Congratulations on your decision to make HubSpot the center of your marketing and sales automation tech stack.

Here is what’s included in your setup and onboarding:
ADMIN
- Set up to 20 users – a combination of paid and/or free seats as required
- Set up branding elements and templates
- Ensure all billing and account information is correct and presenting to satisfy all legal requirements as dictated by your business, including CANN-Spam requirements
- Integration of up to 3 tech platforms via direct integration when available and Zapier when not available. *Note: if custom-coded scripts are required, this will be priced separately.
CRM
- Migrate up to 5,000 contacts from your current database
- Create custom Contact and Deal Property Categories as required for the business needs
- Create custom Properties as dictated by the imported database and apply properties migrated contacts
- Create up to one (1) Custom Object if the needs of the business dictate a Custom Object is desired
EMAIL MARKETING
- Hande all email domain authentication
- Set up to 5 unique branded email templates
MARKETING WORKFLOWS
- Set up Workflow Folders according to our proprietary system
- Migrate or create new up to 3 starter workflows, choosing from the following:
- A primary lead generation workflow
- A lead nurture workflow
- An evergreen webinar workflow (counts as 2 and requires additional software)
- A course or program delivery workflow
- A product onboarding workflow
- Set up a Contact Us workflow for support submissions (optional)
SALES PIPELINES & DEALS
- Set up to 3 custom sales Pipelines, including all Pipeline Workflow automation as available based on the HubSpot product level
- Set up Deal views as required for effective management of each type of sales pipeline
E-COMMERCE
- Integrate with existing e-commerce platform via direct integration, when available, or Zapier when not
WEBSITE INTEGRATION
- Add lead gen forms to the site based on the chosen campaigns under “MARKETING WORKFLOWS”
- Integrate Gravity Forms with HubSpot (optional)
- Add tracking code for Lead Source attribution
STRATEGIC PREP, PROJECT MANAGEMENT, TEAM TRAINING
- Strategic kickoff Zoom session during which we garner a complete-as-possible picture of your business needs, including customer journey, unique legal considerations, must-haves, etc.
- A follow-up Zoom session to review the setup map ConvertMORE will create based on information gleaned in the Strategic kickoff as well as other information that may have been requested
- Project management cross-team interface via a private Slack channel on ConvertMORE’s Slack account
- Loom-hosted micro-trainings on various aspects of working in the application created using industry best practices and our proprietary processes. These are provided in a shared folder to which you will have perpetual access
- A final team training hosted on Zoom, during which we will cover all aspects for all team members and shareholders for using your new HubSpot Sales and Marketing system.
- Perpetual and download access to all session/meeting recordings
EXCLUSIONS:
- Export and organize the database from the current system (Note: we will provide guidance based on the specifics of your system and database complexity.)
- Copy, content, images, and other brand-specific requirements
- Order history migration*
- Active and/or canceled subscription migration*
- Credit Card or similarly security sensitive data