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ONBOARDING PACKAGE

Onboarding Program – Custom

For larger or more complex businesses. We pick the modules you need from the same catalogue as every other package, and the price is whatever they add up to.

Onboarding Program – Custom

Typically 90 days (14 weeks)

Remote

Book Onboarding Book Onboarding

What this package includes

Included

Client has a package made of the Delivery Modules agreed upfront.
Every selected module is delivered in full.
The scope is set before work starts.

Not included

Ongoing support or helpdesk
Unlimited changes or ad hoc requests
Anything outside the selected modules
Scope changes mid-engagement

What we need from you

A description of what you need from your HubSpot setup, needed before modules are selected
Admin access to your HubSpot portal, needed before work starts
The right people available for each selected module, needed before that module starts

From kickoff to handover. The four phases are the same across every package. The depth inside them changes with the scope.

Strategy

We start by understanding how you sell, market, and support customers. Then we agree the plan, workshops, people involved, and what “done” looks like before anyone touches the portal.

Solution Design

We run workshops with the people who’ll use HubSpot daily, mapping your customer journey and designing the right pipelines, properties, lifecycle stages, automation, and reporting to support it.

Staging & Build

We build in stages, cleaning your data, configuring the portal, and testing integrations. Workflows are validated with your team to ensure the setup works in practice, not just on paper.

Success

We train your champion and team, provide documentation and playbooks, and support rollout through handover, ensuring everyone knows what they’re doing and new processes stick.