HubSpot Onboarding
Fast-track your success
Embark on a journey with our certified experts to set up HubSpot seamlessly. Whether you're a first-timer or seeking to optimize your existing account, our services come with the added benefit of waiving HubSpot's $3,000 mandatory onboarding fee for new plan purchases. Already on board? Start with a free assessment from our experts!
Start strong with clean data from day one.
Make your CRM work for you with hands-on support. From technical setup to deal stage development, we align your teams and empower meaningful customer connections.
- Kick-off call
- CRM technical setup
- Customized views and filters
- Contact + company lists import
- Smart list creation
- Integrations and extensions
- Property mapping
- User permissions
- Deal stage development
- Automation setup
$3,000+
Launch impactful lead generation from day one.
Configure your marketing tools effortlessly. Our comprehensive services cover everything from lead management to strategy planning, ensuring your marketing efforts are finely tuned for success.
- Kick-off call
- 4 1-hour video calls
- 1 email template creation
- Marketing Hub technical setup
- Data imports and organization
- 2 reporting dashboards
- Lead management implementation
- Marketing automation setup
- 90 days of hands-on user training
- 90 days of email and phone support
$3,000+
Forecast predictable revenue from day one.
Align your sales process seamlessly. From CRM setup to product library configuration, empower your reps to engage prospects and close deals effortlessly.
- Kick-off call
- Sales Hub technical setup
- CRM Set-up
- Deal Pipeline Set-up and configuration
- 2 reporting dashboards
- Quotes tool configuration
- Product library setup
- Meetings link creation
- 90 days of hands-on user training
- 90 days of email and phone support
$3,000+
Howl Marketing
Onboarding
Gameplan
Discovery Call
Scope of Services
After the discovery call (72 hours max), we will provide a detailed proposal outlining the services needed to achieve your goals.
Secure Your Team
Kick-Off Meeting
Team Check-ins
Delivery
Oh, where do we start… Howl Marketing reimagined our HubSpot workflows, Google Ads, LinkedIn ads, content strategy, data hygiene and so much more. We weren’t capturing the right information in forms on our site, weren’t inputting proper data into HubSpot and weren’t reporting on our metrics properly. We’ve seen a massive shift in momentum from a marketing perspective. Howl re-engineered our HubSpot instance, created reports that we didn’t know were possible and introduced a working style that we now use internally at KUNGFU.AI.
Exceptional Digital Marketing Strategies
“I had the pleasure of partnering with them on strategic digital marketing solutions for over two years. Incredibly adaptive and innovative in an ever-changing digital landscape. An exceptional performance marketer that’s wonderful to work with!”
Seamless HubSpot Setup
“I hired Howl Marketing to help my company set up our HubSpot/CRM as well as design and launch email marketing campaigns within HubSpot. My experience with Howl was great. Working with them was easy, always available for Q&A before, during, and after project completion.”
Empowering Excellence: HubSpot Mastery
“Howl Marketing has the excellent ability to distill complex projects down to easy-to-understand steps for beginners. Howl Marketing is comprised of HubSpot extraordinaires; they teach you to fish and don’t just fish for you. They know the platform backward, forward, up, and down and are happy to share pro tips and tricks to elevate the skills of the team.”
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Experience
