Drive growth with a strategic, results-focused HubSpot onboarding experience. At Digitalegy, we guide your team through every stage of onboarding to support efficient platform adoption, align marketing, sales, and service, and establish a strong foundation for scalable, predictable growth.
Marketing Hub Onboarding | Sales Hub Onboarding | Service Hub Onboarding | Content Hub Onboarding | Commerce Hub Onboarding
Our job
Structured Milestones
Process Alignment
Team Training
What You Get
- Expert Guidance at Every Stage: A specialist guides your team step by step to ensure a clear, organized implementation aligned with your business goals.
- Strategic HubSpot Setup: We structure the essential elements of the platform so your team can begin operating with a strong foundation.
- Process and Team Alignment: The onboarding process connects marketing, sales, and service to support a more cohesive and efficient operation from the start.
- Preparation for Effective Adoption: Your team receives the guidance needed to use HubSpot with greater confidence, consistency, and focus on results.
HubSpot Diamond Partners
Onboarding Stages
Kickoff
Tech Stack Habilitation
Ops Habilitation
Onboarding price & timing
Do you need to connect HubSpot to your platforms?
We can help you. We have developed integrations of varying complexity to meet your needs.
Our technical team is dedicated to providing the support you need to operate effectively both within and outside of HubSpot, helping you achieve your desired growth.
To learn more, please contact your consultant.
Marketing Hub
Marketing Hub Professional Onboarding
Five 60 minutes Weekly Sprints
$2,590 US D / O ne time
- Training and Support Kickoff meeting
- Core tools training
- Google Chat channel for ongoing collaboration
- Setup Foundations HubSpot account configuration
- Contacts migration and import*
- Setup of up to 15 custom properties
- Social channels connection and setup
- Asset Setup Marketing email configuration
- Chatbot and Inbox setup
- Configuration of up to two workflows (max. 5 steps each)
- Forms and CTAs setup
- Lead scoring configuration
- Strategic Setup Buyer Intent configuration
- Ad accounts connection and setup
- Overview of AEO and technical SEO tools
- Marketing Studio overview
- Reporting and Analytics Configuration of one dashboard with up to 10 custom reports
- Analytics tools overview
- Strategic Consulting Company customer lifecycle definition
- HubSpot Marketplace Apps Integration*
- Customer Portal and Knowledge Base access
Marketing Hub Enterprise Onboarding
Seven 60 minutes Weekly Sprints
$9,660 US D / O ne time
- Setup of up to 30 custom properties
- Configuration of up to three workflows (max. 5 steps each)
- Campaigns management
- A/B and Multivariate testing
- Reporting and Analytics Configuration of two dashboards with up to 10 custom reports
- Advance Analytics tools overview
Sales Hub
Sales Hub Professional Onboarding
$2,205 US D / O ne time
- Setup of up to 25 custom properties
- Setup of up to 20 users and 3 team accounts
- Sales Process Setup One Deals Pipeline Configuration
- Up to 20 products/services setup in Library
- Tools Configuration Phone calls tool configuration and setup
- Creation and configuration of up to three email templates and snippets
- Configuration of one sales Sequence (up to 5 steps)
- Guidance on connecting user email and calendar
- Task tools training
Sales Hub Enterprise Onboarding
$9,730 US D / O ne time
- Setup of up to 50 users and 5 team accounts
- Sales Process Setup Up to two Deals Pipelines Configuration
- Up to 40 products/services setup in Library
- One Playbook creation
- One Custom Object configuration
- Creation and configuration of up to six email templates and snippets
- Configuration of up to two sales Sequence (max. 5 steps)
- Sales Goal setting
- Forecast report overview
Service Hub
Service Hub Professional Onboarding
- Service Process Setup One Ticket Pipeline Configuration
- Knowledge base setup with 1 category and up to 5 articles
- One CSAT, one NPS, and one CES Surveys setup
- Service Level Agreement setup
- Tools Configuration Chatbot and inbox setup
- Phone calls tool configuration and setup
- Strategic Consulting Customer service training
- Productivity and Help Desk training
- Definition of Ticket escalation process
Service Hub Enterprise Onboarding
$9,380 US D / O ne time
- Setup of up to 50 users and 3 team accounts
- Service Process Setup Up to two Ticket Pipelines Configuration
- One CSAT, one NPS, one CES, and one Custom Surveys setup
- One Custom Object setup
- Tools Configuration Chatbot and up to two inboxes setup
- Configuration of two sales Sequences (up to 5 steps)
- Reporting and Analytics Configuration of up to two dashboards with up to 10 custom reports
