HubSpot onboarding pricing
HubSpot, live in weeks. At your pace.
Marketing Hub, Sales Hub, and Service Hub onboarding by an Elite HubSpot Partner rated 4.99 across 500+ verified reviews. Certified-expert delivery. Fixed starting price. Locked at proposal, no timesheet billing.
New HubSpot customer in EMEA on seats and credits pricing? See the EMEA rate card. Looking for something else? See all INSIDEA pricing.
Onboarding plans
Pick the Hub. Pick the tier.
Starting prices below. Final price locks in the proposal after a 30-minute scoping call. Switch to Compare view for the side-by-side scan.
Marketing HubMarketing Hub onboarding · shared Kick-off base · Professional or Enterprise
Marketing Hub onboarding plans
Standalone Onboarding
Professional
Fixed fee$2,000
8 weeks · Standard
Same scope, choose your pace
Comprehensive marketing software for automation, reporting and campaigns.
Everything in Kick-off & CRM Setup, plus:
Mapping call (marketing strategy & implementation)
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.
Configure marketing contacts segmentation
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.
Buyer persona property setup for contacts (up to 1 persona)
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.
Enhancing contact and company data
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals. We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Set up your resubscription automation
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.
Creating unsubscriber list
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.
Set up basic marketing email templates (1 template according to branding)
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.
Set up marketing campaign
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.
Most depth
Standalone Onboarding
Enterprise
Fixed fee$4,000
10 weeks · Standard
Same scope, choose your pace
Marketing Hub Enterprise depth. Custom objects, larger workflow and lead scoring scope, more reporting, more training.
Everything in Kick-off & CRM Setup, plus:
Configuring approval workflows
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Mapping call (marketing strategy & implementation)
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.
Configure marketing contacts segmentation
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.
Buyer persona property setup for contacts (up to 2 personas)
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.
Set up customer journeys (up to 1)
Customer Journeys in HubSpot let you guide contacts through personalized, automated experiences based on their behavior and engagement. You can nurture leads, onboard customers, and re-engage contacts with relevant messaging while tracking performance across each stage. We will set up customized workflows, integrate multi-account management, leverage lookalike audiences, and configure reporting so your team can optimize journey performance efficiently.
Enhancing contact and company data
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals. We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Set up your resubscription automation
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.
Creating unsubscriber list
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.
Sales Hub onboarding plans
Standalone Onboarding
Professional
Fixed fee$2,000
8 weeks · Standard
Same scope, choose your pace
Pipeline, sequences, forecasting, and the sales motion configured end to end.
Everything in Kick-off & CRM Setup, plus:
Mapping call (sales process & implementation)
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.
Filter out internal IPs
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.
Set up HubSpot inbound and outbound calling feature (1 phone number)
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
Configuring lead routing
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.
Set up leads pipeline and automate lead progression and follow-ups (1 pipeline with up to 1 automated workflow)
Leads Object serves as a critical component for tracking and managing prospective customers throughout the sales funnel. HubSpot’s automation tools further enhance lead management by automating follow-up tasks, assigning leads to sales reps, and triggering personalized email sequences based on specific criteria. By centralizing lead data, HubSpot allows for a streamlined process that improves lead conversion rates, reduces manual tasks, and ultimately accelerates sales cycles, ensuring that sales efforts are focused on high-potential prospects.
Assistance with setting up meetings tool & email tracking through Gmail or Outlook integration
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.
Build out 1 deal pipeline & 5 stages
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
Create basic deal-creation workflow for each pipeline
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.
Most depth
Standalone Onboarding
Enterprise
Fixed fee$4,000
10 weeks · Standard
Same scope, choose your pace
Sales Hub Enterprise. Custom objects, advanced playbooks, multi-pipeline forecasting, deeper reporting.
Everything in Kick-off & CRM Setup, plus:
Configuring approval workflows
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Mapping call (sales process & implementation)
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.
Filter out internal IPs
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.
Set up inbound and outbound calling feature (up to 3 phone numbers)
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
Configuring lead routing
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.
Set up leads pipeline and automate lead progression and follow-ups (1 pipeline with up to 3 automated workflows)
Leads Object serves as a critical component for tracking and managing prospective customers throughout the sales funnel. HubSpot’s automation tools further enhance lead management by automating follow-up tasks, assigning leads to sales reps, and triggering personalized email sequences based on specific criteria. By centralizing lead data, HubSpot allows for a streamlined process that improves lead conversion rates, reduces manual tasks, and ultimately accelerates sales cycles, ensuring that sales efforts are focused on high-potential prospects.
