As stated in our HubSpot Customer Terms of Service, unless we otherwise agree, consulting services are as described on https://legal.hubspot.com/hubspot-product-and-services-catalog (or other URL we designate), and will be delivered in English. You can find these descriptions below. We may periodically update this description page. There are some important general terms that relate to all of these descriptions, and you can find these in the general terms section below.
General Terms:
We may choose to change any personnel assigned to your account or the consulting services at any time for any or no reason. Unless otherwise agreed or specified in the applicable description, all consulting services are performed remotely. For consulting services performed onsite, (i) you will reimburse us our reasonable cost for all expenses incurred in connection with the consulting services and (ii) we may update the date and/or location at any time, regardless of whether a date and/or location is specified in your order. If we update the date and/or location after purchase, we will notify you. Consulting services are non-cancellable, and all fees for consulting services are non-refundable.
Important Note:
If there are a specific number of hours included in the consulting services purchased, those hours will expire as indicated below, which expiration period will commence upon purchase (the “expiration period”).
If there are deliverables included in the consulting services purchased, it is estimated that those deliverables will be completed within the time period indicated as the delivery period below, which delivery period will commence upon purchase (the “delivery period”). If the consulting services provided are not complete at the end of the delivery period due to your failure to make the necessary resources available to us or to perform your obligations, such consulting services will be deemed to be complete at the end of the delivery period. If the consulting services provided are not complete at the end of the delivery period due to our failure to make the necessary resources available to you or to perform our obligations, the delivery period will be extended to allow us to complete such consulting services.
Workshops & Education
|
PROGRAM |
ACCESS TYPE |
TERMS |
DELIVERY PERIOD |
|---|---|---|---|
|
Onboarding Foundations: For Partners
Onboarding Foundations: For PartnersOnboarding Foundations: For Partners provides users with a paid seat access to a library of live workshops that can assist with the implementation of your HubSpot subscription. Workshops are only available for live viewing and not available on demand. Users with a paid seat may access workshops during the delivery period, subject to eligibility requirements. We may adjust the date and/or time by notifying you prior to the start of a workshop. Your purchase of Onboarding Foundations: For Partners is non-cancelable and all fees paid are non-refundable, regardless of your attendance or participation in the workshops. Licenses are non-transferrable once workshop attendance has occurred.
Last Modified: June 1, 2023 |
Paid Seat access to live workshops during the delivery period
|
Non-cancelable and all fees paid are non-refundable
|
90 days from purchase
|
|
HubSpot Academy: Guided Onboarding
HubSpot Academy: Guided OnboardingUsers who purchase Academy Onboarding will have access to live, cohort-based educational content, experiences, private HubSpot Community support, and in-app onboarding that focuses on helping customers get value from HubSpot quickly. During the delivery period, users can access all applicable benefits, resources, and offerings with the option to renew to maintain access. HubSpot reserves the right to adjust the delivery date or time of any of these offerings by giving you notice at any time prior to the start of the delivery period. Your purchase of Academy Onboarding is non-cancelable and all fees paid are non-refundable.
Delivery Period: 1 year from purchase Last Modified: Feb. 2, 2026 |
Access to live, cohort-based educational content, experiences, private HubSpot Community support, and in-app onboarding during the delivery period
|
Non-cancelable and all fees paid are non-refundable
|
1 year from purchase
|
Hub Onboarding
|
HUB |
EDITION |
FORMAT |
DELIVERY PERIOD |
|---|---|---|---|
|
Marketing Hub
Marketing HubMarketing Hub Professional Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Marketing Hub Professional subscription. Marketing Hub Professional Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 90 days from purchase Last Modified: May 7, 2024 |
Professional
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
|
Marketing Hub
Marketing HubMarketing Hub Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Marketing Hub Enterprise subscription. Marketing Hub Enterprise Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 90 days from purchase Last Modified: May 7, 2024 |
Enterprise
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
|
Sales Hub
Sales HubSales Hub Professional Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Sales Hub Professional subscription. Sales Hub Professional Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 60 days from purchase Last Modified: May 7, 2024 |
Professional
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
|
Sales Hub
Sales HubSales Hub Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Sales Hub Enterprise subscription. Sales Hub Enterprise Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 90 days from purchase Last Modified: May 7, 2024 |
Enterprise
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
|
Service Hub
Service HubService Hub Professional Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Service Hub Professional subscription. Service Hub Professional Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 60 days from purchase Last Modified: May 7, 2024 |
Professional
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
|
Service Hub
Service HubService Hub Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Service Hub Enterprise subscription. Service Hub Enterprise Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription.
