HubSpot Accelerated Onboarding

Active Tasks - Any Hub

The number of your tasks we work on at a time is limited by your "Active Task Capacity", which depends on your Tier.

Q: What does "Active Task Capacity" mean?
A: This is the limit of the number of Active Tasks we work on for you at any given time. Your Active Task Capacity is determined by your Subscription Tier.

Q: Can I purchase extra tasks as needed.
A: No, task limits are set by your Subscription Tier. But you can upgrade to a higher tier to get more tasks or more calls to help optimizing your usage. If you need less later, you can downgrade in the next billing cycle.

Task Requests in Queue

You can have unlimited tasks in your queue while we work on your "Active Tasks'

Q: How do tasks get moved from the queue?
A: You can activate a task by letting us know on the ticket that you want to action it.

Q: Is it really unlimited?
A: Yes. You can add as many tasks to your "Task Queue" as you like and they will be actioned according to your subscription tier limit.
Not all tasks are of equal size or complexity. Like unlimited Internet bandwith or water through a pipe, the amount that flows is not limited in a month, but the rate at which it passes through your pipe is throttled by the width of your pipe.

Task Revisions

A task finished when you confirm that it has been completed and that the task can be closed. Keeping a task open means it still counts against your "Active Task Capacity"

Q: What is a task revision?
A: A task revision is something additional done on your task or any further questions or amendments once your task is considered completed.

Q: Does opening and changing a past-completed task impact my "Active Task Capacity"?
A: Yes. It becomes a task that is being worked on and is therefore considered an "Active Task" that counts towards your allocation.

Q: How can I see my past-completed Tasks?
A: Your HubSnacks Task Portal is available to you 24/7. Here you can see every task ever worked on, along with all the correspondence for each task. To re-open a task, just click the button to change its status and add notes telling us what you want done.

24/7 Access to your task portal

Your tasks and all communication are managed in a secure online Portal which you can access 24/7

Q: Can I manage my tasks in the Portal?
A: Yes. Your HubSnacks Task Portal is available to you 24/7. Here you can manage all aspects of your tasks: create a new task, pause, edit, re-open or mark as complete. You can also see all current and past tasks we've ever worked on for you, along with all the correspondence for each task.

Q: How long do I wait to get a reply to a task?
A: You receive an immediate notification to say we received your task. Then our a fully staffed global "Triage Team" reviews your tasks and communicates with you to make sure we understand what you need. We've seen just about every possible request hundreds of times, so there is a good chance we'll get working on your task right away.

Q: How long does a task take?
A: That depends on complexity and scope. Generally faster and cheaper than you or anybody else could do it is the answer.

Exclusive Template Library (150+)

You will have access to our vast library of pre-built and tested HubSpot templates to accelerate your CMS builds.

Q: Can I have custom work done rather than use a template?
A: Yes. But 8 out of 10 times we have already done what you asked dozens of times, and have invested in creating template pages, workflows and other common tasks. So the fastest and best way is to use a template and let us know what you want modified to get it exactly as you want it.

Q: How does using a template affect my "Active Task Capacity" limits.
A: Edits to a Template count as Tasks. The template is included in your subscription.

Q: Can you modify Templates purchased from the HubSpot Marketplace?
A: Yes.

HubSpot Settings Audit

A 250+ point checklist of every setting in HubSpot to make certain there's nothing holding you back.

The HubSpot Settings Audit Add-On Costs 1,500 USD

Q: Can you audit all my Hubs at any Tier, including Enterprise?
A: Yes. Absolutely. Any hub, including Ops Hub, Starter Pro and Enterprise licenses.

Q: Can HubSnacks fix everything in the audit?
A: Yes, everything can be submitted as a task to be worked through according to your subscripton tier.

Q: Does HubSpot approve the audit?
A: No. HubSpot does not accredit auditors, but we have audited over 1000 portals since 2014, many of which were recommended to us by HubSpot. A fully set up HubSpot instance is both rare and necessary if you want the flexibility to respond to opportunites quickly.

Q: Do you audit for GDPR compliance?
A: Yes. We do not provide legal advice, but we check to see if you have activated and confiogured the GDPR tools.

