Marketing Onboarding Packages

1-Hour Work Sessions

Boost your team's skills and strategies with focused sessions on your most pressing issues.

Session Recordings

Access recorded sessions, transcriptions, and summaries for self-paced learning reinforcement.

Shared Miro Board

Shared Miro Board for visual collaboration and documentation as part of the program.

HubSpot Guide Creator

Get custom training materials from HubSpot's Guide Creator, designed to meet your business needs.

Ongoing Support

Overcome obstacles effortlessly with our HubSpot Certified Trainers, who are always ready to guide you.

Customer Portal

Effortlessly manage your sessions, support, and settings in our Customer Portal.

Persona Development

Social Media Setup

Email Marketing

HubSpot Tool Tactics

Campaign Setup

Custom Reporting

Workflow Management

Beta Feature

Lead Scoring
Enterprise Only

Approvals
Enterprise Only

Custom Events
Enterprise Only

Customer Journey
Enterprise Only

Kickoff Session

Complimentary Kickoff Work Session.

Users & Teams Setup

Structure your users and teams in.

Permission Sets & Presets

Create permissions and presets for users.

Notification Profile

Default notification profiles for users.

Domains & URL Setup

Configure your domain with HubSpot.

Tracking & Analytics

HubSpot tracking code setup.

Account Branding

Set up an account Brand Kit.

Import Existing Data

Import your existing data to HubSpot.

Custom Properties

Create custom properties in HubSpot.

Default Reports

Setup default reports and dashboards.

List Creation

Active lists of Contacts and Companies.

User Email & Calendar Setup

Google Workspace or Office 356.

Marketplace Theme & Apps

Themes and native apps installation.

Data Privacy & Consent

Data privacy and consent configuration.

Meetings Tool Setup

Create dedicated Meeting Links.

HubSpot AI

Leverage HubSpot AI and ChatSpot.

Extended Support

Summaries

Recordings

Documentation

Core Topics

FAQ

Our 60-minute sessions go beyond just set times; they promise engaging and immersive learning experiences. Designed to fit into your busy schedule, each session offers a deep dive into new concepts or skill refinement, ensuring a fulfilling learning journey.

Upon subscription, you'll receive an invitation to set up your account, unlocking the ability to organize, observe, arrange, rearrange, and buy sessions with ease.

You have complete freedom in scheduling your sessions. As long as you have sessions left and there are open slots, you're empowered to arrange them according to your preferences. We'll explore this topic further in our Kickoff Session and offer guidance on optimal spacing for your sessions.

Your essentials are simply an internet connection, HubSpot, and Zoom.

We maintain a 24-hour cancellation policy. Should you cancel or fail to attend a session within this 24-hour window, you will incur charges for the session.

To cancel or reschedule a session, kindly do so through your account page.

If extraordinary circumstances require a cancellation within 24 hours, please email us at hello@usetactic.com.

You can cancel your subscription at least 30 days before the upcoming month commences. After cancellation, you'll retain full access to your account.

Moreover, our Tailored Support will remain at your service for an entire 60 days following your most recent payment.

Please note that we do not provide refunds. However, you can cancel your subscription at least 30 days before the upcoming month commences. After cancellation, rest assured that you'll retain full access to your account.

Moreover, our Tailored Support will remain at your service for an entire 60 days following your most recent payment.

“Tactic is an excellent partner and problem solver. They work with you and your team to help solve your challenges by providing strategies and a roadmap to get there. I highly recommend working with Tactic.”

Melanie C. Kelly

VP MARKETING

"James was incredibly knowledgeable about all things HubSpot, from upcoming release functionality to custom API integrations. He was instrumental in linking our application with the HubSpot API."

Hunter Dudley

SR. PRODUCT MANAGER

James provided professional and timely service. We look forward to working with James and Tactic on various technical and HubSpot related problems we and our clients face. Highly recommended.

Corinne Wright

OPERATIONS SPECIALIST

HubSpot Certified Trainer Lead Marketing Hub Onboarding.

Master Your Marketing with Our HubSpot Certified Trainer.

Elevate Your Onboarding Experience with Expert-Led Work Sessions.

Customized HubSpot Marketing Hub Onboarding Support.

Work Session Based Onboarding.