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What kind of requests can you send us?

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 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.

Table of Contents

  1. What you can request
  2. Out-of-Scope Tasks or projects

  3. Task categories we cannot help you with

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 four 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?
  • Is the task simple enough to qualify for the Admin Program?
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, you can schedule a strategy session to discuss further. This program is designed for everyday tactical tasks, not advanced tasks or tasks that should be part of a larger project.

 

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

Limited
Premium
Elite
Strategy session
(1 session monthly, 45 Minutes)
Strategy session
(2 sessions monthly, 45 Minutes)
Strategy session
(3 sessions monthly, 45 Minutes)
1 user included (addon additional users)
2 user included (addon additional users)
4 users included (addon additional users)
Ask a question
(1 question = 1 task)
Ask a question
(1 question = 1 task)
Ask a question
(1 question = 1 task)
Evaluate / Troubleshoot
(1 item = 1 task)
Evaluate / Troubleshoot
(1 item = 1 task)
Evaluate / Troubleshoot
(1 item = 1 task)
HubSpot audit
(1 item = 1 task) 
HubSpot audit
(1 item = 1 task) 
HubSpot audit
(1 item = 1 task) 
30 Minute Training session (1 task, up to 10 attendees) 
30 Minute Training session (1 task, up to 10 attendees) 
60 Minute Training session (1 task, up to 10 attendees) 
Standard Campaign setup (up to 5 assets attached)
(1 task)
Standard Campaign setup (up to 10 assets attached)
(1 task)
Standard Campaign setup (up to 25 assets attached)
(1 task)
Chatflow (1 task, up to 10 actions)
Chatflow (1 task, up to 15 actions)
Chatflow (1 task, up to 20 actions)
Team inbox setup (1 task)
Team inbox setup (1 task)
Team inbox setup (1 task)
Form Setup(1 task, up to 10 properties)
Form Setup(1 task, up to 15 properties)
Form Setup(1 task, up to 20 properties)
List & segmentation
(1 lists = 1 task)
List & segmentation
(1 lists = 1 task)
List & segmentation
(1 lists = 1 task)
Formatted data import (.csv, .xls, .xlsx) 
(1 task per import)
Formatted data import (.csv, .xls, .xlsx)
(1 task per import)
Formatted data import (.csv, .xls, .xlsx)
(1 task per import)
Sales email template
(1 task)
Sales email template
(1 task)
Sales email template
(1 task)
Build sales email (Up to 3 per task)
Build sales email (Up to 3 per task)
Build sales email (Up to 3 per task)
Marketing email template
(1 task)
Marketing email template
(1 task)
Marketing email template
(1 task)
Build marketing email (Up to 3 per task)
Build marketing email (Up to 3 per task)
Build marketing email (Up to 3 per task)
Build marketing CTA (1 per task)
Build marketing CTA (1 per task)
Build marketing CTA (1 per task)
Simple workflow (Up to 10 actions)
(1 task)
Simple workflow (Up to 15 actions)
(1 task)
Simple workflow (Up to 30 actions)
(1 task)
Sequence (Up to 5 actions)
(1 task)
Sequence (Up to 10 actions)
(1 task)
Sequence (Up to 15 actions)
(1 task)
Create Custom properties
(Up to 5 = 1 task)
Create Custom properties
(Up to 10 = 1 task)
Create Custom properties
(Up to 10 = 1 task)
Build Calculated properties
(1 property = 1 task)
Build Calculated properties
(1 property = 1 task)
Build  Calculated properties
(1 property = 1 task)
Updates to existing pipelines (deal or service) (1 task)
Updates to existing pipelines (deal or service) (1 task)
 
Updates to existing pipelines (deal or service) (1 task)
 
Simple pipeline automation (deal or ticket)
(Up to 5 actions = 1 task)
Simple pipeline automation (deal or ticket)
(Up to 5 actions = 1 task)
Simple pipeline automation (deal or ticket)
(Up to 15 actions = 1 task)
 
Meeting link (1 task)
Meeting link (1 task)
Meeting link (1 task)
HS Knowledge base article
(1 article = 1 task)
HS Knowledge base article
(1 article = 1 task)
HS Knowledge base article
(1 article = 1 task)
Playbook (1 task each)
Playbook (1 task each)
Playbook (1 task each)
Survey creation (1 task)
Survey creation (1 task)
Survey creation (1 task)
 
Special request (requires approval)
Special request (requires approval)
 
Bulk deduplication (HS-built functions only)
Bulk deduplication (HS-built functions only)
 
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)
 
 
Ops Hub Support (1 task each)
 
 
Programmable automation (Ops Hub) (1 PA = 1 task)

Special request (requires approval)

Please note that special requests are at the discretion of Processology. Some tasks are too complex for the HubSpot Admin program and require a more strategic approach to completion. Upon your request, these tasks will be scoped and quoted outside of the program.

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

Please be aware that we do not provide consultation, advisory, strategic planning, or implementation for the items listed below within the Admin Program. These services are available outside of the Admin Program.

  • Advanced Tasks (Tasks that require planning, strategy, and design)
  • Platform Onboarding or Additions
  • Custom Objects Setup or Customizations
  • CRM Architectural Changes
  • Changes to HubSpot UI or core functions
  • Knowledge Base Setup
  • Web Design or Template Changes
  • Account-Based Marketing (ABM) Setup
  • Custom API Integrations
  • Custom Integrations
  • Advanced Integrations
  • DNS Set Up or Customizations
  • Smart Content
  • (AI) Artificial Intelligence Related Services
  • Podcast
  • Remix
  • Ad Management or Setup
  • Social Media Management or Setup
  • Buyers Intent Setup
  • Audiences Setup
  • Lead Scoring Setup
  • Marketing SMS Setup
  • HubSpot Phone System
  • Advance Automation
  • Advanced Imports
  • Advanced Workflows
  • 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

Interested in learning more about the HubSpot Admin Program? See our flexible plan here.

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.