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      What kind of requests can you send us?

      Fractional HubSpot Admin     

      Solutions Overview:

      We will explain the task categories that we are able to assist with under our Fractional HubSpot Admin Service, as well as those that are beyond these services or our capabilities. By understanding these distinctions, you can determine how we can best support you in achieving your goals.

      Our Fractional HubSpot Admin Service is designed to provide ongoing maintenance support. It is important to note that this service is not intended to replace larger projects that require a more strategic approach and greater effort. Our HubSpot Admins specialize in assisting with day-to-day tasks and are equipped to handle tactical responsibilities.

      Rundown:

      Our primary focus is on providing exceptional HubSpot services. This article will provide an overview of the tasks we can assist with and those that are beyond our capabilities.
       
      The first two questions you should ask yourself are:
      • Is it possible to complete this task in HubSpot?
      • Can I provide a clear explanation or demonstration of what I need?
      • Can my HubSpot plan support my task?
      If you answered yes to all of these questions, we are here to assist you. However, if the task cannot be completed in HubSpot or if you are unsure about your needs, we will schedule a consultation session to discuss further and find a solution.

      Below is a list of task categories we can help you with:

      Basic
      Duo
      Team
      Consultation session
      (1 session monthly)
      Consultation session
      (2 sessions monthly)
      Consultation session
      (4 sessions monthly)
      HubSpot portal audit
      (1 hub = 1 task) 
      HubSpot portal audit
      (1 hub = 1 task) 
      HubSpot portal audit
      (1 hub = 1 task) 
      Training session (1 task)
      Training session (1 task)
      Training session (1 task)
      Campaign setup (up to 5 assets) (1 task)
      Campaign setup (up to 10 assets) (1 task)
      Campaign setup (up to 15 assets) (1 task)
      Chatflow (1 task)
      Chatflow (1 task)
      Chatflow (1 task)
      Team inbox setup (1 task)
      Team inbox setup (1 task)
      Team inbox setup (1 task)
      Form Setup(1 task)
      Form Setup(1 task)
      Form Setup(1 task)
      List & segmentation
      (1 lists = 1 task)
      List & segmentation
      (1 lists = 1 task)
      List & segmentation
      (1 lists = 1 task)
      Data import (.csv, .xls, .xlsx) 
      (1 task per import)
      Data import (.csv, .xls, .xlsx)
      (1 task per import)
      Data import (.csv, .xls, .xlsx)
      (1 task per import)
      Sales email template
      (1 task)
      Sales email template
      (1 task)
      Sales email template
      (1 task)
      Marketing email template
      (1 task)
      Marketing email template
      (1 task)
      Marketing email template
      (1 task)
      Workflow (Up to 10 actions)
      (1 task)
      Workflow (Up to 15 actions)
      (1 task)
      Workflow (Up to 20 actions)
      (1 task)
      Sequence (Up to 5 actions)
      (1 task)
      Sequence (Up to 10 actions)
      (1 task)
      Sequence (Up to 15 actions)
      (1 task)
      Multi-language configuration (1 task)
      Multi-language configuration (1 task)
      Multi-language configuration (1 task)
      Lead scoring
      (1 task)
      Lead scoring
      (1 task)
      Lead scoring
      (1 task)
      Custom properties
      (Up to 5 = 1 task)
      Custom properties
      (Up to 10 = 1 task)
      Custom properties
      (Up to 10 = 1 task)
      Calculated properties
      (Up to 3= 1 task)
      Calculated properties
      (Up to 5 = 1 task)
      Calculated properties
      (Up to 10 = 1 task)
      Pipelines (deal and/or ticket) (1 task)
      Pipelines (deal and/or ticket)
      (1 task)
      Pipelines (deal and/or ticket)
      (1 task)
      Pipeline automation (deal and/or ticket)
      (Up to 5 actions = 1 task)
      Pipeline automation (deal and/or ticket)
      (Up to 5 actions = 1 task)
      Pipeline automation (deal and/or ticket)
      (Up to 5 actions = 1 task)
      Meeting link (1 task)
      Meeting link (1 task)
      Meeting link (1 task)
      Portal / records customization (1 task)
      Portal / records customization (1 task)
      Portal / records customization (1 task)
      HS Knowledge base article
      (1 task)
      HS Knowledge base article
      (1 task)
      HS Knowledge base article
      (1 task)
      Playbook (1 task)
      Playbook (1 task)
      Playbook (1 task)
      Survey creation (1 task)
      Survey creation (1 task)
      Survey creation (1 task)
      Special request
      Special request
      Special request
       
      Bulk deduplication
      Bulk deduplication
       
      HS Landing page creation
      (1 landing page = 1 task)
      HS Landing page creation
      (1 landing page = 1 task)
       
      HS Website page creation
      (1 web page = 1 task)
      HS Website page creation
      (1 web page = 1 task)
       
       
      Programmable automation (Ops Hub) (1 PA = 1 task)

      Tasks that we can do but they are outside of the scope of this service plan:

      • Custom Objects Setup
      • Knowledge Base Setup
      • Web Design
      • Account Based Marketing (ABM) Setup
      • Custom API Integrations

      • Custom Integrations

      • Smart Content
      • Advance Automation
      • Customer Portal Setup
      • Custom Quote Design
      • Membership and Protected Content
      • Process Improvement
      • Process Mapping
      • Documentation

      Task categories we cannot help you with:

      • Content creation
      • Video Creation
      • Employee Management
      • WordPress development
      • Legal advice
      • Data Enrichment

      Still need help? 

      Please submit an inquiry on the contact page, email care@processology.net, or simply reach out to us in your customer portal.