HubSpot Onboarding

HubSpot shines as a powerhouse tool that is user friendly, yet unlocking its full potential for your business, your teams, and your customers often requires that bespoke touch.

Enter Rev-X-Cel: we'll help you navigate all of HubSpot's possibilities.

Marketing Hub Packages

What's Included:
Marketing Hub Professional
Marketing Hub Enterprise
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Personalized Coaching Session
Yes (1 included)
Yes (2 included)
Email Support During Project
Yes
Yes
Setup HubSpot Users and Permissions
Yes
Yes
Setup Account and Tracking Codes
Yes
Yes
Branding Setup for Logo, Fonts, Colors
Yes
Yes
Import Existing Contacts and Companies into HubSpot CRM
Limited Support
Yes
Add Existing Custom Properties for CRM
Yes
Yes
Create Buyer Personas in HubSpot CRM
Yes
Yes
Setup Landing Page & Blog Settings, Connect Subdomain
Yes
Yes
Configure Email Tracking and Sending Settings
Yes
Yes
Import Opt-Out Lists from Existing CRM
Yes
Yes
Implement GDPR Compliance Settings
Yes
Yes
Configure Default Form Settings & Styles
Yes
Yes
Create Essential Marketing Reports & Dashboards
Yes
Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
Yes
Yes
Integrate E-Commerce Solution (HubSpot App Partners Only)
Yes
Yes
Setup Enterprise Features
Not Available
Yes
Setup & Training on Predictive Lead Scoring
Not Available
Yes
Setup & Training on Custom Behavior Events
Not Available
Yes
Training on HubDB and Use Case
Not Available
Yes
Pricing
$4,500
$7,000
Timeline
9 weeks
13 weeks

Marketing Hub Onboarding Process

Each week of the onboarding program, you will learn about a new part of HubSpot's Marketing Hub and how to set it up specific to your business needs. Here are some of the topics we will cover with you.

Portal Set Up Data

You will learn to configure your settings and begin with HubSpot foundations.
  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • Huspot 101 & Intrduction to objects

Data, List & Segmentation

You will gain understanding of HubSpot data types plus ways to update your database automatically.
  • HubSpot Records & Properties
  • Listof segmentation
  • Data Hygiene best practices

Lead Capture & Lead Manaement

You will dive into creating different elements of your marketing campaigns including landing pages, forms, and CTA's.
  • Form setup and migrating form to HubSpot
  • Automating lead routing
  • Lead Scoring

Campaigns

You will master how to put all of your marketing elements into campaigns and work with the full suite of marketing tools.
  • Campaigns in HubSpot
  • Social Media and Ads
  • SE and pillar Content

Marketing Hub Onboarding Pricing

Marketing Hub Enterprise
$7,000
Marketing  Hub Professional
$4,500

Sales Hub Packages

What's Included:
Marketing Hub Professional
Marketing Hub Enterprise
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Personalized Coaching Session
Yes (1 included)
Yes (2 included)
Email Support During Project
Yes
Yes
Setup HubSpot Users and Permissions
Yes
Yes
Setup Account and Tracking Codes
Yes
Yes
Branding Setup for Logo, Fonts, Colors
Yes
Yes
Import Existing Contacts and Companies into HubSpot CRM
Limited Support
Yes
Add Existing Custom Properties for CRM
Yes
Yes
Create Buyer Personas in HubSpot CRM
Yes
Yes
Setup Landing Page & Blog Settings, Connect Subdomain
Yes
Yes
Configure Email Tracking and Sending Settings
Yes
Yes
Import Opt-Out Lists from Existing CRM
Yes
Yes
Implement GDPR Compliance Settings
Yes
Yes
Configure Default Form Settings & Styles
Yes
Yes
Create Essential Marketing Reports & Dashboards
Yes
Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
Yes
Yes
Integrate E-Commerce Solution (HubSpot App Partners Only)
Yes
Yes
Setup Enterprise Features
Not Available
Yes
Setup & Training on Predictive Lead Scoring
Not Available
Yes
Setup & Training on Custom Behavior Events
Not Available
Yes
Training on HubDB and Use Case
Not Available
Yes
Pricing
$4500
$7,000
Timeline
9 weeks
13 weeks

Sales Hub Onboarding Process

Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs. Here are some of the topics we will cover with you.

Portal Set Up Data

You will learn to configure your settings and begin with HubSpot foundations.
  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • Huspot 101 & Intrduction to objects

Data, List & Segmentation

You will gain understanding of HubSpot data types plus ways to update your database automatically.
  • HubSpot Records & Properties
  • Listof segmentation
  • Data Hygiene best practices

Lead Capture & Lead Manaement

You will dive into creating different elements of your marketing campaigns including landing pages, forms, and CTA's.
  • Form setup and migrating form to HubSpot
  • Automating lead routing
  • Lead Scoring

Campaigns

You will master how to put all of your marketing elements into campaigns and work with the full suite of marketing tools.
  • Campaigns in HubSpot
  • Social Media and Ads
  • SE and pillar Content