Assistance with setting up meetings tool & email tracking through Gmail or Outlook integration
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.
Build out 2 deal pipelines & 5 stages each
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
Service Hub onboarding plans
Standalone Onboarding
Professional
Fixed fee$2,000
8 weeks · Standard
Same scope, choose your pace
Tickets, knowledge base, automation, and the service motion live and reporting.
Everything in Kick-off & CRM Setup, plus:
Mapping call (Service Hub configuration and setup)
We will work with you to optimize your service processes within HubSpot, including automating ticket assignments, tracking customer feedback, and improving the overall support experience. This will help you enhance responsiveness, resolve issues faster, and provide a more personalized service.
Set up 1 ticket pipeline & 5 stages
HubSpot's ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
Set up service level agreement (SLA) time to response and close
Our specialized approach ensures that SLA criteria are customized to your business's unique requirements, focusing on variables such as channels, inboxes, or ticket priorities. This customization empowers your team to meet and exceed customer expectations by establishing clear, achievable benchmarks for response and resolution times.
Turn on settings to automatically update ticket status when someone replies
Align with Sales and Marketing leaders on hand-off processes and team-led communication channels. Establish a seamless handoff between your sales and customer service teams. Enable the setting for a ticket’s status to be updated by one of the default triggers: An email is sent to a customer: the ticket status will change when a user sends an email to a contact from the ticket record. Emails sent from the contact record will not trigger a ticket status change. A customer replies to an email: the ticket status will change when a customer replies to the same thread the ticket was created on.
Connect team inbox for service requests (1 for each channel)
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. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
Set up basic live chat (up to 10 automated replies)
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.
Set up service playbook (up to 1 playbook)
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM and standardize and optimize the way service teams interact with customers.
Set up service snippets (up to 2 snippets)
HubSpot Snippets are short, reusable blocks of text that can be easily inserted into emails, chat conversations, and tickets within the HubSpot platform. Snippets are ideal for frequently used responses, greetings, closings, explanations, or any standard information that needs to be communicated regularly to customers that the service team can utilize.
Most depth
Standalone Onboarding
Enterprise
Fixed fee$4,000
10 weeks · Standard
Same scope, choose your pace
Service Hub Enterprise. Routing, skills, SLAs, custom objects, advanced workflows and reporting.
Everything in Kick-off & CRM Setup, plus:
Configuring ticket assignment & limits
Routing in HubSpot helps tickets automatically reach the right team members, reducing delays and improving response times. Our team will set up user skills, define ticket limits, and configure assignment rules so your support operations run smoothly and efficiently.
Configuring approval workflows
We streamline your publishing process by putting the right approval checks in place. Using HubSpot’s Content Approval feature, we’ll select which content needs review, assign approvers, and configure the workflow so your team can publish with confidence.
Mapping call (Service Hub configuration and setup)
We will work with you to optimize your service processes within HubSpot, including automating ticket assignments, tracking customer feedback, and improving the overall support experience. This will help you enhance responsiveness, resolve issues faster, and provide a more personalized service.
Set up 2 ticket pipelines & 5 stages each
HubSpot's ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
Set up service level agreement (SLA) time to response and close
Our specialized approach ensures that SLA criteria are customized to your business's unique requirements, focusing on variables such as channels, inboxes, or ticket priorities. This customization empowers your team to meet and exceed customer expectations by establishing clear, achievable benchmarks for response and resolution times.
Turn on settings to automatically update ticket status when someone replies
Align with Sales and Marketing leaders on hand-off processes and team-led communication channels. Establish a seamless handoff between your sales and customer service teams. Enable the setting for a ticket’s status to be updated by one of the default triggers: An email is sent to a customer: the ticket status will change when a user sends an email to a contact from the ticket record. Emails sent from the contact record will not trigger a ticket status change. A customer replies to an email: the ticket status will change when a customer replies to the same thread the ticket was created on.
Connect team inbox for service requests (1 for each channel)
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. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
Set up basic live chat (up to 15 automated replies)
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.
