What is a basic setup for HubSpot Sales Pro and Marketing Starter?

On-Target! HubSpot Basic Setup: Sales Pro and Marketing Starter

HubSpot_All-Stars_Event_Logo-revOn-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.