Welcome to SUM Digital!
Getting started with a new platform can be challenging, but it is also the key to maximizing your investment.
That is why our guided onboarding is built to give your team the knowledge and skills to use HubSpot’s tools effectively.
By focusing on your business goals, we help you start strong and keep growing with HubSpot for long-term success.
Onboarding Call
The onboarding call helps us determine the best way for you to succeed with HubSpot. Guided Onboarding is the most popular option because it is affordable, quicker, and teaches your team how to use HubSpot on their own.
If you choose onboarding, we will work with you to find your top three goals for each Hub. These goals will guide the entire process. Once you are happy with the plan, we will share a quote and move right into the kickoff phase to get started.
TAILORED GOALS: Define your top three objectives for a customized onboarding plan.
QUICK & COST-EFFECTIVE: Accelerate setup while empowering your team to master HubSpot.
SMOOTH KICKOFF: Approve your plan and dive straight into implementation.
Your onboarding process
Your onboarding process is carefully planned to make sure you have a smooth onboarding and can use HubSpot’s tools effectively. The process usually takes 60 to 90 days, depending on your goals and needs.
From Goals to Game Plan
The kickoff call is where we lay the groundwork for a successful onboarding. In this meeting, your team and ours will come together to make sure we are all on the same page about your goals. We will work with you to prioritize your goals and focus on the key areas for each HubSpot Hub you are using.
We will also set up a clear plan to guide the onboarding process. By the end of the call, everyone will know their roles, the next steps, and the path to reaching your business goals with HubSpot.
GET EVERYONE ALIGNED: Ensure your team and ours are working toward the same goals for a smooth start.
FOCUS ON WHAT MATTERS: Prioritize the goals that will have the biggest impact on your success.
BUILD A ROADMAP: Establish a clear plan to guide your onboarding journey.
Stay on track
We turn your goals into simple, actionable steps in our progress meetings. We will create custom projects in HubSpot that you can use even after the onboarding. With HubSpot’s tools, we will keep tasks organized and make sure everything stays on track.
Our experts will guide you through each step while your team takes the lead in completing the work in your HubSpot portal. This hands-on process helps your team build the skills and confidence to manage HubSpot on your own.
STAY ORGANIZED: Use custom HubSpot projects to track tasks and progress, even after onboarding.
HANDS-ON LEARNING: Build real-world skills while completing key tasks in your HubSpot portal.
LONG-TERM SUCCESS: Gain the confidence to manage HubSpot effectively on your own.
Your Roadmap to Long-Term Growth
The Growth Plan Call is your opportunity to work with our experts to get the most out of HubSpot after onboarding. We will review your current processes, identify areas for improvement, and explore new ways to drive revenue and reduce friction. By the end of the call, you will have a clear plan for future goals and a roadmap to ensure HubSpot continues to support your business success.
REVIEW & ASSESS: Get a detailed look at your current progress and identify areas for improvement.
REFINE YOUR STRATEGY: Explore new ways to optimize processes and increase revenue.
SET CLEAR GOALS: Walk away with an actionable plan to keep HubSpot driving results for your business.
Onboarding Support and Pricing
Our pricing is clear and straightforward. No hidden fees or surprises. You will get expert help, hands-on support, and a custom plan for your success with HubSpot.
Marketing Hub
Professional
€ 2,930
Enterprise
€ 6,830
Standard: 90 days onboarding
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60-minute weekly meetings (total of 12 hours)
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4 hours of HubSpot consultancy as needed
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Setting: Remote
Content Hub
Professional
€ 1,470
Enterprise
€ 1,960
Standard: 60 days onboarding
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60-minute weekly meetings (total of 8 hours)
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2 hours of HubSpot consultancy as needed
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Setting: Remote
Sales Hub
Professional
€ 1,470
Enterprise
€ 3,420
Standard: 90 days onboarding
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60-minute weekly meetings (total of 12 hours)
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4 hours of HubSpot consultancy as needed
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Setting: Remote
Service Hub
Professional
€ 1,470
Enterprise
€ 3,420
Standard: 90 days onboarding
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60-minute weekly meetings (total of 12 hours)
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4 hours of HubSpot consultancy as needed
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Setting: Remote
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Discovery Call
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