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 450+ verified reviews. Certified-expert delivery. Fixed starting price. Locked at proposal, no timesheet billing.

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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

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.

Setup 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.

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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)

Configure Marketing Contacts Segmentation

Buyer Persona Property Setup For Contacts (Up To 2 Personas)

Setting 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

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

Book a Strategy Call Download scope PDF

A note on what's included.

One training session is included in every onboarding plan. 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, locked at proposal

HubSpot: Included with Professional or Enterprise

Best fit

INSIDEA: You want it set up right without doing it yourself

HubSpot: Small teams happy to configure HubSpot themselves

The onboarding timeline

What happens, when.

Standard pace shown. Fast Track runs the same phases on a compressed schedule.

Phase 1

Discovery and kick-off

Kick-off call, project dashboard, technical requirements, success metrics locked.

Phase 2

Foundation setup

Users, permissions, data import, branding, tracking codes, email and calendar connected.

Phase 3

Configuration

Properties, pipelines, workflows, dashboards built to your motion. Weekly demos.

Phase 4

Integrations and testing

App Marketplace integrations, end-to-end testing, team UAT.

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.

Customer story · 01 / 17

40%

Operational efficiency gained across the commercial lifecycle

INSIDEA did not roll out a CRM. They rebuilt the way our four regions see the same buyer, in the same moment, with the same context.

Mehul Prajapat

Product Manager at Drip Capital

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 in every onboarding package. Additional sessions are $250 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.

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