Marketing Hub

Account Foundation

• User setup (up to 10 users) with roles and permissions 
• Branding configuration (logo, colors, company info) 
  
• Email domain connection and verification (SPF, DKIM, DMARC) 
  
• Website tracking code implementation 
• Guidance on connecting LinkedIn and Google Ads accounts to HubSpot

Email & Content

• 3 email templates (Newsletter, Marketing, Communication) 
  
• Basic form creation (2 forms: Contact Us, Demo Request, or Newsletter) 
• Progressive profiling setup (if needed) 

Data & Lists

• General Data import guidance  (client executes) 
• Import validation after client execution 
• 5 static or active lists for segmentation 
• 15 – 10 Custom contact and company property creation and configuration  

Workflows - Automation

• Non-Marketing Contacts Assignment Workflow 
• Lead Assigment Notification

Training

• 2 training sessions (2 hours total):
  → Platform navigation and basics
  → Email creation and list management
  → Admin and configuration
  
• Video recordings provided 

Reporting

• 2 custom dashboards (Marketing performance, Lead generation, and deal progression)
• Standard report library (12 reports)
• Campaign ROI tracking setup 
• MQL generation reports
• Reports focused on ROI metrics such as MQL creation, conversion ratios, and campaign performance.

Account Foundation

• Privacy and consent setup (GDPR compliance)
  
• Preference center set up

Email & Content

• Mobile responsive and dark mode optimized

Advanced Configuration

• Custom property architecture (up to 40 properties)
• Email domain warm-up strategy and execution 
• Advanced form setup with conditional logic (up to 5 forms) 
• Breeze Intelligence integration (AI form enrichment - HubSpot add-on) 

Workflows - Automation

*Up to 10 workflows

• Lead capture and routing workflows 
• Lead source and attribution tracking
• Lifecycle stage management (lead → customer handoff)
• Basic lead scoring setup 
• Nurture Campaigns Setup – Up to three for companies with multiple verticals. 
• Workflows for webinar registration, attendance tracking, and notifications OR gated content workflow setup 
• Up to 2-3 custom workflows tailored to the client’s needs 

Data & Segmentation

• Guidance on data mapping and cleaning prior to Import 
  
• Hands-on data migration (up to 50,000 records)
• Persona-based dynamic list creation (up to 15 lists) 

Integrations (choose 2)

• Webinar tools set up (Zoom, ON24, GoToWebinar)
• Slack integration and slack notifications for internal updates

Reporting

• 2 custom dashboards (Marketing performance, Lead generation, and deal progression)
• Standard report library (12 reports)
• Campaign ROI tracking setup
• MQL generation reports 
• Reports focused on ROI-focused metrics such as MQL creation, conversion ratios, and campaign performance 

Training

• 4 comprehensive training sessions (5 hours total)
  
• Documentation package (SOPs, workflow diagrams)

Post Launch Support

• 30 days email support (48-hour response time) 
  
• Weekly check-in calls during implementation 

Advanced Architecture

Everything in Growth, PLUS:

• Extended custom property framework (up to 75 properties)
• Custom object creation (if needed for specific use cases) 
• Advanced lifecycle stage framework 
• Multi-touch attribution setup

Advanced Configuration

• Form library (up to 5 forms with advanced logic) 
  

Data & Migration

• Complete data migration execution (up to 100,000 records) 
• Historical data migration (emails, activities, engagement history) 
• Data cleansing and deduplication 
• Persona and ICP (Ideal Customer Profile) definition workshop 

Advanced Automation

*up to 20 workflows

• Comprehensive nurture campaigns (multiple tracks) 
• Advanced lead scoring  
• ABM (Account-Based Marketing) workflows 
• Re-engagement campaigns 
• Event-triggered automation 
• Multi-step drip campaigns  
• Marketing-to-Sales handoff automation with SLAs 
• Workflows for webinar registration, attendance tracking, notifications, and gated content workflow setup 
• Up to 5-7 custom workflows tailored to the client’s needs 

Advanced Integrations (up to 5)

• Data enrichment tools (Clearbit, ZoomInfo - if licensed) 
• Custom integrations with platforms such as Power BI, Redshift, Salesforce, and Epicor (Disclaimer: Each case will be reviewed to estimate custom development hours. 
• Analytics platforms (GA4, Segment) 
• Marketing attribution tools 

Enterprise Reporting

• 4 custom executive dashboards: 
   
  → Marketing funnel performance 
  → Campaign ROI and attribution 
  → Lead generation and MQL tracking 
  → Channel performance analysis 
  
  
• Advanced report library (Up to 10 custom reports) 
• Board-level reporting setup

Training & Enablement

• 8 comprehensive training sessions (10 hours total):
  
  → Marketing operations team (2 sessions) 
  → Content/demand gen team (2 sessions) 
  → Admin and governance (2 sessions)  
  → Advanced automation/reporting (2 sessions) 
  
  
• Complete documentation suite 
• Marketing operations playbook 

Post-Launch Support

• 60 days extended email + Slack or Teams support 
  
• 3 post-launch optimization calls 
• Monthly check-ins (first 3 months)