HubSpot Onboarding Services

In addition to management and administration services for HubSpot clients, as a Gold Partner Agency, we are also able to waive the HubSpot onboarding fee for clients and roll our own onboarding into a stand-alone project or into a larger retainer. The tables below represent standard, simple onboarding for each Hub. However, customized and stacked pricing is available for multiple Hubs.

It is also recommended to sell a 5 hour block of training hours, $1,000 total, to be used within 30 days of onboarding completion.

Additionally, as part of our partnership, we receive 20% monthly commission for each client we bring onto HubSpot, which persists for three years.

For questions on onboarding, contact the Customer Experience team.

Marketing Hub
Professional Onboarding

IDX Onboarding
$
2500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
3000
$
5000 /ye
Starting price for standard features
Billed Annually
Onboarding Features
IDX Onboarding
$
2500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
3000
$
5000 /ye
Starting price for standard features
Billed Annually
Kick-off / Alignment Call
 Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup
 Limited
Import of Standard object Data (Contacts, Companies or Deals)*
 *If cleaned and pre-formatted *If cleaned and pre-formatted
Custom Properties
Email Sending & Compliance Setup
Default Dashboard Setup
Default Form Creation
Handoff Call

Marketing Hub Enterprise Onboarding

IDX Onboarding
$
5500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
7000
$
5000 /ye
Starting price for standard features
Billed Annually
Onboarding Features
IDX Onboarding
$
5500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
7000
$
5000 /ye
Starting price for standard features
Billed Annually
Kick-off / Alignment Call
 Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup
 Limited
Import of Standard object Data (Contacts, Companies or Deals)*
 *If cleaned and pre-formatted *If cleaned and pre-formatted
Custom Properties
Email Sending & Compliance Setup
Default Dashboard Setup
Default Form Creation
Handoff Call
Form/CTA Asset Migration
 (Up to 5 total forms or CTA's)
Segmentation & Lists
 (Up to 5 lists - active or static)
Custom Reports
 (Up to three custom reports)
Email Template Setup
 (One email template)
Automation Setup
 (Up to 5 total automations)

Sales Hub
Professional Onboarding

IDX Onboarding
$
1500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
1500
$
5000 /ye
Starting price for standard features
Billed Annually
Onboarding Features
IDX Onboarding
$
1500
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
1500
$
5000 /ye
Starting price for standard features
Billed Annually
Kick-off / Alignment Call
 Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup
 Limited
Import of Standard object Data (Contacts, Companies or Deals)*
 *If cleaned and pre-formatted *If cleaned and pre-formatted
Custom Properties
Pipeline & Deal Stages Buildout
Default Dashboard Setup
Meetings Setup & Email Integration
Handoff Call

Sales Hub Enterprise Onboarding

IDX Onboarding
$
3000
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
3500
$
5000 /ye
Starting price for standard features
Billed Annually
Onboarding Features
IDX Onboarding
$
3000
$
5000
Starting price for standard features
Starting price for standard features
HubSpot Onboarding
$
3500
$
5000 /ye
Starting price for standard features
Billed Annually
Kick-off / Alignment Call
 Limited
Check-In Call
Users & Permission Sets Setup
Account Settings, Branding & Tracking Code Setup
 Limited
Import of Standard object Data (Contacts, Companies or Deals)*
 *If cleaned and pre-formatted *If cleaned and pre-formatted
Custom Properties
Pipeline & Deal Stages Buildout
Default Dashboard Setup
Meetings Setup & Email Integration
Handoff Call
Sales Email Templates
 (Up to 5 total templates)
Segmentation & Lists
 (Up to 5 lists - active or static)
Custom Reports
 (Up to three custom reports)
Sales Snippets Setup
 (Up to 5 Snippets)
Automation Setup
 (Up to 5 total automations)

IDX is a performance focused communication solutions company.

Originally founded as Investis in 2000, we have evolved our services business to reflect the changing communications needs of brands over two decades.

Today, we deliver full-stack, full-funnel performance through integrated and connected experiences.

Clients hire us because they need to drive superior growth with their marketing investment - we realize this by seamlessly connecting content, media, data, and technology.

This creates less duplication of effort, less digital waste, and a more unified , consistent, and - ultimately - better brand experience for your prospects and customers.

We call it ConnectedContent™ - a way to ensure seamless navigation of your brand ecosystem, reducing waste and delivering more growth.

22

Years of digital marketing experience

300+

Digital marketing experts w/deep customer insight across industries and markets

250+

Technology, data, and development experts

6

REAL offices across all major timezones: Phoenix, New York, London, Helsinki, Götenborg, and Vadodara

200+

Certifications through Google, Meta, HubSpot, and ISO27001

$50M+

Social media spend optimized w/Google, Meta, and LinkedIn

2BN+

Monthly sets of eyeballs on our creative, delivering engagement and connection