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HubSpot CRM Suite Onboarding

We Do It

We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.

Scroll down to learn more

We Consult

Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!

Learn more

We Do It

We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.

Scroll down to learn more

We Consult

Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!

Learn more

We Do It

We will set up your CRM hub alongside numerous automations and deliverables. Team training will be based on the custom configuration of your new HubSpot portal.

Scroll down to learn more

We Consult

Already have an internal team that is able to handle onboarding with some assistance? We will provide the consulting you need to get the best results!

Learn more

We’ll set up your HubSpot CRM Hub for you.

The CRM system from HubSpot, rated as one of the top three CRM systems in 2022 by G2, is a comprehensive collection of software that aids companies in improving the customer experience by monitoring and analysing consumer behaviour during the purchasing process.

By providing interchangeable consultancy and hands-on man hours with the "We Do It" level of support, we get to the bottom of any HubSpot technical difficulty you and your team may experience, solve it for you, and then demonstrate our process of working through the problem so you can easily replicate our solution.

Note: HubSpot onboarding is not optional for Professional and Enterprise packages and is required by HubSpot from either a registered HubSpot agency or from HubSpot directly.

Request a quote

HubSpot Impact Award Logo 1 1   img-onboarding-child-diamond-award2024 HubSpot Partner Advisory Council Member Badge

 

HubSpot

Oxygen is one of the most tenured partners in the region with extensive experience in implementing HubSpot for a diverse customer base. The accolades they have received over the years is a testament to the consistent quality of work they deliver. You can be rest assured that choosing them as your partner will be the right decision to grow your business!

Michael-Shen
Michael Shen
Senior Channel Consultant, HubSpot

HubSpot CRM Suite Packages

Award-Winning Support

Oxygen’s HubSpot CRM Suite Starter onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.

Support (for all Hubs)
  • Team kick-off call (0.5 hours)
  • Weekly catch-up calls in the 1st month (0.5 hours)
  • Monthly catch-up calls in the 2nd month (0.5 hours)
  • In-person/Zoom 3 hours HubSpot training session 
  • Up to 5 hours of support, including the following:
    • Email support in the 1st month (responses within 6 business hours)1
    • Local support [Hong Kong & Shenzhen] in the 1st month (English/Mandarin/Cantonese)
  • Recommendations for the best HubSpot academy courses

1 Does not include integration support.

Interchangeable Deliverables

Our HubSpot CRM Suite onboarding package includes all of the listed deliverables below as well as an additional 4 flexible hours. Our onboarding structure ensures your business receives our award-winning HubSpot implementation services as well as bespoke attention to your organisation’s specific needs.

Deliverables
Marketing: 
  • User permissions set up (up to 2)
  • HubSpot onboarding survey
  • Marketing dashboard set up [Includes up to 10 reports] (up to 1)1
  • HubSpot campaign tool consulting
  • CRM migration/contact import consulting (up to 1 hour)2
  • Custom marketing email template design and development (up to 1)
  • Landing page copy, design, and development
  • Lead capture form creation (up to 1)
  • Social media configuration consulting

Sales: 

  • Multi-currency deal set up
  • Meetings link consulting
  • Deal pipeline set up (up to 1)
  • Sales email templates (up to 2)
  • Sales dashboard set up [Includes up to 10 reports] (up to 1)
  • Snippet creation (up to 2)
  • Quotes templates (up to 2)
  • Product library items set up (up to 2)
  • Personal email connection consulting
  • HubSpot inbox: Shared email connection consulting
  • Task automation set up (up to 2)

Service:

  • Ticket pipeline set up (up to 1)
  • HubSpot Customer Service dashboard set up [Includes up to 10 reports] (up to 1)
  • NPS, CES & CSAT customer survey creation (up to 1)

CMS & Integrations:

  • Google Search Console integration

Operations:

  • Data review and data syncing (Up to 5 hours)
  • Contact duplicate management (Up to 5 hours)

1 Limited to HubSpot-native reports.

2 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.

Award-Winning Support

Oxygen’s HubSpot CRM Suite Pro onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.

Support (for all Hubs)
  • Team kick-off call (0.5 hours)
  • Weekly catch-up calls in the 1st month (0.5 hours)
  • Monthly catch-up calls in the 2nd and 3rd month (0.5 hours)
  • In-person/Zoom 5 hours HubSpot training session 
  • Up to 20 hours of support, including the following:
    • Email support in the 1st and 2nd month (responses within 6 business hours)1
    • Private Slack channel access in the 1st and 2nd month (responses within 4 business hours)
    • WeCom/WhatsApp Business live chat support in the 1st and 2nd month (responses within 4 business hours)
    • Local support [Hong Kong & Shenzhen] in the 1st and 2nd month (English/Mandarin/Cantonese)
  • Tailored workshop documentation
  • Recommendations for the best HubSpot academy courses

1 Does not include integration support.

Interchangeable Deliverables

Our HubSpot CRM Suite Pro onboarding package includes 8 flexible hours which can be used on the following interchangeable deliverables. Our flexible policy ensures your organisation is matched with the most relevant deliverables and services based on your bespoke needs. 

