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HubSpot Advanced Onboarding

HubSpot onboarding, done with and for you

Avoid painful fast starts and work hand-in-hand with experts who know HubSpot in (UI) and out (API)

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Your priorities are our priorities

Trujay's onboarding program packs are here to support you, every step of the way. Build a customized onboarding pack that's designed to help you reach your most important goals, faster.

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Onboarding Packs

High-impact packages to ramp up your team and business

Our onboarding is not a series of checklists and sending you knowledge base articles to read and train on your own. This is a relationship. This is strategic. This is consult.

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Sales Hub

Get technical advice on how to set up Sales Hub, plus actionable advice to help you simplify and scale your sales process so you can close more deals.
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Marketing Hub

Get technical and strategic guidance on setting up and using Marketing Hub to grow traffic, convert leads, and achieve your marketing goals.

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Service Hub

Get technical direction on the implementation of Service Hub, along with strategic guidance on ways you can serve your customers better using HubSpot.

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Native

Get technical guidance on the implementation on 5 certified HubSpot Marketplace apps.

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Salesforce

Get technical and strategic guidance on bi-directional syncs between Salesforce and HubSpot.

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E-Commerce

Get technical direction on the implementation of popular integrations such as Shopify, WooCommerce and Hotjar.

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Quoting

Get technical advice and strategic guidance on the implementation of popular quoting tools like HubSpot, PandaDoc and Docusign

Starter packs

These packs are uniquely crafted for HubSpot Starter Plans

Sales Starter
$1,200 / pack
 
What’s included:
Benefit Checkmark General Training Session
Benefit Checkmark Sales Starter Training Session: Snippets, Templates, Basic Pipeline Automation, Basic Reporting
Benefit Checkmark Team Process Training Session (optional)
Benefit Checkmark Sales Pipeline Setup
Benefit Checkmark Sales Dashboard Setup
Benefit Checkmark 4 Week Delivery
Marketing Starter
$1,200 / pack
 
What’s included:
Benefit Checkmark General Training Session
Benefit Checkmark Marketing Starter Training Session: Lists, Emails, Forms, Landing Pages, Ads, Basic Reporting
Benefit Checkmark Team Process Training Session (optional)
Benefit Checkmark Content Tools & Email Domain Setup
Benefit Checkmark Marketing Dashboard Setup
Benefit Checkmark 4 Week Delivery
Service Starter
$1,200 / pack
 
What’s included:
Benefit Checkmark General Training Session
Benefit Checkmark Service Starter Training Session: Team Inbox, Basic Pipeline Automation, Basic Reporting
Benefit Checkmark Team Process Training Session (optional)
Benefit Checkmark Support Pipeline Setup
Benefit Checkmark Service Dashboard Setup
Benefit Checkmark 4 Week Delivery

Pro packs

These packs are uniquely crafted for HubSpot Pro Plans

Sales Pro
$1,800 / pack
 
What’s included:
Benefit Checkmark Everything in Sales Starter
Benefit Checkmark Advanced Sales Hub Training Session: Sequences, Sequence Automation, Custom Reports
Benefit Checkmark Sales Pipeline Automation Setup
Benefit Checkmark Automated Lead Assignment / Rotation Process Setup
Benefit Checkmark Sales Outreach Setup via Sequences
Benefit Checkmark Sales Custom Dashboard Setup
Benefit Checkmark 6 Week Delivery
Marketing Pro
$1,800 / pack
 
What’s included:
Benefit Checkmark Everything in Marketing Starter
Benefit Checkmark Advanced Marketing Hub Training Session: Marketing Automation, SEO, Social, Custom Reports
Benefit Checkmark Domain Setup & Blog Import
Benefit Checkmark Marketing Automation & Social Account Setup
Benefit Checkmark Lead Generation Process Setup
Benefit Checkmark Marketing Custom Dashboard Setup
Benefit Checkmark 6 Week Delivery
Service Pro
$1,800 / pack
 
What’s included:
Benefit Checkmark Everything in Service Starter
Benefit Checkmark Advanced Service Hub Training Session: Knowledge Base, Customer Portal, Surveys, Chatflows, Custom Reports
Benefit Checkmark Support Pipeline Automation Setup
Benefit Checkmark Knowledge Base & Survey Setup
Benefit Checkmark Chat Bot Setup
Benefit Checkmark Service Custom Dashboard Setup
Benefit Checkmark 6 Week Delivery