Revenue Hub onboarding plans
Standalone Onboarding
Professional
Fixed fee$2,000
8 weeks · Standard
Same scope, choose your pace
Quote-to-cash configured end to end: product library, price books, quotes, e-signature, payments, and subscriptions.
Everything in Kick-off & CRM Setup, plus:
Mapping call (quote-to-cash strategy & implementation)
Setting up your Revenue Hub is the foundation for a connected quote-to-cash engine that streamlines sales operations, automates billing, and accelerates payment collection. We will map your product structure, pricing models, quoting workflows, and payment systems, then configure HubSpot end-to-end, provisioning the Revenue Seat first before any object configuration begins, resulting in a unified platform where products, quotes, contracts, payments, and subscriptions work together.
Product library setup with categories and variants (up to 5 products)
Your Product Library is the most critical foundation in Revenue Hub, everything downstream inherits from it. We will configure categories, product variants, and tax rates so your team can locate and price products quickly, reducing errors and creating the source of truth your revenue engine depends on.
Configure 1 active price book (segment or region based)
Price Books give your RevOps team a centralized way to define and apply pricing across deals and quotes. We will set the right prices once so sellers always choose the correct book, ensuring accuracy, consistency, and no guesswork across your sales process.
Configure flat-rate and tiered pricing (up to 5 products pricing structure)
Transparent, consistent pricing is the foundation of customer confidence. We will configure flat-rate and tiered or volume-based pricing so your pricing logic aligns with your sales strategy and displays accurately across products, quotes, and invoices, clear and consistent for your team and customers.
Create reusable product bundles from the product library
Product Bundles let you group commonly sold items into a repeatable configuration defined once and reused everywhere. Reps insert a bundle in one click, shortening quote creation time and improving pricing consistency, quantities, prices, and discounts can still be adjusted as needed.
Automated sales tax
Compliance and accuracy are essential for smooth financial operations. We will use Revenue Hub automation to set up dynamic tax rules based on product type, region, or customer location, ensuring compliance and accuracy across all financial operations.
Configure 1 quote template (AI-generated quotes, single-page editor, activity tracking)
Creating quotes should feel like presenting your offer on a polished, branded stage. We will configure a branded, reusable quote template using the no-code builder. Your team can then generate quotes quickly with AI-generated drafts, edit in the single-page editor, and track buyer activity, ensuring every proposal is professional and ready to convert.
Set up standard quote approvals and automated workflows
Approvals protect your commercial strategy without slowing your team down. We will configure standard quote approvals so that quotes meeting defined conditions route automatically to the right approver, with automated workflows that generate quotes, chase signatures, and keep deals moving, giving you oversight without slowing the buying experience.
Most depth
Standalone Onboarding
Enterprise
Fixed fee$4,000
10 weeks · Standard
Same scope, choose your pace
Revenue Hub Enterprise depth: multi-currency pricing, advanced approvals, the Quote Rules engine, field-level permissions, and governance reporting.
Everything in Kick-off & CRM Setup, plus:
Mapping call (quote-to-cash strategy & implementation)
Setting up Revenue Hub at enterprise scale is the foundation for a connected quote-to-cash engine built for larger teams and complex deals. We will map your product structure, pricing models, quoting workflows, and payment systems, provisioning the Revenue Seat first, verifying Sales Hub attach if applicable, and establishing governance (roles, approvals, field-level permissions) from day one so the system scales cleanly across regions and currencies.
Product library setup with categories and variants (up to 10 products)
Your Product Library is the most critical foundation in Revenue Hub, everything downstream inherits from it. We will configure categories, product variants, and tax rates so your team can locate and price products quickly, reducing errors and creating the source of truth your revenue engine depends on.
Configure 2 active price books (segment or region based)
Price Books give your RevOps team a centralized way to define and apply pricing across deals and quotes. We will set the right prices once so sellers always choose the correct book, ensuring accuracy, consistency, and no guesswork across your sales process.
Configure flat-rate, tiered, and volume-based pricing (multi-currency) (up to 10 products pricing structure)
Transparent, consistent pricing is the foundation of customer confidence. We will configure flat-rate and tiered or volume-based pricing across multiple currencies where needed, so your pricing logic aligns with your sales strategy and displays accurately across products, quotes, and invoices, clear for your team and customers, with margins protected by the guardrails we build.
