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ONBOARDING PACKAGE

Onboarding Program – Minimum

The simplest viable HubSpot onboarding package, for teams that need to get moving fast. Includes journey mapping workshops, standard portal configuration, custom properties and record views, a sales automation build and a HubSpot UI training workshop.

Onboarding Program – Minimum

AU$3,200

Typically 90 days (14 weeks)

Remote

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What this package includes

Included

Client has a working HubSpot portal configured for how their business operates.
The customer journey has been mapped in workshops.
Custom properties and record views are set up for the team's day-to-day work.
A sales automation is built.
The team has been trained on the HubSpot interface.

Not included

Ongoing support or helpdesk
Unlimited changes or ad hoc requests
Anything outside the five modules in this package
Scope changes mid-engagement

What we need from you

Admin access to your HubSpot portal, needed before portal configuration
The right people available for the journey mapping workshops, needed before the workshops are scheduled
Your goals and what success looks like, needed before the project plan is set
A champion from your team to attend the training workshop, needed before training

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.