Sales Hub Onboarding Packages

Sales Hub Enterprise
$7,000
Sales Hub Professional
$4,500

Service Hub

What's Included:
Marketing Hub Professional
Marketing Hub Enterprise
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Guided Consulting Sessions (1x/week)
Yes (8 sessions)
Yes (11 sessions)
Personalized Coaching Session
Yes (1 included)
Yes (2 included)
Email Support During Project
Yes
Yes
Setup HubSpot Users and Permissions
Yes
Yes
Setup Account and Tracking Codes
Yes
Yes
Branding Setup for Logo, Fonts, Colors
Yes
Yes
Import Existing Contacts and Companies into HubSpot CRM
Limited Support
Yes
Add Existing Custom Properties for CRM
Yes
Yes
Create Buyer Personas in HubSpot CRM
Yes
Yes
Setup Landing Page & Blog Settings, Connect Subdomain
Yes
Yes
Configure Email Tracking and Sending Settings
Yes
Yes
Import Opt-Out Lists from Existing CRM
Yes
Yes
Implement GDPR Compliance Settings
Yes
Yes
Configure Default Form Settings & Styles
Yes
Yes
Create Essential Marketing Reports & Dashboards
Yes
Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
Yes
Yes
Integrate E-Commerce Solution (HubSpot App Partners Only)
Yes
Yes
Setup Enterprise Features
Not Available
Yes
Setup & Training on Predictive Lead Scoring
Not Available
Yes
Setup & Training on Custom Behavior Events
Not Available
Yes
Training on HubDB and Use Case
Not Available
Yes
Pricing
$4,500
$7,000
Timeline
9 weeks
13 weeks

Service Hub Onboarding Process

Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs. Here are some of the topics we will cover with you.

Portal Set Up Data

You will learn to configure your settings and begin with HubSpot foundations.
  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • Huspot 101 & Intrduction to objects

Data, List & Segmentation

You will gain understanding of HubSpot data types plus ways to update your database automatically.
  • HubSpot Records & Properties
  • Listof segmentation
  • Data Hygiene best practices

Lead Capture & Lead Manaement

You will dive into creating different elements of your marketing campaigns including landing pages, forms, and CTA's.
  • Form setup and migrating form to HubSpot
  • Automating lead routing
  • Lead Scoring

Campaigns

You will master how to put all of your marketing elements into campaigns and work with the full suite of marketing tools.
  • Campaigns in HubSpot
  • Social Media and Ads
  • SE and pillar Content

Service Hub Onboarding Packages

Service Hub Enterprise
$7,000
Service Hub Professional
$4,500

Book A Strategy Call

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✅ 8 Years of E-commerce DTC and B2B retention marketing expertise
✅ Revenue-focused approach to help you scale sustainably
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Work With Us

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Field tested programs that drive profitable growth

With less time, resources and budget than ever before - you need to make every decision count.

You need to accelerate your go-to-market execution and maximize campaign ROI with an approach that’s tailored to how your customers consume information and buy today. Our approach starts with removing the end-to-end friction from lead-to-customer by optimizing your tech stack and streamlining your campaign operations. Our leading-edge demand generation, lead generation and infrastructure optimization practices will help you make better decisions to create and execute marketing programs that drive sustainable growth and a positive ROI.

Go From
Staggered Execution to Streamlined Operations

Our partnership equips your team with leading-edge strategies, operational tools and expert level execution you need to take the guesswork out of your marketing programs. We start by analyzing the current state of your marketing systems and infrastructure. Then we help you optimize your marketing and sales technology to launch go-to-market campaigns, optimizing and scaling them along the way. Finally, we’ll help your team to ensure they’re ready to take the wheel - so you achieve a proven system for efficient campaign operations, precision-like GTM execution and a renewed sense of innovation that drives sustainable business growth. Everybody wins.

Dial-in Your
Marketing Programs



Go-to-market with precision-like efficiency.

build your marketing strategy with rev-x-cel
GTM Strategy
Our GTM strategy is focused on helping you by aligning your campaigns with your business goals and attracting more of the customers you serve best.
rev-x-cel will help you with campaign management
Campaign Execution
Strategy is meaningless without proper execution. We'll help you identify what success looks like and execute your campaigns with efficiency and precision.
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Optimize
Optimizing your campaigns starts with having an R&D mindset. We'll help you deploy, test and optimize your campaigns to maximize ROI and key learnings.
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Business Intelligence
We have a saying around here, "Form fills don't pay the bills". We'll dive deep into your customer data to help you identify new opportunities to grow your business.
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Full-Stack Management
We'll help you identify the right tools and vendors based on your business goals and resources. And, we'll help you get the most out of your technology to create a revenue engine that creates sustainable growth.
technology integration management
Integrations
We help you build, connect and manage your mar-tech integrations for seamless data flow throughout your tech-stack.

We've Got You Covered
Through Every Stage of Growth

Whether you're just getting started, ready to scale or need to fix some issues to get back to growing, we'll help you solve your toughest challenges and accomplish your business goals.

Setting Up Your Systems

You've found product market fit and you're ready to build your marketing systems.

Fixing Your Operations

Have your marketing programs stopped working? We can help.

Scaling Your Systems

You've built the foundation and your ready for serious growth.


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