HubSpot
Full Setup

Onboarding, Implementation, Training and Setup in 3-4 Weeks

Get your team up and running smoothly with HubSpot.

Fast. Simple Pricing. Done.

Don't Just Take Our Word For It

When you've done it before, you let your work speak for itself. Check out some of our client reviews to see what they think of our HubSpot services.
5 star visual
These guys are the real deal. Our  operations rapidly started to change for the better, as they went to work systematically building and making improvements to reporting, workflows, data quality, countless internal processes, and honestly way too many other things to start to list.
Covertree Logo
Ben Fraser
CoverTree
A Few of the 70+ Brands We've Worked With
Relievant Logo
Dineline Logo
Accelerate Tax Logo
leadstar logo

How We Get It Done

In 4 simple steps, you'll kick off your HubSpot journey with a one hour live training session.  

All without the standard required 4-6 week onboarding that most companies offer.

Discovery Call

Bring everyone along for fundamental training on the HubSpot platform. Catered directly to your team's situation.

Kick-Off

We gather relevant info from your team and have the Kick-Off call to start working!

Implementation

Everything in HubSpot is configured for launch.

Launch + Live Training

Everything's setup and ready to go. We finish up with a couple live training sessions for your team.

Pricing

Onboarding + 
Implementation

One Flat Fee for any Number of Hubs

Professional Hubs

$5,000
Book a Discovery Call

Enterprise Hubs

$10,000
Book a Discovery Call
All Hubs
Kick-Off Call
User Setup & Permissions
Initial Data Import (Spreadsheet Only)
Available as Add-On
Custom Properties
Standard Marketplace App Setup
Up to 2
Unlimited
All Account Settings and Tracking Code
🔔 Dedicated Slack Channel 🔔
Virtual Live Training Session
1 Hour
2 Hours
Custom Reports
5
10
Sales Hub
Sales Alignment Call
Custom Deal Pipeline and Stages
Email and Meeting Tool Integration Setup
Connecting Email Sending Domains
Sales + Marketing Reports
5 Reports
10 Reports
Line Items, Quotes, Invoice Setup
Sales Workflows (Lead Routing, Sequences, etc.)
3 Workflows
6 Workflows
Lifecycle Stages + Lead Status Setup
Marketing Hub
Lifecycle Stages + Lead Status Setup
Marketing KPI Dashboard
Custom Marketing Email Campaigns
1 Campaign (Up to 5 Emails)
3 Campaigns (Up to 15 Emails)
Form Setup
Leads Dashboard
Social Media Setup
Marketing Branding Setup
Import Previous Opt-Out Lists
Ad Platforms Tracking and Setup
Marketing Lists Creation
5 Lists
10 Lists
Email Subscription Management Setup
Cold Email Campaigns
Available as Add-On
Available as Add-On
Service Hub
Support Channel Configuration (Chat, Team Inbox, etc.)
Custom Ticket Pipeline and Stages
Ticket Routing
Sales to Service Hand-Off
Services Performance Dashboard
Service Email Snippets
Skill-Based Ticket Routing Setup
Content Hub
Content Import (No Design)
Domain Configuration
AI Feature Setup
SEO Analytics Walkthrough
HubDB Configuration
Breeze Content Agent Configuration
Case Studies Setup
Blog Import
Multisite Setup
Content Approval Configuration

Straightforward Pricing. Discounts for Multiple Hub Onboarding.

Professional Hubs

Any Professional Hub

Kick-Off Call + Training
Full Setup + Permissions
Dedicated Slack Channel
PLUS MORE (view on Desktop to see all features)
Enterprise Hubs

Any Professional Hub

Everything in Pro
Unlimited Apps Setup
Double the Training and Custom Reports
PLUS MORE (view on Desktop to see all features)
Custom Integration

Connect and sync systems to HubSpot that don't have a pre-built integration.

Any System
Any Data
Make HubSpot the Source of Truth
Advanced Migration

Import from 3rd party systems such as Pipedrive, Salesforce, Zoho, and more.

Any System
Unlimited Viewers
Basic Insights
Additional Consulting

Strategy, Development, and Training

Month-to-Month
One active project at a time
Data-Driven Revenue Growth
Starts at
$1,500/month
Book a Discovery Call

Where Most Implementations
Fall Short

Investing in a platform like HubSpot is smart. Investing in proven knowledge and talent to build your initial momentum is even smarter.

Winging It

Maybe they've used HubSpot in the past. Maybe they are just going to "figure it out".