Delivery Period: 90 days from purchase Last Modified: May 7, 2024 |
Enterprise
|
Remote (phone/Zoom/email)
|
90 days from purchase
|
Customer Platform Onboarding
|
TIER |
AVAILABLE FOR |
FORMAT |
DELIVERY PERIOD |
|---|---|---|---|
|
Professional
ProfessionalProfessional Customer Platform Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Professional Customer Platform subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Customer Platform Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.
Delivery Period: 120 days from purchase Last Modified: April 3, 2024 |
Professional Customer Platform subscription
|
Remote (phone/email)
|
120 days from purchase
|
|
Enterprise
EnterpriseEnterprise Customer Platform Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Enterprise Customer Platform subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Customer Platform Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.
Delivery Period: 120 days from purchase Last Modified: April 3, 2024 |
Enterprise Customer Platform subscription
|
Remote (phone/email)
|
120 days from purchase
|
|
Premier
PremierPremier Customer Platform Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your Professional or Enterprise Customer Platform subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Customer Platform Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.
Delivery Period: 150 days from purchase Last Modified: April 3, 2024 |
Professional or Enterprise Customer Platform subscription
|
Remote (phone/email)
|
150 days from purchase
|
Add-ons & Specialty
|
SERVICE |
AVAILABLE FOR |
FORMAT |
DELIVERY PERIOD |
|---|---|---|---|
|
Service Extension
Service ExtensionService Extension consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of your HubSpot subscription(s). The purchase of this service is reserved for customers who are reaching or have recently reached the end of their initial onboarding service delivery period and still require additional assistance. Service Extension is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription(s).
Last Modified: May 7, 2024 |
Customers nearing or just past onboarding end
|
Remote (phone/Zoom/email)
|
30 days from purchase
|
|
Brands
BrandsBrands consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to assist with the setup and/or implementation of the HubSpot platform. Brands is reserved for customers who purchase HubSpot's Brands Add-On and would like to receive specialist guidance through their setup and configuration of business units not otherwise included in the scope of their selected onboarding service. Brands is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of one additional Brand.
Delivery Period: 150 days from purchase Last Modified: May 1, 2025 |
Buyers of the Brands Add-On
|
Remote (phone/Zoom/email)
|
150 days from purchase
|
|
Advanced Onboarding
Advanced OnboardingAdvanced Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to provide (i) assistance with the setup and/or implementation of your Professional or Enterprise subscription, (ii) business strategy and technical consulting on business processes, custom integrations, and roadmap planning, (iii) consulting for migration/importing of data from your CRM, and (iv) technical and business strategy consulting for using HubSpot with your existing technology stack in alignment with your business needs. Advanced Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your HubSpot subscription(s).
Delivery Period: 120 days from purchase Last Modified: May 7, 2024 |
Professional or Enterprise subscriptions
|
Remote (phone/Zoom/email)
|
120 days from purchase
|
|
Premier Onboarding
Premier Onboarding(Formerly, Marketing Hub Advanced Onboarding)
Premier Onboarding consists of access to a customer onboarding specialist or equivalent HubSpot expert(s) to provide (i) assistance with the setup and/or implementation of your Professional or Enterprise subscription, (ii) business strategy and technical consulting on business processes, custom integrations, and roadmap planning, (iii) consulting for migration/importing of data from your CRM, and (iv) technical and business strategy consulting for using HubSpot with your existing technology stack in alignment with your business needs. Premier Onboarding is delivered remotely; support will consist of phone and/or Zoom conversations, email-based support, and any other activities related to the setup and/or implementation of your HubSpot subscription(s). Delivery Period: 120 days from purchase Last Modified: May 7, 2024 |
Professional or Enterprise subscriptions
|
Remote (phone/Zoom/email)
|
120 days from purchase
|
|
Partner Onboarding
Partner Onboarding(Formerly, Agency Onboarding or Partner Inbound Success Training)
Partner Onboarding consists of assistance with: (i) the implementation of the subscription service and methodology, (ii) how to deliver and/or sell inbound services, and (iii) how to grow client services. You and we will agree to the topics and amount of assistance necessary during initial kickoff. Partner Onboarding is for HubSpot partners only. Delivery Period: 180 days from purchase Last Modified: Nov. 1, 2019 |
HubSpot partners only
|
—
|
180 days from purchase
|
|
Data Migration Consulting
|
Customers migrating legacy data
|
Remote
|
60 days from purchase
|
|
End-User Onboarding
|
Up to 20 seats (buy more if exceeded)
|
Remote (phone/Zoom/email)
|
60 days from purchase
|
|
TRAINING TYPE |
