• Designated Tech Support
  • Technical projects
  • Ongoing consulting access
  • design your own

Designated Tech Support

Enterprise Onboarding is designed for new customers on the Enterprise software suite who want personalized implementation with advanced techniques.


Personalized technical help to maximize HubSpot value
This package connects you with a Designated Support Engineer (DSE) who serves as your go-to expert for all technical questions about HubSpot software. Your DSE is available to you and your team via phone and email to resolve problems as they arise and provide guidance on how to avoid potential issues going forward, so you can get your questions answered faster and get back to driving growth for your company.

What's Included

Access to a single, consistent point of contact who knows your business and the history of your HubSpot technical landscape. Your Designated Support Engineer is available to help via email and phone in the following areas:

  • General technical questions
  • Portal customization
  • Troubleshooting bugs and product issues
  • Guidance and training on tool functionality
  • Account organization and clean-up
  • Salesforce Connector support

Key Details


Setting: Remote

Legal Description

Technical projects

Sometimes we all need a little extra help and attention to detail.  Work with a Technical Consultant to help achieve a specific tool or strategy based goal. These projects are perfect if you are just starting out using a tool/tactic and need some guidance on using it the right way or if you are an experienced HubSpot marketer and would like to explore how to grow through advanced usage.  

Not seeing what you need? Check out our design your own services

Integration Support

Building a custom integration? We’ll pair your developers with a Technical Consultant from our team to get them started on the right path, and answer any questions that come up along the way.

Email Template Rebuild

Not satisfied with the email templates you currently have access to?  Send us a PSD or HTML file and have Hubspot's team rebuild one of your existing email templates for you.

Advanced Reporting

Looking to take your reporting to the next level by utlizing the HubSpot reporting Add-on? Work with a HubSpot Technical Consultant to identify and build reports that management wants to see.

CRM Integration Audit

Need assistance getting your integration in order? Work with an expert technical consultant to ensure your CRM integration is fully functioning. We'll help you get the integration in order, manage your data effectively, and get the reporting your organization needs.

CRM Migration and Setup

Looking for assistance in moving you Sales data over to HubSpot? Work with a Technical Consultant to assist your team in setting up any systems integrations and database set-up. Your Technical Consultant will guide you in aligning your ideal sales process with the Inbound Sales Methodology and the CRM best practices to ensure a fully functional...


Ongoing consulting access

Ongoing Inbound or Technical Consulting Overview

As a marketer or sales leader, you know your business and its challenges inside and out. However, sometimes it can be difficult, even after viewing resources about the HubSpot tools and Inbound best practices, to feel 100% confident in applying what you’ve learned to your specific business challenges and goals.

Ongoing Consulting Access connects you with either an Inbound Consultant or a Technical Consultant who will work with you to find customized solutions to your strategic or technical challenges. Each expert is available to you and your team on an ongoing basis.

HubSpot Consultants are available to work with you in a variety of ways, depending on how you and your team work best. They will use what you share with them about your business to create custom Quarterly Strategy Reports (QSRs) that highlight opportunities for you better leverage HubSpot. The goal of every consultant is to make sure you get the most value out of HubSpot.

What's Included

This service is for you if:

  • You are a HubSpot Marketing or Sales customer.
  • You want personalized strategic guidance from an inbound expert.
  • You want advanced, personalized technical
    guidance from one consistent point of contact.

Key Details


Billing: Ongoing Consulting Access must match the terms of your software

Language: Consultants are only available in English and deliver their sessions via phone

Legal Description

design your own


Continued Training with HubSpot Experts
As a modern marketer you probably have a web of integrations and marketing suites you need untangling, but you are not sure where to start.  In addition, the HubSpot tool may have some advanced features you are not sure how to implement.  Access to a HubSpot Technical Consultant can help you solve some of these problems.  Our Technical Consultants have deep product knowledge that can help both savvy marketers and web developers get the most out of the tool.  If utilizing APIs or advanced reporting interests you but you need guidance on setting those things up, Technical Consulting is for you.


What's Included

  • Consulting can be done over the phone (live strategy/technical training) or offline (audits)
  • Act in a consultative fashion on learning our APIs, how to best to structure your integration, and advanced tool training.
  • Full access to all of the HubSpot Support Team
  • Access to the abundance of resources from the HubSpot Academy Team

Types of topics/projects that are a good fit for this offering

  • API Integrations*
  • CRM Integrations
  • eCommerce Integrations
  • Custom Templates
  • Assistance with HTML/CSS/Javascript customization
  • Custom technical projects

Key Details


Setting: Remote or Onsite

Level: All levels

Legal Description

  • Alex_Biale-1.jpg
    Since working with our Designated Support Engineer our Marketing Operations efforts have taken off. We're faster, more efficient and smarter about the way we build our lead gen infrastructure. Working with our Designated Support Engineer has taught me a lot about the nuances of HubSpot, as well as several "hacks" that I'll definitely be taking with me wherever I go. Our HubSpot Designated Support Engineer has been a lifesaver. She's detailed, organized, efficient, and is always willing to help.

    Alex Biale


  • JaneHagy_HBLitigations-1-1.png
    We’re a small company wearing multiple hats. Taking advantage of HubSpot’s Designated Support Service has been a godsend! Working with an assigned Designated Support Engineer has made our operation less stressful and simplifies accomplishing new projects. It’s as if we’ve gained a team member! Our Designated Support Engineer understands our business profile and not having to re-explain the nuances of our business each time we need IT support is great. We speak the same language!

    Jane Hagy

    HB Litigation Conferences

  • anthony-hodge-2.jpg
    We think of HubSpot as the extra full time employee on our digital marketing team that we rely on daily.

    Anthony Hodge , Global Content & Digital Marketing Communications Manager


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