Create reusable product bundles with default quantities and discounts
Product Bundles let you group commonly sold items into a repeatable configuration defined once and reused everywhere. Reps insert a bundle in one click, shortening quote creation time and improving pricing consistency, quantities, prices, and discounts can still be adjusted as needed.
Automated sales tax
Compliance and accuracy are essential for smooth financial operations. We will use Revenue Hub automation to set up dynamic tax rules based on product type, region, or customer location.
Configure 2 quote templates (AI-generated quotes, single-page editor, activity tracking)
Creating quotes should feel like presenting your offer on a polished, branded stage. We will configure branded, reusable quote templates using the no-code builder. Your team can generate quotes quickly with AI-generated drafts, edit in the single-page editor, and track buyer activity, ensuring every proposal is professional and ready to convert.
Configure advanced approvals (multi-step, conditional routing)
Advanced Approvals give enterprise teams precise, automated oversight. We will build multi-step approval workflows triggered automatically by deal and line-item conditions, routed to the right approver at each stage in real time. This enforces your commercial and discounting strategy across complex deals while keeping the process fast, transparent, and deal-moving for your sellers.
Smart CRM onboarding plans
Standalone Onboarding
Professional
Fixed fee$2,000
8 weeks · Standard
Same scope, choose your pace
The Smart CRM foundation every onboarding is built on: users, permissions, data import, properties, and the core configuration that keeps your data clean.
Everything in Kick-off & CRM Setup, plus:
Configure contact & company objects and define lifecycle stages
Designing your CRM data model is like creating the blueprint for your customer journey. We structure lifecycle stages to clearly reflect how contacts move from first interaction to closed deal, ensuring consistent tracking and accurate reporting as your database grows. An AI-ready lifecycle design supports clean automation, stronger forecasting, and scalable insights. Our team will map your lifecycle stages, define progression rules, and align properties to ensure reporting accuracy from day one.
Enable contact and company enrichment and apply enriched fields to CRM record views
Smart CRM uses built-in enrichment to enhance contact and company records with trusted third-party data. This reduces manual research, improves qualification, and strengthens personalization across teams. Enriched insights are visible directly within the CRM so your team always works with complete information. We will configure enrichment settings, define priority fields, and ensure enriched data is embedded seamlessly into your record views.
Configure duplicate management rules and enable AI-supported data quality monitoring
As your CRM grows, maintaining clean data becomes critical. AI-assisted duplicate detection and ongoing data quality monitoring protect reporting accuracy and automation reliability. INSIDEA will set up duplicate management rules, establish monitoring processes, and recommend structured cleanup practices to maintain long-term data health.
Create (up to 2) calculated properties and configure required fields by lifecycle stage
Important calculations are automated and required fields are enforced at key lifecycle stages so critical information is captured as records progress. This strengthens forecasting reliability and encourages consistent CRM usage. We will configure calculated properties, validation rules, and stage-based requirements tailored to your sales process.
Configure (up to 2) association labels and create (up to 2) object tags
Association labels and tags clarify how records relate in practical scenarios, such as decision-maker versus influencer or parent versus subsidiary, so teams understand context instantly without overcomplicating the CRM structure. INSIDEA will define association rules, configure labels/tags for your most common relationship types, and standardize naming so teams apply them consistently.
AI-driven buyer intent indicator setup and intent-based priority field creation
Buyer Intent tracking highlights accounts actively researching solutions, helping your team focus on high-interest prospects instead of low-engagement leads. We will configure Buyer Intent settings and create a simple prioritization system your team can use daily.
Configure intent-triggered alerts or workflows (up to 1 workflow) using intent custom properties
Automation ensures that important buying signals trigger internal actions like task creation or alerts. This keeps follow-ups timely and prevents missed opportunities. INSIDEA will build practical workflows that turn engagement signals into clear next steps.
Set up payment links and invoices with Stripe configuration (if applicable)
Commerce tools connect your deals to payment tracking, giving you visibility from pipeline stage to collected revenue. This improves revenue reporting without adding complex finance processes. We will configure deal and payment tracking to provide clear revenue insights.
Most depth
Standalone Onboarding
Enterprise
Fixed fee$4,000
10 weeks · Standard
Same scope, choose your pace
The Smart CRM foundation at enterprise depth: expanded configuration, more custom objects and properties, and the governance larger teams need.
