HubSpot Basic Onboarding is Better with TAI

HubSpot offers its customers some basic onboarding services, which are a great start! However, Technology Advisors builds on that to create a more personalized implementation approach. The main difference is in how we manage the project: HubSpot’s standard services coach you while you do the onboarding work yourself. With TAI’s Basic Onboarding, we still work with you, but we also take on the onboarding tasks. We make adopting HubSpot easier so you can remain focused on growing your business.

What do I Get with TAI Basic Onboarding?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Compare Your Basic Onboarding Options

While HubSpot offers coaching on most features, Technology Advisors takes that a step further by fully implementing the features for you. Review the chart below to better understand the differences between standard HubSpot implementation services and what is offered through Technology Advisors, Inc.’s Basic approach.

Feature	HubSpot Professional	HubSpot Enterprise	TAI Basic Onboarding
Marketing Hub
Lead Capture & Conversion Path	Coaching	Coaching	Full Implementation
Segmenting Your Data	Coaching	Coaching	Full Implementation
Email Marketing	Coaching	Coaching	Full Implementation
Traffic & Website Analysis	Coaching	Coaching	Full Implementation
Content Strategy	Coaching	Coaching	Full Implementation
Automated Lead Nurturing & Assignment	Coaching	Coaching	Full Implementation
Importing Your Data	Coaching	Coaching	Full Implementation
Campaign Setup & Analysis	Coaching	Coaching	Full Implementation
Calculated Properties & Custom Reports		Coaching	Full Implementation
Team Permission & Multiple Brands		Coaching	Full Implementation
Business Strategy & Technical Consulting			Full Implementation
Custom Data Migration			Call us.
Best Practice Consulting			Full Implementation
Live End User Training			Full Implementation
Live Admin Training			Full Implementation
Live Power User Training			Full Implementation
Develop Marketing Playbook			Full Implementation
Price	$3,000	$6,000	Starting at $12,000
Sales Hub
Overview of Customer Sales Process	Coaching	Coaching	Full Implementation
CRM Setup	Coaching	Coaching	Full Implementation
Setup Reporting	Coaching	Coaching	Full Implementation
Onboarding Your Team	Coaching	Coaching	Full Implementation
Turn on Standard Marketplace Integrations	Coaching	Coaching	Full Implementation
Consulting on Migrating Your Data		Coaching	Full Implementation
Route & Manage Multiple Teams		Coaching	Full Implementation
Business Process Mapping			Full Implementation
Custom Integration Consulting			Full Implementation
Customer Success Planning			Full Implementation
Create Multiple Reports			Full Implementation
Custom Data Migration			Call us.
Create Multiple Sales Processes			Full Implementation
Live Admin Training			Full Implementation
Live End User Training			Full Implementation
Live Power User Training			Full Implementation
Price	$500	$3,000	Starting at $10,000
Service Hub
Setting up Channels	Coaching	Coaching	Full Implementation
Schedule Meetings	Coaching	Coaching	Full Implementation
Creating Custom Ticket Pipeline	Coaching	Coaching	Full Implementation
Reporting on Productivity & Closed Tickets	Coaching	Coaching	Full Implementation
Live Chat Implementation	Coaching	Coaching	Full Implementation
Standard Email & Chat Responses	Coaching	Coaching	Full Implementation
Helping Customers Self-Service Through Knowledgebase	Coaching	Coaching	Full Implementation
Ticket Automation	Coaching	Coaching	Full Implementation
Measuring Customer Experience	Coaching	Coaching	Full Implementation
Managing Multiple Teams		Coaching	Full Implementation
Developing Support Playbook		Coaching	Full Implementation
Creating Customer Dashboard		Coaching	Full Implementation
Live Training			Full Implementation
Price	$500	$3,000	Starting at $4,000

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.

Brianna S., Burrus Seed

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.

Linda S., Recept Pharmacy

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.

Jean-Paul L., Captive Resources, LLC

One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.

Tim R., Hershey's Ice Cream

Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.

Tara C., AEM

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