Deliverables
Marketing:
  • User permissions set up (up to 6)
  • HubSpot onboarding survey
  • HubSpot portal settings configuration
  • Marketing dashboard set up [Includes up to 10 reports] (up to 2)1
  • HubSpot analytics website integration
  • HubSpot campaign tool consulting
  • Custom property configuration (up to 20)
  • CRM migration/contact import consulting (up to 3 hours)2
  • 3rd party + HubSpot integration consulting (up to 3 hours)2
  • Marketing email settings configuration and consulting
  • Email subscription preferences page design and development
  • Custom marketing email template design and development (up to 3)
  • Email signature template and set up consultation
  • Landing page copy, design, and development
  • Form submission workflow & 3x email follow-ups for landing page
  • Lead nurturing workflow consultation (up to 0.5 hours)
  • Basic marketing chatbot set up and routing3
  • Custom CTAs [Mobile or desktop] (up to 2)
  • Lead capture form creation (up to 2)
  • Social media configuration consulting

Sales:

  • Multi-currency deal set up
  • Meetings link consulting
  • Deal pipeline set up (up to 3)
  • Sales email templates (up to 5)
  • Sales sequence (up to 2)
  • Sales playbook (up to 1)
  • Sales dashboard set up [Includes up to 10 reports] (up to 2)
  • Snippet creation (up to 5)
  • Quotes templates (up to 5)
  • Product library items set up (up to 5)
  • Workflows for sales automation consulting (up to 1 hour)
  • Calls tool consulting
  • Basic sales chatbot set up and routing3
  • Personal email connection consulting
  • HubSpot inbox: Shared email connection consulting
  • Task automation set up (up to 5)
  • Lead scoring attributes (up to 5)4
  • Target accounts tool consulting

Service:

  • Ticket pipeline set up (up to 3)
  • Workflow automation set up for ticket properties (up to 2)
  • HubSpot Customer Service dashboard set up [Includes up to 10 reports] (up to 3)
  • NPS, CES & CSAT customer survey creation (up to 3)
  • CS playbook (up to 1)
  • Customer experience matrix consultation (up to 1 hour)
  • Basic live chat/customer support chatbot set up and routing3

CMS & Integration:

  • Dynamic personalisation
  • A/B testing for website/landing page optimisation (up to 1)
  • Google Search Console integration

Operations: 

  • Data review and data syncing (Up to 10 hours)
  • Contact duplicate management (Up to 10 hours)
  • API Integration support (Up to 5 hours)

1 Limited to HubSpot-native reports.

2 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.

3 Limited to 2/3 logic branches and does not include integrations with other platforms.

4 Based on an existing lead scoring model; setup of the model not included.

Award-Winning Support

Oxygen’s HubSpot CRM Suite Enterprise onboarding package offers more flexibility, support, assets and China expertise than HubSpot’s own onboarding service. With Oxygen, a diamond-awarded HubSpot partner, you can expect a seamless onboarding experience.

Support (for all Hubs)
  • Team kick-off call (1 hour)
  • Weekly catch-up calls in the 1st month (1 hour)
  • Monthly catch-up calls in the 2nd and 3rd month (1 hour)
  • In-person/Zoom 7 hours HubSpot training session
  • Up to 40 hours of support, including the following:
    • Email support in the 1st, 2nd, and 3rd month (responses within 6 business hours)1
    • Private Slack channel access in the 1st, 2nd, and 3rd month (responses within 4 business hours)
    • WeCom/WhatsApp Business live chat support in the 1st, 2nd, and 3rd month (responses within 4 business hours)
    • Local support [Hong Kong & Shenzhen] in the 1st, 2nd, and 3rd month (English/Mandarin/Cantonese)
  • Tailored workshop documentation
  • Recommendations for the best HubSpot academy courses

1 Does not include integration support.

Interchangeable Deliverables

Our HubSpot Customer Service Enterprise onboarding package includes 12 flexible hours which can be used on the following interchangeable deliverables. Our flexible policy ensures your organisation is matched with the most relevant deliverables and services based on your bespoke needs. 

