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HubSpot Onboarding Done For You

Strategy

Shape & Scale’s founder-led team works with B2B SaaS and tech companies to build effective HubSpot strategies. Through personalized customer journey mapping, we identify key touchpoints, optimize the customer experience, and align your teams within HubSpot. Our hands-on approach tailors your HubSpot strategy to your unique goals, driving sustainable growth.

Implementation

Our iplementation services include data hygiene to ensure accurate and actionable insights, attribution modeling to track your best-performing investments, automation to streamline your workflows, seamless integrations with your existing tools, and custom reporting to measure your success.

Whether you’re new to HubSpot or expanding to new Hubs, we’ll architect a tailored solution that maximizes your software ROI.

Training & Adoption

We help B2B SaaS, and tech companies drive HubSpot adoption and sales performance through our partnership with Supered.io.

This powerful platform integrates seamlessly with HubSpot, providing guided selling, automated sales processes, and real-time data insights. Our training and implementation services ensure your team has the tools and knowledge to close more deals and maximize HubSpot ROI.

Marketing Hub Pro Feature
Discovery Call Limited
Weekly 30 Minute Meeting Every 2 Weeks
30-Minute Portal Review/Handoff
HubSpot Account Settings and Tracking Codes Setup
Branding Settings Setup for Logo, Fonts, Colors, Etc.
Email Technical Review, including DKIM, DMARC, and SPF through GlockApps
Filter our Internal IPs
Setup Email Footers and Signature
Setup GDPR Compliance Settings
Customer Journey to Lifecycle Stage Mapping in Miro
Import Contacts and Companies
Creation of up to three lists and two views
Taxonomy & UTM Tracking Template
Landing Page, Subdomain, Blog Settings &  Setup
One landing page template (based on branding, no custom modules)
One email template (based on branding, no custom modules)
Build 1 Workflow (5 emails/actions max)
Custom UTM properties
Build 1 Form with hidden UTM form field properties.
Create Essential HubSpot Marketing Reports and Dashboards max 5 total.
Setup GDPR Compliance Settings
Social Media Setup and Settings Configuration
Ad Integration Setup and Settings Configuration
Guidance on Gmail and Outlook Integration with HubSpot
Guidance on Gmail and Outlook Integration with HubSpot
Marketing Team Training up to five people for two hours max with Supered.io integration
Sales Hub Pro
Discovery Call Limited
Weekly 30 Minute Meeting Every 2 Weeks
30-Minute Portal Review/Handoff
Setup of Users and Associated Permissions
HubSpot Account Settings and Tracking Codes Setup
Outbound Email Technical Review, including DKIM, DMARC, and SPF.
Filter our Internal IPs
Setup Email Footers and Signature
Setup GDPR Compliance Settings
Migrate Existing Deal Pipelines and Stages Limited
Import Existing Deals Limited
Import Existing Contacts and Companies Limited
Import of Existing Products into HubSpot CRM Database
Build 1 Pipeline based on the Sales Process.
Build 1 Sequence of max 3 emails.
Build 2 workflows
Outbound Email Templates max 2
Create Essential HubSpot Sales Reports and Dashboards max 5 total.
Guidance on Meetings Tool via Gmail or Outlook Integration
Guidance on Gmail and Outlook Integration with HubSpot
Guidance on Gmail/Outlook Email Native Integration
Sales Team Training Session: up to two hours for a maximum of five people

B2B marketing has changed. You know it – and we’re ready for it.

office

HubSpot Services

How can we help you get set up with HubSpot?

Kick-off Consultation: Upon signing up, you’ll be matched with a dedicated HubSpot Expert who will reach out within 3 business days to schedule a personalized consultation. During this session, we’ll dive deep into your business, goals, and challenges to ensure we have a solid foundation for your HubSpot journey.

Customer Journey Mapping: Next, we’ll invite you to a collaborative workshop where we’ll work side-by-side to map your customer journey. This hands-on approach ensures that your HubSpot implementation perfectly aligns with your unique processes and objectives.

Biweekly Progress Updates: We’ll keep you informed and engaged with biweekly progress updates throughout onboarding. These sessions provide a forum for your team to ask questions, provide feedback, and stay in the loop on the latest developments in your HubSpot setup.

Under-the-Hood Customization: While you focus on your core business, our experienced technical team will be behind the scenes, customizing your HubSpot portal to meet your needs. From integrations to automation, we’ll ensure that every aspect of your HubSpot environment is optimized for your success.

Launch Readiness Assessment: As we near the end of the onboarding process, we’ll schedule a comprehensive launch readiness assessment. During this meeting, we’ll walk you through your newly configured HubSpot portal, ensuring that you and your team are fully prepared to take the reins and start driving results.

Our commitment to your success doesn’t end with the launch of your HubSpot portal.

We offer flexible support packages to provide the ongoing guidance and expertise you need to thrive. Whether you’re looking for occasional check-ins or a full-service partnership, we ensure you get the most out of your HubSpot investment.

We partnered with Shape and Scale to launch our company and start building our PR and media relations programs. Both Suzanne and Pasha are pros by all means. They were able to get up-to-speed in no time and helped us announce Normalyze and secure outstanding coverage. In addition their digital marketing knowledge and experience sets apart and allows us to build integrated campaigns with our PR program.

Amer DeebaCEO and CoFounder | Normalyze

Suzanne and Pasha are absolutely wonderful to work with. I partnered with Shape and Scale to build the foundations for our PR and digital marketing strategy, and they were invaluable throughout that process. Both Suzanne and Pasha are great planners, communicators, and contributors. What makes them stand out is their outcome-driven approach. They brought ideas and opinions to every discussion, which makes for an ideal agency partnership. Working with Shape and Scale was like having an extension of our marketing team.

Sarah DinVP of Marketing | Builder.io