How Onboarding works in Hubspot?

We share our experience with you to set your process for marketing, sales, and services.
We make easier your journey through Hubspot and guide you to explore your platform and started the best way possible.

Marketing Hub Onboarding

From

$750/month

We set all your marketing processes in Hubspot through Marketing Hub, we could make for you, a landing page, forms, chatbots, emails, workflows, call to action, integrations, and more.

With this, your marketing team is going to achieve every marketing goal.

Sales Hub Onboarding

From

$730/month

We can set for you the sales pipeline, automated notifications, create different sales teams, sales goals, sequences, integrations, reports, and more.

Therefore you keep all your sales in one place to have major control and check the numbers in real time.

Services Hub Onboarding

From

$720/month

We set the service pipeline customer portal, forms, chatbot, inboxes, reports and more.

Give your clients the best services meanwhile we give you the best process to do it.

Creation of Buyer persona

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Database segmentation

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Categorizacion of contacts

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Database import

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Mapping of marketing process

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Mapping of sales process

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Mapping of services process

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Lead capture forms set up

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Pipeline service set up

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Ticket submission form set up

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Ticket portal for clients

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"Workflow creation / Automation processes"

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Email template creation

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Email response or alerts set up

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Marketing / non-marketing contact list set up

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Campaign set up

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Report dashboard set up

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Teams set up

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Access and permitions set up

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Hubspot user creation

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Third party integration

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Hubspot management training

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Sales pipeline set up

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Creating custom fields

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Inbox set up

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Budget set up

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Services forms set up

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Access set up

Creation of Buyer persona

Marketing
Sales
Services
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Database segmentation

Marketing
Sales
Services
✔
✔

Categorizacion of contacts

Marketing
Sales
Services
✔
✔
✔

Database import

Marketing
Sales
Services
✔
✔
✔

Mapping of marketing process

Marketing
Sales
Services
✔

Mapping of sales process

Marketing
Sales
Services
✔

Mapping of services process

Marketing
Sales
Services
✔

Lead capture forms set up

Marketing
Sales
Services
✔

Pipeline service set up

Marketing
Sales
Services
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Ticket submission form set up

Marketing
Sales
Services
✔

Ticket portal for clients

Marketing
Sales
Services
✔

"Workflow creation / Automation processes"

Marketing
Sales
Services
✔
✔
✔

Email template creation

Marketing
Sales
Services
✔
✔

Email response or alerts set up

Marketing
Sales
Services
✔

Marketing / non-marketing contact list set up

Marketing
Sales
Services
✔

Campaign set up

Marketing
Sales
Services
✔
✔

Report dashboard set up

Marketing
Sales
Services
✔
✔
✔

Teams set up

Marketing
Sales
Services
✔
✔

Access and permitions set up

Marketing
Sales
Services
✔
✔

Hubspot user creation

Marketing
Sales
Services
✔
✔
✔

Third party integration

Marketing
Sales
Services
✔
✔
✔

Hubspot management training

Marketing
Sales
Services
✔
✔

Sales pipeline set up

Marketing
Sales
Services
✔

Creating custom fields

Marketing
Sales
Services
✔
✔

Inbox set up

Marketing
Sales
Services
✔

Budget set up

Marketing
Sales
Services
✔
✔

Services forms set up

Marketing
Sales
Services
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Access set up

Marketing
Sales
Services

Common questions

What type of task could I send?

You can sedn any type of task, for example workflows, setting new notifications, creating a new form, refreshing your webpage, or change pipelines from services or sales.Nevertheless, this depends on the package you selected.

What Hubspot services we cover?

We cover all the Hubspot environment, we can acompany from Onboarding, helping your company to set and understand the process on Hubspot, to create new processes and optimize the old processes you have. On the other hand, we also cover all the Hubspot Hubs, sales, marketing and services.

Why hire an Onboarding service?

Because you don't have enough time to learn or set up your marketing, sales and services processes, since you need to be focused on your business. This is why, is better to ensure this process through experts who get the most out of Hubspot and your sales method.

Does my team also needs to work on Hubspot?

We will perform all the automation and set up processes on Hubspot for you. Nevertheless, we will need from you and your team some feedback and ideas that they can give us, in order to create the perfect CRM for your business and boost it to another level.

How long does an Onboarding process take?

The Onboarding process does not have an established time, since every marketing, sales and services process is different in each company. Therefore, it is necessary to make a unique schedule in each Onboarding process.

How is an Onboarding process?

Our Onboarding process consists of creating and setting up all the processes

How Unlimited tasks work in Hubspot?

We share our experience with you to set your process for marketing, sales, and services.
We make easier your journey through Hubspot and guide you to explode your platform and started the best way possible.

Package one

1 active task

$790/month

  • Submit your unlimited tasks You can send tasks about marketing, sales and services, but only have 1 active task at any time.
  • asks or activities are going to be ready between 1 and 4 days.
  • One meeting per month to check your activities and their status.
  • Ideal for small companies or teams with low activity in Hubspot..