Deliverables

Marketing:

  • User permissions set up (up to 10)
  • HubSpot onboarding survey
  • HubSpot portal settings configuration
  • Marketing dashboard set up [Includes up to 10 reports] (up to 3)1
  • HubSpot analytics website integration
  • HubSpot campaign tool consulting
  • GDPR compliance and privacy settings consulting2
  • Custom property configuration (up to 40)
  • CRM migration/contact import consulting (up to 5 hours)3
  • 3rd party + HubSpot integration consulting (up to 5 hours)3
  • Marketing email settings configuration and consulting
  • Email subscription preferences page design and development
  • Custom marketing email template design and development (up to 5)
  • Email signature template and set up consultation
  • Landing page copy, design, and development
  • Form submission workflow & 3x email follow-ups for landing page
  • Lead nurturing workflow consultation (up to 1 hour)
  • Basic marketing chatbot set up and routing4
  • Custom CTAs [Mobile or desktop] (up to 4)
  • Lead capture form creation (up to 4)
  • Social media configuration consulting

Sales:

  • Multi-currency deal set up
  • Meetings link consulting
  • Deal pipeline set up (up to 5)
  • Sales email templates (up to 10)
  • Sales sequence (up to 5)
  • Sales playbook (up to 2)
  • Sales dashboard set up [Includes up to 10 reports] (up to 3)
  • Snippet creation (up to 10)
  • Quotes templates (up to 10)
  • Product library items set up (up to 10)
  • Workflows for sales automation consulting (up to 2 hours)
  • Calls tool consulting
  • Basic sales chatbot set up and routing4
  • Personal email connection consulting
  • HubSpot inbox: Shared email connection consulting
  • Task automation set up (up to 10)
  • Lead scoring attributes (up to 10)5 
  • Target accounts tool consulting

Service:

  • Ticket pipeline set up (up to 5)
  • Workflow automation set up for ticket properties (up to 3)
  • HubSpot Customer Service dashboard set up [Includes up to 10 reports] (up to 5)
  • NPS, CES & CSAT customer survey creation (up to 5)
  • CS playbook (up to 2)
  • Customer experience matrix consultation (up to 1.5 hours)
  • Basic live chat/customer support chatbot set up and routing4

CMS & Integration:

  • Dynamic personalisation
  • A/B testing for website/landing page optimisation (up to 2)
  • Google Search Console integration

Operations: 

  • Data review and data syncing (Up to 15 hours)
  • Contact duplicate management (Up to 15 hours)
  • API Integration support (Up to 10 hours)

1 Limited to HubSpot-native reports.

2 Oxygen cannot provide legal advice but can support your organisation with best practices.

3 May be restricted based on the size of your database and the requirements of the migration. Please discuss your specific requirements with our team. Uses support hours.

4 Limited to 2/3 logic branches and does not include integrations with other platforms.

5 Based on an existing lead scoring model; setup of the model not included.

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Timeline (Reference Only)

This is an example timeline of how our onboarding works. Usually, HubSpot portals are set up within the first 48 hours and are completely functional with customised settings by the end of the month for the team training session.

Month 1

Initial Setup & Strategy
  • Portal set up within 48 hours
  • Onboarding survey
  • Team kick-off call per hub
  • Analyze existing marketing, sales and service processes
  • HubSpot portal set up
  • CRM import
  • HubSpot data migration
  • Connecting HubSpot analytics to your website

Building Assets:

  • Work on building all the interchangeable deliverables stated above (varies for starter, professional & enterprise package)

 

* Service Hub activity typically starts in month 2 after marketing and sales assets are setup.

Month 2

Training
  • Tailored workshops per hub
  • Setup service hub assets
  • Flexible support hours

Month 3

  • Monthly catch-up
  • Curated HubSpot course selection 
  • Develop customer experience matrix
  • Configure customer automation responses
  • Flexible support hours
  • Starter
  • Professional
  • Enterprise
Most Popular
Starter Professional Enterprise
Original Price HKD 69,170 USD 8,810 HKD 191,810 USD 24,440 HKD 344,300 USD 43,880
CRM Suite Price HKD 33,800 (68.7% Discount) USD 4,300 (68.7% Discount) HKD 125,630 (41.7% Discount) USD 16,010 (41.7% Discount) HKD 191,410 (57.1% Discount) UDS 24,390 (57.1% Discount)
HubSpot Price HubSpot doesn't offer full CRM Suite onboarding HubSpot doesn't offer full CRM Suite onboarding HubSpot doesn't offer full CRM Suite onboarding

Please note that the prices above are not inclusive of monthly HubSpot Software fees.

Schedule a meeting

Free 15 Minute Consultation

Book a free 15 minute consultation call with our HubSpot specialist Eric Leung.

In the call we will cover the following:
  • Understanding your company's mission, goals, and pain points
  • Evaluating your current tech stack
  • Identify solutions for your challenges
  • Review regional campaign requirements (if necessary)
As a Growth Specialist at Oxygen, Eric excels in providing introductory HubSpot and inbound marketing strategy consultations. He thoroughly and comprehensively understands the actual needs of business clients and proposes the most suitable solutions.
 

Create custom solutions and packages that suit your needs. Speak to a marketing strategist

Contact me by email