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Onsite Technical Consulting

Work with a dedicated HubSpot Technical Consultant to achieve your goals using the HubSpot software.

What’s Included With Onsite Technical Consulting

With onsite technical consulting, you’ll have a dedicated Technical Consultant available to meet with you and your team, face-to-face. Our consultants can deliver technical guidance related to any of the HubSpot products, or your broader tech stack. We’re here to help you reach your goals.

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Sample on-site projects (we will build a custom agenda for you)

  • Work with a Technical Consultant to maximize your HubSpot-Salesforce integration. We'll help you get the integration in order, manage your data effectively, and get the reporting you need. This project includes:

    • Discovery session to understand your goals and challenges 
    • An offline audit of your existing setup to determine necessary changes
    • As needed, additional consulting on lead scoring, inclusion lists, field mapping, segmentation, and selective sync from Salesforce
    • Discussion around best practices for passing leads to Sales
    • Assistance with configuring closed-loop reporting and building custom reports in HubSpot
  • Work with a HubSpot Technical Consultant to learn the in-and-outs of building on HubSpot’s CMS. We’ll discuss best practices, recommend workflows, and train your team. Typical topics covered include:

    • Overview of HubSpot design tools and CMS
    • Walkthrough of HubSpot’s markup language, HubL
    • Training on local development workflow
    • Recommendations on website infrastructure
    • Support and troubleshooting for HubSpot’s CMS, APIs, and custom code built in HubSpot

For a full list of topics our consultants can help with, see here.

Key Details

Price: per day for up to 10 attendees. Price does not include travel and expenses.

Setting: At your location, the HubSpot office in Cambridge, MA, or the HubSpot office in Dublin, Ireland.

Timing: We require at least 15 business days from the time of purchase to the date of the on-site training.

Technical Consulting: 1 Day 

Legal Description

Prefer to work with us remotely, or on an ongoing basis?

One-time Project

Work with a dedicated Technical Consultant to help achieve specific tool- or strategy-based goals.

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Ongoing Consulting

Work with a dedicated HubSpot Consultant on an ongoing basis to help achieve long-term tool- or strategy-based goals.

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Get More Information About Professional Services

Interested in partnering with a HubSpot Technical Consultant? Let’s talk.

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