Package two

1 active task

$1.169/month

  • Submit your unlimited tasks You can send tasks about marketing, sales and services, up to 3 active tasks at any time.
  • Tasks or activities are going to be ready between 1 and 3 days.
  • One meeting per month to check your activities and their status.
  • Ideal for small-medium companies or teams with medium activity in Hubspot.
  • Receive two reports created in Hubspot, by month.

Package three

3 active task

$1.742/month

  • Submit your unlimited tasks You can send tasks about marketing, sales, services and CMS Hub,up to 8 active tasks at any time.
  • Tasks or activities are going to be ready between 1 and 2 days.
  • One meeting per month to check your activities and their status.
  • One meeting per month to check your activities and their status.
  • Receive two reports created in Hubspot, by month.

Always included

Account manager to manage your request

Hubspot certificate experts

Hubspot certificate experts

Access to services portal 24/7

Unlimited tasks

Merkub Packages Features

Package one

Package two

Package three

Account manager added

Weekly planner

Monthly checking meeting

CRM Import

Active Task - Any Hub

1 active task at any time

3 active task at any time

8 active task at any time

Custom Reports & Dashboards

2 at any Hub

4 at an Hub

Task Request in Queue

Unlimited

Unlimited

Unlimited

Task Revisions

Unlimited

Unlimited

Unlimited

App Connects

SEO Report & Fix List

Pro-active Tasks

HubDB

API Integration

Request meeting

Request meeting

Request meeting

Web Site Migration

Request meeting

Request meeting

Request meeting

CRM Features

Package one

Package two

Package Three

Create & Edit Custom Properties

Create & Edit Custom Views

List Creation & Management

Create teams and users

Marketing Hub Tasks

Package one

Package two

Package three

Lead Nurture Workflows

System Automation Workflows

Email - Build, Populate & Send

Site Pages - Build & Populate

Landing Pages - Build & Populate

Blog - Build & Populate

Lead Capture - CTA & Forms

Planning - Calendar & Projects

HubSpot SEO Recommendation

Integration Google Analytics

Page Speed Test & Fix-List

Connections with Social Media Accounts

Content writing

Manage Social Media

Graphic Design

Sales Hub

Package one

Package two

Package three

Set up inboxes

Automation Sequences

Deals Pipeline

Task Automations

Task Notifications

Quote Toot Set Up

Sales Email Templates

Reports & Dashboard

Snippets

Set Sales Goals

Service Hub

Package one

Package two

Package three

Import Service Data

Pipeline Set Up

Service Automation Sequences

Surveys

Ticket Pipeline Creation

Portal Ticket Connection

Package One

1 active task

$790/month

Package Two

3 active task

$1.169/month

Package Three

8 active task

$1.742/month

Merkub Packages Features

Account manager added

Package one

Package two

Package three

✔
✔

Weekly planner

Package one

Package two

Package three

✔
✔
✔

Monthly checking meeting

Package one

Package two

Package three

✔
✔
✔

CRM Import

Package one

Package two

Package three

✔
✔
✔

Active Task - Any Hub

Package one

Package two

Package three

1 active task at any time

✔

8 active task at any time

Custom Reports & Dashboards

Package one

Package two

Package three

✔

4 at an Hub

Task Request in Queue

Package one

Package two

Package three

Unlimited

✔

Unlimited

Task Revisions

Package one

Package two

Package three

Unlimited

✔

Unlimited

App Connects

Package one

Package two

Package three

✔
✔

SEO Report & Fix List

Package one

Package two

Package three

✔
✔

Pro-active Tasks

Package one

Package two

Package three

✔

HubDB

Package one

Package two

Package three

✔

API Integration

Package one

Package two

Package three

Request meeting

✔

Request meeting

Web Site Migration

Package one

Package two

Package three

Request meeting

✔

Request meeting

CRM Features

Create & Edit Custom Properties

Package one

Package two

Package Three

✔
✔
✔

Create & Edit Custom Views

Package one

Package two

Package Three

✔
✔
✔

List Creation & Management

Package one

Package two

Package Three

✔
✔
✔

Create teams and users

Package one

Package two

Package Three

✔
✔
✔

Marketing Hub Tasks

Lead Nurture Workflows

Package one

Package two

Package three

✔
✔
✔

System Automation Workflows

Package one

Package two

Package three

✔
✔
✔

Email - Build, Populate & Send

Package one

Package two

Package three

✔
✔
✔

Site Pages - Build & Populate

Package one

Package two

Package three

✔
✔
✔

Landing Pages - Build & Populate

Package one

Package two

Package three

✔
✔
✔

Blog - Build & Populate

Package one

Package two

Package three

✔
✔
✔

Lead Capture - CTA & Forms

Package one

Package two

Package three

✔
✔
✔

Planning - Calendar & Projects

Package one

Package two

Package three

✔
✔
✔

HubSpot SEO Recommendation

Package one

Package two

Package three

✔
✔

Integration Google Analytics

Package one

Package two

Package three

✔
✔
✔

Page Speed Test & Fix-List

Package one

Package two

Package three

✔
✔

Connections with Social Media Accounts

Package one

Package two

Package three

✔
✔

Content writing

Package one

Package two

Package three

Manage Social Media

Package one

Package two

Package three

