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Strategic HubSpot solutions for lasting success.
We go beyond just setting up HubSpot — we tailor it to fit your business's unique needs, so every tool works as hard as your team does.
Build HubSpot the right way, from day one.
Discovery & Business Alignment
We start by understanding how your business operates today — and where you want to go.
Custom Setup Strategy
We build a written onboarding recommendation outlining exactly how your portal should be structured.
Build, Train & Launch
Once approved, we move into structured implementation and enablement — built for the long term.
HubSpot Onboarding, Built for How You'll Use It.
Choose your HubSpot Hub and subscription level to compare LeadG2's Standard and Elite onboarding plans. Every plan combines strategic discovery, hands-on configuration, training, and launch support.
- Portal setup, naming, and core account configuration
- User and team structure with permission sets
- Domain connection and tracking code installation
- Basic branding, fonts, and outbound settings
- Data privacy and consent configuration
Configure the tools your team needs to capture leads, execute campaigns, automate follow-up, and measure marketing performance.
Best for: Teams that need the essential marketing tools configured and connected around a clear lead-management process.
- One 60-minute discovery session
- One 60-minute recommendations review
- HubSpot Brand Kit setup
- Lead-flow plan
- Up to five basic workflows
- Basic lead-scoring template
- Recreation of up to 10 existing forms
- Up to three marketing email templates
- Social media integration and Social Agent setup
- Up to 20 custom marketing properties
- One reporting dashboard with up to five reports
- Up to three hours of training
Best for: Teams that need more sophisticated campaigns, automation, scoring, reporting, and training.
- Two 60-minute discovery sessions
- Up to 10 basic workflows
- Up to three advanced-logic or multi-page forms
- Up to six marketing email templates
- Two reporting dashboards with up to five reports each
- Lead scoring with up to 10 custom criteria
- Up to six hours of training
Best for: Enterprise teams ready to use customer journeys, behavioral events, and more advanced marketing functionality.
- Two 60-minute discovery sessions
- One 60-minute recommendations review
- HubSpot Brand Kit setup
- Lead-flow plan
- Up to 10 basic workflows
- Recreation of up to 10 existing forms
- Up to three marketing email templates
- Social media integration and Social Agent setup
- Up to 20 custom marketing properties
- Two reporting dashboards with up to five reports each
- Up to two multi-stage customer journeys
- Up to four custom marketing events
- Basic lead-scoring template
- Up to six hours of training
Best for: Enterprise teams that need greater form functionality, expanded content creation, and multiple scoring models.
- Up to five advanced-logic or multi-page forms
- Up to five marketing email templates
- Two lead-scoring models
- Up to 10 custom scoring criteria per model
Build a more consistent sales process with clearly defined pipelines, automation, prospecting tools, reporting, and team training.
Best for: Sales teams implementing one primary sales process and a foundational prospecting system.
- One 60-minute discovery session
- One 60-minute recommendations review
- CRM usage guidelines
- Sales settings, user, and permission configuration
- One deal pipeline
- Up to two automations or notifications per deal stage
- Meeting-link and calling setup
- Up to 10 sales email templates
- Prospecting Agent setup and training
- Up to five saved CRM views
- Two sequences with up to four emails each
- One dashboard with up to five reports
- Up to three hours of training
Best for: Sales organizations with multiple sales processes or teams that need more implementation guidance and enablement.
- Two 60-minute discovery sessions
- Two deal pipelines
- Up to six hours of training
Best for: Enterprise sales teams that need team structure, lead routing, and behavioral data incorporated into the sales process.
- Two 60-minute discovery sessions
- One 60-minute recommendations review
- CRM usage guidelines
- Sales settings, user, and permission configuration
- Two deal pipelines
- Up to two automations or notifications per deal stage
- Meeting-link and calling setup
- Up to 10 sales email templates
- Prospecting Agent setup and training
- Up to five saved CRM views
- Two sequences with up to four emails each
- One dashboard with up to five reports
- Organization of up to 10 HubSpot teams
- Up to four custom sales events
- Up to three forms with lead routing
- Up to six hours of training
Best for: Enterprise sales teams that need deeper pipeline automation and more robust reporting.
- Up to three automations or notifications per deal stage
- Two dashboards with up to five reports each
Create a more organized and scalable customer experience with ticketing, feedback, automation, self-service resources, and reporting.
Best for: Customer service teams establishing one primary support process.
- One 60-minute discovery session
- One 60-minute recommendations review
- One ticket pipeline
- Up to five ticket views
- Two customer feedback surveys
- Import support for up to five knowledge base articles
- Up to two chatflows
- Conversations Inbox or Help Desk configuration
- Up to five customer service email templates
- Ticket automation and internal notifications
- Up to 20 custom service properties
- One dashboard with up to five reports
- Up to three hours of training
Best for: Service teams managing multiple processes or requiring more automation, feedback, and enablement.
