Let’s Get Growing

Start HubSpot Strong with a Clear Setup, Quick Wins, and a Path Forward


We set up your HubSpot portal, migrate your data, and give your team the tools and support they need to start seeing value faster.

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HubSpot Onboarding Options

Essential

$3,5980 /month

Book Onboarding

Enterprise

$5,9978 /month

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Book Onboarding

Essential

Enterprise

Engagement Length
2 months
3 months
Meetings
Weekly onboarding meeting (45 min)
Weekly onboarding meeting (45 min) + 1 90 minute training / implementation session
Portal Setup
Essential configuration such as branding, tracking code, email domain, subscription types, footer compliance
Essential configuration such as branding, tracking code, email domain, subscription types, footer compliance
Data Migration
Import up to 50k records, up to 2 objects
Import up to 100k records, up to 3 standard objects + 1 custom object, with up to 3 associations
Custom Properties
Create up to 8 custom properties to support core nonprofit/association needs
Create up to 15 custom properties across standard + custom objects
Lists / Segments
3 segment lists
6 segment lists
Custom Objects
Not included
1 custom object build (Households, Memberships, Events, etc.)
Email Migration
Migrate 1 email asset
Migrate 2 email assets
Email Subscribe Conversion Path
Landing Page / CTA Templates Provided
Customize Full Conversion Path
Automation & Workflows
1 workflow (≤5 steps)
2 workflows (≤8 steps each) + 1 lead scoring model
Reporting & Dashboards
1 dashboard (standard KPIs)
2 dashboards (standard KPIs + custom object reporting)
Sales Hub (if Pro/Enterprise)
1 pipeline, 1 dashboard, 1 training session
Up to 2 pipelines, 2 dashboards, 2 training sessions
PRICING
$3,598
$5,997

Enablement & Training: What’s Included in Every Onboarding

With Yodelpop's onboarding you team is equipped to succeed in HubSpot from day one. That’s why every package includes two layers of support:

🔹 Enablement (via Supered)

Your team gets access to a robust enablement system with resources you can use anytime:

  • Guided Processes & Action Plan – step-by-step in-app guides, notes, and checks, customized for your onboarding priorities.

  • Starter Templates – installed HubSpot assets: popup CTAs, landing pages, and email templates with best practices.

  • Resource Library – process guides and playbooks for HubSpot marketing and sales.

  • Curated HubSpot Academy Playlist – a hand-picked set of trainings most relevant to nonprofits and associations.

  • Custom Guides on Request – we’ll build additional process tools for your specific onboarding needs.

  • Collaboration Hub – your shared action plan in Supered, where tasks, progress, and priorities are tracked.

🔹 Training & Support (1:1 + On-Demand)

We train and support your team throughout onboarding:

  • Weekly onboarding calls (60 minutes) — live sessions to configure, train, and answer questions in your portal.

  • Embedded training throughout — your team learns inside HubSpot, not in theory.

  • Email & ticket support — get quick answers, walkthroughs, and troubleshooting between meetings.

Why Yodelpop Onboarding

We’ve worked with nonprofits and associations for over a decade, and we know the unique challenges of implementing HubSpot in your world. Our onboarding program is designed to save you time, prevent costly mistakes, and help you see ROI faster.

Nonprofit & Association Expertise

We understand membership models, donor pipelines, advocacy campaigns, and event-driven communications. That means we configure HubSpot it in ways that align with the processes that matter most to your mission.

Data Migration You Can Trust

We’ve handled everything from simple list imports to complex migrations from systems like Raiser’s Edge NXT, YourMembership, and custom CRMs. Our team ensures your data is clean, structured, and ready to use in HubSpot from day one.

HubSpot Platinum Partner

As a HubSpot Platinum Partner, we bring years of technical and strategic experience to every engagement. You get access to a proven framework built specifically for organizations like yours.

 

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