Around 90% of all unplanned, self-driven onboardings fail. Meaning they don't see any increase in revenue versus not using a CRM.

We make sure you don't fail.

Bad Data from Bad Setups

Bad data leads to bad outcomes. And if you don't use things like Lifecycle Stages in a specific way, you will always have bad data.

We help you avoid these common blind spots. So you have great data to work with.

Stopping Short

Teams already have 1,001 things to do. Learning, setting up, and following through with the CRM isn't one of them.

Most companies stop their CRM efforts after a couple of weeks.

We build momentum so you don't.

What Our Customers Say

"If you don't have the right data, you're essentially just guessing when making decisions. MergeYourData changed that for us."
Dineline Logo
Jace Kovacevich
COO, Dineline
"We have worked with MergeYourData for over a year now, and working with them has been a breeze."
Accelerate Tax Logo
Anne Arias
RevOps, Accelerate Tax
"They are very knowledgeable and strategic when it comes to understanding what data we need and how we can use it to achieve our business goals"
Kiara Martilla
Dir. of Digital Marketing, Deka Lash

Who is MergeYourData?

Since 2019, our team has been focused on using data to drive real change in our clients' businesses. Our team of 4 revenue data specialists work toward the goal of making your grow as fast as possible.

Dan has been working in data roles since 2012, from Fortune 500 companies to Startups.

After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.

Frequently Asked Questions

What do training sessions usually look like?

We address your specific needs by walking through the tool after a brief 2-3 slide introduction.

During the entire session, the team is welcomed to interrupt and ask further questions.

Why do I need onboarding?

For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot.

But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.

Is there a minimum commitment?

No commitment! This is a one off package. We will offer extended packages at the end of the call for ongoing admin, development, and support for your HubSpot setup.

How long does onboarding and implementation take?

Our onboarding is fast. Typically it takes three to four weeks from first call to finish.

Book a Discovery Call

Full Implementation

HubSpot Full Setup

Onboarding, Implementation, Training and Setup in 3-4 Weeks

Get your team up and running smoothly with HubSpot. Fast. Simple Pricing. Done.

View PricingBook Discovery Call
Hero Image: Team Using HubSpot Dashboard / Success Metrics Screenshot

Trusted by 70+ Brands

Relievant
Dineline
Accelerate Tax
LeadStar
CoverTree
Our Process

How It Works

From discovery to launch in just 3-4 weeks with a proven process that gets results.

Discovery Call Image
1

Discovery Call

Bring everyone along for fundamental training on the HubSpot platform. Catered directly to your team's situation.

Kick-Off Meeting Image
2

Kick-Off

We gather relevant info from your team and have the Kick-Off call to start working!

Implementation Work Image
3

Implementation

Everything in HubSpot is configured for launch.

Training Session Image
4

Launch + Live Training

Everything's setup and ready to go. We finish up with a couple live training sessions for your team.

Simple Pricing

Choose Your Package

One flat fee for any number of hubs. No hidden costs, no surprises.

Professional Hubs

$5,000

One flat fee for any number of hubs

  • Kick-Off Call
  • User Setup & Permissions
  • Initial Data Import (Spreadsheet Only)
  • Custom Properties
  • Standard Marketplace App Setup (Up to 2)
  • All Account Settings and Tracking Code
  • Dedicated Slack Channel
  • Virtual Live Training Session (1 Hour)
  • Custom Reports (5)
Get Started
What's Included

Hub-Specific Features

Every hub comes fully configured with these comprehensive features tailored to your business needs.

Sales Hub

  • Sales Alignment Call
  • Custom Deal Pipeline and Stages
  • Email and Meeting Tool Integration Setup
  • Connecting Email Sending Domains
  • Sales + Marketing Reports (5 Pro / 10 Enterprise)
  • Line Items, Quotes, Invoice Setup
  • Sales Workflows (3 Pro / 6 Enterprise)
  • Lifecycle Stages + Lead Status Setup

Marketing Hub

  • Lifecycle Stages + Lead Status Setup
  • Marketing KPI Dashboard
  • Custom Email Campaigns (1 Pro / 3 Enterprise)
  • Form Setup
  • Leads Dashboard
  • Social Media Setup
  • Marketing Branding Setup
  • Import Previous Opt-Out Lists
  • Ad Platforms Tracking and Setup
  • Marketing Lists Creation (5 Pro / 10 Enterprise)
  • Email Subscription Management Setup

Service Hub

  • Support Channel Configuration
  • Custom Ticket Pipeline and Stages
  • Ticket Routing
  • Sales to Service Hand-Off
  • Services Performance Dashboard
  • Service Email Snippets
  • Skill-Based Ticket Routing Setup

Content Hub

  • Content Import (No Design)
  • Domain Configuration
  • AI Feature Setup
  • SEO Analytics Walkthrough
  • HubDB Configuration
  • Breeze Content Agent Configuration
  • Case Studies Setup
  • Blog Import
  • Multisite Setup
  • Content Approval Configuration
Add-Ons

Additional Services

Extend your implementation with these powerful add-on services.

