HubSpot implementation Services
Get up and running on HubSpot fast.
Put your CRM success in the hands of RevOps pros. We free you up to focus on what matters most—sustainable revenue growth!
The HubSpot Partner of the Future
Meet the first system integrator that specializes in HubSpot
“RevPartners has a unique offering focused on enterprise CRM implementations that is essential to HubSpot’s ecosystem as we strive to help scaling companies grow better”.
Yamini Rangan
CEO of HubSpot
Trusted by
50% of HubSpot Onboardings don't reach their goal
Let's keep you on the path to success.
RevPartners is your go-to HubSpot implementation agency for:
- favorite Implementing a CRM that your teams love
- database Consolidating your data in one place
- school Customized training from HubSpot-certified pros
- account_tree Integrating your CRM with everything you use
Don't bet on amateurs
Work with veteran RevOps pros who have been in your shoes and know your pains.
RevOps/HubSpot experts
We’re RevOps professionals who specialize in complex HubSpot CRM implementations.
Integration specialists
Custom integrations? Complex APIs? We've got you covered.
Migration pros
We make switching to HubSpot effortless. No data loss, no downtime, no headaches.
HubSpot Onboarding Services
Choose your Hub:
HubSpot Marketing Hub Onboarding
Growth without the guesswork
Get visibility into what works. Automate, personalize, and track every move to turn your marketing into a lead-generating powerhouse.
HubSpot Sales Hub Onboarding
Sales SLAs, simplified
No more sales chaos. Equip Sales Reps with what they need to close deals faster and smarter – CRM to automated follow-ups – with zero guesswork.
HubSpot Service Hub Onboarding
Customer service that shines
Keep your customers happy without the hassle. Streamline support, automate responses, and track satisfaction to deliver top-notch service every time.
You're in good hands.
Less than 1% of HubSpot Partners achieve Elite status. RevPartners is the fastest to do it. Ever.
Work with the best possible talent in the HubSpot ecosystem.
CRM Implementation Accredited
Solutions Architecture Design Accreditation
Platform Enablement Accredited
Custom CRM Integration Accreditation
HubSpot Onboarding Accredited
HubSpot CRM Data Migration
Elite Solutions Partner Program
HubSpot success stories
HubSpot success starts here
Onboard with confidence
Need team alignment?
We’ll create a cohesive environment that unites sales, marketing, and service teams for better collaboration.
Looking for a clean start?
Make HubSpot your forever CRM. Our hands-on implementation builds a foundation for long-term success.
Facing team pushback?
We build repeatable, user-centric solutions that drive ongoing adoption.
Want better visibility?
Our dashboards offer the insights you need to make data-driven decisions with ease.
Need tech integrations?
We’ll connect HubSpot with your existing tools for a unified system that boosts productivity and lowers tech debt.
Need better automation?
We’ll build powerful workflows that streamline tasks and free up your team to focus on high-value activities.
Flexible packages that suit your goals
We offer three tiers of HubSpot implementation services to suit your needs.
Fast Track
Quick implementation with RevOps best practices
Focus: Rapid deployment and core feature utilization.
Ideal For: Those needing a speedy setup with minimal customization.
Guided Onboarding
Self-service delivery with guidance from expert coaches
Focus: Training on user setup, field configuration, report building, and HubSpot basics.
Ideal For: Those who want to manage the setup with expert guidance.
MVP / Feature Release
Comprehensive, custom-tailored implementation
Focus: New HubSpot instance with in-depth scoping, data migrations, integrations, and strategic setup.
Ideal For: New HubSpot users or those migrating from another CRM, needing a fully tailored setup.
Database Foundation
Organized CRM Database with identified and measurable stages of each contact and company.
Targeted Lifecycle Stages
Drive engagement by identifying and measuring lifecycle stages for each contact.
Perfected Lead Assignments
Increase sales with a defined process for accurately assigning leads to sales teams.
-
Phase 1
Foundation
- User Setup and Property Mapping: All users and team members setup in HubSpot
- LifeCycle Stages: Customer Lifecycle stages defined and fully built out
- Import: Import all existing contacts and companies
- Technical Setup: Complete all technical setup tasks in Marketing Hub
-
Phase 2
Adoption
- Form setup: Create consistency and tracking across all website forms
- Lead Routing: Seamlessly direct demo request leads to the sales team
- Lead Status: Organize new leads into eight automated lead statuses
- Email Templates: Create email templates that reflect your brand's image and voice
- Email Campaigns: Build out email automated email campaigns to nurture audiences and close deals
-
Phase 3
Reporting
-
Marketing KPI Dashboard: Get full visibility and control over quarterly KPIs in a comprehensive reporting dashboard
-
Lead Reporting: Experience real-time reporting on the count of leads and prospects entering each Lifecycle Stage
-
Marketing Training: Bolster process adoption through hands-on training for your users and teams
-
Database Foundation
Lifecycle stages run the world. Organize and measure them to work for you.
