As stated in our HubSpot Customer Terms of Service (http://legal.hubspot.com/terms-of-service), unless we otherwise agree, the Consulting Services we provide are described at https://legal.hubspot.com/hubspot-product-and-services-catalog (or other URL we designate). 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 the personnel assigned to your account at any time for any or no reason. Unless otherwise agreed, all Consulting Services are performed remotely. For Consulting Services performed onsite, you will reimburse us our reasonable cost for all expenses incurred in connection with the Consulting Services.
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 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.
Basic Inbound Success Training includes one (1) training session per three (3) month period delivered remotely for assistance with implementation of HubSpot tools and/or methodology. Unused training sessions expire at the end of the relevant three (3) month period and will not carry over.
Basic Inbound Success Training is for current Basic Product customers only.
Delivery Period: 365 days from purchase
Last Modified: 2/4/2015
Inbound Success Training consists of up to six (6) hours of assistance with implementation of the HubSpot tools delivered remotely.
Expiration: 120 days from purchase
Last Modified: 2/4/2015
Advanced Inbound Success Training includes up to twenty (20) hours of assistance with implementation of the HubSpot tools and/or methodology delivered remotely by a HubSpot consultant and/or technical consultant.
Expiration: 120 days from purchase
Last Modified: 2/4/2015
Basic Designated Account Services includes one (1) training session per quarter delivered remotely for assistance with implementation of HubSpot tools and/or methodology as needed on a quarterly basis.
Basic Designated Account Services is for current Basic Product customers only.
Expiration: 365 days from purchase
Last Modified: 12/30/2014
The Executive Summit consists of a two (2) day workshop delivered at HubSpot's headquarters located at 25 First St, 2nd Floor, Cambridge, MA. Customers will learn how HubSpot developed its own marketing & sales strategy. This is an executive level workshop that will be taught by up to four (4) HubSpot executives.
Expiration: 120 days from purchase
Last Modified: 12/30/2014
HubSpot Classroom Training consists of a two (2) day training course delivered at our headquarters located at 25 First St, 2nd Floor, Cambridge, MA. Customers will receive assistance during this training course with the implementation of your HubSpot subscription and the inbound methodology.
Expiration: 120 Days from purchase
Last Modified: 4/30/2015
HubSpot Classroom Training consists of a three (3) day training course delivered at HubSpot headquarters located at 25 First St, 2nd Floor, Cambridge, MA. Customers will receive assistance with the implementation of HubSpot software and Inbound methodology.
Expiration: 120 Days from purchase
Last Modified: 12/30/2014
The Contextual Marketing Course consists of access to up to four (4) recorded webinars based on Contextual Marketing methodology delivered remotely to assist with your HubSpot subscription usage and Contextual Marketing Certification.
Expiration: 365 Days from purchase
Last Modified: 6/1/2015
The Contextual Marketing Course - 2015/2016 Edition consists of access to up to four (4) recorded webinars based on Contextual Marketing methodology delivered remotely to assist with your HubSpot subscription usage and Contextual Marketing Certification.
Delivery Period: 365 days from purchase
Last Modified: 6/1/2015
For each month that you purchase the Inbound Success: Content Advantage services, we will provide up to one (1) "Inbound Campaign" per month. An "Inbound Campaign" can be: (a) a blog post campaign; or (b) a new offer campaign.
HubSpot will choose which Inbound Campaign to provide each month. If the Inbound Campaign involves written content (like, a blog), HubSpot will provide the written content and post the content for you. You will need to post the call-to-action for new offer campaigns. If HubSpot does not host your website, you will also need to post any content on your website. HubSpot does not provide revisions to the written content, so if you do not prefer to feature the content, you may remove the posting.
You need to have a HubSpot subscription to receive the Inbound Success: Content Advantage services. You will provide us with access to your HubSpot subscription in order for us to provide the Inbound Success: Content Advantage services to you. Our delivery of the Inbound Success: Content Advantage services is contingent on your provision of these requirements. HubSpot may provide some of or all of the Inbound Success: Content Advantage services through third party service providers.
Last Modified: 12/30/2014
For each month that you purchase the Inbound Success: Non-Profit Advantage services, we will provide up to one (1) "Inbound Campaign" per month. An "Inbound Campaign" can be: (a) a blog post campaign; or (b) a new offer campaign.