Custom Integration

Starts at $2k

Connect and sync systems to HubSpot that don't have a pre-built integration

  • Any System
  • Any Data
  • Make HubSpot the Source of Truth
Learn More →

Advanced Migration

Starts at $2k

Import from 3rd party systems such as Pipedrive, Salesforce, Zoho, and more

  • Any System
  • Unlimited Records
  • Data Mapping & Cleanup
Learn More →

Additional Consulting

Starts at $4k/month

Strategy, Development, and Training

  • Month-to-Month
  • One active project at a time
  • Data-Driven Revenue Growth
Learn More →
Why MergeYourData

Unlike Other HubSpot Firms

We come from a technical, data background. You don't want a marketing agency setting up your IT and data systems (trust us).

Revenue Growth Screenshot: $1.5M to $3.4M

Technical Setup, Revenue Results

With great data and automation, our clients see explosive revenue growth once they're rolling. Seriously, check out this client revenue screenshot showing growth from $1.5M to $3.4M.

Zero-Risk Guarantee

Not happy with our onboarding? We'll refund you everything you've paid. No questions asked. We stand behind our work 100%.

Guarantee Badge / Shield Icon Visual
Client Success

What Our Customers Say

"If you don't have the right data, you're essentially just guessing when making decisions. MergeYourData changed that for us."

JK
Jace Kovacevich
COO, Dineline

"We have worked with MergeYourData for over a year now, and working with them has been a breeze."

AA
Anne Arias
RevOps, Accelerate Tax

"They are very knowledgeable and strategic when it comes to understanding what data we need and how we can use it to achieve our business goals."

KM
Kiara Martilla
Dir. of Digital Marketing, Deka Lash
Common Pitfalls

Where Most Implementations Fall Short

Investing in a platform like HubSpot is smart. Investing in proven knowledge and talent to build your initial momentum is even smarter.

Winging It Image

Winging It

Maybe they've used HubSpot in the past. Maybe they are just going to "figure it out". Around 90% of all unplanned, self-driven onboardings fail. Meaning they don't see any increase in revenue versus not using a CRM. We make sure you don't fail.

Bad Data Image

Bad Data from Bad Setups

Bad data leads to bad outcomes. And if you don't use things like Lifecycle Stages in a specific way, you will always have bad data. We help you avoid these common blind spots. So you have great data to work with.

Stopping Short Image

Stopping Short

Teams already have 1,001 things to do. Learning, setting up, and following through with the CRM isn't one of them. Most companies stop their CRM efforts after a couple of weeks. We build momentum so you don't.

About Us

Who is MergeYourData?

Since 2019, our team has been focused on using data to drive real change in our clients' businesses. Our team of 4 revenue data specialists work toward the goal of making you grow as fast as possible.

Dan Saavedra Photo

Dan Saavedra

Founder

Dan has been working in data roles since 2012, from Fortune 500 companies to Startups. After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.

Connect on LinkedIn →
FAQ

Frequently Asked Questions

What do training sessions usually look like?

We address your specific needs by walking through the tool after a brief 2-3 slide introduction. During the entire session, the team is welcomed to interrupt and ask further questions.

Why do I need onboarding?

For Professional and Enterprise subscriptions, HubSpot requires onboarding by a certified partner like us, or by HubSpot. But the real reason you need onboarding is so that you don't waste thousands of dollars on a platform and miss the potential it gives you.

Is there a minimum commitment?

No commitment! This is a one off package. We will offer extended packages at the end of the call for ongoing admin, development, and support for your HubSpot setup.

How long does onboarding and implementation take?

Our onboarding is fast. Typically it takes three to four weeks from first call to finish.

Ready to Get Started with HubSpot?

Book a discovery call today and let's discuss how we can get your team up and running with HubSpot in just 3-4 weeks.

Book Discovery Call

Zero-Risk Guarantee · Full Refund if Not Satisfied