Choose from flexible packages for one-off projects, monthly retainers, or custom solutions. Transparent costs, expert support, and scalable services designed to grow your business.
Get expert Salesforce and HubSpot support on your terms, choose your platform, monthly hours, and contract length.
The majority of our clients rely on us for monthly support and draw down on hours for a wide range of Salesforce and HubSpot related items.
Why retained support works:
Ongoing strategic and reactive support to keep your automation improving
Discounted rates with longer-term contracts
Priority access to expert resources and deep platform knowledge
Get custom-coded templates built for Pardot (Account Engagement) that are responsive, accessible and editable in the WYSIWYG editor.
Our team designs and builds bespoke email, form, and landing page templates for Salesforce Account Engagement and HubSpot, optimised for performance and lead conversion.
Benefits of custom templates:
Fully responsive across all devices
Easy to edit in the WYSIWYG editor
Accessible and dark-mode-friendly designs
2x rounds of revisions included
Training provided for your team
Fully onboarded within 1-2 months
Get in touch
Project kickoff meeting and planning with delivery team
Account setup and configuration
Social setup and 3rd party Integrations
GDPR compliance and segmentation
Basic lead scoring
Setup custom properties for data capture
Lifecycle stage setup as per your own definitions
Lead assignment and notifications
Form setup and lead conversion paths
Website tracking and cookie consent integration
Import data and integrate with CRM
Training
Fully onboarded within 3 months
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Everything in Professional plus:
Calculated properties and custom reporting
Permissioning, team setup and managing multiple brands in HubSpot
Advanced integrations
Custom object setup and integration with CRM
Consultation on best practices
We help customers offboard their current platform and confidently migrate to HubSpot Marketing Hub with ease.
Contact us
Discovery sessions to fully understand your current BAU
Full migration service to take all of the heavy lifting
Optimise processes in HubSpot instead of a 'lift-and-shift' approach
Fully onboarded within 2 months
Get in touch
Account setup: connect email, calendar, import data, and add users
Pipeline design: customise deal stages, properties, and reporting
Engagement tools: live chat, meetings links, CRM email, and sequences
Sales automation: workflows, task assignment, and lead rotation
Personalised outreach: templates, tokens, and quotes
Goal-driven onboarding: focus on your top three priorities
Handover to success: transition to ongoing HubSpot support
Fully onboarded within 3 months
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Everything in Professional plus:
Advanced setup: multi-currency, teams, permissions, and custom properties
Complex pipelines: multiple pipelines, custom objects, and advanced forecasting
Data & integrations: sophisticated imports, Salesforce integration, and API connections
Enterprise automation: advanced workflows, lead scoring, and predictive insights
Scalable outreach: sequences at scale, playbooks, quote approvals, and product libraries
Custom reporting: attribution, revenue analytics, and team dashboards
Strategic onboarding: dedicated consultant, tailored priorities, and governance planning
We help customers offboard their current CRM and confidently migrate to HubSpot Sales Hub with ease.
Contact usDiscovery sessions to fully understand your sales process
Full migration service to take all of the heavy lifting
Optimise processes in HubSpot instead of a 'lift-and-shift' approach
Fully implemented within 2-3 months
Get in touchProject kickoff meeting and planning with delivery team
Enable Data Cloud with CRM data source*
Add default email channel
Data protection configuration
User Permissions
Email domain configuration and authentication
Reply Mail Management configuration
Consent Management and compliance
Branding configuration
Scoring rules configuration
Enable Einstein AI Copilot features
Salesforce CMS setup
Basic Preference centre setup
Import data from incumbent subscriber data and unsubscriber list (data must be import-ready)
Report and Analytics access
Consent banner design configuration
Enabling tracking with required consent
Installing the External Tracking Data Kit
Setting up the website connector
Adding JavaScript beacon to external website source
Reviewing the website engagement DMO
Enable Einstein Engagement Frequency
Enable Einstein Engagement Scoring
Path Experiment training and best practice (A/B testing automated campaigns)
Enable Unified conversations for SMS****
*Data source limited to Sales Cloud.
**** Customer to provide compliance information needed for SMS code setup
Fully onboarded within 3 months
Get in touchVanity domain, SPF, domain key setup
CRM integration
Sync with Salesforce and field configuration
Pardot components on Salesforce layouts
Engagement History Dashboards (if Plus Account)
Website tracking
Connected Users with Salesforce SSO
Data migration
Folder hierarchy (Scoring Categories if Plus Account)
B2B Marketing Analytics Setup (if Plus Account)
Best practice guidance
Professional plus Journey builder
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Kick-off meeting & Strategy Consultation
Security configuration
Dedicated IP setup (if suitable)
Configuration of domains
Compliance Setup
Marketing Cloud Connect setup
User configuration
2 x Fully Responsive Email Templates
2 x 1.5 hr remote training sessions
Everything in the Quick Start package
Journey Builder consultation
2 bespoke Automated Marketing Journeys
Full documentation
On-demand Account Engagement training course
See serviceSelf-serve
12-month unlimited access
10 pitstops
5 experienced teachers
1 MarCloud Certificate
Two 4-hour sessions split over two days
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Experienced consultant conducting the training
Unlimited participants
Personalised training in your own org
Get up to speed on Account engagement within 3 days
Live Q&A with an experienced consultant
Aftercare: 1 x seat on our On-Demand training course
Marketing Cloud Account Engagement, Engagement or Data Cloud
Tell us your blind spots and we will fill the gaps
Train the Trainer - enable your internal teams
A comprehensive audit will be produced to highlight the current state of your Marketing Cloud instance. We recommend conducting this once a quarter.
Get in touch
Audit document to highlight the state of your account
Recommendations within document on next steps
Consulting session to detail requirements of fixes
Account deep dive
Tech Stack Review
Sales Cloud sales process review
Highly experienced consultant(s)
Tell us what marketing problems you need to solve, and our certified consultants will respond to arrange a call.