We choose which Inbound Campaign to provide each month. If the Inbound Campaign involves written content (like, a blog), we will provide the written content and post the content for you. You will need to post the call-to-action for new offer campaigns. If we do not host your website, you will also need to post any content on your website. We do not provide revisions to the written content, so if you do not prefer to feature the content, you may remove the posting.
You need to have a HubSpot subscription to receive the Inbound Success: Non-Profit Advantage services. You will provide us with access to your HubSpot subscription in order for us to provide the Inbound Success: Non-Profit Advantage services to you. Our delivery of the Inbound Success: Non-Profit Advantage services is contingent on your provision of these requirements. We may provide some of or all of the Inbound Success: Non-Profit Advantage services through third party service providers.
Last Modified: 12/30/2014
Inbound Success + HubSpot Classroom Training consists of HubSpot’s Inbound Success Training and HubSpot Classroom Training.
Expiration: 120 days from purchase
Last Modified: 12/30/2014
Large Services includes up to two (2) hours per month of assistance with or training on the HubSpot tools delivered remotely.
Expiration: Monthly
Last Modified: 12/2/2014
Platinum Access consists of:
Delivery Period: The shorter of the period for which Platinum Access is purchased or three (3) months.
Last Modified: 1/4/2016
Fundamentals Training: Building an Inbound Campaign consists of a two (2) day training course delivered at our headquarters located at 25 First St, 2nd Floor, Cambridge, MA, unless an alternative location is specified in an applicable Order Form or Statement of Work. Customers will receive assistance during this training course with the implementation of your HubSpot subscription and the inbound methodology.
Delivery Period and/or Expiration Period will be as stated in the applicable Order Form or Statement of Work.
Last Modified: 7/7/2015
Custom Classroom Training Course will be as described in the applicable Order Form or Statement of Work.
Delivery Period and/or Expiration Period will be as set forth in the applicable Order Form or Statement of Work.
Last Modified: 6/1/2015
The Executive Summit consists of a two (2) day workshop delivered at our headquarters located at 25 First St, 2nd Floor, Cambridge, MA. We will present how we developed our own marketing & sales strategy. This is an executive level workshop that will be taught by up to four (4) of our executives
Delivery Period and/or Expiration Period will be as stated in the applicable Order Form or Statement of Work.
Last Modified: 7/7/2015
Priority Access consists of:
Delivery Period: The shorter of the period for which Priority Access is purchased or one (1) year
Last Modified: 1/6/2015
Designated Technical Support consists of:
Delivery Period: The shorter of the period for which Designated Technical Support is purchased or one (1) year.
Last Modified: 7/28/2015
Designated Technical Support consists of:
Delivery Period: The shorter of the period for which Designated Technical Support is purchased or one (1) year.
Last Modified: 1/4/2016
Designated Technical and Campaign Support consists of:
Delivery Period: The shorter of the period for which Designated Technical and Campaign Support is purchased or three (3) months.
Last Modified: 1/6/2015
Platinum Success service consists of:
Delivery Period: The shorter of the period for which Platinum Success Service is purchased or three (3) months.
Last Modified: 1/6/2015
HubSpot CRM Training consists of one (1) discovery session and up to three (3) additional scheduled sessions with an Inbound Sales Consultant or equivalent HubSpot expert(s) to assist you with product training, team training, process planning and/or best practices with the HubSpot CRM subscription. HubSpot CRM Training is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.
Delivery Period: 30 days from purchase
Last Modified: 12/14/2015
Jumpstart Onboarding consists of access to a Jumpstart Onboarding Plan as well as assistance with account questions and use of HubSpot Academy and other HubSpot resources. Jumpstart Onboarding is only available to customers who are a part of the Jumpstart Program.
Delivery Period: 365 days from purchase
Last Modified: 1/04/2016
HubSpot Sales Setup consists of access to an Inbound Sales Consultant or equivalent HubSpot expert(s) who, on your request during the Delivery Period, will provide: (i) up to one (1) discovery session, (ii) up to one (1) team product demonstration, (iii) installation and product training support for up to ten (10) Users, and/or (iv) setup of up to five (5) templates for the HubSpot Sales tools. HubSpot Sales Setup is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.
