What is the plan for the first 30 days

HubSpot Admin Program

All Plans: Weeks 1

Here's what you can anticipate during the initial 30 days of having a Fractional HubSpot Admin at your disposal. Enjoy the convenience of a flat monthly rate with no contracts or commitments, and the freedom to cancel anytime.

Client portal access

Once you have subscribed to a plan, a user account will be created for you automatically.

After subscribing to a plan, you will immediately gain access to the client portal. You will receive a welcome email where you can schedule an onboarding kickoff call. This allows you to start utilizing the features and benefits of our services quickly.

What's included:

  • 24/7 access
  • Self-serve kickoff call scheduling
  • Submit task and consultation requests
  • Status insights on tasks
  • In-task messaging
  • Task request history
  • Valuable resources to maximize the benefits of the program

HubSpot Audit

Our team conducts a comprehensive audit that includes:

  • HubSpot usage analysis
  • Account settings review
  • Data hygiene
  • Asset organization
  • Best practices, tips, and recommendations

We will share the audit results, data hygiene reports, and task recommendations.

Onboarding Kickoff call

The onboarding kickoff call is scheduled for a duration of 30 minutes and will cover the following topics:

  • Intros
  • Understanding Your Needs

    • Addressing Immediate and Future Needs

    • Discovering Your Goals and Priorities

  • How it works
    • Understanding our process and how we deliver our services
  • Delivery goals
    • Delivery goals and the factors that impact the speed of completing tasks
  • Consultation sessions
    • Gain insight into how your business operates
    • Explore Challenges
    • Explore new concepts and generate creative solutions
    • Provide guidance and advice on best practices.
  • What to expect
    • Establishing mutual expectations to ensure alignment
  • Client portal
    • Quick overview of how to navigate your client portal
  • Next steps
    • Schedule your consultation sessions for the month during the onboarding kickoff call.
    • Verify our access to the HubSpot portal
    • Start working on your tasks

Delivery operations

All Plans: Weeks 2 - 4

Continued Support:

During this period, you can expect ongoing support from our team.

  • We will schedule consultation sessions based on your plan (1, 2, or 3 sessions) to address any challenges you may face with HubSpot. These sessions will include follow-up task suggestions and future task delivery.
  • We will prioritize addressing your urgent needs promptly.
  • Future needs can be handled
  • Unforeseen needs can be handled
  • HubSpot audit suggestions can be handled
  • Quick completion times
  • Skilled and knowledgeable HubSpot professionals
  • Effective communication
  • Free up your valuable time to concentrate on other important projects
By increasing communication and submitting tasks to your queue, you allow us to provide even more assistance and help you accomplish more. Don't hesitate to reach out and take full advantage of our services.