Official Scope of Work

What kind of requests can you send us?

Applies to:

HubSpot Admin Program clients

Solutions Overview:

Explanation of the task categories which can and cannot be done from our side

Tactical Rundown:

We've chosen to be laser-focused on delivering high-quality HubSpot work. 

This article outlines the areas where we can help you and where we cannot.

The first two questions you should ask yourself are:

  • Can this task be partially completed in HubSpot?
  • Can I somewhat articulate or show what I want?

If yes, we can help you. If not, we will discuss over a consultation session.

Below is a list of task categories we can help you with:

Launch Fly Soar

Consultation session

(1 task)

Consultation session

(1 task)

Consultation session

(1 task)

HubSpot portal audit

HubSpot portal audit

HubSpot portal audit

Training session

(1 task)

Training session

(1 task)

Training session

(1 task)

Campaign setup

(1 - 3 tasks)

Campaign setup

(1 - 3 tasks)

Campaign setup

(1 - 3 tasks)

Chatflows

(1 task)

Chatflows

(1 task)

Chatflows

(1 task)

Team inbox setup

(1 task)

Team inbox setup

(1 task)

Team inbox setup

(1 task)

Forms

(Up to 5 forms = 1 task)

Forms

(Up to 5 forms = 1 task)

Forms

(Up to 5 forms = 1 task)

Lists & segmentation

(Up to 5 lists = 1 task)

Lists & segmentation

(Up to 5 lists = 1 task)

Lists & segmentation

(Up to 5 lists = 1 task)

Data import (.csv, .xls, .xlsx) 

(1 task per import)

Data import (.csv, .xls, .xlsx)

(1 task per import)

Data import (.csv, .xls, .xlsx)

(1 task per import)

Sales email templates

(Up to 5  = 1 task)

Sales email templates

(Up to 5  = 1 task)

Sales email templates

(Up to 5  = 1 task)

Marketing email templates

(Up to 5 = 1 task)

Marketing email templates

(Up to 5 = 1 task)

Marketing email templates

(Up to 5 = 1 task)

Workflows

(Up to 5 = 1 task)

Workflows

(Up to 5 = 1 task)

Workflows

(Up to 5 = 1 task)

Sequences

(Up to 5 = 1 task)

Sequences

(Up to 5 = 1 task)

Sequences

(Up to 5 = 1 task)

Multi-language configuration  (1 task)

Multi-language configuration

(1 task) 

Multi-language configuration 

(1 task)

Lead scoring

(1 task)

Lead scoring

(1 task)

Lead scoring

(1 task)

Custom properties

(Up to 5 = 1 task)

Custom properties

(Up to 5 = 1 task)

Custom properties

(Up to 5 = 1 task)

Calculated properties

(Up to 5 = 1 task)

Calculated properties

(Up to 5 = 1 task)

Calculated properties

(Up to 5 = 1 task)

Pipelines (deal and/or ticket) (Up to 5 = 1 task)

Pipelines (deal and/or ticket)

(Up to 5 = 1 task)

Pipelines (deal and/or ticket)

(Up to 5 = 1 task)

Pipeline automation (deal and/or ticket)

(Up to 5 = 1 task)

Pipeline automation (deal and/or ticket)

(Up to 5 = 1 task)

Pipeline automation (deal and/or ticket)

(Up to 5 = 1 task)

Quotes

(1 template = 1 task)

Quotes

(1 template = 1 task)

Quotes

(1 template = 1 task)

Calendar & meeting links

(Up to 5 = 1 task)

Calendar & meeting links

(Up to 5 = 1 task)

Calendar & meeting links

(Up to 5 = 1 task)

Portal / records customization (1 task)

Portal / records customization

(1 task)

Portal / records customization

(1 task)

Knowledge base

(1 task)

Knowledge base

(1 task)

Knowledge base

(1 task)

Survey creation

(Up to 5 = 1 task)

Survey creation

(Up to 5 = 1 task)

Survey creation

(Up to 5 = 1 task)

Custom objects

(1 custom object = 1 task)

Custom objects

(1 custom object = 1 task)

Custom objects

(1 custom object = 1 task)

Special request Special request Special request
 

Next task suggestion

(1 task)

Next task suggestion

(1 task)

 

Bulk deduplication

Bulk deduplication

   

Landing page creation

(1 landing page = 1 task)

   

Website page creation

(1 web page = 1 task)

   

Programmable automation (Ops Hub)

(1 workflow = 1 task)

Below is a list of task categories we cannot help you with:

  • Content creation
  • WordPress development
  • Legal advice

  • Data Enrichment

Still need help? 

Please submit an inquiry on the contact page, email support@trujay.com, or simply reach out to us via chat.