Last Updated: 05/12/23
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 |
|
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.