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HubSpot Onboarding done right, for you

Launch faster with HubSpot while saving time, avoid mistakes, and get your CRM working the way you need it.

Book your free 15-min call
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No technical setup required

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Up and running in 4–6 weeks

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Get more value from HubSpot, faster

Setting up a new HubSpot portal shouldn’t feel overwhelming.

Do you recognize this?

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“I am staring at a blank HubSpot portal and don’t know where to start.”

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“I don’t have time to figure out forms, pipelines, and automations.”

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''I just want HubSpot to work out of the box, so it can add value''

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“I don’t want to mess up the technical stuff, I just want it set up right.”

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“I don’t know which settings are critical and which I can skip.”

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“I wish someone would just do the technical part for me.”

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“I am expected to make this work, but I’ve never implemented HubSpot before.”

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“I am worried that I will break something before we even use it.”

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“I need this working yesterday, I don't have time to learn and implement myself.”

Here’s how we get your
HubSpot CRM running smoothly

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Book a Call

Let’s understand your business and CRM goals.
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Choose a Start Date

We build a custom onboarding timeline for your team.
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Done-For-You Setup 

In 4–6 weeks, your HubSpot is fully implemented, the right way.

HubSpot Done-For-You packages

While HubSpot’s onboarding shows you what to do, we actually do it for you. A clean 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 consultant
  • Objective-based onboarding plan
  • Setup of users and associated permissions
  • HubSpot account settings and tracking codes setup
  • Filter out internal IPs
  • Branding settings
  • Setup for logo, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • Setup email sending domain(s), DKIM and SPF
  • Configure max 10 custom properties on contact level
  • Configure max 10 custom properties on company level
  • Configure max 10 custom properties on deal level
  • Configure contact creation form
  • Configure company creation form
  • Customize contact record card
  • Customize company record card
  • Migrate existing deal pipelines and stages
  • Import existing contacts and companies
  • Import existing deals
  • Import of existing product/service catalogue
  • Configure deal creation form
  • Customize deal record card
  • Integrate LinkedIn Sales Navigator
  • 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)
  • Configure sales workspace
  • Set up automated sales lead creation
  • Setup 5 snippets
  • Setup 5 sales email templates
  • Build 1 sales sequence
  • Set up calling through HubSpot
  • Visualize AI-driven deal score
  • Import opt-out lists from previously used system
  • Sync ownership between contacts and companies
  • Create 1 standard HubSpot sales dashboard
  • Setup meeting scheduler via Gmail or Outlook integration
  • Setup data enrichment with Breeze Intelligence
  • Guidance on Gmail and Outlook integration with HubSpot
  • Maintain backlog for long-term success
  • (Enterprise) Create 2 custom HubSpot sales reports
  • (Enterprise) Setup 3 additional sales email templates
  • (Enterprise) Build 3 additional sales sequences
  • (Enterprise) Build 1 sales playbook
  • (Enterprise) Configure 1 custom object with max 10 custom properties

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 (end-to-end marketing process)
  • Weekly meeting with dedicated consultant
  • Objective-based onboarding plan
  • Setup of users and associated permissions
  • HubSpot account settings and tracking codes setup
  • Filter out internal IPs
  • Branding settings
  • Setup for logo, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • Setup email sending domain(s), DKIM and SPF
  • Configure max 10 custom properties on contact level
  • Configure max 10 custom properties on company level
  • Import existing contacts and companies
  • Import opt-out lists from legacy CRM
  • Configure contact creation form
  • Configure company creation form
  • Customize contact record card
  • Customize company record card
  • Setup list segmentation (max. 4)
  • Configure buyer personas (max. 4)
  • Setup marketing contact limit policy
  • Connect website domains (if applicable)
  • Configure blog settings
  • Build 1 landing page template (based on current website branding, excluding custom coding)
  • Build blog listing and blog post template
  • Build 2 workflows (max. 5 steps)
  • Build 1 contact form, including an automated follow-up workflow
  • Build 1 lead gen form, including an automated follow-up workflow
  • Build 1 newsletter form
  • Set up 3 CTAs
  • Create 1 standard HubSpot marketing dashboard
  • Connect and configure social media channels
  • Connect and configure advertising channels
  • Set up 1 marketing campaign
  • Guidance on Gmail and Outlook integration with HubSpot
  • Maintain backlog for long-term success
  • (Enterprise) Creation of 2 custom HubSpot marketing reports
  • (Enterprise) Implementation of lead scoring
  • (Enterprise) Configure 1 custom object with max 10 custom properties
  • (Enterprise) Build 2 additional email templates (drag and drop)
  • (Enterprise) Build 1 additional landing page template (based on current website branding, excluding custom coding)
  • (Enterprise) Build 2 additional workflows (max. 5 steps)
  • (Enterprise) Domain configuration: 5 included, then €100/domain
  • (Enterprise) Configure analytics view for each connected domain (5 included, then €100/domain)
  • (Enterprise) Migrate blog posts from existing CMS: 10 included, then €20/post
  • (Enterprise) Configure 2 business units (€1,000 per additional business unit)

