Meet Our Team

  • Diana_L.jpeg
    Diana Liechty
    Implementation Specialist

    Your IS will serve as a project manager during your first 90 days to help you with technical set-up and launching your first campaign. They will make sure you have everything you need to get started with HubSpot as quickly as possible.

  • Lauren_DeSouiza.jpg
    Lauren DeSoiza
    Customer Success Manager

    Your CSM connects you with the resources you need to leverage the platform, reviews your account, and helps you develop a strategy to achieve your goals.

Meet Our Team

  • Matthew_Mallard_Headshot-1.jpg
    Matthew Mallard
    Technical Consultant

    Your Technical Consultant is equal parts project manager and technical guru, and will guide your team through the HubSpot launch - from the very basic to the most complex tasks.

  • Perin_Headshot_Square-1.png
    Perin Adams
    Inbound Consultant

    Your Inbound Consultant will serve as your HubSpot project manager during your first 90 days, working alongside you to support your marketing strategy and business objectives and help you develop your first campaign.

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    Samantha Masabny
    Customer Success Manager

    Your CSM will serve as your long-term point of contact, offering strategic advice and addressing all account related questions.

Meet Our Team

  • Christine Huynh HubSpot
    Christine Huynh
    Inbound Consultant

    Your Inbound Consultant will work alongside you to support your marketing strategy and business objectives and serve as your HubSpot project manager during your first 90 days. Your IC will also lead your in-person training, making sure you have all the resources and advice you need to get started with HubSpot as quickly as possible as you develop your first campaign.

  • Matthew_Mallard_Headshot-3.jpg
    Matthew Mallard
    Technical Consultant

    Your Technical Consultant is equal parts project manager and technical guru, and will guide your team through the HubSpot launch - from the very basic to the most complex tasks.

  • caitlin_siegrist_headshot-2.jpg
    Caitlin Siegrist
    Customer Success Manager

    Your CSM will serve as your long-term point of contact, offering strategic advice and addressing all account related questions.

  • Christine_Huynh-1.jpg
    Christine Huynh
    Inbound Consultant

    Your IC will serve as your HubSpot project manager during your first 90 days to make sure you have all the resources and advice you need to get started with HubSpot as quickly as possible. Your IC will work alongside you to support your marketing strategy and business objectives and help you develop your first campaign.

  • Matthew_Mallard_Headshot-2.jpg
    Matthew Mallard
    Technical Consultant

    Your TC will work with you for the course of your HubSpot implementation - from the very basic to the most complex tasks. Your TC is equal parts project manager and technical guru, and will guide your team through the HubSpot launch.

  • Enterprise Onboarding
  • Advanced Onboarding
  • On-site Onboarding

Enterprise Onboarding

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

Enterprise Onboarding Overview

Enterprise Onboarding is designed for new customers on the HubSpot Enterprise software who want a personalized implementation experience with advanced techniques. With the help of an Implementation Specialist, you will receive dedicated guidance to ensure that HubSpot integrates with your existing systems and expands upon your current marketing efforts. As an Enterprise customer, your Onboarding will also cover advanced features such as A/B testing, advanced reporting, and event-based marketing automation.

What's Included

  • An assigned Implementation Specialist
  • An assigned Customer Success Manager
  • Assistance with the technical set up associated with the HubSpot Enterprise software 
  • Advice and guidance on integrating your existing CRM or other marketing systems with HubSpot
  • Guidance on developing, managing, and executing your first inbound marketing campaign
  • Full access to all of the HubSpot Support Team
  • Access to the abundance of resources from the HubSpot Academy Team

Key Details

Price:

Setting: Remote

Best For: All Levels

Legal Description

Advanced Onboarding

Advanced Onboarding is designed for new customers who have a more complex technical environment and want assistance from HubSpot's technical experts.

Advanced Onboarding Overview

Advanced Onboarding is designed for new customers on the HubSpot Enterprise software who have a more complex technical environment and want assistance from HubSpot's technical experts. During the first 90 days, your Technical Consultant will assist you in setting up the technical components of HubSpot and any systems integrations, while your Inbound Consultant will guide you in integrating inbound techniques into your marketing program. Your HubSpot team will collaborate to create a customized project plan to get you fully up and running, completely integrated, and comfortable executing your marketing in the HubSpot software. 

What's Included

  • An assigned Technical Consultant
  • An assigned Inbound Consultant
  • An assigned Customer Success Manager
  • Guidance on developing, managing and executing your first inbound marketing campaign
  • Assistance with migrating your content onto HubSpot. HubSpot's team will build for you:
    • A set of landing page templates based off of either your main website, or one of your existing landing page designs (you'll provide us the URL of the design you want to use, and we'll build a set of matching templates)
    • Up to 25 Landing Pages. These will be built using the templates mentioned above.
    • Up to 3 different email templates
    • Up to 25 Emails, built using the templates mentioned above
  • Assistance with technical set-up: JavaScript installation, initial contact import, guidance on CRM integration, and training for technical team.
  • Full access to all of the HubSpot Support Team
  • Access to the abundance of resources from the HubSpot Academy Team

On-site Onboarding

With the help of an Inbound and Technical Consultant, you will receive hands-on guidance to ensure that your tool training, technical assistance and strategy formulation is tailored and completely custom.

On-site Onboarding Overview

On-site Onboarding is designed for new customers who want personalized in-person training alongside their technical implementation. On-site onboarding ensures a thorough implementation in a collaborative environment from both a technical set-up and marketing strategy perspective.  Upon completion of onboarding, your team will have all the tools and the know-how for a fully baked Inbound Campaign that utilizes all of today’s marketing best practices.

This is right for you if:
On-site onboarding is a great opportunity for any teams looking to get up and running as quickly as possible.  With your team and the HubSpot team all in the same room we are able to troubleshoot and strategize quickly and effectively.

What's Included

  • An assigned Inbound Consultant
  • An assigned Technical Consultant
  • An assigned Customer Success Manager
  • A remote kick-off call to review the roles and responsibilities, and customer obligations.
  • A two-day on-site training led by an Inbound Consultant and a Technical Consultant, focused on campaign strategy and product training.
  • Guidance on developing, managing and executing your first inbound marketing campaign.
  • Assistance with migrating your content onto HubSpot. HubSpot's team will build for you:
    • A set of landing page templates based off of either your main website, or one of your existing landing page designs (you'll provide us the URL of the design you want to use, and we'll build a set of matching templates)
    • Up to 25 Landing Pages. These will be built using the templates mentioned above.
    • Up to 3 different email templates
    • Up to 25 Emails, built using the templates mentioned above
  • Assistance with rebuilding one custom email template in HubSpot.
  • Assistance with technical set-up: JavaScript installation, initial contact import, guidance on CRM integration, and training for technical team.
  • Our reasonable preparation (including research and material preparation) for the on-site training.
  • Full access to the HubSpot Support Team.
  • Access to the abundance of resources from the HubSpot Academy Team.

Key Details

Price:

Setting: On-site at your office or at HubSpot HQ

Best For: All Levels

Legal Description

The entire HubSpot family was very helpful and knowledgeable. Our Marketing Consultant is extremely passionate about her work, and she genuinely wanted myself as a marketer, as well as our entire company to succeed.

Justin Headley

Marketing Manager

CubiScan

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