Kick Start Call

Within 14 days you will get a Kick Start Call according to your chosen tier. Snacks+ is focused on optimizing your task allocations, and Concierge on how to optimize your HubSpot usage for your objectives.

Q: What's the difference between "Task Kick Start Call" and "Objectives Kick Off Call"?
A: "Task Kick Off Call" is when your "Task Manager" makes sure you're asking for the right tasks to achieve what you want, and that we understand you correctly to speed up delivery.
"Objectives Kick Start Call" is when your "Impact Coach" understands your business objectives and makes sure that HubSpot is used and configured to achieve those objectives, making sure to get you some quick wins along the way.

Q: Can I start on Concierge and then downgrade when my big objectives are achieved?
A: Yes. All your notes and correspondence are maintained, but should you downgrade, you will move to either a relationship with a Task Manager or no calls depending on your subscription tier choice.

Monthly Task Manager Call (1 per month)

Snacks+ - You'll get a monthly call with a Task Manager to optimize and prioritize your Task queue.

Q: Can I change Task Manager if I am not happy?
A: Yes. All Task Managers are experts in HubSpot and you can request a change via your coach or the ticketing platform.

Q: How is this and other calls scheduled and delivered?
A: Via our HubSpot meetings links and the call is on Zoom (recorded if you wish).

Impact Coaching Calls (4 per month)

Concierge - You'll get a weekly call with your Impact Coach to optimize Your HubSpot usage. If you have a specialized project, Your Impact Coach will bring in experts in that area.

Q: Will my Impact Coach understand everything in HubSpot?
A: Yes. Impact Coaches are Advanced HubSpot experts in all Hubs.

Q: Can I change Impact Coach if I am not happy?
A: Yes. All Impact Coaches are experts in HubSpot and you can request a change via your coach or the ticketing platform.

Task Prioritization

Agree with your Task Manager or Impact Coach on prioritizing the tickets in your queue.

Q: What if someone in my company tries to jump the queue with their own task?
A: If someone in your company re-assigns priorities so that you run out of Active Task Capacity, all contacts will be notified.

Q: Can I get help to prioritize Tasks in the Snacks Package?
A: No. But you can manage your own tasks in your task queue in your portal, and ask us to prioritize your single Active Task.

Pro-active Task Submission

After your Coaching call, your Impact Coach will create tickets on your behalf based on agreed outcomes

Q: Can I submit tasks whenever I want?
A: Yes. Via your 24/7 Task Portal.

Q: Why does my Impact Coach submit tickets for me?
A: Your Impact Coach will only submit agreed upon tasks with your consent. As a Concierge customer, your Impact Coach can create tickets following your discussions to ensure that the requirements are communicated effectively to the rest of the team working on your account.

Monthly SEO Report

Each month you receive a comprehensive Custom Report generated by SEMRush to identify and highlight SEO errors.

Q: Can this report be generated for my site if it's not on HubSpot CMS?
A: Yes.

Monthly SEO Report & Fix List

If your Site is hosted on HubSpot CMS, we generate a Fix List and allocate any unused Tasks from your Active Task Allocation to fix critical errors, within HubSpot's capabilities.

Q: Will HubSnacks fix errors on non-HubSpot Web sites.
A: No, we only work within the HubSpot ecosystem.

Q: Will SEO Tasks count against my Active Task Capacity?
A: Yes. But SEO Tasks are not normally as high priority as requested tasks. If you feel they are, tell us and they will get priority.

Connect Store Apps (Native)

You can use your calls to be guided through connecting any Native App from the HubSpot App Marketplace to your other softwares.

Q: Does HubSnacks connect the Native Apps from the HubSpot Marketplace for me?
A: No. Your HubSnacks Task Manager or Impact Coach will guide you connecting any Native App from the HubSpot Marketplace during your Snacks+ Tasks Management Monthly call, or any of your Concierge Weekly Impact Coaching Calls.

Q: What If I want HubSnacks to connect the Native App for me?
A: No. But... we have a dedicated Integrations Team to do this. However, this requires us to log into other software and configure it on your behalf. This is an Add-On only available to Concierge customers and quoted separately.

