HubSpot Onboarding
with HubSpot Solutions
Partner Raka

This option is ideal for those who have purchased Marketing Hub Professional.

$2,600

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 13 service hours delivered over a 90-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to once per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining personas, lifecycle stages, and lead scoring.
• Documenting your marketing processes.
• Planning and executing a multi-channel campaign.
• Leveraging AI to generate content, social posts, and more.
• Nurturing contacts from visitors to qualified leads.
• Automating the handoff of qualified leads to the Sales team.
• Designing engaging emails and understanding deliverability best practices.

This option is ideal for those who have purchased Marketing Hub Enterprise.

$5,000

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 17 service hours delivered over a 90-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to twice per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining personas, lifecycle stages, and lead scoring.
• Documenting your marketing processes.
• Planning and executing a multi-channel campaign.
• Leveraging AI to generate content, social posts, and more.
• Nurturing contacts from visitors to qualified leads.
• Automating the handoff of qualified leads to the Sales team.
• Designing engaging emails and understanding deliverability best practices.
• Designing, analyzing, and automating customer journeys.
• Crafting multi-touch attribution reports.
• Defining and building custom objects.
• Organizing and managing multiple brands, domains, and business units.

This option is ideal for those who have purchased Sales Hub Professional.

$1,400

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 7 service hours delivered over a 60-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to once per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining efficient lead and deal pipelines.
• Documenting your sales processes.
• Customizing a workspace to solve for your sales teams’ needs.
• Tracking emails, calls, meetings, and other engagements in HubSpot.
• Leveraging AI to prospect, enrich, nurture, and close leads into customers.
• Increasing productivity with templates, snippets, sequences, or meeting scheduling pages.
• Upskilling and onboarding sales users with call transcription, coaching playlists, or playbooks.

This option is ideal for those who have purchased Sales Hub Enterprise.

$3,500

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 13 service hours delivered over a 90-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to twice per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining efficient lead and deal pipelines.
• Documenting your sales processes.
• Customizing a workspace to solve for your sales teams’ needs.
• Tracking emails, calls, meetings, and other engagements in HubSpot.
• Leveraging AI to prospect, enrich, nurture, and close leads into customers.
• Increasing productivity with templates, snippets, sequences, or meeting scheduling pages.
• Upskilling and onboarding sales users with call transcription, coaching playlists, or playbooks.
• Utilizing lead form routing to qualify leads and book meetings in real time.
• Using conversation intelligence to gain deep insight into the contents of your teams’ calls.
• Defining and building custom objects.

This option is ideal for those who have purchased Service Hub Professional.

$1,400

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 7 service hours delivered over a 60-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to once per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining pipelines for customer service and support processes.
• Documenting your support and service processes.
• Customizing workspaces to solve for your support and success teams’ needs.
• Leveraging AI to answer website visitor questions and enrich your customer profiles.
• Building a knowledge base of instructive articles.
• Launching a customer portal for customers to communicate with your support team and keep track of their tickets.
• Gathering and implementing feedback with feedback surveys.

This option is ideal for those who have purchased Service Hub Enterprise.

$3,500

This service includes:

• A dedicated HubSpot expert certified in 10+ HubSpot Academy certifications.
• Up to 13 service hours delivered over a 90-day period.
• Access to your HubSpot expert via email and 45-minute meetings up to twice per week (as schedules allow).
• A project plan that covers the following topics: account setup, user setup, CRM customization, importing/exporting data, connecting native HubSpot integrations, and reporting.

Based on your immediate objectives, the project plan could also include:

• Defining pipelines for customer service and support processes.
• Documenting your support and service processes.
• Customizing workspaces to solve for your support and success teams’ needs.
• Leveraging AI to answer website visitor questions and enrich your customer profiles.
• Building a knowledge base of instructive articles.
• Launching a customer portal for customers to communicate with your support team and keep track of their tickets.
• Gathering and implementing feedback with feedback surveys.
• Using skills-based routing to assign incoming service objects to agents with specific skills across inboxes.
• Implementing conditional SLAs for tickets based on custom criteria.
• Identifying bottlenecks in your processes and understanding effectiveness of self-help resources with customer journey analytics.
• Defining and building custom objects.

HubSpot onboarding is a guided service that helps you set up the core tools in your HubSpot portal and begin using them effectively.

It focuses on foundational configuration and employs a train-the-trainer approach, so your team can confidently manage and scale the platform internally.

Raka’s HubSpot Onboarding services are typically completed within 60–90 days of purchase. Most clients finish in 45–60 days, giving your team enough time to complete tasks while allowing flexibility for rescheduled meetings, vacations, or unexpected delays.

This approach prioritizes key objectives so you start seeing value as quickly as possible.

Raka’s approach to onboarding focuses on training the trainer, because we believe an empowered team is an efficient team. We recommend assigning at least one point person for each hub you’re onboarding to.

That person should plan to dedicate about 10 hours per week to completing onboarding tasks and ensuring a successful setup.

During HubSpot Onboarding, Raka will provide guidance on importing data with HubSpot’s import tool and integrating with native HubSpot integrations.

Guidance on the setup of non-native HubSpot integrations or creating a custom integration will be an additional cost.

Raka was trained directly by HubSpot and earned the official HubSpot Onboarding Accreditation in 2019.

We’ve taken that expertise and enhanced the process, delivering a more personalized, cost-effective onboarding experience at a fraction of HubSpot’s price.