HubSpot Sales Hub Onboarding Packages | Services

Starter

Professional

Enterprise

First 48 Hours

HubSpot Sales Hub Starter onboarding questionnaire

Kick-off call

Portal set-up

Email domain connection

User set-up

Custom property configuration

CRM migration/contact import consulting

Set up deal currency

Week 2

Analyse existing sales process

First deal pipeline creation

Meeting links set-up

Identifying the best academy training sessions for your team

Implement sales hierarchies and user roles

Consult on other integrations

Week 3

Connect chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field-based permissions

Week 4

Create email templates

Create snippets

Create email sequence

Pre-workshop questionnaire

HubSpot workshop session (up to 3 people)

Tailored workshop documentation

Set up your product library

Support

Kick-off video team call

Weekly video support calls (4 x 30 mins)

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

First 48 Hours

HubSpot Sales Hub Professional onboarding questionnaire

Kick-off call

Portal set-up

Email connection

User/team set-up

Custom property configuration

CRM migration/contact import consulting

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

Connect the chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field based permissions

Week 4

Create email templates

Create snippets

Create email sequences

Set up your product library

Set up of the quotes tool

Use the recurring revenue tracker

Week 5

Automate lead owner assignments and routing

Set up workflow extensions to automate sales processes

Learn how to use the calls tool

Learn how to use 1:1 video

Learn how to use transcriptions tool

Week 6

Integrate sales tools

Provide deal management best practices

Pre-workshop questionnaire

Create a sales playbook

Week 7

HubSpot workshop session (up to 8 people)

Tailored workshop documentation

Create quote based workflows

Week 8

Identify ways to improve and automate your sales processes on HubSpot

Support

Kick-off video team call

Weekly video support calls (8 x 30 mins)

Alternative: Bespoke hourly consulting

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)

First 48 Hours

HubSpot Sales Hub Enterprise onboarding questionnaire

Kick-off call

Portal set-up

Email connection

User/team set-up

Custom property configuration*

CRM migration/contact import consulting*

Set up deal currencies

Week 2

Consult on other integrations*

Analyse your existing sales process

Create your first deal pipeline

Set up your meetings links

Implement sales hierarchies and user roles

Identify the best academy training sessions for your team

Week 3

Connect the chatbot to the website

Add documents to the documents tool

Set up task management, reminders, and call queues

Configure deal stages and custom properties

Add email signatures to HubSpot

Set up field based permissions

Week 4

Create email templates

Create snippets

Create email sequences

Set up your product library

Set-up of the quotes tool

Use the recurring revenue tracker

Week 5

Automate lead owner assignments and routing

Set up workflow extensions to automate sales processes

Learn how to use the calls tool

Learn how to use the transcriptions tool

Learn how to use 1:1 video

Week 6

Integrate sales tools

Provide deal management best practices

Pre-workshop questionnaire

Create a sales playbook

Week 7

HubSpot workshop session (up to 20 people)

Tailored workshop documentation

Create quote based workflows

Week 8

Identify ways to improve and automate your sales processes on HubSpot

Support

Kick-off video team call

Weekly video support calls (8 x 1 hour)

Alternative: Bespoke hourly consulting

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

Email support (replies within 4 business hours)

Private Slack channel access (replies within 2 business hours)

WeChat / WhatsApp live chat support (replies within 2 business hours)

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

Hubspot package comparison

	Starter	Professional	Enterprise
Training & Support
Personalised 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.
Unlimited 1-month support Unlimited support in the first month to ensure everything goes smoothly.
Initial Set-Up
Portal set-up Connecting your domain, adding tracking codes and setting up lead tracking.
Productivity tools Setting up tools, including snippets, tasks and sequences, to maximise the productivity of your sales team.
Team onboarding Managing invites, permissions, and resources on HubSpot for your team.
Standard sales automation set-up Basic automation to inform sales representatives of lead outreach.
Native sales integration Addition of native integrations or those available on the HubSpot App Marketplace based on your business needs.
Managing multiple teams Segmenting users based on teams, and routing leads to the right teams.
Custom System & Reporting Set-Up
CRM customisation Conducting a CRM audit, developing an import strategy best suited to your business and performing the migration.
Overview of your custom sales process in HubSpot Map out your sales process on HubSpot.
Baseline reporting set-up and review Get an overview of what's happening in your business with reports on HubSpot.
Business process mapping Mapping your entire business process, from leads to customers.
Asset Creation
Sales email templates Designing and developing of sales 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.
Custom sales dashboard Weekly updates for dashboards that reflect your goals.
Custom reports Individual reports to track specific trends in your business.
Sales playbook Playbook for your sales team to have a template of the sales process.
Sales sequence Set up email sequences for a streamlined sales follow-up process.
Consultation
CRM migration Review your business processes and suggest the best approach for migration.
Phase 1 success planning Prior to executing the onboarding, we conduct a plan to ensure success from the get-go.
Oxygen	HKD 4,250USD 550	HKD 7,950USD 1,030	HKD 26,000USD 3,360
Hubspot	HKD 1,940USD 250	HKD 3,880USD 500	HKD 25,200USD 3,250

HKD USD

Hubspot Onboarding & Training Packages

HUBSPOT SALES ONBOARDING

Why Oxygen?

What People Are Saying

Support

Support

Support

PACKAGE COMPARISON

Training & Support

Initial Set-Up

Custom System & Reporting Set-Up

Asset Creation

Consultation

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