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hello@sumdigital.co

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How do you get a FREE report?

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Fill in the form

Tell us a bit about your business—we’ll take care of the heavy lifting from there.

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Talk to us about your ideal customer

We’ll schedule a quick call to align on who your best-fit customers are and what you want to learn.

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Get your report + 
strategic advice

Receive a clear, tailored report packed with insights—and our recommendations on how to use them for smarter sales, marketing, and growth.

There’s a bigger system behind the report... Ready to see it?

The Customer Insight Report is just the beginning. To turn those insights into real growth, you need the complete picture. The Growth Playbook shows you how the Flywheel works together to build lasting momentum. Download it to see how it all connects.

GROWTH FLYWHEEL MOCKUP-1-1

Our experts help you get clarity on what really drives your customers to buy

René Jongen | Partner RevelX

''SUM Digital has been our trusted partner for over four years now. Their growth expertise has transformed our business, streamlined our processes and positioned us for success. From HubSpot implementation to complete rebranding; their commitment to our growth shines through in every project.''

Rene

HubSpot Setup Packages

While HubSpot’s onboarding shows you what to do, we actually do it for you. Aclean setup, fast implementation, and zero guesswork.

Sales Hub
Marketing Hub
Service Hub

SUM Digital’s Onboarding Done for you

  • Discovery call
  • Mapping call (Sales process)
  • Weekly meeting with dedicated strategist
  • Onboarding plan (deliverable)
  • 30-minute portal review/handoff
  • Setup of users and associated permissions
  • HubSpot account settings and tracking code setup
  • Filter out internal IPs
  • Branding settings setup for logos, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • DKIM and SPF setup
  • Migrate existing deal pipelines and stages
  • Import existing contacts and companies
  • Import existing deals
  • Import of existing products into HubSpot CRM database
  • Build 1 sales pipeline based on your sales process
  • Create basic deal-creation workflow for each pipeline
  • Build contact us form (connect to the pipeline if applicable)
  • Setup 5 snippets
  • Build 2 sequences of max 5 emails

HubSpot’s Onboarding Limited Support

  • Discovery call (limited)
  • Meeting (every 2 weeks)
  • HubSpot account settings and tracking codes setup
  • Branding settings setup for logos, fonts, colors, etc.
  • Migrate existing deal pipelines and stages (limited)
  • Import existing contacts and companies (limited)
  • Import existing deals (limited)
  • Import of existing products into HubSpot CRM database
  • Import opt-outs lists from previously used system
  • Sync ownership between contacts and companies (limited)
  • Setup users and associated permissions
  • Create essential HubSpot sales reports and dashboards
  • Social media setup and settings configuration
  • Setup salesforce integration with HubSpot (limited)
  • Setup companies to automate filling properties with HubSpot Insights
  • Sync ownership between contacts and companies

SUM Digital’s Onboarding Done for you

  • Discovery call
  • Mapping call (Lead, Marketing, and Campaign workflows)
  • Weekly meeting with dedicated strategist
  • Onboarding plan (deliverable)
  • 30-minute portal review/handoff
  • Setup of users and associated permissions
  • HubSpot account settings and tracking code setup
  • Filter out internal IPs
  • Branding settings setup for logos, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • DKIM and SPF setup
  • Landing page, subdomain, blog settings and setup
  • Import existing contacts and companies
  • Import opt-out lists from previously used systems
  • Segmentation and creation of desired lists
  • Buyer persona property setup for contacts
  • Build 1 landing page template (based on the current website branding, does not include custom modules)
  • Migrate or create 1 landing page to HubSpot (from templates, no custom modules)
  • Build 3 email templates (drag and drop)
  • Build blog listing and blog post template

HubSpot’s Onboarding Limited Support

  • Discovery call (limited)
  • Meeting (every 2 weeks)
  • HubSpot account settings and tracking codes setup (limited)
  • Branding settings setup for logos, fonts, colors, etc.
  • Setup GDPR compliance settings
  • Landing page, subdomain, blog settings and setup
  • Import contacts and companies
  • Import opt-out lists from previously used system