Graphic Design

Package one

Package two

Package three

Sales Hub

Set up inboxes

Package one

Package two

Package three

✔
✔
✔

Automation Sequences

Package one

Package two

Package three

✔
✔
✔

Deals Pipeline

Package one

Package two

Package three

✔
✔
✔

Task Automations

Package one

Package two

Package three

✔
✔
✔

Task Notifications

Package one

Package two

Package three

✔
✔
✔

Quote Toot Set Up

Package one

Package two

Package three

✔
✔
✔

Sales Email Templates

Package one

Package two

Package three

✔
✔
✔

Reports & Dashboard

Package one

Package two

Package three

✔
✔

Snippets

Package one

Package two

Package three

✔
✔

Set Sales Goals

Package one

Package two

Package three

✔
✔

Service Hub

Import Service Data

Package one

Package two

Package three

✔
✔
✔

Pipeline Set Up

Package one

Package two

Package three

✔
✔
✔

Service Automation Sequences

Package one

Package two

Package three

✔
✔
✔

Surveys

Package one

Package two

Package three

✔
✔
✔

Ticket Pipeline Creation

Package one

Package two

Package three

✔
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✔

Portal Ticket Connection

Package one

Package two

Package three

✔
✔
✔

Marketing questions

What's included in the Marketing hub?

In the marketing hub, we can set up for you landing pages, forms, emails, workflows and more. Also, we check and give you feedback about your current process.

What happens if I use Wordpress?

Don't worry, we can manage Wordpress too and make integrations with Hubspot, in order to send and receive information. We can also install or embed codes for CTA's or forms and more.

Do you provide content?

No, apologies, Merkub is not a marketing agency, we charge for your repetitive activities to give you time for the important things in your company.

Do you help me with the inbound strategy?

No, as said before, Merkub is not a marketing agency, so we only take care of your repetitive tasks.

Can I migrate my contacts database?

Yes, we help you with your database migration form anywhere, we could either maket it through export or integrations.

How long does it take to set up the Marketing hub?

We can do it as quickly as possible, nevertheless all depends on how fast we understand your current marketing processes, since every company has a different marketing development and these must be adapted to the CRM.

How Integrations work in Hubspot?

We share our experience with you to set your process for marketing, sales, and services.
We make easier your journey through Hubspot and guide you to explode your platform and started the best way possible.

Type 1

From

$300/month

Relatively easy integrations, since they already have a connection with Hubspot

  • Calendar: Gmail, Outlook, Calendly.
  • Social networks
  • Webinars

Type 2

From

$400/month

Integration made through Zapier integrators, which gives us plan from $20 dolars monthly, in order to send contracts and connections vía Google Sheets, etc.

  • Integration through third parties like Zapier.
  • Data Base Migration

Type 3

From

$1500/month

Integration made through Zapier integrators, which gives us plan from $20 dolars monthly, in order to send contracts and connections vía Google Sheets, etc.

  • Integrations through API.
  • Data Base Migration
  • Test

Sales questions

Do you help me to automate my sales pipeline?

Sure, we can create different workflows, in order to simplify your sales process.

Could you set up my new sales pipeline?

Of course! Give us your pipeline stages and what we do is create them for you.

Can you make integrations with other apps?

In Merkub we know that the sales team needs to handle different apps or softwares every day, that's why we can connect them with many applications like calendars, calls, meetings and more.

Could you create new teams or users for me?

Yes, we certainly can create new users, add them to different teams and set up the necessary permissions for them.

Can you help me with my sales strategy?

No, Merkub is not a marketing agency so we can't give you advice on your sales process.

How long does it take to set up the Sales hub?

We can do it as quickly as possible, nevertheless all depends on how fast we understand your current sales process, since every company has different stages of sales and these must be adapted to the CRM.

How Add-ons work in Hubspot?

We share our experience with you to set your process for marketing, sales, and services.
We share our experience with you to set your process for marketing, sales, and services.

Chatbot

From

$600

Chatbot creation for website or Facebook

Migrations

From

Custom

Website created through CMS Hub

Migrations

From

$400

Migration with Salesforce, Marketo and other third parties

Services questions

Could you set up my new service pipeline?

Totally, we can make all your pipeline, we only need to know what are the stages you have in mind.

Could you set up my inbox?

Yes, you just need to give us access to the account you need to connect and we set it up for you.

If I need a ticket form, can you make it?

Sure, you just need to tell us in what fields you need the form and we can create it for you.

Do you help me with my services strategy?

No, Merkub is not an agency, so we can't give you advice on your services process.