Smart HubSpot Onboarding
We know HubSpot is a big step—let’s make it easy.
Getting started with HubSpot can feel overwhelming, but that’s where we shine. At Yodelpop, we offer competitive pricing and a hands-on approach that goes beyond HubSpot’s standard setup. Whether you're a nonprofit, association, or small business, we’ve got the experience to set you up for success.
And if you're using our exclusive integrations like RaiserSync or YourMemberSync, you're getting even better support—because we know your world inside and out. Let’s make this smooth, simple, and dare we say...even fun.
We ❤️ HubSpot
The folks at HubSpot built an amazing platform that we geek out over daily. But their onboarding? Well… it’s kind of like getting a fancy new kitchen but realizing you have to assemble it yourself (IKEA, anyone?).
HubSpot’s onboarding gives you great instructions and plenty of encouragement, but they won’t exactly roll up their sleeves and get things cooking. That’s where we come in.
While HubSpot hands you the recipe book, we’re in the kitchen with you, preheating the oven, chopping the ingredients, and making sure your marketing machine is ready to serve up results. No half-baked setups here!
So those “X” marks in our pricing chart below? No shade to HubSpot—we just believe onboarding should come with a little less “DIY” and a lot more “done” so that you can get to the results faster! 🚀
Signing Bonus!
Because we know signing up for HubSpot is a big decision, we want to celebrate it with a little extra love.
As a signing bonus, you'll receive our Evergreen Content Audit & Plan—your personalized roadmap to long-term content success and maximizing your HubSpot investment.
Want to skip the setup hassle altogether? With our Content Implementation Packages, onboarding is on the house. Because a great content strategy deserves a fully stocked (and functioning) HubSpot kitchen.
Yodelpop's HubSpot Onboarding Pricing Chart
Pick a Hub to see pricing for each. Prices reflect the Pro versions of software. For Enterprise level pricing, talk to sales. Bundling options available.
Marketing Hub Pro
| Feature | Yodelpop | HubSpot |
|---|---|---|
| Strategic Guidance & White-Glove Support | ||
| Personalized custom strategy sessions to align HubSpot with your business goals. | √ | X |
| Hands-on portal optimization, ensuring your HubSpot setup is tailored to your processes and goals. | √ | X |
| Ongoing weekly sync calls to review progress, troubleshoot challenges, and refine strategies. | √ | X |
| Expert guidance on maximizing your RaiserSync or YourMemberSync integrations, to leverage data for smarter marketing. | √ | X |
| Account and Technical Setup | ||
| Invite and set up user accounts with appropriate roles and permissions | √ | X |
| Configure security settings - 2FA, user access controls | √ | X |
| Connect company branding: logo, colors, fonts | √ | X |
| Install the HubSpot tracking code on the website | √ | X |
| Set up and verify email sending domain for improved deliverability | √ | X |
| Connect custom domains for landing pages and email tracking | √ | X |
| Integrate Google Analytics and Google Search Console | √ | X |
| Connect HubSpot to CRM (if applicable) | √ | X |
| Set up social media integrations (Facebook, LinkedIn, Instagram, etc.) | √ | X |
| Configure lead and marketing notifications | √ | X |
| Data Migration & CRM Setup | ||
| Import existing contacts, companies, and deals (as provided by the client). | √ | X |
| Set up custom properties to capture required data fields | √ | X |
| Segment contacts into lifecycle stages (subscriber, lead, MQL, SQL, etc.). | √ | X |
| Set up and configure GDPR compliance settings (consent tracking, privacy policies). | √ | X |
| Deduplicate and clean imported contact data | √ | √ |
| Create basic contact lists based on provided segmentation criteria. | √ | X |
| Lead Capture Setup | ||
| Set up standard HubSpot forms and embed codes for the website. | √ | X |
| Configure form notifications and submission actions. | √ | X |
| Set up and connect meeting scheduling tools. | √ | X |
| Create placeholder calls-to-action (CTAs) for future campaigns. | √ | X |
| Enable live chat and chatbot settings (if applicable). | √ | X |
| Set up lead scoring criteria (general framework without content-specific data). | √ | X |
| Email Marketing Setup | ||
| Set up email footer for legal compliance (address, unsubscribe links). | √ | X |
| Configure email subscription types and preferences page. | √ | X |
| Create basic email template designs for newsletters, promotions, etc. | √ | X |
| Establish internal naming conventions for email campaigns. | √ | X |
| Test email deliverability and inbox placement. | √ | X |
| Implement basic automated welcome emails for new contacts. | √ | X |