Q: Does HubSnacks build custom Integrations?
A: Yes. We have a dedicated Integrations Team to do this. However, this is an Add-On for Concierge customers only, and quoted separately.

Pre-tested Automation Recipes

You have access to a library of pre-tested automation solution designs you can chose from. Final tweaks and configurations are tasks that take a fraction of the time rather than starting from scratch.

Q: Can I have custom solutions designed for workflows and funnels etc?
A: Yes. But from working with over 1000 companies using on HubSpot, we know there are always common components and methods. So we have tried and tested funnel templates with CMS, workflows and even partially written emails for many funnel types. We can push these to your portal and work with you to tweak them so they do exactly what you want. We built them so they are editable and snap together.

Q: Can HubSnacks configure OpsHub automations to extend the template's functionality.
A: Yes.

Solution Architecture

Solution Architects work with your Impact Coach to connect the dots into integrated solutions solving Objectives-based business needs.

The Add-ons for Custom API Integration, CRM Migrations, and HubSpot customization, Solution Architects complete data modeling and solution architecture designs to ensure smooth execution.

Q: Can your Solution Architects work with large complex solutions involving 3rd Party software and advanced HubSpot features?
A: Yes

Q: Is the design a task?
A: Yes. A complex task that may take considerable time. But yes, it's a task.

Q: Are your Solution Architects HubSpot certified?
A: Yes. We all are. And the team has advanced accreditations too.

Custom HubDB Development

HubDB is a relational database tool that allows you to create tables to store data you can use on your website pages, or query externally via the HubDB API. You can customize a HubDB table based on your needs.

Q: Can HubSnacks build custom HubDB solutions for me?
A: Yes. We have built many custom HubDb uses cases for our customers and we can customize HubDb to fit your business needs within the limits of HubSpot.

OpsHub Custom Coded Workflows

Ops Hub programmable automation, allows you to use build coded actions and execute them within HubSpot’s workflows 

Q: Can HubSnacks build custom Programmable Automation Use Cases?
A: Yes. We have build our custom coded use cases for many customers and we can customize them depending on the use case. We can also customize the use cases from the HubSpot Use Cases library to fit your business.

Impact Growth Plan (in 3rd month)

The Impact Growth Plan is an accurate diagnosis of your current situation to identify the strategies needed, the actions that have the highest impact, and tells you what to focus on first to shorten the gap in achieving your desired goals.

The Impact Growth Plan Add-On Costs 1,790 USD

Q: Do I receive an Impact Growth Plan as part of my Concierge subscription?
A: Yes. This is part of your HubSnacks Concierge subscription. As a HubSnacks Concierge customer, you are taking advantage of the Impact Coaching Calls and your impact coach will be monitoring your progress.

Q: Can I get the Impact Growth Plan once I start my Concierge subscription?
A: No. Within 3 months of working together, we will be able to locate where the problems are in your funnel and what solutions we can provide to help you achieve your goals. Your Impact Coach will identify your current state and will be able to provide high-impact recommendations based on the data gathered and organized into categories.

Custom API Integration - (Add-On)

This is an Add-on to scale the task volume when Integrating multiple software with large databases.

The core design optimization and preparation work is covered in the Concierge tier.

Q: Is HubSnacks accredited to build Custom and Complex Integrations?
A: Yes. HubSnacks is a Fully Accredited HubSpot Integrations Partner and has completed hundreds of integrations across over 100 3rd party software.

Q: Does HubSnacks have a list of successful integrations?
A: Yes. To mention a few
- Finance & Accounting Software: Xero, Stripe, Sage Intacct, NetSuite, Chargify, QuickBooks, Sage 50cloud, Paypal
- ERP Software: SAP, Oracle, Microsoft Dynamics 365 Business Central
- CRM Software: Salesforce, Dynamics 365, Pipedrive, Zoho, Infusionsoft / Keap, Copper, Insightly, Monday CRM, FreshSales, Canvas
- Marketing Software: ClickUp, Mailchimp, Facebook Ads, WhatsApp Business, Google Ads, LinkedIn Ads, Zoom, Trello
- E-commerce Software: Woocommerce, Shopify, Magneto, GoDaddy, Square, BigCommerce, Wix
- Help Desk Software: ZenDesk, Salesforce Service Cloud, FreshDesk, Jira Service Desk
- Design Software: Adobe Sign, Canva, Beacon

Q: Is this add-on Available if I choose Snacks or Snacks+?
A: No. We need calls to execute the plan and coordinate effective delivery. The allocation of experts and tasks are all done in the Concierge Subscription. The Add-on is impacted by variables such as the size of your data sets, 3rd party software and elements to be Integrated.

