Onboarding & support
Set HubSpot up properly. Then get hands on support when you need it.
Onboarding across all four HubSpot hubs, with the standardised inclusion list published here. Afterwards we’re available by the hour for work you’ve already defined.
Typically 4–6 weeks per hub, depending on complexity
Every onboarding
What’s included regardless of which hub you’re on
A process-first approach. We design the portal around how you actually sell and service, configure it, then make sure your team can run it without us.
Foundations
Account and CRM configuration
- Account settings, user roles and permissions
- CRM data fields and object views
- Domains connected and DNS configured
- Website integrated with HubSpot
- Non-HubSpot forms feeding into HubSpot
- Email, calendar and SMS connected
Training & enablement
Your team, able to run it
- A dedicated HubSpot specialist from start to finish
- Custom Loom walkthroughs and SOPs written for your portal, not generic documentation
- One group training session covering navigation and your end-to-end process
Commercials
Fixed scope, fixed price
- Cost certainty from day one
- Scope published in full, before you talk to us
- Typically 4–6 weeks per hub
- Australian-based delivery, no offshore handoff
Marketing Hub
Marketing Hub onboarding
For teams generating and qualifying demand. Focused on lead capture, scoring, nurture and attribution.
Foundations
Platform and integrations
- Google Ads connected, with ad tracking and lead attribution configured
- Social pages and ad accounts connected
- Social publishing, scheduling and monitoring configured
- Campaign tracking for social activity
Marketing engine
Capability and lead generation
- Lifecycle stages with associated automation
- Lead scoring with milestone notifications: engagement, fit, and a weighted combined score
- Active lists with pre-requisite logic, behavioural, lookalike, by region
- Marketing campaigns set up and tracked
- Six cloneable email templates and one cloneable landing page template
- Forms for contact and subscription
Automation & intelligence
Scaling through automation and AI
- Lead routing and nurturing workflows
- Behaviour-triggered workflows on page views, high-intent visits, inactivity and email engagement
- Internal workflows for reminders, follow-ups and escalations
- Breeze Record Summary, Data Agent and Prospecting Agent implemented
- One marketing dashboard: performance, campaign effectiveness, lead generation, attribution
Sales Hub
Sales Hub onboarding
For teams running a pipeline. Focused on deal management, sales enablement and the handoffs that usually go missing.
Foundations
Platform and integrations
- Email, calendar and SMS connected
- Shared inboxes connected, hello@, info@, sales@, enquiries@
Sales engine
Capability and performance
- Sales pipeline with required stages, fields and weightings
- Deal activity tracked: emails, calls, notes, meetings, forms, website activity
- Product library with pricing and SKUs tracked against deals
- Sales playbook with standardised qualification questions and objection responses
- Five sequences, including re-engagement
- Active lists by behaviour, region and historical sales
- Snippets for common responses
- Enquiry and demo request forms
Automation & intelligence
Scaling through automation and AI
- Deal creation, assignment and routing workflows
- Prospect to sale and sales-to-customer handoff automation
- Lost lead re-engagement
- Stalled deal alerts and renewal reminders
- Breeze Record Summary, Data Agent and Prospecting Agent implemented
- One sales dashboard: pipeline overview, funnel and conversion, team performance, closed-lost analysis
Quotes require Revenue Hub. We’ll tell you that before you buy rather than during delivery.
Service Hub
Service Hub onboarding
For teams handling support at volume. Focused on ticketing, SLAs and deflecting the questions you answer every day.
Foundations
Platform and integrations
- Email, calendar and SMS connected
- Shared inboxes connected, hello@, info@, support@
Customer support engine
Capability and service management
- Ticketing pipeline with required stages and mandatory fields
- SLAs on first response, reply time and ticket close
- Knowledge base of up to 20 articles, plus a customer portal
- Automated customer feedback survey
- Customer health score tracking risk and engagement
- Snippets for common troubleshooting responses
- Active lists by service status and support tier
- Support request forms
Automation & intelligence
Scaling through automation and AI
- Ticket creation, assignment and routing workflows
- Feedback survey triggered on ticket closure
- SLA tracking and escalation
- Investigation tickets raised automatically for recurring issues
- Breeze Record Summary implemented
- One service dashboard: ticketing overview, SLA compliance, team performance, feedback, recurring issues
Breeze Customer Agent and chatbot setup, automated support, ticket creation, FAQs and live chat, sits outside this scope. It can be implemented separately, and we’d rather scope it correctly.
Revenue Hub
Revenue Hub onboarding
For teams quoting, invoicing and collecting. Focused on the path from quote to cash.
Foundations
Platform and integrations
- Native Xero integration configured
- Native Stripe or HubSpot payment integration
- Email, calendar and SMS connected
- Shared inboxes connected, hello@, info@, sales@, enquiries@, billing@
Revenue engine
Quote to cash
- Product library with products, pricing and SKUs
- Price books for different customer groups
- Flat-rate and tiered pricing configured
- Branded quote template with e-signature and approval workflow
- Quote activity tracking
- Payment links, B2B checkout and stored payment methods
- Invoice template, subscriptions, billing portal and tax rates
Automation & intelligence
Scaling through automation and AI
- Quote creation, approval and follow-up workflows
- Invoice creation and payment reminders
- Subscription renewal and retry workflows
- Expired quote alerts and stalled approval notifications
- Breeze Record Summary, Data Agent and Prospecting Agent implemented
- One revenue dashboard: forecasting, subscription revenue, quote performance, payments and collections
Complex pricing structures and custom product logic have real system limitations. Tell us upfront and we’ll tell you what’s achievable before you sign.
Ad hoc CRM support
Work you’ve already scoped
You tell us what you need built or fixed. We do it and bill the time. That’s the whole arrangement.
By the hour
$300 per hour
Five-hour minimum engagement. No retainer, no monthly commitment, no notice period. Use us for a week and not again for six months, that’s fine, and it’s how most clients use this.
Pre-purchased
$3,000 for a 10-hour block
Pre-purchased hours at a better rate, drawn down whenever you need them. Hours, not a retainer, we’re not watching your portal or proactively doing anything between your requests.
Support is for work you’ve defined. If you don’t yet know what’s wrong, that’s a Revenue Leak Check, and it’s free.
Telling these apart
Support versus monitoring
Support is hands-on-keyboard work you request. You decide what happens and we execute it. Revenue Leak Monitoring is detection you don’t request. We scan every month and tell you what we found, whether or not you asked.
They’re complementary rather than alternatives. A portal with real change volume usually wants both. A quiet portal probably wants neither on a recurring basis, just hours when something comes up.
“CogniOps has been patient, understanding and excellent at interpreting our needs throughout the HubSpot onboarding phase. They created dashboards and a setup for all our team to use.”Eliza LewisSales Director · Fabulate · Advertising
Book a discovery call
Thirty minutes to work out which hubs you actually need, what the scope would look like, and what it would cost. No obligation, and if HubSpot isn’t the right fit we’ll say so.