SUM Digital’s Onboarding Done for you

  • Discovery call
  • Mapping call (Sales process)
  • Weekly meeting with dedicated strategist
  • Onboarding plan (deliverable)
  • 30-minute portal review/handoff
  • Setup of users and associated permissions
  • HubSpot account settings and tracking code setup
  • Filter out internal IPs
  • Branding settings setup for logos, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • Import existing contacts and companies
  • Import opt-out lists from previously used system
  • Setup team inbox for service requests
  • Implementation of ticket routing and notifications
  • Migrate existing tickets (via CSV files) and set up your service stages
  • Setup 5 snippets for your service agents
  • Help setup Gmail/Outlook email native integration
  • Setup 1 feedback survey
  • Create essential HubSpot service reports and dashboards
  • Set SLA agreements

HubSpot’s Onboarding Limited Support

  • Discovery call (limited)
  • Meeting (every 2 weeks)
  • Setup GDPR compliance settings
  • Import existing contacts and companies
  • Import opt-out lists from previously used system
  • Migrate existing tickets (via CSV file and set up your service stages)
  • Create essential HubSpot service reports and dashboards

Not sure if this is what you need? Just book a quick call and we will help you figure out if done-for-you setup is the right fit (and if not, I’ll point you in the right direction).

Book your free 15-min call

HubSpot Setup Pricing

Same price as HubSpot's DIY, but we do all the work.

Sales Hub
Marketing Hub
Service Hub
Customer Platform

Savings
Pro Plan € 1,000 € 1,000 -
Enterprise Plan € 1,000 € 1,000 € 1,000

Pro Plan

€ 1,000
€ 1,000

Savings

 -

Enterprise Plan

€ 1,000
€ 1,000

Savings

 -

Savings
Pro Plan € 1,000 € 1,000 -
Enterprise Plan € 1,000 € 1,000 -

Pro Plan

€ 1,000
€ 1,000

Savings

 -

Enterprise Plan

€ 1,000
€ 1,000

Savings

 -

Savings
Pro Plan € 1,000 € 1,000 -
Enterprise Plan € 1,000 € 1,000 -

Pro plan

€ 1,000
€ 1,000

Savings

 -

Enterprise Plan

€ 1,000
€ 1,000

Savings

 -

Savings
Pro Plan
€ 1,000
€ 1,000
-
Enterprise Plan
€ 1,000
€ 1,000
-

Pro plan

€ 1,000
€ 1,000

Savings

 -

Enterprise Plan

€ 1,000
€ 1,000

Savings

 € 1,000
Book your free 15-min call

A custom insight report delivers:

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Real customer thinking, captured

You’ll finally know what your customers actually want, straight from their mouths.

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Alignment across teams

Everyone’s working from the same truth, not assumptions.

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A system you can count on

From insight to action, the report gives you a proven playbook.

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Faster, better decisions

Prioritize what and who matters, backed by consumer data.

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Tactical advice for quick wins

Move from insight to implementation without wasting time.

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Smarter growth, less guessing

Say goodbye to misfires. Start attracting the right leads through marketing.

How do you and your marketing team benefit from Customer Insights?

When marketing relies on assumptions instead of real customer insights, you waste time, budget, and opportunity. A Customer Insight Report gives you clarity, based on AI-conducted interviews with your actual market, so everyone makes better decisions.

Here’s how it works:
We conduct customer interviews, run them through an AI framework, and deliver a clear, strategic report. You’ll see what motivates your customers, what holds them back, and what messaging truly resonates.

By the end, your team will have a shared understanding of your ideal customer, and a practical roadmap to improve targeting, messaging, marketing campaigns, and product strategy.

Why a Customer Insight Report 
makes all the difference in your business

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+31 (0) 85 06 06 313
hello@sumdigital.co

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