Standard Onboarding Service Hub
Service Hub Pro
- Training and Support
- Kick-off meeting
- Training on basic tools 2 sessions of 60 minutes Up to 10 people
- Communication channel via Google Chat
- Initial Setup
- HubSpot portal setup
- Contacts migration/import*
- User and team setup Up to 20 users and 3 teams
- Custom properties setup Up to 15 custom properties
- Service Process Configuration
- Ticket Pipeline setup 1 Pipeline
- Knowledge base setup 1 category with up to 5 items
- Survey tool setup Surveys: 1 CSAT, 1 NPS y 1 CES
- Workflows setup Up to 2 workflows of maximum 5 levels
- Custom objects setup
- Tools Configuration
- Chatbot and inbox setup 1 Inbox
- Sequences and templates setup Up to 3 templates and 1 sequence
- Calls tool setup*
- Reporting and Analytics
- Custom reports 1 Dashboard with up to 10 personalized reports
- Explanation of analytical tools
- Strategic Consulting
- Customer service instruction
- Productivity tools instruction
- Case escalation definition
- Access to Customer Portal and Knowledge Base
- Onboarding Duration
- 60-minute Weekly Sprints 5 sprints
- Price: $1,575 USD / $2,300 CAD
Service Hub Enterprise
- Training on basic tools 3 sessions of 60 minutes Up to 10 people
- User and team setup Up to 50 users and 5 teams
- Custom properties setup Up to 30 custom properties
- Ticket Pipeline setup Up to 2 Pipelines
- Knowledge base setup Up to 2 categories with up to 5 items each
- Survey tool setup Surveys: 1 CSAT, 1 NPS, 1 CES y 1 Costum
- Workflows setup Up to 3 workflows of maximum 5 levels
- Custom objects setup 1 Costum item
- Chatbot and inbox setup Up to 2 Inboxes
- Sequences and templates setup Up to 6 templates and 2 sequence
- Custom reports 2 Dashboards with up to 10 personalized reports each
- Price: $6,950 USD / $10,050 CAD
Content Hub
Content Hub Professional Onboarding
Four 60 minutes Weekly Sprints
- Assets Setup HubSpot Theme installation and configuration
- Subscription page configuration
- Up to two Landing pages setup
- Blog enablement
- Brand voice and tone configuration
- Podcast connection
- Tools Configuration Remix content setup
- Pilar and web pages setup
- AEO configuration
- SEO tool overview
- Google Search Console connection
- HubSpot Marketplace Apps Integration
Content Hub Enterprise Onboarding
Six 60 minutes Weekly Sprints
$9,555 US D / O ne time
- Asset Setup HubSpot Theme installation and configuration
- Up to four Landing pages and A/B tests setup
- Up to two Brand voices and tone sconfiguration
- Up to two Podcasts connections
- Reporting and Analytics Approvals configuration
- Configuration of up to two dashboards with up to 10 custom reports
- Strategic Consulting Web pages, Landing pages, and content Optimization overview
- Company customer lifecycle definition
Revenue Hub
Revenue Hub Professional Onboarding
$2,100 US D / O ne time
- Core tools training (CPQ, Billing, and Payments)
- Setup of up to 15 custom properties (Deals, Quotes and Products)
- Commerce & CPQ Setup AI-powered Quotes configuration and branded templates
- Integrated E-Signature enablement
- Payment processor connection (HubSpot Payments or Stripe)
- Flexible Quote Approval workflows setup
- Billing & Subscriptions Invoices configuration and automated dunning step
- Subscriptions and recurring payments configuration
- Contracts (Beta) enablement and lifecycle setup
- Reporting and Analytics Commerce Reporting Analytics Suite configuration
- Configuration of one custom revenue and quoting dashboard
- Quote activity tracking setup
- Strategic Consulting Quote-to-revenue process alignment
- Accounting integration guidance (e.g., QuickBooks Online, Xero, etc.)*
Revenue Hub Enterprise Onboarding
$6,800 US D / O ne time
- Core tools training for advanced revenue teams (CPQ, Billing, and Payments)
- Advanced Product Library setup and hierarchy configuration*
- Setup of up to 30 custom properties (Deals, Quotes and Products)
- Advanced Commerce & CPQ Setup Advanced AI-powered Quotes configuration and custom quoting templates
- Integrated E-Signature enablement for complex agreements
- Multi-currency and advanced payment routing setups
- Advanced Quote Approval with multi-step routing
- Billing & Subscriptions Custom automated billing and dunning workflows
- Complex subscriptions, milestones, and ramps setup
- Advanced Contracts lifecycle management
- Reporting and Analytics Configuration of two dashboards with up to 10 custom revenue reports
- Advanced commerce Analytics and forecasting setup
- Buyer intent and quote behavior analysis
- Strategic Consulting Enterprise quote-to-cash process engineering
- ERP and external Accounting systems integration consultation*
Is HubSpot for your company?
Source: hubspot.com