DURATION |
FORMAT |
DELIVERY PERIOD |
|---|---|---|---|
|
Marketing Hub Fundamentals
Marketing Hub Fundamentals(Formerly, HubSpot Training: Marketing Fundamentals) HubSpot Training: Marketing Hub Fundamentals consists of a three (3) day training course delivered on the date and at the location specified in the applicable order. You will receive assistance during this training course with the implementation of your HubSpot subscription and the inbound methodology. We may adjust the date, time, or location by giving you notice at any time prior to the start of the training. Unless we reschedule the date or location of the training course purchased, you are only eligible to attend the training course held on the date and at the location specified in the applicable order. You may not reschedule your participation in the training course purchased. Your purchase of HubSpot Training: Marketing Fundamentals is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation. Last Modified: Nov. 1, 2019 |
3 days
|
Onsite at specified location
|
From purchase through last day of training
|
|
Solutions Partner Essentials
Solutions Partner EssentialsHubSpot Training: Solutions Partner Essentials will consist of a two (2) day training course delivered by the HubSpot customer training team or by a HubSpot customer training accredited trainer on the date and at the location specified in the applicable order. During this training course, we will provide you with assistance with the fundamental skills needed to be a Solutions Partner Program account manager working with HubSpot clients.
We may adjust the date, time, or location by giving you notice at any time prior to the start of the training. Unless we reschedule the date or location of the training course purchased, you are only eligible to attend the training course held on the date and at the location specified in the applicable order. You may not reschedule your participation in the training course purchased. Your purchase of HubSpot Training: Solutions Partner Essentials is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation. Delivery Period: From the date of purchase through the last day of the training purchased in the applicable order. Last Modified: Oct. 12, 2021 |
2 days
|
Onsite at specified location
|
From purchase through last day of training
|
|
Partner Private Training
Partner Private TrainingPartner Private Training will consist of up to 8 hours of live training delivered by the HubSpot customer training team via webinar. During this training course, we will provide you with training and activities aligned to the learning objectives selected and confirmed during the scoping process. Private training is delivered virtually, and attendees are limited to the number of seats purchased.
Delivery Period: 120 days from the date of purchase Last Modified: Aug. 1, 2024 |
Up to 8 hours
|
Live webinar
|
120 days from purchase
|
|
Partner Private Training: Additional Hours
Partner Private Training: Additional HoursPartner Private Training: Additional Hours will consist of up to 2 hours of live training delivered by the HubSpot customer training team via webinar. During this training course, we will provide you with training and activities aligned to the learning objectives selected and confirmed during the scoping process.
Delivery Period: 120 days from the date of purchase Last Modified: Aug. 1, 2024 |
Up to 2 hours
|
Live webinar
|
120 days from purchase
|
|
Partner Private Training: Onsite
Partner Private Training: OnsitePartner Private Training: Onsite will consist of up to 8 hours of instruction delivered by the HubSpot customer training team on the date and at the location specified in the applicable order. The 8 hours are delivered in a full-day training. Travel and expenses for the trainer for 2 nights are included in the fee. Private training is delivered onsite, and attendees are limited to the number of seats purchased. During this training course, we will provide you with training and activities aligned to the learning objectives selected and confirmed during the scoping process.
Onsite services subject to regional availability; each request is assessed for approval on a case-by-case basis at HubSpot's discretion. We may adjust the date, time, or location by giving you notice at any time prior to the start of the training. Unless we reschedule the date or location of the training course purchased, you are only eligible to attend the training course held on the date and at the location specified in the applicable order. You may not reschedule your training date, time, or location once it has been agreed upon in the applicable order and travel has been booked by HubSpot. Your purchase of Partner Private Training: Onsite is non-cancelable, and all fees paid are non-refundable, regardless of your actual attendance or participation. Delivery Period: 120 days from the date of purchase Last Modified: Aug. 1, 2024 |
8 hours (full-day)
|
Onsite at specified location
|
120 days from purchase
|
Website Migration Services
|
TIER |
ELIGIBILITY |
NOTES |
DELIVERY PERIOD |
|---|---|---|---|
|
Website Migration: Setup
Website Migration: SetupWebsite Migration: Setup includes (i) a consultation on marketplace, standard theme, or replatforming theme selection, (ii) a consultation on the design format of the migration, and (iii) the setup of that theme with branding and basic design based on the design format.
