The Fastest Growing HubSpot Partner
We take the ‘complicated’ out of HubSpot Onboarding.











Why Should You Partner with INSIDEA for HubSpot Onboarding?

HubSpot Pros
A dedicated team of HubSpot specialists, working tirelessly for your success

We Handle It All
Stay focused on what you do best while our experts take care of all the HubSpot setup details

Smooth Integration
Effortlessly connect HubSpot with your current tools, creating a seamless, efficient workflow

Success Team
Weekly check-ins with your dedicated HubSpot specialist and Account Manager to map out a winning plan and get you fully set up in just 4-6 weeks

Ongoing Optimization
After setup, our team continues to refine and optimize your HubSpot system, ensuring it consistently performs at its best, keeping your operations smooth and efficient

Smart Savings
Get outstanding expertise and service while saving significantly with our services

Multihub Support
No matter which hub you’re seeking guidance in setting up properly for your team to utilize, we can support your every onboarding need

Leveraging Expertise
With us, your business can easily navigate the complex landscape of the onboarding process by harnessing the expertise of our HubSpot pros
Technical Onboarding For All
HubSpot Platforms & Tiers
Marketing Hub
Sales Hub
Service Hub
Migration
Integration
Marketing Hub


Professional


Enterprise


Professional


During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.

Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.

Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.

Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.


We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.

The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.

The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.


We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.


HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.

Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.


Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.

Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.

Setting up your marketing campaigns is crucial for driving success. Our team will collaborate to understand your marketing goals, strategies, and workflows. We’ll then configure HubSpot to manage your campaigns effectively, ensuring proper tracking of leads, audience segmentation, and campaign performance.

The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you’ve determined which contacts belong to your marketing audience and which don’t, we’ll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.

Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We’ll gather the information about your buyer personas and input them into the ‘Persona’ contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.

We’ll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.


We’ll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won’t add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.

We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Note: Custom Design will be subject to additional charges.

INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.

Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website’s backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.


HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.


The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.


Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.


Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.


HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.


In order to manage and analyze your ad campaign using HubSpot’s ads tool, you can connect your Ads account to HubSpot. Once the connection is established, all existing ad campaigns in that account will be displayed and reported on by HubSpot. Once your Ads accounts are connected, you can also connect additional users so that they can manage and create ad campaigns for the account.


Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.


Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.

We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.

As a Standalone Onboarding
Starting At
$4,000
Starting At
$7,000


Enterprise




Following our first meeting, you will receive a welcome email that includes a document outlining deliverables. In this email, we will also request a checklist of necessary information and access permissions needed to commence the onboarding process.

Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and users with marketing-level access to coordinate the timely addition of users to HubSpot.




Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.


Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.



INSIDEA can help you create standard sandbox accounts, which can be used to test various functionalities without impacting your main HubSpot account. For instance, you can connect an app to your standard sandbox account and test a new integration. This allows you to keep your main account data clean while syncing data from your main account for testing purposes.







INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.

We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.





Use the calls-to-action (CTA) tool to create button CTAs, banners, or pop-ups to add to your HubSpot pages and attract new visitors. You can also add CTAs to external pages. Utilizing HubSpot CTA buttons can help in the effective tracking of potential customer behaviour. We will help in building a maximum of 6 CTA’s which can be used in your Emails or Landing pages to track.







Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate, streamline and organize tasks, processes, and procedures.

HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to two unique custom objects that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.



As a Standalone Onboarding
Starting At
$4,000
Starting At
$7,000


During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.

Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.

Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.

Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.


We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.

The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.

The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.


We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.


HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.

Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.


Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.

Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.


The type of marketing contacts you have sets a limit on how many people you can send marketing emails to. If your database has more contacts than this limit, you can choose to categorize some contacts as non-marketing or purchase additional contacts from HubSpot. Once you’ve determined which contacts belong to your marketing audience and which don’t, we’ll ensure that any new contacts added to your database, whether through .csv file uploads or integrations, are properly categorized.

Setting up buyer personas for contacts involves creating detailed profiles of your target audience segments. Personas are fictional general character profiles that represent the preferences, objectives, and behaviors of your customers. We’ll gather the information about your buyer personas and input them into the ‘Persona’ contact property in HubSpot. This allows you to focus on specific groups and organize your contacts accordingly.

We’ll create a default resubscription email. This will enable contacts who previously opted out of emails to resubscribe themselves if they complete a HubSpot form.


We’ll import the email addresses of contacts who have previously chosen to unsubscribe from all email communications in an opt-out list. Importing this list won’t add these contacts to your database. Instead, it will mark the email addresses on the list as ineligible to receive emails from your account.

We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Note: Custom Design will be subject to additional charges.


Use forms to gather important information about your visitors and contacts. In HubSpot, you can easily create forms to add to your HubSpot pages or external sites. INSIDEA will assist replace your existing website forms with HubSpot forms or create new ones from scratch, ensuring all data flows directly into your HubSpot account. We will provide an embedded code your developer can easily integrate into your website’s backend. This code will enable seamless data transfer directly into HubSpot, streamlining your data collection process.


HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as sending marketing emails, enrolling contacts in workflows, filtering lists for reports, creating targeted ad audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.


The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination.


Create a chat flow with live chat to connect visitors directly with members of your team. The live chat will appear as a widget on your website pages that visitors can click to start a real-time conversation with someone on your team. Our team will integrate HubSpot’s Live Chat into your website which can enable you to respond to your customer inquiries and concerns in real-time, right from your digital doorstep.


Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate,streamline and organize tasks, processes, and procedures.


HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.


In order to manage and analyze your ad campaign using HubSpot’s ads tool, you can connect your Ads account to HubSpot. Once the connection is established, all existing ad campaigns in that account will be displayed and reported on by HubSpot. Once your Ads accounts are connected, you can also connect additional users so that they can manage and create ad campaigns for the account.


Connect your social media accounts to HubSpot to start creating and publishing social posts, and tracking social media engagements in HubSpot.We’re here to guide and support you through the setup process, offering step-by-step instructions and personalized assistance.


HubSpot offers a scoring feature that allows us to prioritize leads that closely match your business’s target audience.INSIDEA can assist you build and automate lead assignment criteria to ensure each lead is assigned to the suitable owner.




Setting up marketing reporting and dashboards enables to track and analyze performance effectively. It helps to visualize key metrics, identify trends, and make data-driven decisions to optimize your marketing efforts. INSIDEA will help you create a marketing-focused dashboard to track marketing activities across various channels and social media accounts, along with website analytics and performance metrics. We can even help analyze the lead flow and how marketing campaigns are performing.

We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Two training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.

As a Standalone Onboarding
Starting At
$4,000
Starting At
$7,000
Sales Hub


Professional


Enterprise


Professional




Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.




Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.

















HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.









As a Standalone Onboarding
Starting At
$2,000
Starting At
$1,500


During our kickoff call we will share more details on what to expect in the coming weeks as well as work through a as series of questions to help us align on your technical & business requirements of Hubspot. Following the kickoff call, we will send over your Project Dashboard which we will use to keep track of all activities.

Our team follows up to review the project’s deliverables and outlines the information and permissions needed to proceed.

Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.

Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply.
Please review our checklist to prepare yourself.
Import File Checklist
Import List Format
Note: Please provide the import list in the format outlined above.


We will seamlessly connect your email and calendar, ensuring a cohesive and synchronized experience. This integration aims to improve efficiency, allowing you to manage your communication and schedule seamlessly within a unified platform.

The HubSpot App Marketplace is a versatile platform that allows you to explore and integrate essential tools directly with your HubSpot account, tailored to your business requirements. During the onboarding process, only the native apps and features specified in the document will be included.
HubSpot Native Apps Integration
Note:
1. Only the native apps and features listed in this sheet will be included during the onboarding duration. Anything beyond this will be scoped out and charged separately.
2. Any type of CRMs Integration/ Migration will be scoped out separately.

The account time zone setting localizes several of your HubSpot tools, including when your scheduled emails send, when scheduled social media content posts, and date and time information for your analytics.
Super Admins and users with Add and edit users permissions in your HubSpot account can change a user’s permissions.
Every HubSpot account has a unique tracking code for monitoring website visits via cookies. We will set up your default domain and install this tracking code on any non-HubSpot pages to track the analytics.


We will add logo, favicon, and default brand colors in your account settings to align with your company’s branding and style guidelines, ensuring consistency across all HubSpot tools.


HubSpot has a set of features that can be turned on in the portal to help enforce GDPR compliance. These features add functionality to help you comply, but they don’t automatically make your processes compliant, so it’s important to consult your legal team for specific instructions on what you should be doing.

Linking your email sending domain to HubSpot grants HubSpot authorization to send emails on your behalf through DKIM (Domain Keys Identified Mail) email authentication. Authenticating your domain with HubSpot ensures that your emails appear more legitimate to email servers. You have the flexibility to connect multiple domains if necessary.


Subdomains are often used to host content in a separate location from your main website. For instance, email.insidea.com. We will link your subdomains to HubSpot, allowing you to create HubSpot-hosted landing pages, blogs, and the web version of your sales emails.

Properties are fields that store information on HubSpot records. For example, you can use the City company property to specify where companies are located. There are default properties included for each object, but you can create custom properties to store unique data for your business. Our team will guide you in mapping/creating your custom properties.

Setting up your sales process is like laying the foundation for your sales success. Our team will work together to understand and map your sales goals and workflows, then configure HubSpot including lead qualification, deal stages, and follow-ups.

After connecting your domain to HubSpot or installing the HubSpot tracking code on your external site, the next step is to exclude traffic from your site analytics, such as internal traffic, referrer domains, and bots .Filtering out IP addresses is like setting up a digital bouncer for your website. It helps ensure that only the right visitors get access to your valuable content and resources.