- Two 60-minute discovery sessions
- Two ticket pipelines
- Three customer feedback surveys
- Import support for up to 10 knowledge base articles
- Up to three chatflows
- Up to two automations or notifications per ticket stage
- Up to 30 custom service properties
- Up to six hours of training
Best for: Enterprise service teams that need advanced routing, team organization, renewal reporting, and behavioral tracking.
- Two 60-minute discovery sessions
- One 60-minute recommendations review
- Two ticket pipelines
- Up to five ticket views
- Three customer feedback surveys
- Import support for up to 10 knowledge base articles
- Up to two chatflows
- Conversations Inbox or Help Desk configuration
- Up to five customer service email templates
- Ticket automation and internal notifications
- Up to 20 custom service properties
- One service dashboard with up to five reports
- Organization of up to 10 HubSpot teams
- Up to four custom service events
- One renewal and recurring-revenue dashboard with five reports
- Up to three skills-based ticket-routing rules
- Up to six hours of training
Best for: Enterprise service organizations managing a greater number of distinct customer service processes.
- Four ticket pipelines
- Five customer feedback surveys
Establish the templates, AI context, content infrastructure, and reporting your team needs to create and manage digital content in HubSpot.
Best for: Teams moving their core content program into HubSpot.
- One 60-minute discovery session
- One 60-minute recommendations review
- HubSpot AI settings setup
- Company profile, ICP, products/services, and user profiles
- Branded blog template setup
- Migration of up to 20 blog posts
- Up to three landing page and thank-you page templates
- One dashboard with up to five reports
- Up to three hours of training
Best for: Teams migrating a larger content library and requiring more templates, reporting, and training.
- Migration of up to 40 blog posts
- Up to five landing page and thank-you page templates
- Two dashboards with up to five reports each
- Up to six hours of training
Best for: Enterprise teams that need a broader content infrastructure and more robust reporting.
- One 60-minute discovery session
- One 60-minute recommendations review
- HubSpot AI settings setup
- Company profile, ICP, products/services, and user profiles
- Branded blog template setup
- Migration of up to 20 blog posts
- Up to five landing page and thank-you page templates
- Two dashboards with up to five reports each
- Up to six hours of training
Best for: Enterprise teams migrating a larger content library.
- Migration of up to 40 blog posts
Create a cleaner, better-structured CRM with defined data standards, reliable integrations, and improved reporting.
Best for: Teams establishing the foundational structure and governance needed to keep HubSpot data clean and usable.
- One 60-minute discovery session
- One 60-minute recommendations review
- Up to 25 custom properties
- Deduplication and record-matching configuration
- Data formatting and normalization standards
- Data sync and mapping configuration
- Data-governance framework
- One data-quality dashboard with up to five reports
- Import and validation support for one primary dataset
- Data architecture and integration documentation
- Up to three hours of training
Best for: Organizations managing multiple datasets, integrations, and more complex data-governance requirements.
- Up to 40 custom properties
- Up to five deduplication and record-matching rules
- Data formatting and normalization standards
- Up to three HubSpot data syncs
- Data-governance framework
- One data-quality dashboard with up to 10 reports
- Import and validation support for three primary datasets
- Data architecture and integration documentation
- Three hours of training
Connect products, pricing, quoting, agreements, and revenue processes inside HubSpot.
Best for: Teams implementing a straightforward product library and quoting process.
- One 60-minute discovery session
- One 60-minute recommendations review
- Standard product information configuration
- One-time and recurring pricing setup
- Up to 10 custom revenue properties and record views
- Company details configuration
- E-signature or click-to-accept configuration
- One branded quote template
- Product-library import with provided information
- One supporting workflow
- Deal line-item property mapping
- Discount or bundled-product setup, if applicable
- Currency and tax settings review
- Up to four hours of training
Best for: Teams with multiple product families, markets, brands, or more complex quote-to-cash requirements.
- Complete quote-to-cash process mapping
- Up to 20 custom revenue properties and record views
- Up to two branded quote templates
- Product-library architecture for multiple product families, teams, markets, brands, or business units
- Up to two supporting workflows
Why partnering with a Solutions Partner matters.
Switching to HubSpot is a big move. Without the right guidance, companies often end up underutilizing the platform and failing to see ROI. At LeadG2, we help you avoid that path.
Don't become a statistic. The right partner turns a risky migration into a lasting growth engine.
A true extension of your team.
I really enjoyed working with LeadG2 from sales to onboarding to implementation. They were super helpful and did a great job with our set up and training. I will definitely be using them again in the future.
They've helped us build dashboards, gated forms, sales sequences, email workflows, and content. Extremely knowledgeable — and they delivered on everything we agreed on.
Their knowledge of the sales and marketing process is top rate, and their level of customer service is amazing.
Ready to make HubSpot your competitive advantage?
Request a free consultation or schedule a demo to see how we unlock the full potential of your portal.