Setup will be charged as a one time fee and will require an approval of existing website content. To receive this service, you must execute an order that includes this service and have an active subscription to Content Hub Professional or Enterprise. This service is only available in English. The delivery period will run concurrently with Website Migration: Content Pages. Delivery Period: 90 days from purchase Last Modified: April 3, 2024 |
Active Content Hub Professional or Enterprise subscription
|
Approval of existing website content required
|
90 days from purchase
|
|
Website Migration: Content Pages
Website Migration: Content PagesWebsite Migration: Content Pages includes migration of selected website pages from your existing website platform into HubSpot's software as further described below.
Migration of pages will be charged at our then-current list price. While we aim to have migrated website pages consistent with the design format identified in Website Migration: Setup, migrated website pages may deviate in style or format. Limitations apply to the types of website pages we can migrate, and we do not guarantee that we can migrate every website page requested. To receive this service, you must execute an order that includes this service and have an active subscription to Content Hub Professional or Enterprise. This service is only available in English. For the initial purchase of this service, customers will be required to also purchase the Website Migration: Setup service, and the delivery periods for both Website Migration services (Setup and Content Pages) shall run concurrently. After the initial purchase, customers can purchase Website Migration: Content Pages independently from Website Migration: Setup to add additional pages for migration by executing an order. Delivery Period: 90 days from purchase Last Modified: April 3, 2024 |
Active Content Hub Professional or Enterprise subscription
|
Initial purchase requires Website Migration: Setup (after that, can buy independently to add pages)
|
90 days from purchase
|
|
Tech Services: Template Setup
Tech Services: Template SetupTech Service: Template Setup is a service available to Marketing Hub Professional and Marketing Hub Enterprise, as well as Content Hub Starter, Professional, and Enterprise customers only and includes our assistance with the set-up of one set of website, landing page, and blog templates in your HubSpot portal in accordance with our then-current delivery model.
We will deliver this service upon your request after purchase and before the conclusion of the delivery period indicated below, so long as you meet the criteria described in the remainder of this paragraph. To receive this service, you must: (i) execute an order that includes this service, and (ii) provide all required information and requested approvals. In addition, to receive this service, your website must be live and publicly accessible using a standard browser. This service does not include setup of purchased templates or content that is not yours or part of your live website. While we aim to have the set-up template consistent with the design of your website, the templates we set up may deviate in style or format from your website. Delivery Period: 90 days from purchase Last Modified: April 3, 2024 |
Marketing Hub Professional or Enterprise and Content Hub Starter Professional or Enterprise subscription
|
Website must be live and publicly accessible via a standard browser
|
90 days from purchase
|
CRM Data Migration Services
|
TIER |
RECORD LIMIT |
CUSTOM OBJECTS |
DELIVERY PERIOD |
|---|---|---|---|
|
HubSpot CRM Data Migration
|
Up to 500,000 records
|
No custom objects
|
60 days from purchase
|
|
Bronze CRM Data Migration
Bronze CRM Data MigrationBronze CRM Data Migration consists of a one-time service to migrate your data from a supported source CRM platform into its target destination within HubSpot. Scope of the service includes: Supported source CRM platforms:
Supported objects included are:
Parameters:
Specific parameters if the source CRM platform is Salesforce:
While we aim to have migrated CRM data arranged consistently with the original source, the arrangement of migrated data may not be an exact replica of the original source and may deviate in order, style, or format. Bronze CRM Data Migration is delivered remotely and may be delivered by one of HubSpot's third-party service providers. Last Modified: July 1, 2021 |
Up to 350,000 records
|
No custom objects
|
60 days from purchase
|
|
Silver CRM Data Migration
Silver CRM Data MigrationSilver CRM Data Migration consists of a one-time service to migrate your data from a supported source CRM platform into its target destination within HubSpot. Scope of the service includes: Supported source CRM platforms:
