5 years says all it needs to say!
HubSpot Diamond Partner since 2014 · Ecommerce-Exclusive Agency
Ready to Turn HubSpot Into Your Revenue Engine?
Book an intro call and we'll recommend the right tier for your team, your stack, and your goals.