Enterprise packs

These packs are uniquely crafted for HubSpot Enterprise Plans

Sales Enterprise
$2,400 / pack
 
What’s included:
Benefit Checkmark Everything in Sales Starter & Pro
Benefit Checkmark Custom Object Setup & Maintenance
Benefit Checkmark Custom Object Automation Setup
Benefit Checkmark Predictive Lead Scoring, Forecasting & Playbook Setup
Benefit Checkmark Recurring Revenue Process Setup
Benefit Checkmark 8 Week Delivery
Marketing Enterprise
$2,400 / pack
 
What’s included:
Benefit Checkmark Everything in Marketing Starter & Pro
Benefit Checkmark Predictive Lead Scoring Tool Setup
Benefit Checkmark Adaptive Testing & Multi-Touch Revenue Attribution
Benefit Checkmark Account-Based Marketing
Benefit Checkmark 8 Week Delivery
Service Enterprise
$2,400 / pack
 
What’s included:
Benefit Checkmark Everything in Service Starter & Pro
Benefit Checkmark Goals & Playbooks Setup
Benefit Checkmark Single Sign-On, User Roles, Team Management and Conversation Intelligence
Benefit Checkmark 8 Week Delivery

Integration packs

These packs are uniquely crafted for integrating with your favorite apps

Native
$300 / pack
 
What’s included:
Benefit Checkmark Installation, Setup & Troubleshooting
Benefit Checkmark Up to 5 HubSpot Certified Native Apps
Benefit Checkmark 1 Week Delivery
Salesforce
$1,500 / pack
 
What’s included:
Benefit Checkmark Installation, Setup & Troubleshooting
Benefit Checkmark Mapping Session
Benefit Checkmark Sync Health Checks
Benefit Checkmark 5 Week Delivery
E-Commerce
$1,500 / pack
 
What’s included:
Benefit Checkmark Installation, Setup & Troubleshooting
Benefit Checkmark Mapping Session
Benefit Checkmark Sync Health Checks
Benefit Checkmark Available for Shopify, WooCommerce & Hotjar
Benefit Checkmark 5 Week Delivery
Quoting
$1,500 / pack
 
What’s included:
Benefit Checkmark Installation, Setup & Troubleshooting
Benefit Checkmark Template Re-creation (2x) & Configuration
Benefit Checkmark Template Review & Finalize Session
Benefit Checkmark Team Training Session
Benefit Checkmark Available for PandaDoc & Docusign
Benefit Checkmark 5 Week Delivery

FAQs

Frequently Asked Questions

How do I get started?

Easy! Simply navigate to the Contact page, fill out the form and we'll be in touch right away.

How much time is allocated per week?

For each pack ~ 2 hours / week will be allocated until the delivery timeline is reached.

Which native apps can I choose?

Email Apps

  • Gmail
  • Google Contacts
  • Outlook
  • Outlook Contacts

Calendar Apps

  • Google Calendar
  • Outlook Calendar
  • Calendly

Automation Apps

  • Zapier
  • Automate.io
  • Make (Integromat)

Video Conferencing / Communication Apps

  • Zoom
  • Slack
  • Google Meet
  • Microsoft Teams
  • Aircall

Marketing / Surveying Apps

  • Gravity Forms
  • Jotform
  • Eventbrite
  • Survey Monkey
  • Typeform
  • Mailchimp

Website / Social / Ad Apps

  • Wordpress
  • CRM Perks Wordpress Plugin
  • Instagram
  • Twitter
  • Facebook
  • Linkedin
  • Linkedin Ads
  • Linkedin Sales Navigator
  • Facebook Messenger
  • Google Ads
  • Facebook Ads
  • Google Search Console 

Misc. Apps

  • Google Sheets
  • Canva
  • Databox
  • GoToWebinar
  • Monday.com
  • Stripe

How will packs be delivered?

If you buy multiple packs, we'll work with you to determine the highest priority one to start. 

Once this pack is completed, we will move on to the next one with you.

Essentially packs will be delivered sequentially.