Everything in Kick-off & CRM Setup, plus:
Salesforce custom object sync configuration (up to 10 objects)
We review Salesforce custom objects to understand structure, relationships, and sync feasibility with Smart CRM. This ensures custom data models are aligned early, avoids sync conflicts, and prepares the system for accurate reporting and future scalability before deeper CRM configuration begins.
Configure contact, company & deal objects with advanced lifecycle stages and multi-object relationships
Designing your CRM data model is like creating the blueprint for your customer journey. We structure lifecycle stages to clearly reflect how contacts move from first interaction to closed deal, ensuring consistent tracking and accurate reporting as your database grows. An AI-ready lifecycle design supports clean automation, stronger forecasting, and scalable insights. Our team will map your lifecycle stages, define progression rules, and align properties to ensure reporting accuracy from day one.
Configure advanced duplicate management rules and enable ongoing data quality monitoring
As your CRM grows, maintaining clean data becomes critical. AI-assisted duplicate detection and ongoing data quality monitoring protect reporting accuracy and automation reliability. INSIDEA will set up duplicate management rules, establish monitoring processes, and recommend structured cleanup practices to maintain long-term data health.
Create up to 4 calculated properties and configure required fields by lifecycle stage
Important calculations are automated and required fields are enforced at key lifecycle stages so critical information is captured as records progress. This strengthens forecasting reliability and encourages consistent CRM usage. We will configure calculated properties, validation rules, and stage-based requirements tailored to your sales process.
Configure advanced association labels, (up to 5 labels) object tags, (up to 5) and set up up to 1 custom object
This step supports complex account structures by clearly defining how records relate to each other. Custom objects and advanced associations allow you to track non-standard data such as subscriptions, assets, or internal processes while keeping your CRM organized. We will configure custom objects and relationship rules to ensure clarity without overcomplicating your setup.
Buyer intent setup on CRM records and intent-based priority field creation (1 field)
Buyer Intent signals are converted into a simple prioritization system so your sales team can focus daily efforts on accounts actively researching solutions instead of low-engagement prospects. We will enable Buyer Intent tracking and define clear categories to guide outreach.
Intent-based workflow setup (up to 2 workflows) and alert/follow-up automation
Automation ensures that high-intent activity triggers immediate and consistent internal action. This reduces response time, improves follow-up, and prevents missed opportunities. INSIDEA will build workflows that turn engagement signals into alerts, tasks, or ownership updates.
Apply data governance rules and intelligence indicators to deal records
Deal data is structured using standardized properties and intelligence indicators to maintain a clean pipeline and accurate reporting. This supports reliable forecasting and AI-ready insights without changing the pipeline framework defined during kickoff. We will configure the required properties and data controls to maintain consistency.
Marketing Hub Professional Plus onboarding plans
Standalone Onboarding
Professional Plus
Fixed fee$1,500
8 weeks · Standard
Same scope, choose your pace
Marketing Hub Professional bundled with Content Hub Professional features: campaigns, lifecycle, web and landing pages, blog, memberships, and content.
Everything in Kick-off & CRM Setup, plus:
Mapping call (marketing strategy & implementation)
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.
Configure marketing contacts segmentation
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.
Buyer persona property setup for contacts (up to 1 persona)
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.
Enhancing contact and company data
Buyer Intent and Data Enrichment help keep your CRM records accurate and highlight prospects who are most likely to engage. Data Enrichment updates your contact and company records with the latest information, while Buyer Intent tracking surfaces leads showing buying signals. We will enable enrichment for your contacts and companies, configure Buyer Intent tracking, and integrate the enriched data into your CRM to ensure your team always has up-to-date and actionable insights.
Set up your resubscription automation
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.
Creating unsubscriber list
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.
Set up basic marketing email templates (1 template according to branding)
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.
Set up marketing campaign
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.
Content Hub onboarding plans
Standalone Onboarding
Professional
Fixed fee$1,500
8 weeks · Standard
Same scope, choose your pace
Everything you need to create, manage, and scale content in HubSpot: web and landing pages, blogs, SEO, memberships, media, and AI-powered content tools.
