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The HubSpot Portal Elite Onboarding™ (PEO) program is our quick-start service designed to get you up and running with HubSpot as quickly as possible, backed by the benefits of working with a HubSpot Elite Partner. That means we're in the top 1% of all HubSpot partners worldwide.
Key components in the program include the assignment of a seasoned HubSpot Specialist (averaging 7-10 years of experience) who will guide you to success, including these initial steps:
Our team is focused in guiding you to success with HubSpot in an average of six weeks per hub. During that time, we will be busy with the following:
Priorities Call with your HubSpot Specialist to discuss your goals (45 minutes).
Intake Call to discuss your business processes and use case (45 minutes).
Setup of standard users, teams and permissions for up to ten users.
Setup of portal settings and tracking codes.
Setup of branding settings including logo and colors.
Setup of email sending domain, settings and tracking.
Import of contacts, companies, deals or tickets using the standard import tool.
Import of products using the standard import tool (if applicable to your use case).
Import opt-out or unsubscribe lists from prior system (all Hubs).
Setup of up to 10 custom fields in the contacts object and up to 10 custom fields in the companies object.
Setup of up to 5 standard deal pipelines or 5 standard ticket pipelines (Sales Hub or Service Hub).
Setup of ownership sync between companies and contacts (if applicable to your use case).
Setup of email and calendar sync + email signature in HubSpot for up to 5 users (client must provide email signature graphics and HTML code.
Setup of Conversations Inbox for one standard use case.
Setup of initial HubSpot Score with up to 3 add criteria and 3 subtract criteria.
Creation of 2 custom single-object reports and 1 custom multi-object report using standard objects.
Creation of 1 custom dashboard using standard reports or the custom reports noted above.
Growth Call to set next steps on your HubSpot journey (45 minutes).
Opportunity to continue with HubSpot training and consulting as well as our HubSpot Portal Optimization Partnership™ program.
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