Sales CRM Installation _ Setup - FREE by HubSpot

HubSpot Setup & Onboarding Packages

Get onboarded with your HubSpot Marketing Starter license with flexible onboarding plans from Nexa.

consulting services
Basic
US$2,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Domain Linking
  • Form integration with HubSpot
  • Database import
  • Database segmentation
2 day intensive workshop
Advanced
US$4,000

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Identifying lead capture and conversion paths
  • Domain Linking
  • Customisation of templates (Landing pages + emails)
  • Social Media Integration &
  • Automation Setup
  • Ads & Campaign Integrations (FB/IG, Linkedin & Google Ads)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Email campaign activation
  • Reporting dashboards x 2
  • 3 hours of training

Get onboarded on your HubSpot Marketing Professional license with flexible onboarding plans from Nexa.

consulting services
Basic
US$4,000

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration - Setting up views for users & teams
  • Website Analytics Setup (Hubspot tracking)
  • Identifying lead capture and conversion paths
  • Domain Linking
  • Customisation of templates (Landing pages + emails + blog)
  • Social Media Integration &
  • Automation Setup
  • Ads & Campaign Integrations (FB/IG, Linkedin & Google Ads)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Database management (Hygiene workflows) x 5
  • Nurturing workflow setup x 1
  • Lead scoring
  • Email campaign activation
  • Customised reporting dashboards x 2
  • Overview of Marketing Hub features such as Chatbots, behavioural forms, conversations inbox)
  • Blog & content creation tools
  • GDPR & Cookie management
  • Integration with Email
  • 6 hours of training/support

2 day intensive workshop
Advanced
US$7,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration - Setting up views for users & teams
  • Website Analytics Setup (Hubspot tracking)
  • Identifying lead capture and conversion paths
  • Domain Linking
  • Customization of templates (Landing pages + emails + blog)
  • Social Media Integration &
  • Automation Setup
  • Ads & Campaign Integrations (FB/IG, Linkedin & Google Ads)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Database management (Hygiene workflows) x 5
  • Nurturing workflow setup x 1
  • Lead scoring
  • Email campaign activation
  • Customized reporting dashboards x 2
  • Overview of Marketing Hub features such as Chatbots, behavioral forms, conversations inbox)
  • Blog & content creation tools
  • GDPR & Cookie management
  • Integration with Email + 1 native integration
  • 10 hours of training/support

Get onboarded on your HubSpot Marketing Enterprise license with flexible onboarding plans from Nexa.

consulting services
Basic
US$10,000

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration - Setting up views for users & teams
  • Website Analytics Setup (Hubspot tracking)
  • Identifying lead capture and conversion paths
  • Domain Linking
  • Customization of templates (Landing pages + emails + blog)
  • Social Media Integration &
  • Automation Setup
  • Ads & Campaign Integrations (FB/IG, Linkedin & Google Ads)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Database management (Hygiene workflows) x 5
  • Nurturing workflow setup x 1
  • Lead scoring
  • Email campaign activation
  • Customized reporting dashboards x 2
  • Overview of Marketing Hub features such as Chatbots, behavioral forms, conversations inbox)
  • Blog & content creation tools
  • GDPR & Cookie management
  • Integration with Email + 1 native integration
  • 15 hours of training/support

2 day intensive workshop
Advanced
US$18,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration - Setting up views for users & teams
  • Website Analytics Setup (Hubspot tracking)
  • Identifying lead capture and conversion paths
  • Domain Linking
  • Customization of templates (Landing pages + emails + blog)
  • Social Media Integration &
  • Automation Setup
  • Ads & Campaign Integrations (FB/IG, Linkedin & Google Ads)
  • Campaign setup and reporting
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Database management (Hygiene workflows) x 5
  • Nurturing workflow setup x 3
  • Lead scoring
  • Email campaign activation
  • Customized reporting dashboards x 4
  • Overview of Marketing Hub features such as Chatbots, behavioral forms, conversations inbox)
  • Blog & content creation tools
  • Content partitioning tools
  • Smart content creation
  • GDPR & Cookie management
  • 2 native integrations with external apps
  • 20 hours of training/support

Get onboarded on your HubSpot Sales Starter license with flexible onboarding plans from Nexa.