Everything in Kick-off & CRM Setup, plus:
Journey mapping and navigation
As a HubSpot partner, we will enhance your website navigation to ensure a positive user experience, helping visitors find the information they need easily, leading to higher dwell times and lower bounce rates. We will map and strategize the customer journey, outlining the series of interactions a customer has with your webpage, brand, or business as they become aware of a pain point and make a purchase decision. By optimizing these touchpoints, we ensure a seamless and engaging experience, ultimately driving conversions and customer satisfaction.
Set up and optimize your web page (homepage)
As a HubSpot partner, we will assist you in creating and optimizing your website and landing pages to enhance your online presence and drive engagement. Using HubSpot's tools, we will customize your page content and settings, and ensure they are optimized for search engines. Additionally, we will help you create blog posts from scratch or import them from external sources like Google Docs. Our team will ensure that all pages and blog posts are SEO-optimized. We will also utilize HubSpot templates from the marketplace to create visually appealing and effective web pages tailored to your needs. No custom code elements involved.
Set up and optimize your landing pages (custom templates) (up to 2). No custom code elements involved
We build and optimize your landing pages in HubSpot using custom templates and the drag-and-drop editor, structured for conversion and aligned with your branding. No custom code elements involved.
Set up blogs (up to 2). No custom code elements involved
We set up your blog on HubSpot with starter posts, configured with your branding and structured for SEO and readability. No custom code elements involved.
SEO recommendations & content strategy
As a HubSpot partner, we will optimize your site with tailored SEO recommendations and an effective content strategy to build search authority. INSIDEA will conduct a comprehensive SEO audit using advanced tools, providing insights to enhance your site's performance. We will perform in-depth keyword research to identify high-performing keywords relevant to your business. Additionally, we'll integrate your SEO software with HubSpot's content management tools to streamline your SEO efforts and ensure consistent optimization across all your content. Our goal is to enhance your online visibility and drive more organic traffic to your site.
Podcast (if opt-in for beta version)
As a HubSpot partner, we will help you create and manage your podcast to engage visitors using audio content. Whether you upload pre-recorded audio files or use AI-generated audio, we'll guide you through setting up your podcast strategy. We'll assist in configuring your episodes, providing best practices for structuring and organizing your shows. Additionally, we'll help distribute your podcast across major platforms such as Apple Podcasts, Spotify, and Google Podcasts, ensuring maximum reach and engagement.
Form integration & customization (up to 3 forms)
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.
Media management (video, audio, files)
In HubSpot, you can upload files to the files tool and use them in your HubSpot content. Once uploaded, your images, fonts, audio files, PDFs, and other files will be hosted on HubSpot's content delivery network servers Upload videos to the files tool, then add them to pages, marketing emails, blog posts, and knowledge-base articles. We will assist you in uploading your files to HubSpot's files tool, ensuring they are organized and easily accessible. Our team will help you integrate your uploaded files into various HubSpot content types.
HubSpot Migration
Reduce complexity and unlock new capabilities with a HubSpot Migration.
Let our technical experts safely and efficiently migrate your data from an alternative CRM solution onto the HubSpot platform, with our seamlessly efficient CRM integration and migration services, ensuring optimal automation and systems synchronization. For more information and pricing, get in touch with our Sales team.
HubSpot Integration
Make your tech stack work for your exact needs with a HubSpot Integration.
We meticulously plan and design your integration strategies, taking into account system compatibility, and aligning with overarching business objectives to ensure an impeccable and efficient integration process. Build 1 and 2-way integrations with HubSpot leveraging the HubSpot API. Get in touch with our Sales team for pricing.
A note on what's included.
One training session is included with Professional onboarding and two with Enterprise. Additional training sessions are $250 per session. Custom integrations, full CRM migrations from legacy systems, and HubSpot license fees are scoped and billed separately. Final scope and price lock in the proposal after a 30-minute strategy call.
Why partner with INSIDEA
Done for you, or left to you.
HubSpot's included onboarding hands you documentation and a checklist. We do the setup for you, then train your team on the portal we built.