For a Quote, book a demo call Quoting "Custom API Integrations" and tell us a little bit about your needs.

CRM Data Migration - (Add-On)

This is an Add-on to scale the task volume when migrating large CRM databases.
The core design optimization and preparation work is covered in the Concierge tier.

Q: Can I migrate from any other CRM?
A: Yes. Provided the features are supported by HubSpot and you have the required license tier from HubSpot.

Q: Can HubSnacks migrate any number of contacts to HubSpot?
A: Yes. The size of your database in terms of the number of Objects (Contacts, Companies, Deal Pipelines, etc) as well as the number of contacts and their associated Timeline Activities records will impact the quote for the Add-on as well as its duration. But the tasks needed to create the Solution Architecture, planning, and creation of properties, as well as any Ops Hub automation configurations are covered in your Concierge Subscription as they are essentially tasks. Sophisticated tasks, but tasks nonetheless.

Q: Can HubSnacks "Scrub" and de-duplicate my old CRM data before you Migrate the database?
A: Yes. We have scrubbed databases from 5000 Contacts into millions of contacts. For databases over 5000 records where there is an increased risk of instances of 10 duplicates of single records, we use our service called HubScrub, which uses our Integrations Platform to clean, sort, merge, and error-fix records in a way that cannot be done manually or other tools.

Q: Is my data secure, and does HubSnacks take care not to lose my records?
A: Yes. The price of your add-on will be impacted by how much security you want. For a Quote, book a demo call (Anchor a link to the book a demo landing page) Quoting "CRM Migration" and tell us a little bit about your needs.

Q: Can HubSnacks Migrate Enterprise-level CRMs and sites with hundreds of thousands or millions of Contacts?
A: Yes. Any size, and HubSpot tier, as long as the features are supported by HubSpot and you have the necessary HubSpot License Tier. For a Quote, book a demo call quoting "CRM Migration" and tell us a little bit about your needs.

Q: Is the CRM Migration add-on available if I choose Snacks or Snacks+?
A: No. We need calls to execute the plan and coordinate effective delivery. The allocation of experts and tasks are all done in the Concierge Subscription. The Add-on is impacted by variables such as the size of your data sets to be migrated.

Website Migration - (Add-On)

This is an Add-on to scale the task volume when migrating large Websites.

The core design optimization and preparation work is covered in the Concierge tier.

Q: Can I Migrate any feature from any other CMS?
A: Yes. As long as it is supported by HubSpot and you have the required license tier from HubSpot, we can develop and Migrate it.

Q: Can HubSnacks build advanced Websites in CMS, using Boilerplate framework, HubL, and Serverless functions?
A: Yes. HubSnacks was one of a small handful of Elite Partners to be invited to build out Templates on the new Boilerplate frameworks in the HubSpot Marketplace. We hold all relevant certifications and can deliver the most advanced features.

Q: Does HubSnacks have a list of successful of CMS Builds for Pro and Enterprise Customers?
A: Yes. We have worked on Websites for more than 1000 companies using HubSpot since CMS was launched in 2024 (then called COS). Book a Demo call to see our private library of 150+ CMS Templates for Landing Pages, Websites, Emails, Modules, and Pilar Pages.

Q: Is the CMS Migration add-on available if I choose Snacks or Snacks+?
A: No. We need calls to execute, plan, and coordinate effective delivery. The allocation of experts and tasks are all done in the Concierge Subscription. The Add-on is impacted by variables such as several templates and pages needed, as well as how deeply your Websites integrates with your customers (portal for example).

For a Quote, book a demo call  Quoting "Website Migration" and tell us a little bit about your needs.