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The Unific Process

When we buy software, we want to try before we buy! I’m sure the same is true for you. Together, we’ll follow a process to help you evaluate HubSpot and make an informed decision.

Step One

  • Establish a free account with HubSpot.
  • Establish a free account with Unific.
  • Start syncing your live and historical cart data.

Create a HubSpot Account

Step Two

  • Register for a Group Demo, Training, and Q&A session.
  • Book a one-on-one meeting for more personalized attention.

Join A Group Session

Step Three

  • Unific will facilitate a conversation with HubSpot around pricing/packaging
  • Move forward and hit the ground running!

Create a Unific Account

Unific HubSpot Ecommerce Onboarding

Before we go any further, let’s determine if Unific is a fit for your onboarding requirements.

Unific onboarding is not for you if:

  • You need a full service digital agency.
  • You want a partner to do all the work for you.

Unific onboarding is for you if:

  • You do not need a full-service digital marketing agency, and are able to provide copy and design assets.
  • You are focused on automating your customer journey via email marketing automation.
  • You are looking for strategic, data-driven advice on how to grow and service your customers through their customer journey
  • You want to do most of the work yourself, but will need some help executing with best practices.

Marketing Hub

Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case. We can also do any of the work for you outside of content and assets. How you use your hours is your choice. We’re flexible. We will help you implement ecommerce customer lifecycle marketing workflows using our pre-built lists, workflows and email templates. We will also provide custom reports and dashboards to help you track your success.

  Professional Enterprise
HubSpot List Price $3,000 $6,000
Unific Price $2,400 $4,800
Time 8-weeks 10-weeks
Hours 16-hours 32-hours
Unific Marketing System

Email Templates

Library Library

Customer Lifecycle Stage Workflows

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Marketing System Workflows

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Guidance on:

How your data lives in Hubspot

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Lead capture and conversion paths

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Segmenting your data

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Email marketing

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Traffic and website analytics

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Content strategy

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Automated lead nuturing and internal lead assignment setup

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Consulting to migrate/import data from your CRM

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Campaign setup, analysis, and custom reporting

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Sales Hub

Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case. We can also do any of the work for you outside of content and assets.

  Professional Enterprise
HubSpot List Price $500 $3,000
Unific Price $450 $2,400
Time 4-weeks 8-weeks
Hours 3-hours 16-hours
Productivity tools check-mark check-mark
Overview of your custom sales process in HubSpot check-mark check-mark
Customization of the CRM for your processes check-mark check-mark
Baseine reporting setup and review check-mark check-mark
Onboarding your team (invite, permissions, and resources) check-mark check-mark
Standard sales automation setup check-mark check-mark
Turning on standard integrations (app Marketplace/native)   check-mark
Consulting to migrate/import data from your CRM   check-mark

Service Hub

Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.

  Professional Enterprise
HubSpot List Price $500 $3,000
Unific Price $450 $2,400
Time 4 -weeks 8-weeks
Hours 3 16
Setting up intake channels check-mark check-mark
Scheduling meetings check-mark check-mark
Creating a customized ticket pipeline check-mark check-mark
Reporting on productivity and closed tickets check-mark check-mark
Live chat implementation check-mark check-mark
Standardized email and chat responses check-mark check-mark
Helping customers self-serve through the knowledge base check-mark check-mark
Ticket automation check-mark check-mark
Measuring customer experience check-mark check-mark
Managing multiple teams   check-mark
Devloping support playbooks   check-mark
Creating custom dashboards   check-mark

Learn more about Trying or Buying HubSpot

Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.