| Website & Blog Configuration | ||
| Connect HubSpot CMS (if applicable). | √ | X |
| Set up blog settings (categories, authors, comment moderation). | √ | X |
| Configure website navigation menus and footer links. | √ | X |
| Create placeholders for landing pages and thank-you pages. | √ | X |
| Optimize website tracking settings and cookie consent banner. | √ | X |
| Automation & Workflows | ||
| Set up basic workflows for lead nurturing (welcome sequence, MQL notifications). | √ | X |
| Configure internal notifications for new leads or important actions. | √ | X |
| Create automated lead assignment rules. | √ | X |
| Set up basic internal tasks and reminders for follow-ups. | √ | X |
| Establish standard workflow templates for future automation. | √ | X |
| Set up key marketing dashboards (traffic, lead conversions, email performance). | √ | X |
| Configure monthly and quarterly performance reports. | √ | X |
| Set goals for marketing KPIs (traffic, conversion rates, lead sources). | √ | X |
| Implement basic UTM tracking and campaign attribution models. | √ | X |
| Configure revenue attribution tracking (if connected to a sales pipeline). | √ | X |
| HubSpot Integrations | ||
| Connect integrations such as Salesforce, Zoom, Slack, and others (if required). | √ | X |
| Install key HubSpot Marketplace apps (e.g., LinkedIn Ads, Google Ads). | √ | X |
| Test API connections for any third-party tools. | √ | X |
| Configure lead routing rules for sales team (if applicable). | √ | X |
| Team Training & Documentation | ||
| Conduct initial HubSpot onboarding session for client teams. | √ | X |
| Provide documentation and checklists for ongoing use. | √ | X |
| Recommend HubSpot Academy courses for team development. | √ | X |
| Set up recurring check-in calls for progress tracking. | √ | √ |
| Ensure internal alignment on HubSpot strategy and expectations. | √ | √ |
| Compliance & Legal Considerations | ||
| Review and apply GDPR/CCPA compliance settings. | √ | X |
| Configure email opt-in requirements. | √ | X |
| Set up consent tracking and data retention policies. | √ | X |
| Ensure proper disclaimers and privacy policy links are implemented. | √ | X |
| Custom workflow and automation recommendations to streamline operations and improve lead nurturing. | √ | X |
| Total Cost | 3500 | 3000 |
Sales Hub Pro
| Feature | Yodelpop | HubSpot |
|---|---|---|
| Account Configuration | ||
| Add and verify company domains for email tracking. | √ | X |
| Configure users, roles, and permissions for sales reps and managers. | √ | X |
| Set up pipelines and deal stages based on the sales process. | √ | X |
| Sales Enablement | ||
| Email templates and sequences | √ | X |
| Enable GDPR compliance settings (consent tracking, communication preferences). | √ | X |
| Configure email integration (Gmail/Outlook) for tracking and logging. | √ | X |
| Set up meeting links and calendar sync. | √ | X |
| Personalized outreach strategies | √ | √ |
| CRM & Contact Management | ||
| Import existing leads and customers (CSV or integrations). | √ | X |
| Set up custom properties for contact, company, and deal records. | √ | X |
| Define lifecycle stages and lead qualification processes. | √ | X |
| Create contact and deal segmentation lists. | √ | X |
| Set up deduplication rules and data quality maintenance processes. | √ | X |
| Sales Pipelines & Deals | ||
| Customize deal stages to match the sales process. | √ | X |
| Set deal probability percentages for forecasting accuracy. | √ | X |
| Configure pipeline automation for deal tracking and notifications. | √ | X |
| Set up required fields to ensure data completeness in deals | √ | X |
| Sales Automation | ||
| Create automated sequences for lead nurturing and follow-ups. | √ | X |
| Set up task automation for sales reps (reminders, follow-ups). | √ | X |
| Implement email templates and snippets for faster communication. | √ | X |
| Set up workflows for lead rotation and assignments. | √ | X |
| Automate lead scoring to prioritize high-value prospects. | √ | X |
| Sales Enablement Tools | ||
| Set up email tracking and notifications for engagement insights. | √ | X |
| Configure document tracking to monitor proposal engagement. | √ | X |
| √ | √ | |
| Utilize call tracking and recording for coaching and analysis. | √ | X |
| Reporting & Analytics | ||
| Create dashboards for sales performance metrics (revenue, win rate). | √ | X |
| Set up deal forecasting and revenue tracking reports. | √ | X |
| Analyze sales team performance with activity reports. | √ | X |
| Track pipeline health and conversion rates. | √ | X |
| Configure deal attribution reports for lead sources. | √ | X |
| Integrations & Tools | ||
| Integrate with accounting tools (QuickBooks, Xero) for invoicing. | √ | X |
