Expert Consultancy Pricing

• 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

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

• 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

• 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

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

• Discovery 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

• Project 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

• Vanity 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

• 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

• Self-serve

• 12-month unlimited access

• 10 pitstops

• 5 experienced teachers

• 1 MarCloud Certificate

• 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

• 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)