Try or Buy HubSpot with Unific
- Onboard with Unific (rather than HubSpot).
- More value, less cost, quicker ROI.
- Strategic, growth-oriented advice.
- Follow the Unific playbook and get a best-in-class HubSpot portal within 30-days.
- Money back guarantee.

Step One
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 | |
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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 |
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 | |
---|---|---|
Time | 4-weeks | 8-weeks |
Hours | 3-hours | 16-hours |
Productivity tools | ||
Overview of your custom sales process in HubSpot | ||
Customization of the CRM for your processes | ||
Baseine reporting setup and review | ||
Onboarding your team (invite, permissions, and resources) | ||
Standard sales automation setup | ||
Turning on standard integrations (app Marketplace/native) | ||
Consulting to migrate/import data from your CRM |
Service Hub
Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.
Professional | Enterprise | |
---|---|---|
Time | 4 -weeks | 8-weeks |
Hours | 3 | 16 |
Setting up intake channels | ||
Scheduling meetings | ||
Creating a customized ticket pipeline | ||
Reporting on productivity and closed tickets | ||
Live chat implementation | ||
Standardized email and chat responses | ||
Helping customers self-serve through the knowledge base | ||
Ticket automation | ||
Measuring customer experience | ||
Managing multiple teams | ||
Developing support playbooks | ||
Creating custom dashboards |
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.