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HubSpot Strategic Onboarding

Setup HubSpot correctly from the start

Avoid painful false starts by following a proven formula that shepherds your processes, knowledge and team into HubSpot.

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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 an onboarding pack that's designed to help you reach your most important goals, faster.

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Onboarding Packs

Guided HubSpot onboarding configurations

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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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

Onboarding packs

Uniquely designed to get you up and running in the most optimal way

  Starter Tier Professional Tier Enterprise Tier
Product_Logo_OneLine_Sales_Hub $1,200 $1,800 $2,400
Product_Logo_OneLine_Marketing_Hub $1,200 $1,800 $2,400
Product_Logo_OneLine_Service_Hub $1,200 $1,800 $2,400
Delivery Time 4 weeks 6 weeks 8 weeks

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.