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DELIVERY MODULE Within 1 week

Portal Settings and Account Defaults

Configure the foundational HubSpot portal settings, regional defaults and company branding so the account reflects the client's business identity from day one.

Delivery module

AU$160

Within 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a HubSpot portal configured with the correct timezone, currency, and regional settings.
Company branding (logo, favicon) displays correctly across system emails and the portal interface.
All account-level settings are documented and confirmed.

Not included

Custom domain setup
Email sending domain authentication (SPF, DKIM, DMARC)
Connected email account configuration
Email template design
Brand kit creation
Ongoing settings maintenance

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Account Defaults Configuration
Business time zone, needed before Account Defaults Configuration
Company currency and the month your financial year starts, needed before Account Defaults Configuration
Company name, address and phone number, needed before Company Information and Branding
Logo file (PNG or SVG with a transparent background) and brand colour hex codes, needed before Company Information and Branding
Favicon file (square, at least 48 x 48 px), needed before Company Information and Branding

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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