Delivery Period: 30 days from purchase
Last Modified: 12/14/2015
Reporting Add-On Training consists of up to one and one half (1.5) hours with an Inbound Sales Consultant (ISC) or equivalent HubSpot expert(s) to assist you with product training and/or best practices with the Reporting Add-on. To receive this service, you must have an active subscription to the Reporting-Add on. This training is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.
Delivery Period: 30 days from purchase
Last Modified: 6/24/2016
Sales Pro User Setup consists of one (1) session, up to thirty (30) minutes in length, with an Inbound Sales Consultant (ISC) or equivalent HubSpot expert(s) to assist one (1) User with one (1) or more of the following: guided installation of HubSpot Sales Pro for that User’s email inbox; setup of up 2-3 HubSpot Sales tools such as Templates, Sequences, Meetings, Documents and/or Calling; and/or demonstration of tool best practices and use cases to match your goals. Please note that available tools may vary based on your CRM system and email client. To receive this service, you must have an active subscription to the HubSpot Sales Pro tool. This training is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.
Delivery Period: 30 days from purchase
Last Modified: 6/24/2016
Premium Access consists of:
Delivery Period: The shorter of the period for which Premium Access is purchased or one (1) year.
Last Modified: 1/4/2016
Advanced Onboarding consists of (i) assistance with the setup and/or implementation of your HubSpot subscription by a Technical Consultant, (ii) assistance with the rebuilding of up to one (1) email template in HubSpot by a Technical Consultant, and (iii) assistance with the creation of up to one (1) campaign utilizing the HubSpot tools and methodology by a Marketing Consultant or equivalent HubSpot expert(s). Advanced Onboarding is delivered remotely. You and we will agree to the amount of assistance necessary during initial kickoff.
Delivery Period: 90 days from purchase
Last Modified: 10/5/2015
Inbound Success: 1 Day includes a one (1) day training and/or strategy session delivered onsite or remotely (as you and we agree).
If Inbound Success: 1 Day is delivered on site, it is limited to ten (10) or fewer attendees. If this number is exceeded, additional fees will apply.
Delivery Period: 90 days from purchase
Last Modified: 12/30/2014
Onsite Onboarding includes:
You and we will agree to the location and date of the onsite training. You must provide a list of on-site training attendees names, titles and email addresses, prior to the kick-off call.
HubSpot requires a minimum of fifteen (15) business days from purchase prior to onsite training.
HubSpot’s ability to perform these services depends upon your participation and effort. As such, you will complete a content audit and persona profile for up to three (3) personas as directed by the marketing consultant on the kick-off call.
For all locations outside of the United States, additional fees may apply. You will reimburse us our reasonable cost for all expenses incurred in connection with the onsite training.
The two (2) day onsite training is limited to ten (10) or fewer attendees. If this number is exceeded, additional fees will apply.
Delivery Period: 90 days from purchase
Last Modified: 10/01/2015
Startup Onboarding consists of access to a Startup Onboarding Plan as well as assistance with account questions and use of HubSpot Academy and other HubSpot resources. Startup Onboarding is only available to customers who are a part of the HubSpot for Startups Program.
Delivery Period: 365 days from purchase
Last Modified: 2/01/2016
Basic Designated Account Services includes one (1) training session per three (3) month period delivered remotely for assistance with implementation of HubSpot tools and/or methodology. Unused training sessions expire at the end of the relevant three (3) month period and will not carry over.
Basic Designated Account Services is for current Basic Product customers only.
Delivery Period: 365 days from purchase
Last Modified: 12/30/2014
The CRM & Sales Starter Kit consists of up to one and one half (1.5) hours of HubSpot CRM and Sales tool training with an Inbound Sales Consultant (ISC) or equivalent HubSpot expert(s) to assist with CRM setup, product training, team adoption, process planning and/or best practices. This training is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.
Delivery Period: 30 days from purchase
Last Modified: 6/24/2016
Priority Access consists of:
While subscribed to Priority Access, HubSpot will provide you with: Up to one (1) 1-hour long consulting session with an Inbound Consultant per month and the delivery of a report on potential marketing opportunities once per quarter. Priority Access will be delivered remotely. Unused sessions will expire at the end of each month and will not carry over.
Delivery Period: The shorter of the period for which Priority Access is purchased or one (1) year
Last Modified: 1/4/2016
Ongoing Consulting consists of:
Delivery Period: The shorter of the period for which Ongoing Consulting Access is purchased or one (1) year
Last Modified: 12/1/2016
Premium Access consists of:
Delivery Period: The shorter of the period for which Premium Access is purchased or one (1) year.