| Connect to LinkedIn Sales Navigator for prospecting. | √ | X |
| Enable e-signature integration (HelloSign, PandaDoc). | √ | X |
| Set up Slack notifications for deal updates and internal collaboration. | √ | X |
| Prospecting & Lead Generation | ||
| Set up prospecting lists using HubSpot's prospecting tools. | √ | X |
| Implement website visitor tracking for potential lead identification. | √ | X |
| Configure chatbot and live chat for lead capture. | √ | X |
| Use HubSpot’s AI-based insights for lead recommendations. | √ | X |
| Testing & Optimization | ||
| Conduct test deals and workflows to ensure proper functionality. | √ | X |
| Review automation logic for optimization | √ | X |
| Test email templates and sequences with sample contacts | √ | X |
| Conduct role-based training for sales reps on features and workflows. | √ | X |
| Total Cost | 1800 | 1500 |
Service Hub Pro
| Feature | Yodelpop | HubSpot |
|---|---|---|
| Account Configuration | ||
| Add and verify support email domains for customer service interactions. | √ | X |
| Configure ticket pipelines and stages based on support processes. | √ | X |
| Set up user roles and permissions for support teams. | √ | X |
| Define service level agreements (SLAs) and escalation paths. | √ | X |
| Enable knowledge base and customer portal settings. | √ | √ |
| Customer Support Tools | ||
| Configure the conversations inbox for support inquiries. | √ | X |
| Set up email forwarding and routing rules. | √ | X |
| Install live chat on the website for real-time support. | √ | X |
| Enable chatbot automation for common inquiries. | √ | X |
| Configure a help desk ticketing system with automated assignments. | √ | X |
| Ticketing System Setup | ||
| Customize ticket pipelines with relevant stages. | √ | X |
| Define automated workflows for ticket prioritization. | √ | X |
| Implement escalation rules and SLA tracking. | √ | X |
| Automate ticket creation from email inquiries. | √ | X |
| √ | √ | |
| Knowledge Base Setup | ||
| Create categories and articles to address common questions. | √ | X |
| Optimize knowledge base content for SEO. | √ | X |
| Set up article feedback to gather user insights | √ | X |
| Enable internal and external access settings. | √ | X |
| Automation & Workflows | ||
| Set up automated email responses to acknowledge tickets. | √ | X |
| Create task automation for follow-ups and reminders. | √ | X |
| Implement workflows for customer onboarding and retention. | √ | X |
| Automate NPS and CSAT survey distribution. | √ | X |
| Customer Feedback & Surveys | ||
| Configure customer satisfaction (CSAT) surveys after ticket resolution. | √ | X |
| Set up Net Promoter Score (NPS) surveys for feedback. | √ | X |
| Automate survey responses into reports. | √ | X |
| Track trends in customer satisfaction over time. | √ | X |
| Reporting & Analytics | ||
| Build dashboards for ticket resolution time and trends. | √ | X |
| Track first response time and resolution rates. | √ | X |
| Analyze agent performance metrics. | √ | X |
| Identify recurring support issues for proactive solutions. | √ | X |
| Customer Portals | ||
| Set up self-service customer portals for tracking tickets. | √ | X |
| Allow customers to submit tickets and check status. | √ | X |
| Personalize portal experience with branding. | √ | X |
| Integrations & Tools | ||
| Integrate with third-party helpdesk tools (Zendesk, Freshdesk). | √ | X |
| Connect to CRM to ensure smooth communication between support and sales. | √ | X |
| Enable Slack or Microsoft Teams for internal ticket notifications. | √ | X |
| Link to Stripe or accounting tools for billing-related support inquiries. | √ | X |
| Training & Testing | ||
| Provide role-based training for support agents. | √ | X |
| Test ticket routing and resolution processes. | √ | X |
| Review automation workflows to ensure efficiency. | √ | X |
| Total Cost | 900 | 1800 |
Marketing Hub
Attract and convert with confidence.
We set up your Marketing Hub to help you generate leads, nurture relationships, and drive measurable growth. From automated workflows to optimized content strategies, we’ll ensure your marketing efforts are strategic, sustainable, and built to scale.
Sales Hub
Streamline your sales process and close deals faster.
Our Sales Hub onboarding equips your team with the tools they need to track, nurture, and convert leads efficiently. With custom pipelines, automation, and insightful reporting, we help you create a seamless sales experience that drives revenue and long-term success.
Service Hub
Deliver exceptional service that builds lasting relationships.
We’ll help you set up Service Hub to provide top-notch support with ticketing, automation, and customer insights. Empower your team to create meaningful connections and turn satisfied customers into loyal advocates.