Lite HubSpot Migrations

Our most popular option as it quickly enables businesses to get up and running on HubSpot without bringing over all the baggage of the previous systems. Start fresh with what you need!

 

Marketing Hub - Lite Migration

  • Initial configuration of portal, user permissions, tracking code, domains, etc.

  • Templates configured (two landing page & two email) based on current design.

  • Setup of two forms leading to a general email nurture workflow.

  • Support with setup of any standard integration.

  • Import of contacts from a provided export file.

  • Product training guidance and dedicated review sessions of overall setup.

Sales Hub - Lite Migration

  • Initial configuration of portal, user permissions, etc.

  • Configuration of the Contact/Company/Deal records based on business needs and current process.

  • Dashboard setup for high-level sales reporting.

  • Support with setup of any standard integration.

  • Import of current contacts/companies/deals from export files from previous system.

  • Product training guidance and dedicated review sessions of overall setup.

Service Hub - Lite Migration

  • Initial configuration of portal, user permissions, etc.

  • Template setup for the Knowledge base.

  • Configuration of the contact and ticket records based on business needs and current process.

  • Assistance with configuring the inbox including: email routing into HubSpot, assignment, and ticket creation.

  • Initial setup of chatbot for a service use-case including automated answering and ticket capture.

  • Import of current contacts and past tickets from export files from previous system.

  • Product training guidance and dedicated review sessions of overall setup.


All Lite HubSpot Migration packages cost $5000 and typically take about one month to complete.

As a Diamond HubSpot Solutions Partner - if you have not yet purchased your HubSpot subscription and are interested in a Lite Migration package, please reach out and we may be able to waive the required HubSpot onboarding fees.

We have other options available as well, if you’re looking for something different.