Last Modified: 12/1/2016
Custom Classroom Training Course will be as described in the applicable Order Form or Statement of Work and will consist of a training session delivered by representatives from the HubSpot Customer Training Team. The anticipated date and location of the training session may be identified in an Order but we may update this date and/or location pursuant to the 'General Terms' above. We will provide you with the address of the location of the training session after purchase.
You may not reschedule the training session purchased and may not attend a replacement training session, even if you do not attend the training session purchased. Custom Classroom Training Course is non-cancelable by you and all fees are non-refundable, regardless of your actual attendance or participation. Custom Classroom Training Course is considered "Consulting Services" under the Agreement.
Delivery Period and/or Expiration Period will be from the date purchased through the conclusion of the training session purchased.
Last Modified: 1/12/2016
HubSpot CRM Migration and Setup consists of (i) assistance with data import to the HubSpot CRM by a Technical Consultant (or equivalent HubSpot expert(s) as designated by us), (ii) guidance on using HubSpot’s APIs as related to the CRM product, and (iii) training with an Inbound Consultant (or equivalent HubSpot expert as designated by us) to assist you with product training, team adoption, process planning and/or best practices with the HubSpot CRM subscription. HubSpot CRM Migration and Setup is delivered remotely.
Delivery Period: 60 days from purchase
Last Modified: 12/30/2016
Fundamentals Training: Building an Inbound Campaign consists of a two (2) day training course delivered at our headquarters located at 25 First St, 2nd Floor, Cambridge, MA, unless an alternative location is specified in an applicable order form or statement of work. Customers will receive assistance during this training course with the implementation of your HubSpot subscription and the inbound methodology.
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 Fundamentals Training: Building an Inbound Campaign is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation.
Delivery period and/or expiration period will be as stated in the applicable order form or statement of work.
Last Modified: 4/8/2016
The Lead Management and Automation Training Course will consist of a one (1) day training course delivered by the HubSpot customer training team on the date and at the location specified in the applicable order. During this training course, we will provide you with training on how you can implement the subscription service’s marketing automation tools.
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 the Lead Management and Automation Training Course is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation.
Delivery Period: Date of purchase through the training course date specified in the relevant order.
Last Modified: 11/1/2015
The Creating Effective Inbound Content Training Course will consist of a one (1) day training course delivered by the HubSpot customer training team on the date and at the location specified in the applicable order. During this training course, we will provide you with assistance with the strategy, brainstorming, and development of premium content offers and blog content utilizing the subscription service’s tools. For clarity, this assistance will not include the creation by us of any premium content offers, blog content, or any other type of content for you.
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 the Creating Effective Inbound Content Course is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation.
Delivery Period: Date of purchase through the training course date specified in the relevant order.
Last Modified: 3/1/2016
The Sales and Marketing Alignment Training Course will consist of a one (1) day training course delivered by the HubSpot customer training team on the date and at the location specified in the applicable order. During this training course, we will provide you with assistance with the strategy and processes for aligning sales and marketing teams utilizing the subscription services.
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 the Sales and Marketing Alignment Training Course is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation.
Delivery Period: Date of purchase through the training course date specified in the relevant order.
Last Modified: 10/3/2016
The Optimizing your Sales with HubSpot CRM Training Course will consist of a one (1) day training course delivered by the HubSpot customer training team on the date and at the location specified in the applicable order. During this training course, we will provide you with assistance with the HubSpot CRM Free and Sales Professional tools in an effort to teach you how to accurately and effectively nurture your contacts from leads to customers.
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 the Optimizing your Sales with HubSpot CRM Training Course is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation.
Delivery Period: Date of purchase through the training course date specified in the relevant order.
Last Modified: 4/28/2017
HubSpot CRM Training consists of one (1) discovery session and up to three (3) additional scheduled sessions with an inbound sales consultant or equivalent HubSpot expert(s) to assist you with product training, team adoption, process planning and/or best practices with the HubSpot CRM Free subscription. HubSpot CRM Training is delivered remotely unless the parties agree otherwise in an applicable order form or statement of work.
Delivery Period: 30 days from purchase
Last Modified: 1/8/2016