» Discovery and Project Planning
» Setup of Users and Permissions
» Hubspot Account Settings and Tracking Codes Review*
» Branding Settings Setup for Logo, Fonts, and Colors
» Creation of Custom Properties on Account andContact Objects
» Configure Email Sending Domain, Settings and Tracking
» Import Historical Accounts and Contacts
» Setup Default Form Settings and Styles for Newsletter
» Signup - One (1) Form
» Create One (1) Email Template and One (1) Email
» Setup One (1) Automated Welcome Email
» Creation of Marketing Reports and Dashboards
» Landing Page Settings
» Training and QA
» Up to 2 Hours of Dedicated Training and Enablement
» Testing and QA of Configurations
*Client will be responsible for placing any tracking code on their site
HubSpot Sales Hub Quickstart
» Discovery and Project Planning
» Setup of Users and Permissions
» Hubspot Account Settings Review
» Branding Settings Setup for Logo, Fonts, and Colors
» Custom Sales Process Configuration
» Creation of Custom Properties on Account, Contact, and Deals Objects
» Historical Accounts, Contacts and Deals Imports
» Tasks and Templates Review
» Default Form Settings and Styles Setup
» Setup of One (1) Form for Placement on Website*
» Standard Reports and Dashboards Review
» HubSpot Sales Email Extension Enablement
» Training and QA
» Up to 2 hours of Training and Enablement
» Testing and QA of Configurations
*Client will be responsible for placing any tracking code on their site
