HubSpot
Onboarding + Implementation

Training and Setup in 3-4 Weeks

Book a Discovery Call
Headshot of Dan Saavedra from MergeYourData

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.
Book a Discovery Call
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.
Book a Discovery Call

1

Discovery Call

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

2

Kick-Off

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

3

Implementation

Everything in HubSpot is configured for launch.

4

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

Straightforward Pricing. Discounts for Multiple Hub Onboarding.

Professional Hubs

$1,500/Hub
Book a Discovery Call

Enterprise Hubs

$3,000/Hub
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
Book a Discovery Call
Book a Discovery Call
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
Book a Discovery Call
Book a Discovery Call
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
Book a Discovery Call
Book a Discovery Call

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)
$1,500/hub
Book a Discovery Call
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)
$3,000/hub
Book a Discovery Call
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
Custom
Book a Discovery Call
Advanced Migration

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

Any System
Unlimited Viewers
Basic Insights
$1,500+
Book a Discovery Call
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.
Book Now

Why Choose Us

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).

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 to the right.

client screenshot of revenue increasing from 1.5 million to 3.4 milion

Zero-Risk Guarantee

Not happy with our onboarding? We'll refund you everything you've paid.

Book Now

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
Book Now

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.

Headshot of Dan Saavedra from MergeYourData
Founder

Dan Saavedra

Linkedin - Elements Webflow Library - BRIX Templates

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.

Book Now

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