HubSpot setup service
Get on with running your business while we do most of the work getting your account business-ready. The team at Vanguard 86 has set up dozens of businesses on HubSpot and can lend our expertise to your latest marketing investment.
Get help setting up your HubSpot
Overview
While HubSpot offers its own guided onboarding we realise that not every business has the time to complete this process in-house. That's why we're here to do the legwork for you.
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. Most importantly we'll gather, format, and upload your existing database into your new CRM.
We'll do all the work so you can make the most of your HubSpot platform as quickly as possible.
Top benefits to the Hubspot setup service
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.
Direct training
Using instructional videos, Zoom calls, and links to valuable resources we'll guide you on using the HubSpot tools and finding your way around the platform.
While we do as much of the heavy lifting as possible, you and your team will still need to complete some tasks. We make these as easy as possible with clear instructions and video content.
HubSpot set-up
We will directly format your new CRM to your timezone, currency, date formats, and more.
We'll identify default views for core objects and create custom properties and views to streamline your processes going forward.
You have an idea of how the CRM should work, we know how HubSpot does work, we combine the two together.
90-day support
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 ready to lend a hand.
We're available to your team of users so they can come to us directly for questions. However, we also realise we're a temporary fixture so our fixes will include information on how to do this without our help.
HubSpot Professional Hub Onboarding
What is included?
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.
NZD$11,850 +GST *
* Indication only based on HubSpot Marketing Hub Professional, and Sales Hub Professional set-up for 5 users.
Get help setting up your HubSpot- 3x Branded email templates (choose from 3 formats)
- 1x Landing page template creation (focused nav)
- 1x Blog listing created from 3 template options (focused nav)
- 1x Blog post design from 3 template options (focused nav)
- Existing blog articles, from 1 blog, imported to HubSpot*
- Tracking code set-up***
- 1x Form set-up***
- 2x email lists created
- Up to 10 custom properties created
- 1x dashboard created
- 3-5 reports added to a marketing dashboard
- 1x Workflow creation
- Sales pipeline stage creation
*** Completed by Vanguard 86 if using CMS Professional otherwise in partnership with an existing website provider.
HubSpot Starter Hub Onboarding
What is included?
From uploading your database of contacts to getting email and landing page templates ready to use, we ensure your new HubSpot Marketing Hub Starter portal meets your needs.
NZD$6,850 +GST *
* Indication only based on HubSpot Marketing Hub Starter, Sales Hub Starter set-up for 5 users.
Get help setting up your HubSpot- 1x Branded email template (choose from 3 formats)
- 1x Landing page template creation (focused nav)
- 1x Blog listing created from 3 template options (focused nav)
- 1x Blog post design from 3 template options (focused nav)
- Existing blog articles, from 1 blog, imported to HubSpot
- Tracking code set-up***
- 1x Form set-up***
- 1x email list created
- Up to 5 custom properties created
- 1x dashboard created
- 3 reports added to a marketing dashboard
- Sales pipeline stage creation
*** Completed by Vanguard 86 if using CMS Professional otherwise in partnership with an existing website provider.
What's not included?
Every business is different, which means several onboarding elements need to be assessed on a case-by-case basis. These are not included in the standard pricing. These tasks will need to be individually assessed with a customised price presented based on the work required.
- CRM migration/database upload
- Custom blog design creation
- Custom email designs
- Custom landing page designs
- Some dynamic menu creation on key pages
- DNS updates
- Database cleaning & formatting
Frequently asked questions
Yes. This onboarding is tailored to HubSpot Marketing Hub Professional only. If you don't have your license already we can help you get one but we cannot begin until this is active.
We can assist with connecting 3CX, Salesforce, Review Tui, and most apps listed in the HubSpot app marketplace as part of the onboarding. Custom integrations with platforms like MYOB or EXO can be scoped and priced separately.
We can perform a training day anywhere in the world. Overseas travel and time out of the office incur additional costs but these will be discussed ahead of booking.
Alternatively, if you do not wish to incur travel costs we can host training via Zoom. Please note that digital training will be held during 8am - 4pm New Zealand time.
We create up to 3 email templates and 1 landing page template as part of the onboarding process.
We can provide a quote for uploading any number of objects (contacts, companies, deals, tasks, and notes). We can generally upload up to 2,000 records at no additional cost.
HubSpot set-up next steps
To learn more about our HubSpot onboarding services book a time to meet with our onboarding specialist and discuss your needs in more detail. In our initial exploratory call, we'll strive to understand your business needs, intended outcomes, and key objectives to ensure we can deliver you the ideal outcome for your business.