Supported objects included are:
Parameters:
Specific parameters if the migrating CRM is Salesforce:
While we aim to have migrated CRM data arranged consistently with the original source, the arrangement of migrated data may not be an exact replica of the original source and may deviate in order, style, or format. Silver CRM Data Migration is delivered remotely and may be delivered by one of HubSpot's third-party service providers. Last Modified: Aug. 3, 2021
|
Up to 1 million records
|
Up to 2 custom objects
|
60 days from purchase
|
|
Gold CRM Data Migration
Gold CRM Data MigrationGold CRM Data Migration consists of a one-time service to migrate your data from a supported source platform into its target destination within HubSpot. Scope of the service includes: Supported source CRM platforms:
Supported objects included are:
Parameters:
Specific parameters if the migrating CRM is Salesforce:
Prior to purchasing Gold CRM Data Migration, you must undergo an assessment of your dataset to confirm that the service is appropriate for your requirements. This assessment will be provided free of charge and may be performed by a third-party service provider. You may be required to provide us or the third-party service provider with access to your source CRM platform in order to perform the assessment. While we aim to have migrated CRM data arranged consistently with the original source, the arrangement of migrated data may not be an exact replica of the original source and may deviate in order, style, or format. Gold CRM Data Migration is delivered remotely and may be delivered by one of HubSpot’s third-party service providers. Last Modified: July 1, 2021 |
1-5 million records
|
Up to 4 custom objects
|
60 days from purchase
|
|
FEATURE |
HOURS/SUPPORT |
DURATION |
NOTES |
|---|---|---|---|
|
Inbound Consulting: For Solutions Partners
Inbound Consulting: For Solutions PartnersInbound Consulting: For Solutions Partners is an expert service delivered by a HubSpot inbound consultant or designated specialist. It offers flexible coverage across three key areas: enhancing customers' HubSpot setups to achieve their business goals, matching prospects' needs with HubSpot tools, and providing consultative sessions on HubSpot processes, tools, and use cases. The service consists of seven (7) hours per month, which may include live calls, email guidance, prep work, and other activities required to reach a specific outcome. Delivered over time, it gives partners consistent access to inbound expertise to address a range of training, delivery, and prospecting needs. Unused hours expire at the end of each month and will not carry over.
Delivery Period: The shorter of the period for which Inbound Consulting: For Solutions Partners is purchased, or one (1) year Last Modified: Oct. 1, 2025 |
Up to 7 hours per month
|
Delivery: The shorter of purchase period or one (1) year
|
Gives partners consistent access to inbound expertise to address a range of training, delivery, and prospecting needs.
|
|
One-Time Inbound Consulting: For Solutions Partners
One-Time Inbound Consulting: For Solutions PartnersOne-Time Inbound Consulting: For Solutions Partners is an expert service provided by a HubSpot inbound consultant or designated specialist. It's designed to make progress in one of three key areas:
The service consists of ten (10) hours, which may include live calls, email guidance, prep work, and other activities required to reach a specific outcome related to the chosen area. The 10 hours must be consumed within 90 days from purchase, and any unused hours will expire and not carry over at the end of 90 days from the date of purchase. Last Modified: Oct. 1, 2025 |
10 hours
|
Expiration Period: 90 days from purchase
|
Targeted HubSpot optimization, solution mapping, or consultative enablement for customers and prospects.
|
|
Technical Consulting: For Solutions Partners
Technical Consulting: For Solutions PartnersTechnical Consulting: For Solutions Partners is an expert service delivered by a HubSpot technical consultant or designated specialist. It offers flexible coverage across three key areas: post-sales technical solutioning for multiple customers, pre-sales technical scoping for multiple prospects, and system education on advanced HubSpot products, tools, and features. The service consists of seven (7) hours per month, which may include live calls, email guidance, prep work, and other activities required to reach a specific outcome. Delivered over time, it gives partners consistent access to technical expertise to meet a range of training, delivery, and prospecting needs. Unused hours expire at the end of each month and will not carry over.
