On-Target! HubSpot Basic Setup: Sales Pro and Marketing Starter
On-Target will get you started with HubSpot optimally by setting up a solid foundation for your CRM, sales, and marketing activities. Here’s an outline of the activities, estimated hours, and associated costs for a basic setup of the HubSpot CRM, Sales Pro, and Marketing Starter
Activities Overview
1. Initial Consultation and Strategy Alignment
- Conduct a discovery call to understand your business goals, target audience, and sales/marketing needs.
- Develop a basic implementation plan tailored to your needs and team’s capabilities.
- Estimated Time: 2-4 hours
- Cost: $250-$600
2. HubSpot Account Setup
- Assist in purchasing the HubSpot Sales Pro and Marketing Starter subscriptions.
- Configure account settings, including user roles, permissions, and branding (e.g., logo, email footer).
- Estimated Time: 2-3 hours
- Cost: $200-$450
3. CRM Customization
- Import existing contact, company, and deal data into HubSpot.
- Customize properties for contacts, companies, and deals based on your requirements.
- Set up a basic sales pipeline with deal stages.
- Estimated Time: 4-6 hours
- Cost: $500-$900
4. Marketing Setup
- Configure email marketing settings (e.g., domain authentication, and subscription types).
- Create up to 3 email templates for newsletters or campaigns.
- Set up and test a basic lead capture form and landing page.
- Estimated Time: 5-7 hours
- Cost: $600-$1,050
5. Integrations and Connections
- Connect existing tools, such as Gmail/Outlook, website CMS, or social media accounts.
- Set up HubSpot’s browser extensions for email tracking.
- Estimated Time: 2-4 hours
- Cost: $200-$600
6. Automation and Workflows
- Build up to 3 simple workflows, such as a follow-up email series or lead notification to the sales team.
- Test workflows to ensure proper functionality.
- Estimated Time: 4-6 hours
- Cost: $500-$900
7. Basic Reporting Setup
- Set up basic dashboards for sales and marketing metrics (e.g., deals closed, email open rates).
- Provide a walkthrough of HubSpot’s reporting tools.
- Estimated Time: 2-3 hours
- Cost: $200-$450
8. Training and Handover
- Deliver a training session for key users to familiarize them with the platform.
- Provide a quick reference guide or recorded walkthrough.
- Estimated Time: 3-5 hours
- Cost: $300-$750
Summary of Time and Costs
- Total Estimated Time: 24-38 hours
- Total Estimated Cost: $3,000 - $5,700
Optional Add-Ons
- Ongoing support and consulting: $150/hour
- Additional email templates, workflows, or pipeline stages: $150-$300 each (Depending on complexity)
- Advanced integrations: Custom pricing
This basic setup ensures you can start effectively using HubSpot Sales Pro and Marketing Starter with a solid foundation for future growth.