HubSpot Marketing Hub Onboarding Packages | Services

Starter

Professional

Enterprise

Week 1

Modified client onboarding

HubSpot Marketing onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

User set-up

Connecting your social media account

Custom properties

CRM migration/contact import

Week 2

Tracking integrations

Email template (x1) and email signature (x1) updates

Identifying the best academy training sessions for your team

Creating marketing reporting dashboards

Consulting on other integrations

Identify and add marketing goals to the reports

Week 3

Basic introduction to GDPR compliance and privacy settings

Lead lifecycle stage set-up and automation

List creation and opt-out list management

Mapping out your lead/customer journey

Qualifying your existing database

Basic chatbot set-up and routing

Week 4

Your first marketing strategy session with our lead strategist

Introduction to buyer personas

Landing page design/development

Workflow and email development for landing page

Week 5-12

Monthly check-in call with our lead strategist

Limited strategy and training support

Pre-training questionnaire

Tailored training documentation

Measuring reports and results

Identifying ways to improve your marketing through automation

Support

Kick-off video team call

Monthly video support calls

In-person 1-hour HubSpot training session (up to 3 people)

Limited email support (replies within 8 business hours)

Support in your local language (English, Mandarin, Cantonese)

Private Slack channel access

WeChat / WhatsApp live chat support

Week 1

Modified client onboarding

HubSpot Marketing onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

User/team set-up

Custom properties

CRM migration/contact import

Connecting your social media accounts and advertising

Week 2

Creating marketing reporting dashboards

Tracking integrations

Consulting on other integrations

Email template (x1) and email signature (x5) updates

Identify and add marketing goals to the reports

Identifying the best academy training sessions for your team

Week 3

Basic introduction to GDPR compliance and privacy settings

Mapping out your lead/customer journey

Lead lifecycle stage set-up and automation

List creation and opt-out list management

Qualifying your existing database

Basic chatbot set-up and routing

Week 4

Your first marketing strategy session with our lead strategist

Introduction to buyer personas

Landing page design/development

Workflow and email development for landing page

Week 5

Pre-training questionnaire

HubSpot training session (up to 5 people)

Tailored training documentation

Week 6-12

Weekly check-in call with our lead strategist

Measuring reports and results

Identifying ways to improve your marketing through automation

Ongoing strategy and training support

Support

Kick-off video team call

Weekly video support calls

In-person 2-hour HubSpot training session (up to 8 people)

Email support (replies within 4 business hours)

Private Slack channel access (replies within 4 business hours)

WeChat / WhatsApp live chat support (replies within 4 business hours)

Support in your local language (English, Mandarin, Cantonese)

Week 1

Modified client onboarding

HubSpot Marketing onboarding questionnaire

Kick-off call

Portal set-up

Domain/email domain connection

User/team set-up

Custom properties

CRM migration/contact import

Connecting your social media accounts and advertising

Week 2

Creating marketing reporting dashboards

Tracking integrations

Consulting on other integrations

Email template (x3) and email signature (x10) updates

Identify and add marketing goals to the reports

Identifying the best academy training sessions for your team

Week 3

Basic introduction to GDPR compliance and privacy settings

Mapping out your lead/customer journey

Lead lifecycle stage set-up and automation

List creation and opt-out list management

Qualifying your existing database

Basic chatbot set-up and routing

Week 4

Your first marketing strategy session with our lead strategist

Introduction to buyer personas

Landing page design/development (x2)

Workflow and email development for landing page (x2)

Week 5

Pre-training questionnaire

HubSpot training session (up to 20 people)

Tailored training documentation

Week 6-12

Weekly check-in call with our lead strategist

Measuring reports and results

Identifying ways to improve your marketing through automation

Ongoing strategy and training support

Support

Kick-off video team call

Weekly video support calls

In-person 3-hour HubSpot training session (up to 20 people)

Email support (replies within 4 business hours)

Unlimited phone support

Private Slack channel access

WeChat / WhatsApp live chat support

Support in your local language (English, Mandarin, Cantonese)

Hubspot package comparison

	Starter	Professional	Enterprise
Training & Support
Strategist check-ins Strategy and execution review to determine plan for the next time period. Frequency varies per package.
In-person training HubSpot training for your team. Customisation and group size varies per package.
Private Slack channel Direct access to the team during work hours via Slack.
Data
Document management Setting up an organised filing system according to your team's needs.
Data segmentation Organising your customers based on goals.
GDPR set-up Introducing & implementing processes to ensure that you remain GDPR compliant with your email communications.
Initial Set-Up
Portal set-up Connecting your domain, adding tracking codes and setting up lead tracking.
Social media connection Connecting all your social media platforms to HubSpot for streamlined analysis.
CRM migration Conducting a CRM audit, developing an import strategy and performing the migration.
User permissions Setting up HubSpot accounts for users and/or teams with necessary permissions. Varies for each package.
Asset Creation
Email templates Designing and developing of emails suited to multiple email clients. Varies for each package.
Email signature updates Designing and providing code for email signatures with guided implementation. Varies for each package.
Landing pages Designing and developing of 2 landing pages on HubSpot.
Reports and Analytics
Custom email reports Clear and understandable email reports made to suit your needs.
Campaign tracking Tracking impressions, conversions, and audience behaviour using HubSpot and Google Analytics.
Custom dashboards Weekly updates for dashboards that reflect your goals.
Strategy
Inbound strategy Using the inbound methodology to attract leads that convert through high-quality content.
Lead qualification Mapping out your lead journey and setting up automated qualification processes.
Chatbot set-up Planning and implementing chatbot conversation flows.
Technical consulting CRM and custom integration support, template configuration, API review/ troubleshooting and technical design review.
Business strategy consulting Advice on streamlining operations to align the business from marketing to sales to customer support.
Oxygen	HKD 7,750USD 1,000	HKD 22,500USD 2,910	HKD 45,000USD 5,810
Hubspot	HKD 1,940USD 250	HKD 23,270USD 3,000	HKD 46,530USD 6,000

HKD USD

Hubspot Onboarding & Training Packages

MARKETING ONBOARDING

Why Oxygen?

What People Are Saying

Support

Support

Support

PACKAGE COMPARISON

Training & Support

Data

Initial Set-Up

Asset Creation

Reports and Analytics

Strategy

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