consulting services
Basic
US$2,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Form integration with HubSpot
  • Database import
  • Sales pipeline setup
  • Custom properties setup for your business
  • Overview of sales tools, documents +
    meetings + templates
  • Email integration
2 day intensive workshop
Advanced
US$4,000

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot
    tracking)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Setting up goals
  • Sales pipeline setup
  • Custom properties setup for your business
  • Email integration
  • Setting up of sales tools, documents + meetings + templates (1 each)
  • Reporting dashboards x 2
  • 3 hours of training

Get onboarded on your HubSpot Sales Professional license with flexible onboarding plans from Nexa.

consulting services
Basic
US$4,500

What does it include?

  • Setting up account configurations for 5 users
  • Account & User Setup with individual & team based access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Setting up goals
  • Sales pipeline setup
  • Custom properties setup
  • Email integration
  • Implementation of Sequences (up to
    3)
  • Implementation of Documents (up to 3)
  • Implementation of Templates (up to 3)
  • Implementation of Snippets (up to 3)
  • Implementation of Meetings Scheduling (up to 3)
  • Reporting dashboards x 2
  • 3 hours of training

2 day intensive workshop
Advanced
US$6,500

What does it include?

  • Setting up account configurations for up to 10 users
  • Account & User Setup with individual & team based access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Setting up goals
  • Sales pipeline setup
  • Custom properties setup
  • Email integration
  • Implementation of Sequences (up to 5)
  • Implementation of Documents (up to 5)
  • Implementation of Templates (up to 5)
  • Implementation of Snippets (up to 5)
  • Implementation of Meetings Scheduling ( up to 5)
  • Sales automations (Deal stage, task, and lead rotation automations (up to 5 workflows)
  • Lead scoring setup
  • Implementation of Quotes & E-Signatures
  • Reporting dashboards x 3
  • Custom reports setup x 5
  • 10 hours of training

Get onboarded on your HubSpot Sales Enterprise license with flexible onboarding plans from Nexa.

consulting services
Basic
US$6,500

What does it include?

  • Setting up account configurations for up to 10 users
  • Account & User Setup with individual & team based access Levels
  • Hierarchical teams & privilege levels
    CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Setting up goals
  • Sales pipeline setup x2
  • Custom properties setup
  • Email integration
  • Implementation of Sequences (up to 5)
  • Implementation of Documents (up to 5)
  • Implementation of Templates (up to 5)
  • Implementation of Snippets (up to 5)
  • Implementation of Meetings
    Scheduling ( up to 5)
  • Set up of sales sequences x 1
  • Setting up playbooks (up to 3)
  • Implementation of Quotes & E-Signatures
  • Database management (Hygiene workflows) x 5
  • Sales automations (Deal stage, task, and lead rotation automations (up to 5 workflows)
  • Lead scoring setup
  • Reporting dashboards x 2
  • Custom reports setup x 5
  • 10 hours of training

2 day intensive workshop
Advanced
From US$12,500 based on number of users

What does it include?

  • Setting up account configurations for a minimum of 10 users
  • Account & User Setup with individual & team based access Levels
  • Hierarchial teams & privilege levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Form integration with HubSpot
  • Database import
  • Database segmentation
  • Setting up goals
  • Sales pipeline setup x 3
  • Custom properties setup
  • Email integration
  • Implementation of Sequences (up to 10)
  • Implementation of Documents (up to 10)
  • Implementation of Templates ( up to 10)
  • Implementation of Snippets (up to 10)
  • Implementation of Meetings Scheduling ( up to 10)
  • Set up of sales sequences x 5
  • Setting up playbooks
  • Implementation of Quotes & E-
    Signatures
  • Database management (Hygiene workflows) x 10
  • Sales automations (Deal stage, task, and lead rotation automations (up to 10 workflows)
  • Lead Scoring setup (excludes Lead Scoring strategy)
  • ABM tools - Implementation
  • Reporting dashboards x 5
  • Custom reports setup x 10
  • 15 hours of training
  • Implementation of custom objects x 1

Get onboarded on your HubSpot Service Starter license with flexible onboarding plans from Nexa.