Last Modified: Oct. 1, 2025 |
Up to 7 hours per month
|
Delivery: Shorter of purchase period or 1 year
|
Post-sales technical solutioning, pre-sales technical scoping, or advanced system education on HubSpot tools and features.
|
|
One-Time Technical Consulting: For Solutions Partners
One-Time Technical Consulting: For Solutions PartnersOne-Time Technical Consulting: For Solutions Partners is an expert service provided by a HubSpot technical consultant or designated specialist. It's designed to make progress in one of three key areas: post-sales technical solutioning for one to two customers, pre-sales technical scoping for one to two prospects, or advanced system education on HubSpot tools and features. The service consists of ten (10) hours, which may include live calls, email guidance, prep work, and other activities required to reach a specific outcome related to the chosen area.
Expiration Period: 90 days from purchase Last Modified: Oct. 1, 2025 |
10 hours
|
Expiration Period: 90 days from purchase
|
Post-sales technical solutioning, pre-sales technical scoping, or advanced system education on HubSpot tools and features.
|
|
Partner Technical Accelerator
Partner Technical AcceleratorPartner Technical Accelerator consists of a guided service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you by providing 16 hours of in-depth training consisting of both live sessions and self-paced training. When the training concludes, we will support the partner with up to an additional 4 hours of consulting. This service consists in total of up to 20 hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 120 days from the date of purchase Last Modified: Aug. 1, 2024 |
Up to 20 hours of total support
|
Expiration Period: 120 days from the date of purchase
|
16 hours of in-depth training and an additional 4 hours of consulting
|
Inbound Consulting
|
FEATURE |
HOURS/SUPPORT |
DURATION |
NOTES |
|---|---|---|---|
|
Standard
StandardInbound Consulting: Standard consists of a guided service delivered by an inbound consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to six (6) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 60 days from purchase Last Modified: April 4, 2022 |
Up to 6 hours total support
|
Expiration: 60 days from purchase
|
—
|
|
1 Day
|
One day strategy session
|
Delivery: 90 days from purchase
|
Delivered onsite, limited to 10 or fewer attendees (additional fees apply if exceeded)
|
|
Monthly
MonthlyInbound Consulting: Monthly consists of up to one (1) hour of consulting with an inbound consultant or equivalent HubSpot expert(s) per month. Sessions will be delivered remotely. Unused time will expire at the end of each month and will not carry over.
Delivery Period: The shorter of the period for which Inbound Consulting: Monthly is purchased, or one (1) year Last Modified: March 1, 2023 |
Up to 1 hour per month
|
Delivery: Shorter of purchase period or 1 year
|
Sessions delivered remotely, unused time expires at end of each month and will not carry over
|
|
Ongoing
OngoingInbound Consulting: Ongoing consists of up to five (5) hours of remote access per month to an inbound consultant or equivalent HubSpot expert(s) for strategic support and project guidance related to your HubSpot subscription. Five (5) hours of total support may include phone conversations, email-based support, prep work, and any other activities related to the service. Unused hours expire at the end of each month and will not carry over.
Inbound Consulting: Ongoing also includes a strategy review or equivalent deliverable agreed upon by the customer and consultant in writing, delivered up to 4 times over the annual subscription period but no more frequently than every 3 months. Delivery Period: The shorter of the period for which Inbound Consulting: Ongoing is purchased, or one (1) year Last Modified: March 1, 2023 |
Up to 5 hours per month
|
Delivery: Shorter of purchase period or 1 year
|
Includes strategy review or equivalent deliverable up to 4 times annually (no more than every 3 months), unused hours expire monthly
|
|
Advanced
AdvancedInbound Consulting: Advanced consists of a guided service delivered by an inbound [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to ten (10) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 75 days from purchase Last Modified: April 4, 2022 |
Up to 10 hours total support
|
Expiration: 75 days from purchase
|
—
|
|
Premium
PremiumInbound Consulting: Premium consists of a guided service delivered by an inbound [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to twelve (12) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 90 days from purchase Last Modified: April 4, 2022 |
Up to 12 hours total support
|
Expiration: 90 days from purchase
|
—
|
Other Consulting
|
PACKAGE |
HOURS/SUPPORT |
DURATION |
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Premium Consulting
Premium ConsultingPremium Consulting consists of up to ten (10) hours of remote access per month. This consists of:
Ten (10) hours of total support includes phone conversations, email-based support, prep work, and any other activities related to the service. Unused hours expire at the end of each month and will not carry over. Premium consulting also includes a combined strategy review, or equivalent deliverable agreed upon by the customer and consultant in writing, delivered up to 4 times over the annual subscription period, but no more frequently than once every 3 months. Delivery Period: The shorter of: the period for which Premium Consulting is purchased, or one (1) year Last Modified: March 1, 2023 |
Up to 6 hours total support
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Delivery Period: The shorter of: the period for which Premium Consulting is purchased, or one (1) year
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Includes a combined strategy review, or equivalent deliverable agreed upon by the customer and consultant in writing, delivered up to 4 times over the annual subscription period, but no more frequently than once every 3 months.