Our team will assist you in setting up a phone number in HubSpot, allowing you to make calls directly from your CRM. This will track call activities, outcomes, and other important analytics, enable to take better decision

Users in Professional and Enterprise accounts can customize the default HubSpot score contact property to qualify leads based on custom criteria. You can also create custom score properties for your contacts, companies, and deals. Lead scoring allows you to prioritize leads based on their likelihood to convert, helping your team focus on the most promising opportunities.


Lead routing helps assign leads to the right team members from different parts of the world. It evenly distributes leads among team members, considering their availability in specific time zones. This ensures that leads are reached out to promptly and maximize efficiency.

With HubSpot’s meetings tool, prospects can automatically book a meeting with you or multiple people in your company. If you have an assigned Sales Hub or Service Hub paid seat, you can also create a team scheduling page so contacts can book time with multiple users. Your contacts can access these scheduling pages using a meeting link. If you connect your Gmail or Office 365 calendar, scheduled meetings will sync with your connected calendar so your appointments will always be up-to-date. With the HubSpot extension, all the Emails can be tracked in one place.
Note: Outlook must be hosted on Microsoft 365

Think of deal pipelines as your sales GPS. They give you a clear map of your sales journey, helping you predict how much revenue you’ll generate and spot any obstacles along the way. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. INSIDEA will help you map, customise and automate your deal stages

Set up workflows in HubSpot that trigger the creation of a deal when certain criteria are met (e.g., when a contact fills out a specific form). Customize these workflows for different pipelines based on the sales process.


Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. Set enrollment criteria to automatically enroll records and take action on your contacts, companies, deals, and quotes. You can also take action on associated records, such as updating an enrolled contact’s associated company. INSIDEA will collaborate with you to create customized workflows centreed around optimizing your Sales Hub Pro setup.


Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders associated with specific records. You can also automate tasks based on deal stages. INSIDEA will help you create your task automations.


Snippets are short, reusable text blocks that can be used on contact, company, deal and ticket records, in email templates, in chat conversations, and when logging activity or note. INSIDEA helps you in setting up snippets that allow users to create and store reusable blocks of text or HTML which can be quickly inserted into emails, forms, or other content within HubSpot. This helps save time by eliminating the need to repeatedly type out commonly used phrases or information.


Within this phase, we will collaborate closely with your sales and marketing teams to craft compelling and personalized email templates. These templates will align with your brand voice, cater to various stages of the sales funnel, and incorporate best practices for higher open and response rates. The goal is to streamline communication and enhance the effectiveness of your email outreach efforts.


Creating sequences in HubSpot allows you to automate and personalize your outreach efforts by setting up a series of follow-up emails and tasks. Sequences help you stay engaged with your contacts without manually sending each email or setting each reminder. We will help you create sequences, customizing the content and timing of each step, and managing your sequences to ensure maximum engagement and efficiency.


With the playbooks tool, you can create interactive content cards displayed in contact, company and deal records. When speaking with prospects and customers, your team can reference these and create standardized notes. To ensure consistency and alignment across your sales team, INSIDEA will develop a comprehensive Sales Playbook. This resource will cover your unique sales process, buyer personas, objection-handling strategies, and best practices for leveraging the HubSpot platform. The Sales Playbook will serve as a valuable resource for onboarding new team members and optimizing the performance of existing ones.


Setting up sales goals involves defining specific targets or objectives for your sales team to achieve within a certain timeframe. These goals can include metrics such as revenue targets, number of new customers acquired, or sales quotas for individual team members. Leveraging forecasting tools allows you to analyze past performance data and market trends to make informed predictions about future sales outcomes. This helps you to set realistic goals and allocate resources effectively to achieve them.


HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.


We would require the files and assets that the client would like to upload.


Properties are fields that store information on HubSpot records. (For example, you can use the City company property to specify where companies are located.) We will assist with mapping your existing data points to HubSpot default properties and create custom properties as needed.


Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you’re selling to your customers. When you associate a product to a deal, invoice, payment link, or quote. It also enhances analytics, allowing you to identify top-selling products and their generated revenue. INSIDEA will help you add create a product libarary.
Note: Custom quote development will be subject to additional charges.


With the HubSpot payments tool, you can collect one-time and recurring payments from customers in your CRM using invoices, payment links, and quotes. Our team will help you configure HubSpot Payments that easily process payments directly through your HubSpot account, streamlining the sales process and providing a seamless experience to your customers.

HubSpot’s Dashboard and Reporting provides comprehensive tracking of key performance indicators and metrics vital to your sales operations, from sales team efficiency to deal stage funnel reports. Our team will help you create a sales-focused dashboard that showcases your sales team’s performance, sales funnel, and conversion metrics. We can analyze the flow of leads to understand the ratio at which deals are successfully closed.


We will organize a training session to ensure that everyone has the necessary skills and knowledge to use the platform effectively. In addition, we will have a project sign-off call to review the completed work, address any remaining concerns, and obtain formal approval to conclude the project.
Note: Only one training session will be included during the onboarding session. Additional training sessions, if required, will be charged at $250 per session separately.

As a Standalone Onboarding
Starting At
$2,000
Starting At
$1,500


Enterprise





Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.




Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.

















