HubSpot Onboarding That Your Team Can Actually Use

We provide structured HubSpot onboarding for nonprofits and mission-driven organizations that need systems set up in a way that reflects how they actually operate.

Beyond basic setup, we account for donor and member data, email subscriptions, compliance considerations, and limited internal capacity. We migrate your data, configure email and subscriptions, and establish core systems so HubSpot is reliable in day-to-day use — not just technically complete.

Our focus is on usability, clarity, and reducing rework, so your team can move forward with confidence once onboarding is complete.

HubSpot Onboarding Base

Best for: organizations with a single source system and a straightforward HubSpot setup.

Up to 150,000 contacts

Base Onboarding is ideal when your data is coming from one primary system and your email and subscription needs are clear and well-defined.

Includes:

Email domain and deliverability setup guidance
We help ensure your emails are properly authenticated and ready to reach inboxes before launch.
Core email compliance and subscription setup
Configuration of subscription types, tracking, and CAN-SPAM requirements so your email program is ready for real-world use.
Email template setup
Two brand-aligned email templates your team can reuse for common communications.
Subscription and conversion paths
Two subscription paths and one conversion path to support signups, preferences, and basic audience flows.
Contact and company migration
Migration of up to 150,000 contacts and companies with up to 25 mapped fields from a single source system.
Core lists, properties, and reporting
Setup of essential lists and properties, plus two dashboards to give your team basic visibility into performance.

See tab below for more details

$6,997

Advanced Onboarding

Advanced Onboarding is designed for teams whose data or setup requires more care and sequencing to avoid disruption.

This package adds additional structure, cleanup, and validation so HubSpot works reliably from day one — even with more volume or complexity.

Includes everything in Base, plus:

Expanded data mapping and staged imports
We break migrations into logical phases to reduce risk, validate results, and avoid data or subscription issues.
Data cleanup support
Guidance and hands-on cleanup to address duplicates, formatting issues, or inconsistent fields before and during import.
Additional email template setup
One extra brand-aligned email template (3 total) to support multiple communication types.
Workflow setup
Up to 3 workflows to automate common actions and reduce manual work.
Additional QA and testing
Extra review and testing rounds to ensure data, subscriptions, and automations are working as expected before handoff.

See tab below for more details

$12,997

Enterprise Onboarding

Best for: organizations with multi-system or multi-object data, or highly complex marketing operations.

Up to 500,000 contacts

Enterprise Onboarding is designed for organizations whose data and processes don’t fit neatly into a single system or simple structure.

This package adds deeper planning, coordination, and validation to ensure HubSpot can support more complex relationships without breaking downstream workflows.

It’s the right fit when your organization manages multiple data sources, objects, or programs — and needs HubSpot to function as a reliable system rather than a fragile one.

Includes everything in Advanced, plus:

Multi-object and multi-system mapping support
We plan and map relationships across contacts, companies, and additional objects so data remains usable and connected.
Advanced import planning and validation
Detailed sequencing and validation to manage higher volumes and complexity without disrupting email, subscriptions, or reporting.
Expanded workflow setup
Up to 6 workflows to automate more advanced processes and reduce manual work across teams.
Additional email template setup
One additional brand-aligned email template (4 total) to support a wider range of communications.
See tab below for more details

$18,497

Ideal for: organizations with a primary source system and straightforward email and subscription requirements

Contact volume: up to 150,000 (Contacts + Companies)

What’s included

Email foundation & compliance

Email domain + deliverability setup guidance (DNS instructions + verification checklist)
Customized email deliverability checklist and org-specific recommendations
Essential email compliance configuration:
- branding defaults
- tracking code installation
- subscription types
- footer and CAN-SPAM compliance settings

Templates & subscription infrastructure

2 email templates (brand-aligned)
2 subscription type paths (clearly defined audience pathways)
1 subscription conversion path (form, confirmation, preference update flow as applicable)
Full subscription signup + migration checklist (assets, steps, QA)

Email marketing migration kit

Up to 150,000 contacts (Contacts + Companies)
Up to 25 mapped fields (standard + custom)
Up to 2 subscription paths
Consent and subscription documentation checklist
Import log + reconciliation checklist (QA + verification)

Core CRM configuration

Up to 8 custom properties (common nonprofit/association needs)
Up to 5 core segment lists (donors, members, applicants, etc.)

Reporting starter pack

2 dashboards with standard KPIs:
- traffic
- form conversions
- email performance
- lifecycle/lead flow (where available)

Important:
If your data requires significant cleanup, complex consent rules, multiple source systems, or multiple objects, we’ll recommend an upgraded onboarding tier or a scoped add-on.

Ideal for: larger databases, messier lists, additional validation needs, or light multi-system complexity

Contact volume: up to 250,000

Everything in Base, plus:

Data & migration enhancements

Expanded data mapping and import strategy
Staged imports (multiple passes instead of a single load)
Deduplication and data cleanup support (within defined limits)
2 additional QA/testing rounds

Email & operations enhancements

+1 email template (total 3)
+1 subscription type path (total 3) or a more complex consent variation
Workflow starter pack (up to 3 workflows)
Examples: lifecycle updates, internal notifications, list enrollment triggers, simple follow-up routing

Delivery enhancements

Additional stakeholder alignment session to reduce rework and ensure clarity

Ideal for: national organizations, large associations, hybrid environments, or multi-object data structures

Contact volume: up to 500,000

Everything in Advanced, plus:

Complex data handling

Multi-object mapping support (where applicable)
Advanced import planning with backup/rollback considerations
Additional validation and testing rounds for confidence at scale

Automation & segmentation

Workflow build-out (up to 6 workflows total) with documented logic
+1 additional email template (total 4)
Expanded segmentation support (additional lists and more nuanced logic within scope)

Outside the scope of onboarding

API-based imports, custom integrations, or automated sync development are outside onboarding scope and will be quoted separately if required.

Meetings & Walkthroughs Included

Onboarding is delivered through a structured implementation process with guided walkthroughs to help your team understand what’s been set up and how to use it.

Included sessions may include:

Kickoff & Assumptions Review – confirm source systems, audiences, and setup inputs
Data & Structure Walkthrough – understand how contacts, properties, and segments are organized
Email & Subscription Review – review templates, subscriptions, and compliance setup
Reporting Walkthrough – learn how to interpret dashboards and key metrics
Handoff & Next Steps – final walkthrough and recommended next phase

Sessions are scheduled at key milestones rather than weekly to keep onboarding efficient and focused.

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.

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.