HubSpot Sales Hub Onboarding

Kick-off / Alignment Call

Strategic Guidance

General setup and customization of HubSpot platform to align with your business needs

Setup of users and permissions to ensure proper access and security

Integration with MS Outlook / Gmail to enable seamless communication

Calendar configuration and setup to manage appointments and tasks

Call Setup to enable call tracking and analytics

Creating custom properties to tailor HubSpot to your specific requirements

Importing companies, contacts, and deals data from your existing system to ensure 
accuracy in your new platform

Standard sales automation setup

Creation of up to three dashboards with up to ten reports to provide you with data-driven insights

Creation of up to five views/active lists to streamline your workflow and prioritize 
tasks

Turning on standard integrations (App Marketplace/native) 

HubSpot Professional 

HubSpot Enterprise