What you get
INSIDEA onboardingRecommended
HubSpot included onboarding
Who does the setup
INSIDEA: Certified experts configure your portal for you
HubSpot: You configure it yourself from documentation
Scope
INSIDEA: Integrations, data import, properties, dashboards, sequences, and playbooks
HubSpot: General guidance and best-practice docs
Data import
INSIDEA: Done for you, standard objects mapped and loaded
HubSpot: You import it yourself
Training
INSIDEA: 1 to 2 live sessions on your configured portal
HubSpot: Self-serve HubSpot Academy
Timeline
INSIDEA: 4 to 8 weeks to a working portal
HubSpot: Self-paced, no fixed end date
Price
INSIDEA: Fixed fee from $2,000 per Hub on Professional (Content Hub from $1,500), from $4,000 on Enterprise, locked at proposal
HubSpot: Mandatory fee on Professional and Enterprise, $1,500 to $7,000 by Hub and tier, and you still do the building
Best fit
INSIDEA: You want it set up right without doing it yourself
HubSpot: Small teams happy to configure HubSpot themselves
HubSpot’s published onboarding fees: Sales Hub and Service Hub $1,500 (Professional) and $3,500 (Enterprise); Marketing Hub $3,000 (Professional) and $7,000 (Enterprise). Onboarding is required on Professional and Enterprise. As an Elite Partner with the HubSpot Onboarding Accreditation, INSIDEA can deliver onboarding instead, and that fee can often be waived, so partner-led onboarding frequently nets out cost-neutral or better. Confirm current pricing with HubSpot.
The onboarding timeline
What happens, when.
Standard pace shown. Fast Track runs the same phases on a compressed schedule.
1
Phase 1
Discovery and kick-off
Kick-off call, project dashboard, technical requirements, success metrics locked.
2
Phase 2
Foundation setup
Users, permissions, data import, branding, tracking codes, email and calendar connected.
3
Phase 3
Configuration
Properties, pipelines, workflows, dashboards built to your motion. Weekly demos.
4
Phase 4
Integrations and testing
App Marketplace integrations, end-to-end testing, team UAT.
5
Phase 5
Training and handoff
Live training session, recorded handoff, project sign-off call, 30 days post-launch support begins.
Trusted Brands
Real outcomes, shipped
Seventeen brands we can talk about today. Every card cycles with a real number, a real outcome, and the team behind the work.
40%
Operational efficiency lift from eliminating manual reconciliation
INSIDEA rebuilt Drip Capital's commercial system across four regions on HubSpot, with 105,000+ buyer records synced from its admin portal and 15+ hours a week of manual copying per regional team eliminated.
DC
Drip Capital
Trade finance fintech · four regions
4.99 ★
G2 · Clutch · HubSpot
Part of the 1,500+ businesses we serve. These are seventeen we can talk about today.
See all customer stories →FAQ
The questions we get most.
What's the difference between Professional and Enterprise onboarding?
Professional is for teams putting the Hub into production for the first time. Enterprise adds custom objects, advanced workflows, multi-team or multi-currency setup, and the features that only exist on HubSpot's Enterprise license tier.
Is the HubSpot license included in this price?
No. INSIDEA does not mark up HubSpot licenses. You purchase your license direct from HubSpot at the standard partner-discount rates we help you negotiate. Our pricing covers only the implementation work.
Can I bundle multiple Hubs (Marketing + Sales + Service)?
Yes. Multi-Hub onboarding is priced as a custom engagement. Most teams that bundle two or three Hubs see a 10 to 15 percent savings over standalone pricing. Talk to us during the discovery call.
How long does onboarding take?
You choose the pace. Fast Track runs about 4 to 6 weeks; Standard runs about 8 to 10 weeks. Both cover the same scope, and we lock the exact timeline in the proposal.
What if I need additional training sessions?
One training session is included with Professional onboarding and two with Enterprise. Additional sessions are $250 (USD) per session, scheduled as needed.
What about data migration from another CRM?
Standard data import (one CSV up to defined record counts) is included. Full CRM migrations from Salesforce, Pipedrive, Zoho, Monday, or others are scoped separately. See our migration pricing for those engagements.
Do you offer free HubSpot onboarding?
Yes, in certain cases. If you are buying HubSpot Professional or Enterprise through us as your registered Elite Partner, we may waive the onboarding fee depending on annual contract value. Book a strategy call to find out.
What happens after onboarding?
Your onboarding includes 30 days of post-launch support. For ongoing HubSpot administration, automation maintenance, and weekly performance review, we offer managed operations starting at $2,000 per month. See /hubspot/managed-operations.
Get your HubSpot live, at your pace.
30-minute strategy call. Fixed-fee proposal. Certified-expert delivery, scope to ship.
How INSIDEA works