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 (service process)
  • Weekly meeting with dedicated consultant
  • Objective-based onboarding plan
  • Setup of users and associated permissions
  • HubSpot account settings and tracking codes setup
  • Filter out internal IPs
  • Branding settings
  • Setup for logo, fonts, colors, etc.
  • Setup email footers and signatures
  • Setup GDPR compliance settings
  • Setup email sending domain(s), DKIM and SPF
  • Configure max 10 custom properties on contact level
  • Configure max 10 custom properties on company level
  • Import existing contacts and companies
  • Configure contact creation form
  • Configure company creation form
  • Configure ticket creation form
  • Configure max 10 custom properties on ticket level
  • Migrate existing ticket pipelines and stages
  • Customize ticket record card
  • Customize contact record card
  • Customize company record card
  • Create basic ticket-creation workflow for each pipeline
  • Setup 1 shared team inbox
  • Configure helpdesk
  • Setup helpdesk users and availability
  • Configure helpdesk channels
  • Configure 1 live chat
  • Setup and configure 1 knowledge base portal (excluding custom design)
  • Migrate knowledge base articles (max. 5)
  • Setup customer portal
  • Setup calling through HubSpot
  • Implementation of ticket routing and notifications
  • Configure ticket SLAs
  • Build 5 service email templates
  • Build 5 service snippets
  • Configure 1 NPS survey
  • Configure 1 CSAT survey
  • Create 1 standard HubSpot service dashboard
  • Maintain backlog for long-term success
  • (Enterprise) Configure 1 additional knowledge base
  • (Enterprise) Migrate 10 additional knowledge base articles (€20/article for additional)
  • (Enterprise) Build 3 custom service workflows
  • (Enterprise) Create 2 custom HubSpot service reports
  • (Enterprise) Setup 5 additional service email templates
  • (Enterprise) Create 1 chatbot
  • (Enterprise) Create 1 service playbook
  • (Enterprise) Configure 1 custom object with max 10 custom properties

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

All the work done for you, for better pricing

Not only do you get more with our done-for-you onboarding, you also get it for a reduced fee. More value, less work.

Sales Hub
Marketing Hub
Service Hub
Customer Platform

Savings
Pro Plan €1,470 €1,320 €150
Enterprise Plan €3,420 €3,080 €340

Pro Plan

€1,470
€1,320

Savings

 €150

Enterprise Plan

€3,420
€3,080

Savings

 €340

Savings
Pro Plan €2,930 €2,640 €290
Enterprise Plan €6,830 €6,150 €680

Pro Plan

€2,930
€2,640

Savings

 €290

Enterprise Plan

€6,830
€6,150

Savings

 €680

Savings
Pro Plan €1,470 €1,320 €150
Enterprise Plan €3,420 €3,080 €340

Pro Plan

€1,470
€1,320

Savings

 €150

Enterprise Plan

€3,420
€3,080

Savings

 €340

Savings
Pro Plan
€9,760
€8,780
€980
Enterprise Plan
€16,580
€14,920
€1,660
Premier Plan
€23,410
€21,070
€2,340

Pro plan

€9,760
€ 8,780

Savings

 €980

Enterprise Plan

€16,580
€14,920

Savings

 €1,660

Premier Plan

€23,410
€21,070

Savings

 €2,340
Book your free 15-min call

Advanced HubSpot Services

We also handle full HubSpot migrations, custom API integrations, CMS site migrations, and tailored team training. When you're ready to go beyond the basics, I can make HubSpot fit your business — not the other way around.

Complete Migration

Migrate large, complex datasets from 3rd party systems (like Salesforce) to HubSpot

Starts at EUR 1,000

Custom API Integration

Build 1 and 2-way integrations with HubSpot leveraging the HubSpot API

Ask Sales for pricing

Complete HubSpot CMS Migration

Migrate existing website to HubSpot CMS
 

Starts at EUR 3,000

Customized Training

Customized training with a strategist. Great for bigger teams once onboarding is complete.

EUR 500 (two 1hr sessions)

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We’ve helped 100+ companies launch HubSpot the right way, without the stress.

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

What others say about the Done For You onboarding

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Francesco Redolfi

Co-Founder at OKR Mentors

 "SUM Digital’s HubSpot implementation was top-notch. They delivered a structured yet flexible approach that truly optimized our processes."

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Houssem Latrech

CMO at CrowdLED

"Working with SUM Digital on our HubSpot setup was seamless, clear objectives, quick execution, and surpassed expectations!"

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Rob Nouwens

CCO at RevelX

"SUM Digital's expertise in HubSpot implementation streamlined our marketing and sales, making them more effective and data-driven."

What you get with Done-For-You HubSpot Onboarding:

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Discovery call

Jump on a call with your dedicated HubSpot Consultant to dive into your business goals and what you need from HubSpot.

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Mapping session

Together, you’ll map out your sales, marketing, or service processes, so our team can build your CRM around your real workflow.

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Weekly strategy calls

Stay in the loop with weekly check-ins to keep things moving, review progress, and get your questions answered.

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Behind-the-scenes setup

While you focus on your business, our tech team builds and customizes HubSpot for you, no guesswork on your part.

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Portal review + handoff

Once setup is complete, your Strategist will walk you through everything and make sure your team is confident and ready.

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Ongoing support (optional)

Need more help after onboarding? We offer support packages so your CRM continues to evolve without extra work on your end.

The #1 reason why HubSpot fails? 
Bad setup!

When Implementing HubSpot gets rushed or done by just trying, teams never fully adopt HubSpot. Pipelines don’t reflect your actual sales process. Workflows go unused. You lose visibility, leads fall through the cracks, and ROI never comes.

Here’s how it works:

Our onboarding packages fix that, fast. In just 4–6 weeks, our team does all the heavy lifting to get your CRM running the way it should.

Why Done-For-You Onboarding Just Works Better

Ready to get HubSpot set up, the right way?

Let’s chat about your onboarding needs.

Book a consultation to understand your HubSpot Onboarding needs and get exact pricing. 

We’ll follow up within 1 hour.

Want to book a call instead? Click here to pick a time.
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+31 (0) 85 06 06 313
hello@sumdigital.co

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