Cohesive Sales Process
Make your sales process easy to execute. No more missed steps, blind spots, or forever-trainees.
Visibility & Productivity
See the future so you can plan your spending, campaigns, and process improvements.
-
Phase 1
Foundation
- User Setup and Property Mapping: All users and team setup in HubSpot
- LifeCycle Stages: Customer Lifecycle stages are defined and fully built out
- Import: Import all existing contacts and companies
- Technical Setup: Complete all technical setup tasks in Sales Hub.
-
Phase 2
Adoption
-
Sequence: Follow up with prospects via an automated sequence
-
Lead Routing: Route leads from the demo request form to sales
-
Lead Status: Organize new leads into 8 automated lead statuses
-
Sales Stages: Define & create sales stages in one pipeline including gates
-
Closed Won/Lost Reason: Define, set up, & train on Closed Lost Reasons to understand why you lost
-
-
Phase 3
Reporting
- Rep Attainment: Track rep level performance in a single vide.
- Team Attainment: Monitor team-level performance with a comprehensive dashboard
- Lead Reporting: Report on time to follow up with new leads
- Sales Training: Sales team onboarded, trained, and adopting sales processes.
Fast Implementation
Get your service team up and running in record time.
Scalable Solutions
Equip your team with tools to handle evolving customer needs.
Enhanced Performance
Set up a service center that delights your customers (and your reps).
-
Phase 1
Foundation
- User Setup and Property Mapping: All users and team setup in HubSpot
- LifeCycle Stages: Define and build out customer lifecycle stages.
- Import: Import all existing contacts and companies
- Technical Setup: Fine-tune your service engine to outpace the competition with complete technical setup.
-
Phase 2
Adoption
- Implementation Pipeline: Define and create ticket stages in one pipeline, including gates and notifications.
- Support Pipeline: Ensure all support tickets get closed with a dedicated support ticket pipeline.
- Ticket Tags: Stay on top of your tickets by assigning tags, highlighting inactivity, missing next steps, or past due dates.
- Ticket Routing: Automate ticket assignment based on pre-determined rules.
- Sales to Service Handoff: Automatically assign implementation tickets when a deal moves to Closed Won.
- Live Chat Setup: Provide website visitors the support they need, potentially leading to quick sales.
-
Phase 3
Reporting
- Services KPI Dashboard: Monitor SLAs and KPIs to ensure compliance and performance.
- Service Training: Equip your delivery/support team with the skills to excel and resolve tickets efficiently.
Guided Onboarding Packages
Ditch the standard approach—our Guided Onboarding cuts straight to your needs.
Get more bang for your buck with RevPartners.
We match HubSpot’s pricing but pack in more—custom setups, branding, dashboards, and expert support. HubSpot covers the basics, but we go the extra mile with added features and personalized guidance.
You'll get everything you need, from user setup to training and ongoing support. More value, more services—all at the same price.
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import of standard object data into Hubspot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Import previous opt-out lists
We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.
Connect email sending domain
Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up Hubspot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Configure marketing contacts segmentation
Your marketing contacts tier determines the number of contacts you can send marketing emails to. If your database exceeds this limit, you can set some contacts as non-marketing or purchase additional contacts from HubSpot. Once you identify which contacts should be categorized as marketing or non-marketing, we’ll ensure all contacts imported from .csv files and integrations are correctly configured in your database.
Buyer persona property setup for contacts
We’ll take the details of your buyer personas and input them into the Persona contact property in HubSpot. This setup allows you to target specific groups and categorize your contacts effectively, enhancing your marketing and sales strategies.
Subdomains for blog, landing page & email web version
We’ll connect your subdomains to HubSpot, enabling you to publish HubSpot-hosted landing pages, blogs, and the web versions of your marketing emails seamlessly.
Configure marketing email senders and re-subscription email
We will verify any generic email addresses intended for email sending without adding them as HubSpot users. Additionally, we'll set up a re-subscription email with default content, allowing contacts who have opted out of emails to easily opt back in if they fill out a HubSpot form.
Default form settings & styles
We will customize the default fonts and colors in your HubSpot forms to align with your company's style guidelines, ensuring a consistent and branded appearance across all your marketing materials.
Social media setup and settings configuration
HubSpot’s Social Media tools enable you to build, publish, and monitor selected social media channels. We’ll provide your team with step-by-step instructions and support for setting up these tools. Additionally, we'll be available for a call to answer any questions and troubleshoot any issues that arise during the setup process.
Build marketing reporting dashboards
We will create several of HubSpot’s pre-built Marketing dashboards, including ones for Lead Generation, Marketing Channel Performance, and Website Analytics. These dashboards will give you clear, actionable insights into your marketing activities, allowing you to effectively track and improve your performance across various channels.
