Onboarding

All Inclusive HubSpot Marketing Hub Onboarding

Platinum-certified HubSpot expertise and ISO 27001/SOC 2 Type II security standards give you the assurance that both setup and data integrity are handled to the highest professional benchmarks.

Our tailored technical configuration, embedded best-practice guidance, and role-specific training, ensures your team will adopt HubSpot with confidence; using every feature independently and effectively from day one.

Quick Start

Silver

Gold

Platinum

All Inclusive Pricing

£125 per seat

£1,350

£3,500

£7,000

Intended for:

Marketing Hub Professional

Marketing Hub Enterprise

HubSpot Platinum Partner

Certified HubSpot Platinum Partner Agency - We've onboarded and continue to look after clients all over the world.

Data Security

Project36 is the only HubSpot certified partner to have both ISO27001 and SOC 2 Type II certifications.

Quick Start

Silver

Gold

Platinum

Kickoff & Discovery Calls

1 Hour

2 Hours

3 Hours

5 Hours

Build governance plan which defines structure of teams, users, roles, permissions and administrative responsibilities

Setup teams and enable role-based permissions for each user

2 Teams

3 Teams

5 Teams

Verify HubSpot Tracking Code Installation

Validate email sending domains

Connect social accounts

Setup branding functions (company name, logo, favicon and colors), currency, company name and timezones

Connect ad accounts, lead syncing and goal tracking related to ads

Quick Start

Silver

Gold

Platinum

Set up lifecycle stages

Automate assignment of company owners

Configure Lead Routing

Simple

Advanced

Creation of custom properties

Creation of lists

Populate properties with HubSpot AI (with purchase of Breeze Intelligence)

Add in persona properties

Quick Start

Silver

Gold

Platinum

Creation of subscription types

Creation of forms

Configure form settings

Configure blog settings

Configure marketing email settings

Quick Start

Silver

Gold

Platinum

Configure external domains for tracking and automatic cross-domain linking

Implement bot filtering

Set up native HubSpot integrations with Google Analytics and Google Tag Manager

Configure tracking cookies

Confirm IT team connects domains/subdomains for blog, landing pages, website, and email

Configure notifications and notification profiles

Define and configure contact and company properties for visibility and creation

Synchronise lifecycle stages across contact and company records

Automate company creation and association with contacts

Quick Start

Silver

Gold

Platinum

Configure language specific redirects & ensure sitemap setup

Provide SSO setup documentation

Setup up to 1 custom object

Setup 1 Sandbox account

Quick Start

Silver

Gold

Platinum

Training Hours

45 mins

2 hours

3 hours

8 hours

Sidekick Guidance

Quick Start

Silver

Gold

Platinum

All Inclusive Pricing

£125 per seat

£1,350

£3,500

£7,000

All Inclusive HubSpot Marketing Hub Onboarding

Platinum-certified HubSpot expertise and ISO 27001/SOC 2 Type II security standards give you the assurance that both setup and data integrity are handled to the highest professional benchmarks.

HubSpot Platinum Partner

Data Security

Initial Setup & Configuration

Data Management & Automation

Content & Campaign Management

Integration & Advanced Settings

Advanced Features & Customisation

Training

All Inclusive Pricing

Official Onboarding from a Certified HubSpot Partner is just a click away

Data Security