Get expert help with your HubSpot needs
We provide best-in-class onboarding and portal basics and can help with ongoing tailored support that's flexible and transparent with objective-based goals and projects.
“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”
"We want to be champions to our customers. We want a system that manages ourselves to higher standards, reports on ourselves, and delivers"
"We needed a way to show our senior leadership team that marketing was producing results and we'd been able to do that and so much more."
HubSpot onboardings: A 3-step process delivered within 6 weeks.
Step 1 (Start here)
CRM and Portal Basics
$720 ex GST
We will run an introductory meeting covering all purchased tools and work with the client in a structured and largely scripted meeting that is designed to connect all the relevant parts of their business to the portal, without going into solution mode or solving on the run. The key outtakes is to gently introduce the team, get to know the different parts and to make sure that they have connected their emails, calendars, branding and DNS to the portal.
- Allow for 2 hour meeting
- Virtual and customised session
- Designed to connect your assets to your portal
Step 2 (choose all that apply)
Sales
$720 ex GST
For customers who have the Sales hub, we will run a deal stage mapping session, limited to one end-to-end deal stage. Working closely with the sales team, we will configure and design the deal process and show the team how that would work using the hubspot tool.
- Deal mapping session
- Allow for a 1.5 hour meeting, with additional training and resources shared afterwards.
Marketing
$720 ex GST
We will work together to learn about your marketing team’s capability, brand history and business goals to develop a series of SMART goals that align with your budget, timeframe and complexity.
- Marketing Goals Session
- Allow for a 1.5 hour meeting, with additional training and resources shared afterwards.
Service
$720 ex GST
We will work with you to develop an end-to-end customer journey map and align this with the Hubspot platform, paying close attention to opportunities to bring this into the specific Hubspot Service tools on your platform.
- Customer Journey Mapping Session
- Allow for a 1.5 hour meeting, with additional training and resources shared afterwards.
Step 3 (choose all that apply)
Sales
Objective-based goals
Our Hubspot sales approach follows HubSpot’s recommended “Objective-based onboarding” process (OBP), where we identify the goals of an organisation, rather than specific tactics and work across a number of tools and features on the platform.
Please note, given the range of complexities we limit the number of hours permitted for each project to 8 hours.(note, each project is limited to an initial max 8 hours of scope)
1 OBP for $1420
3 OPBs for $4320
5 OBPs for $7200
Examples of objective-based projects:
- Import and organise your data
- Accelerate your sales efforts
- Automate your sales process
- Report on your team’s performance
- Managing large sales teams
- Configure price and quote
- Custom objectives.
Marketing
Tactic-based projects
Marketing can be complex, which is why we have flipped it from being about objectives to being about tactics. It’s near impossible to accurately quantify the complexity of a marketing objective, but fairly easy to allocate time towards tactics, like setting up social media accounts, drafting blog posts, building landing pages, and creating end-to-end campaigns. That’s why we developed our tactic-based approach to work towards the usual marketing goals (traffic/conversion/sales).
Steady Marketing (16 hours - $2880)
Fast Marketing (32 hours - $5760)
Growth Marketing (58 hours $11520)
(Note, each objective is limited to the initial max listed hours of scope)
Examples of tactic-based projects:
- Website optimisation
- Content/blogs
- Social media
- Email marketing
- Lead nurturing
- Digital ads
- Account-based marketing
- Custom projects
Service
Tool-based projects
We think the service side of things is what Hubspot is doing really well at the moment, and we are happy to work with customers to get their tools working and deliver value for internal teams and customers.
1 Service Tool $1340
2 Service Tool $2820
3 Service Tool $4320
4 Service Tool $5760
(Note, each project is limited to an initial max 8 hours of scope, each)
Examples of Tool-based projects:
- Tickets
- Surveys
- Knowledge Base
- Customer Portal
Discover how Hubspot can help you uncover hidden value in your business with a 5-step HubSpot-designed Growth Grader with Project Plan.
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How to create your first marketing dashboard
Already Set up? Monthly Hubspot retainers
Maintenance
$1420/mo (ex GST)
Focus on providing support and maintenance, with limited projects and more reporting and being available to help with short and sharp solutions.
- Est 8 hours per month of effort
- Monthly kick off
- End of month reporting
- Quarterly review
Insights
$4320/mo (ex GST)
More time to work with your team to identify the biggest opportunities to compete quickly to allow your team to deliver value to the business.
- Est 24 hours per month of effort
- Weekly WIP check-ins
- Proactive optimisations
- 12-month roadmap
- Training & resources
Enterprise
$8640/mo (ex GST)
A much bigger strategic focus to deliver on larger projects with greater scope and impact.
- Est 56 hours per month of effort
- Weekly WIP check-ins
- Director-level access activated
- Proactive optimisations
- 12-month roadmap
- Quarterly PR-style deliverables