Project wrap-up call
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$4,500
Starts at
$4,500
Starts at
$3,000
Starts at
$3,000
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import of standard object data into Hubspot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Connect email sending domain
Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up GDPR compliance settings
HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.
Set up HubSpot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Social media setup and settings configuration
HubSpot’s Social Media tools enable you to build, publish, and monitor selected social media channels. We’ll provide your team with step-by-step instructions and support for setting up these tools. Additionally, we'll be available for a call to answer any questions and troubleshoot any issues that arise during the setup process.
Custom HubSpot marketing reports (up to 3 reports)
RevPartners will create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll develop reports that give you the insights you need to drive your business forward.
Create built-in email subscription types
We'll help you set up and manage subscription types in HubSpot, allowing your contacts to control their email preferences and ensuring compliance by letting them opt into only the emails they want to receive.
Migrate existing assets (Up to 5 pop-ups or forms)
Replace your existing website forms with HubSpot forms to streamline the collection of contact information directly into your HubSpot database. We’ll handle the creation of each form and provide you with the embed code needed to integrate them into your webpages.
List creation and segmentation (Up to 5 active or static lists)
HubSpot's lists tool lets you create segmented lists of contacts or companies based on property values, activities, and other characteristics. These lists can be used for various purposes, such as sending Marketing emails, enrolling contacts in workflows, filtering list memberships for other lists or custom reports, and creating targeted ad audiences. We’ll help you build and utilize these lists to optimize your marketing and sales strategies.
Project wrap-up call
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$7,000
Starts at
$7,000
Starts at
$5,000
Starts at
$7,000
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import of standard object data into Hubspot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Import previous opt-out lists
We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.
Connect email sending domain
Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up GDPR compliance settings
HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.
Set up HubSpot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Deal Pipelines & Stages
Deal pipelines are essential for visualizing your sales process, helping you forecast revenue and pinpoint obstacles in the selling journey. Each deal stage within the pipeline represents a key step that signals progress toward closing a sale, guiding your sales team through the opportunity's journey from start to finish.
Setting up Meetings Tool & email tracking through Gmail or Outlook integration
For team members who plan on using HubSpot’s meeting scheduler and email tracking tools, setup is done on an individual user basis. We’ll provide detailed instructions and assistance to help each user set up these tools, and we’ll be available for a call to answer any questions and troubleshoot as needed.
Sales reporting dashboards
We'll create tailored Sales Reporting Dashboards in HubSpot, including Sales Opportunity Review, Sales Manager, and Sales Rep dashboards. Additionally, we'll set up a selection of HubSpot’s pre-built Sales dashboards to give you a comprehensive view of your sales performance and help you manage your sales team more effectively.
Project wrap-up call
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$4,500
Starts at
$3,000
Starts at
$1,500
Starts at
$1,500
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import Of standard object data into HubSpot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Import previous opt-out lists
We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.
Connect email sending domain
Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up GDPR compliance settings
HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.
Set up HubSpot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Custom HubSpot Sales reports (Up to 3)
RevPartners will create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll develop reports that give you the insights you need to drive your business forward.
Sales email templates (Up to 3)
Store your frequently used email content as templates within HubSpot. These templates can be quickly personalized and sent by sales reps directly from the CRM or their email inbox, streamlining communication and ensuring consistency across your outreach efforts.
Sales Snippets (Up to 3)
'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.
Project wrap-up call
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$7,000
Starts at
$6,000
Starts at
$3,000
Starts at
$3,500
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import Of standard object data into Hubspot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Import previous opt-out lists
We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.
Connect email-sending domain
Connecting your email sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up GDPR compliance settings
HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.
Set up HubSpot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Build ticket pipelines & statuses
With the tickets tool, you can monitor and manage customer interactions as they evolve over time. HubSpot includes a default Support pipeline to track ticket statuses, but you can also create custom ticket pipelines and statuses to fit your specific business processes, ensuring that your customer service workflows are organized and efficient.
Connect team inbox for service requests
We'll connect your team email channel to the conversations inbox, creating a centralized location where your team can easily view and respond to emails sent to your shared team email address. This setup ensures that all customer communications are efficiently managed and accessible to your entire team in one place.
Auto updates for ticket status & replies
Enable ticket status updates to occur automatically through default triggers:
Email Sent to a Customer: The ticket status will update when a user sends an email to a contact directly from the ticket record. Note that emails sent from the contact record will not trigger a status change.
Customer Reply: The ticket status will change when a customer replies to the same email thread associated with the ticket.
This automation streamlines ticket management and ensures that ticket statuses accurately reflect the current state of customer interactions.
Service reporting dashboards
We'll set up a selection of HubSpot’s pre-built Service dashboards, including Service Overview and Service Team Performance dashboards, to give you a comprehensive view of your service operations and help you monitor team performance and customer satisfaction effectively.
