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

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 Sibley, 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 Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, 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 Ryan, 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 Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!
Todd Olson, Amsted Rail
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