HubSpot Onboarding Task-Driven, AI-Powered

Get fully set up in 4 weeks per hub. We deliver as tickets, accelerate with AI, and train your team so you get value fast

See the plan · Start for $899

How It Works

(4-Week Plan)

Prep:

Access, quick survey, success metrics, curated backlog

Week
0
Week
1

Foundations:

Settings, data, permissions, baseline reports

Build:

Pipelines, workflows, assets (emails, forms, chat)

Week
2
Week
3

QA & Train:

Test, fix, enable the team, finalize docs

Launch & Handover:

Go-live, dashboards, 30-day next steps

Week
4
Start Onboarding

What’s included

4 live sessions (Kickoff, 2 Working Sessions, Handover)

Curated ticket backlog (we prioritize and execute)

AI-accelerated delivery (drafts, checks, and docs)

Enablement kit (short Looms, SOPs, architecture map)

Adoption scorecard (what’s live + what to do next)

AI that speeds up tasks — not replaces your team

Our AI copilots draft, check, and document. Our consultants configure, test, and train. You get reliable results faster and the intelligence to stay ready for tomorrow.

Pricing

Most Popular

Per Hub

$899/4 weeks

    Bundles

  • 2 hubs $1,699

  • 3 hubs $2,399

  • 4 hubs $2,999

    AI Boost (optional, +$199/hub):

  • adds a micro-agent (lead triage, FAQ deflector, or call-to-follow-up) and an extra experiment in Week 3.

Compared to HubSpot’s onboarding fees (often $1,500–$3,500 per hub depending on tier), this is a focused, done-with-you alternative that launches faster.

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Frequently Asked Questions

Add another month or roll into our AI-Powered Tasks plan; your backlog continues without disruption.

Yes. Each hub is a 4-week track. Bundles lock pricing and reserve consecutive months.

Admin access, 60–90 min/week, and a single point of contact. Miss a call? We keep building and send recaps.

No, but it makes drafts, checks, and documentation faster and better. You always approve before we publish.

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