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.
- 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
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:
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
All Plans: Weeks 2 - 4
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