Project wrap-up call
After your implementation is complete, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$4,500
Starts at
$3,000
Starts at
$1,500
Starts at
$1,500
Always Included: User Setup, Recordings, and HubSpot Training Documentation
Kickoff call
In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.
Post-kickoff alignment call
After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.
User setup & permissions
We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.
Account settings & tracking codes
The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.
Branding setup (logos, fonts, colors, etc)
We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.
Import Of standard object data into Hubspot
We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.
Create custom properties
We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.
Import previous opt-out lists
We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.
Connect email-sending domain
Connecting your email sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.
Set up GDPR compliance settings
HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.
Set up HubSpot App Marketplace integrations
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.
Social media setup and settings configuration
HubSpot’s Social Media tools enable you to build, publish, and monitor selected social media channels. We’ll provide your team with step-by-step instructions and support for setting up these tools. Additionally, we'll be available for a call to answer any questions and troubleshoot any issues that arise during the setup process.
Build ticket pipelines & statuses
With the tickets tool, you can monitor and manage customer interactions as they evolve over time. HubSpot includes a default Support pipeline to track ticket statuses, but you can also create custom ticket pipelines and statuses to fit your specific business processes, ensuring that your customer service workflows are organized and efficient.
Auto updates for ticket status & replies
Enable ticket status updates to occur automatically through default triggers:
Email Sent to a Customer: The ticket status will update when a user sends an email to a contact directly from the ticket record. Note that emails sent from the contact record will not trigger a status change.
Customer Reply: The ticket status will change when a customer replies to the same email thread associated with the ticket.
This automation streamlines ticket management and ensures that ticket statuses accurately reflect the current state of customer interactions.
Service reporting dashboards
We'll set up a few of HubSpot’s pre-built Service dashboards, including the Service Overview and Service Team Performance dashboards, to give you a comprehensive view of your service operations. This setup will allow you to effectively monitor team performance and customer satisfaction, ensuring you have the insights needed to optimize your service processes.
Custom HubSpot Service reports (Up to 3)
RevPartners will create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll develop reports that give you the insights you need to drive your business forward.
Service snippets (Up to 3)
'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.
Build and connect support forms to ticket pipeline
When a visitor submits a HubSpot form connected to the conversations inbox and ticket pipeline, a corresponding ticket for the visitor's request will be automatically created in your ticket system. This ensures that each inquiry is tracked and managed efficiently from the moment it is submitted.
Project wrap-up call
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.
Starts at
$7,000
Starts at
$6,000
Starts at
$3,000
Starts at
$3,500
MVP / Feature Release
What is it?
MVP: A brand-new HubSpot setup, tailored from the ground up to meet your business goals.
Feature Release: An enhancement to your current HubSpot system
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Adding a new Hub
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Integrating features
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Optimizing processes like Sales to Service handoffs.
Our promise: Each project is carefully planned to fit your current needs and future goals. Whether it's a full MVP or a targeted Feature Release, we ensure everything aligns with RevOps best practices for long-term success.
HubSpot CRM Onboarding FAQs
When is the kickoff?
Two weeks from contract signature.
What happens when I sign?
- You will be connected to your designated strategist to schedule your kick-off call within 48 hours of signing.
- You will complete a checklist to make sure we have access to the systems and tools required for a successful onboarding.
- Together we will coordinate the first step of onboarding, which is Strategy.
Why not do it myself?
Great question:
- Do you have the time to do it yourself?
- If you have the time, do you have the knowledge to do it yourself?
- Do you want to pay a full-time employee to manage it?
What happens after onboarding?
Our goal is that we do such a good job that you never want to switch to another HubSpot implementation agency. We provide a Growth Plan that reviews what’s been accomplished and what we would prioritize next.
How long does onboarding take?
60 to 90 days, depending on Fast Track, MVP/Feature Release, or Guided Onboarding engagement.
Is training included?
Yes - our goal is 100% user adoption. We'll provide comprehensive training sessions to ensure your team is comfortable and knowledgeable in the new system.
Will you provide a project plan before you start?
Yes. We provide project plans and end-state requirements for all CRM implementations.
Do you do migrations and/or integrations?
Yes, we will scope migrations and integrations during the discovery phase.
What integrations do you support?
We support all native HubSpot integrations. Additionally, we have a cadre of HubSpot-centric RevOps developers who specialize in custom integrations on the HubSpot platform.
What makes you different than other HubSpot Implementation Partners?
We're an Elite Solutions Partner and the fastest to achieve Platinum, Diamond, and Elite status. With more sales hub implementations as a percentage of our business than any other partner globally, we’ve helped thousands of customers successfully launch HubSpot. Our team boasts over 700 HubSpot certifications, and we’re the first system integrator to fully specialize in HubSpot, offering unmatched expertise in driving revenue growth through the platform.