Always Included: User Setup, Recordings, and HubSpot Training Documentation |
Peddle |
HubSpot |
Kickoff call |
✔️YES |
✔️YES |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✴️Limited |
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) |
✔️YES |
✖️NO |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✔️YES |
HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. Peddle 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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✔️YES |
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 |
✔️YES |
✖️NO |
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 |
✔️YES |
✖️NO |
After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly. |
Combined with Sales Hub Onboarding |
Starts at $4,500 |
- |
Combined with Service Hub Onboarding |
Starts at $4,500 |
- |
Combined with Basic Team Training and In-App SOPs |
Starts at $4,500 |
|
As a standalone onboarding |
Starts at $3,000 |
Starts at $3,000 |