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Custom Consulting Services
Custom Consulting ServicesCustom Consulting Services will be as described in the applicable order form or statement of work.
Delivery period and/or expiration period will be as stated in the applicable order form or statement of work. Last Modified: Dec. 30, 2014 |
As stated in the applicable order form or statement of work.
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Delivery period and/or expiration period will be as stated in the applicable order form or statement of work.
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HubSpot Implementation Consulting
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Up to 80 hours total support
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Delivery Period: 180 days from purchase
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PACKAGE |
HOURS/SUPPORT |
DURATION |
NOTES |
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Standard
StandardTechnical Consulting: Standard consists of a guided service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to eight (8) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 60 days from purchase Last Modified: May 1, 2023 |
Up to 8 hours total support
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Expiration: 60 days from purchase
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1 Day
1 DayTechnical Consulting: 1 Day includes a one (1) day training and/or technical session delivered onsite and is limited to ten (10) or fewer attendees. If this number is exceeded, additional fees will apply. Travel expenses are not included.
Delivery Period: 90 days from purchase Last Modified: Jan. 30, 2018 |
One day training/technical session
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Delivery: 90 days from purchase
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Delivered onsite, limited to 10 or fewer attendees (additional fees apply if exceeded), travel expenses not included
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Ongoing
OngoingTechnical Consulting: Ongoing consists of up to five (5) hours of remote access per month to a technical consultant or equivalent HubSpot expert(s) for general technical support and project guidance related to your HubSpot subscription. Five (5) hours of total support may include phone conversations, email-based support, prep work, and any other activities related to the service. Unused hours expire at the end of each month and will not carry over.
Delivery Period: The shorter of the period for which Technical Consulting: Ongoing is purchased, or one (1) year Last Modified: Nov. 1, 2021 |
Up to 5 hours per month
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Delivery: Shorter of purchase period or 1 year
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Unused hours expire at end of each month and will not carry over
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Advanced
AdvancedTechnical Consulting: Advanced consists of a guided service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to twelve (12) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 90 days from purchase Last Modified: May 1, 2023 |
Up to 12 hours total support
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Expiration: 90 days from purchase
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Premium
PremiumTechnical Consulting: Premium consists of a guided service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your HubSpot subscription and provide guidance on how you can achieve those outcomes. This service consists of up to sixteen (16) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.
Expiration Period: 120 days from purchase Last Modified: May 1, 2023 |
Up to 16 hours total support
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Expiration: 120 days from purchase
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Data Hub Programmable Automation
Data Hub Programmable AutomationTechnical Consulting: Data Hub Programmable Automation consists of a guided outcome-based service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you in the launch of one HubSpot workflow-based process utilizing programmable automation features (coded actions and webhooks). This service will be delivered remotely to its recommended outcome or limited to six (6) hours of total support, which will consist of phone conversations, email-based support, and any other activities related to the service outcome.
Delivery Period: 90 days from purchase Last Modified: Sept. 3, 2025 |
Up to 6 hours total support
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Delivery: 90 days from purchase
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Data Hub Data Sync
Data Hub Data SyncTechnical Consulting: Data Hub Data Sync consists of a guided outcome-based service delivered by a technical consultant [or equivalent HubSpot expert(s) as designated by us]. During this service, we will assist you to get Data Hub data sync enabled for one connected system syncing with your HubSpot database. This service will be delivered remotely to its recommended outcome or limited to six (6) hours of total support, which will consist of phone conversations, email-based support, and any other activities related to the service outcome.
Delivery Period: 90 days from purchase Last Modified: Sept. 3, 2025 |
Up to 6 hours total support
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Delivery: 90 days from purchase
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Migration Consulting: 4 Hour
Migration Consulting: 4 HourMigration Consulting: 4 Hour consists of up to four (4) hours of consultative or technical discussions or offline work delivered remotely.
Expiration Period: 90 days from purchase Last Modified: March 3, 2020 |
Up to 4 hours total support
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Expiration: 90 days from purchase
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