HubSpot setup services

HubSpot Setup

We help you get the most out of your new HubSpot Marketing Professional portal.

What is HubSpot onboarding?

Our HubSpot onboarding service enables you to get on with running your business while we do most of the work getting your account business-ready.

From uploading your database of contacts to getting email and landing page templates ready to use we ensure your new HubSpot Marketing Hub Professional portal meets your needs.

While HubSpot offers its own guided onboarding we realise that not every business has the time to complete this process in-house. That's where we come in. We've set up dozens of businesses on HubSpot and can lend our expertise to your latest marketing investment.

What does HubSpot onboarding involve?

Database upload

Your HubSpot portal includes a powerful CRM. No matter whether you're using a spreadsheet or Mailchimp to manage your contacts we'll format your current system so it fits to HubSpot's upload specifications.

We'll create custom properties and set default fields so future additions to the CRM meet basic requirements.

A new CRM offers a fresh start in doing the job properly. We're here to ensure you get the best support from the beginning.

90-day support

As well as assisting in the setting up of your new portal we'll also be on hand to troubleshoot issues and help you get the most of your new tools.

From guiding your team on the new tools to answering questions on set-up we're here to help. Need a new custom property during that 90-day period? We're on-hand to lend a hand.

While the entire 90 days is a steady technical set-up we appreciate that you'll also want to be using the tools as quickly as possible so we prioritise the key elements that will help you transition your business onto HubSpot within those 90 days.

Ready to use

A selection of useable templates will be ready for your first marketing campaign by the end of the 90 days.

From responsive and flexible email marketing templates to on-brand landing pages, we'll even create a time-saving workflow or two to get your business using automation straight out of the box.

We'll help with some key integrations so you can have great insights into what's performing well, and what's going to need more focus in the coming months.

Would you like your form submissions to create new contacts in your CRM automatically? Fancy being able to schedule social media posts throughout the month? Need more reporting on your marketing success? We'll help you get started.

Deliverables & Price

What's included?

  • Face-to-face day at your place of work
  • Database cleansing & upload (10,000 contacts max)
  • Custom fields created
  • Default fields (new contact)
  • User creation & role assignment
  • List creation
  • Database segmentation
  • Tracking code set-up*
  • Form set-up*
  • Lead scoring set-up
  • Process automation (2 max)
  • Sales pipeline stage creation
  • Sales dashboard reporting
  • Marketing dashboard reporting


$7,850 +GST **

* Completed by us if using CMS Professional otherwise in partnership with existing website provider.

** Price an indication only based on HubSpot Marketing Hub Professional set-up and 5 users.