consulting services
Basic
US$2,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties setup for your business
  • Overview of Service Hub tools, surveys + knowledge base
2 day intensive workshop
Advanced
US$3,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties setup for your business
  • Setting up of feedback surveys (1)
  • Setting up of knowledge base (5 articles)
  • Reporting dashboards x 2
  • 4 hours of training

Get onboarded on your HubSpot Service Professional license with flexible onboarding plans from Nexa.

consulting services
Basic
US$4,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties set up for your business
  • Setting up of feedback surveys (1)
  • Setting up of Knowledge Base (5 articles)
  • Ticket routing
  • Basic ticket automation
  • Chatbot creation
  • Reporting dashboards x 2
  • 7 hours of training

2 day intensive workshop
Advanced
US$5,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties setup for your business
  • Setting up of feedback surveys (2)
  • Setting up of knowledge base (5 articles)
  • Ticket routing
  • Basic ticket automation
  • Chatbot creation
  • Video hosting and management
  • Advanced automations (Ticket escalations, task, and rotation automations (up to 5 workflows)
  • Reporting dashboards x 3
  • Custom reports setup x 5
  • 10 hours of training

Get onboarded on your HubSpot Service Enterprise license with flexible onboarding plans from Nexa.

consulting services
Basic
US$5,500

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties setup for your business
  • Setting up of feedback surveys (3)
  • Setting up of knowledge base (5 articles)
  • Ticket routing
  • Basic ticket automation
  • Chatbot creation
  • Video hosting and management
  • Advanced automations (Ticket escalations, task, and rotation automations (up to 10 workflows)
  • Reporting dashboards x 3
  • Custom reports setup x 5
  • 7 hours of training

2 day intensive workshop
Advanced
From US$8,500 based on final scope of work

What does it include?

  • Setting up account configurations
  • Account & User Setup with Access Levels
  • CRM configuration
  • Website Analytics Setup (Hubspot tracking)
  • Ticketing form integration with HubSpot
  • Connect shared inbox
  • Ticketing pipeline setup
  • Custom properties setup for your business
  • Setting up of feedback surveys (5)
  • Setting up of knowledge base (10 articles)
  • Ticket routing
  • Basic ticket automation
  • Chatbot creation
  • Video hosting and management
  • Advanced automations (Ticket escalations, task, and rotation automations (up to 20 workflows)
  • Hierarchal Teams
  • Implementation of custom objects
  • Implementation of goals
  • Reporting dashboards x 3
  • Custom reports setup x 10
  • 15 hours of training

As a Diamond-tiered HubSpot Partner Agency, we have experience in the following services and offer these to clients globally:

Initial setup-2

HubSpot CRM & Sales Platform

If you're interested in learning more about HubSpot's CRM and Sales product, please click here

Initial setup-1

HubSpot Marketing Platform

HubSpot's Marketing platform is now the goto product for SME and Enterprise businesses looking to automate and integrate their marketing.click here

Initial setup-2

HubSpot Service Platform

From Net Promoter Scoring (NPS) to Customer Feedback Surveys and Ticketing, HubSpot's Service Hub does it all!
2 day intensive workshop-1

HubSpot License Selection

Selecting the right license for your business can be difficult. Nexa will work with you to identify the right options based on your business' needs
consulting services-2

HubSpot Setup & Onboarding

We assist you with a hassle-free setup and onboarding to HubSpot's Marketing & Sales Platform.

Award-Winning HubSpot Agency

We're proud of our success, but we're hungry to achieve more and to support more businesses that are striving to grow better. Here are some more client testimonials (Source: https://www.hubspot.com/agencies/nexa)

 

Interested in learning more about our HubSpot onboarding packages?

Book a call with our team and get started with your customized onboarding process.

FAQ

How long is the onboarding process?

The duration of the onboarding process depends on the type of HubSpot license you have purchased. Typically the onboarding can be between 3- 8 weeks .

Can the onboarding be done remotely?

Yes - The HubSpot onboarding can be done remotely as well as in person (if you are based in Dubai).  

Can we split the training into multiple parts?

Yes - we recommend splitting the training hours over multiple days so that your team has enough time to process the information and test the features to provide valuable feedback. 

Who needs to be involved in the onboarding process?

Key members of your marketing, sales and service teams as well as any decision makers from the management may need to be involved at different stages of the onboarding.