HubSpot Services Descriptions

As stated in our HubSpot – Customer Terms of Service (http://legal.hubspot.com/terms-of-service), unless otherwise described in a Statement of Work or Order Form, Consulting Services are as described on http://www.hubspot.com/services. 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.

Inbound Success: 1 Day 

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

Inbound Success: 4 Hour

Inbound Success: 4 Hour consists of up to four (4) hours of training, campaign development, and/or technical assistance delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.

Expiration Period: 90 days from purchase

Last Modified: 12/30/2014

Custom Consulting Services

Custom 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: 12/30/2014

Basic Designated Account Services

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

Onsite Onboarding

Onsite Onboarding includes:

  • A remote kick-off call of up to one (1) hour in length to review the scope, roles and responsibilities, and customer obligations,
  • Necessary assistance as determined by us with general technical set-up guidance consisting of: javascript installation, initial contact import, development of one (1) email template based on an existing design, guidance on CRM integration, and training for technical team,
  • Our reasonable preparation (including research and material preparation) for the below onsite training,
  • A two (2) day onsite training led by a marketing consultant and a technical consultant. The onsite training will focus on campaign strategy and product training
  • Assistance with up to one (1) campaign plan utilizing the HubSpot tools and methodology         
  • Post onsite training, up to four (4) hours of remote consulting with a technical consultant to provide further assistance with: javascript installation, initial contact import, development of one (1) email template based on an existing design, guidance on CRM integration, and training for technical team.      

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

Basic Onboarding

Basic Onboarding 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 Onboarding is for current Basic Product customers only.

Delivery Period: 365 days from purchase

Last Modified: 2/20/2015

Professional Onboarding

Professional Onboading consists of assistance with the setup and/or implementation of your HubSpot subscription and with the creation of up to one (1) campaign utilizing the HubSpot tools and methodology. Professional Onboarding is delivered remotely by an Implementation Specialist or equivalent HubSpot expert(s). You and we will agree to the amount of assistance necessary during initial kickoff.

Delivery Period: 90 days from purchase 

Last Modified: 8/4/2015

Enterprise Onboarding

Enterprise Onboarding consists of assistance with the setup and/or implementation of your HubSpot subscription and with the creation of up to one (1) campaign utilizing the HubSpot tools and methodology. Enterprise Onboarding is delivered remotely by an Implementation Specialist or equivalent HubSpot expert(s). You and we will agree to the amount of assistance necessary during initial kickoff. 

Delivery Period: 90 days from purchase

Last Modified: 8/4/2015

Advanced Onboarding

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

Agency Onboarding (formerly, Partner Inbound Success Training)

Agency Onboarding consists of assistance with the implementation of the Subscription Service and methodology, how to deliver and/or sell Inbound Marketing services, and how to grow client retainers. You and we will agree to the topics and amount of assistance necessary during initial kickoff.

Agency Onboarding is for HubSpot Partners only.

Delivery Period: 180 days from purchase

Last Modified: 12/30/2014

Startup Onboarding

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 

Email Template Rebuild

Email Template Rebuild consists of the conversion of one (1) email template provided by you into a substantially similar editable HubSpot email template. The template provided by you must be based on a design that you provide in the form of a PSD file, or zip file containing HTML/CSS/JS assets. You represent that you have sufficient rights to provide such template to us. You agree that the final HubSpot email template may not exactly replicate your original email template.

 Delivery Period: 30 days from purchase

 Last Modified: 1/04/2016 

Fundamentals Training: Building an Inbound Campaign

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 

Lead Management and Automation Training Course

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

Creating Effective Inbound Content Training Course

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 Services 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

Custom Classroom Training Course

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

Priority Access

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: 1/04/2016

Designated Technical Support

Designated Technical Support consists of: 

  1. Access to a designated support representative for general technical support questions related to your HubSpot subscription,
  2. Ability to schedule discussions with a designated support representative regarding your implementation and/or your HubSpot subscription
  3. Guided configuration of HubSpot-supported integrations and APIs
  4. Root cause communication following bug ticket closure and/or critical issues

Delivery Period: The shorter of the period for which Designated Technical Support is purchased or one (1) year.

Last Modified: 1/04/2016

Premium Access

Premium Access consists of: 

  1. Delivery of a report on potential marketing opportunities once per quarter.
  1. Access to an Inbound Consultant (up to five (5) hours per calendar month; hours do not roll over from month to month) for guidance around your inbound strategy and general questions related to your HubSpot subscription.
  2. Access to a designated support representative (up to five (5) hours per calendar month; hours do not roll over from month to month) for general technical support questions related to your HubSpot subscription
  3. Guided configuration of HubSpot-supported integrations and APIs
  4. Root cause communication following bug ticket closure and/or critical issues

Delivery Period: The shorter of the period for which Premium Access is purchased or one (1) year.

Last Modified: 1/04/2016

Platinum Access

Platinum Access consists of: 

  1. Delivery of a report on potential marketing opportunities once per quarter.
  2. Access to an Inbound Consultant (up to five (5) hours per calendar month) for guidance around your inbound strategy and general questions related to your HubSpot subscription.  
  3. Access to a Technical Consultant (up to five (5) hours per calendar month) for guidance around technical solution design and integrations and technical questions related to your HubSpot subscription.
  4. Guided configuration of HubSpot-supported integrations and consultation regarding HubSpot's APIs
  5. Root cause communication following bug ticket closure and/or critical issues

Delivery Period: The shorter of the period for which Platinum Access is purchased or three (3) months.

Last Modified: 1/04/2016

Full Migration

Full Migration includes (i) a template set-up of your existing website, (ii) making available to you the standard template layouts and other templates that we determine to be necessary to complete the migration, and (iii) migration of website pages from your existing website platform to HubSpot’s software as further described below.  

We will assist with the migration of up to sixty (60) website pages at no cost to you.  Migration of additional pages will be charged at our then-current list price.  While we aim to have migrated website pages consistent with the original website pages, migrated website pages may not be exact replicas of the original pages and 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 HubSpot’s Website software.  

Delivery Period: 90 days from purchase

Last Modified: 8/17/2016 

HubSpot Sales Setup

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 Period30 days from purchase

Last Modified: 12/14/2015

HubSpot CRM Training

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 subscription.  HubSpot CRM Training is delivered remotely unless the parties agree otherwise in an applicable Order Form or Statement of Work.

Delivery Period30 days from purchase

Last Modified: 1/8/2016

CRM & Sales Starter Kit

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 Period30 days from purchase

Last Modified: 6/24/2016

Reporting Add-On Training

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 Period30 days from purchase

Last Modified: 6/24/2016

Sales Pro User Setup

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 Period30 days from purchase

Last Modified: 6/24/2016

Archived HubSpot Service Descriptions