SNHU + SmartBug:
HubSpot Onboarding Options
A simplified onboarding path to help SNHU launch HubSpot with the right level of SmartBug support across Marketing Hub Enterprise, Sales Hub Professional, and a focused Data Hub support block.
SmartBug recommends that SNHU choose the onboarding model that best matches its internal capacity, launch timeline, and desired level of hands-on configuration support. Each option includes onboarding guidance, HubSpot best practices, training, and implementation support, with the level of SmartBug configuration increasing across the three tiers.
One clean decision, not a custom scope
SNHU does not need to over-customize the Phase 1 scope right now. The cleaner path is to choose a standard onboarding model and pair it with a small Data Hub support block for discovery and data readiness.
How much does SNHU want to build internally?
Internal capacity determines how much of the configuration your team can realistically own during launch.
How much configuration should SmartBug own?
Each tier shifts more of the hands-on build from SNHU to SmartBug.
How quickly does SNHU need to be confident for launch?
More SmartBug configuration means faster time-to-confidence with less internal burden.
Choose the level of SmartBug support
The same onboarding foundation across all three tiers — what changes is who owns the hands-on configuration.
Guided Onboarding
SmartBug trains and guides; SNHU builds.
Best for teams that have internal HubSpot capacity and want SmartBug to provide structure, best practices, training, and feedback while SNHU owns most of the configuration.
- SmartBug-led guidance and training
- Standard onboarding sessions
- Q&A support
- Configuration recommendations
- SNHU owns the hands-on build
SNHU has internal bandwidth and wants the lowest-cost, lightest-touch option.
SmartBug trains and guides you, but you build it.
Collaborative Onboarding
SmartBug and SNHU split the configuration.
Best for teams that want to stay closely involved but need SmartBug to own meaningful pieces of the configuration, setup, and best-practice execution.
- Shared configuration responsibility
- SmartBug setup support for selected tools and workflows
- Training and Q&A
- Best-practice recommendations
- More hands-on support than Guided
SNHU wants a balanced approach where internal teams learn the platform while SmartBug helps move the build forward.
SmartBug splits the configuration 50/50 with you.
Premier Onboarding
SmartBug configures and trains.
Best for teams that want SmartBug to own most of the onboarding configuration and provide a more hands-on implementation experience.
- SmartBug-led configuration
- More complete setup support
- Role-based training
- Q&A support
- Strongest path for speed and confidence
SNHU wants the most hands-on support and the least internal build burden.
SmartBug fully configures and trains.
SmartBug vs. HubSpot Onboarding
HubSpot's onboarding is valuable for platform education and training, but it is primarily a guided enablement model. HubSpot does not typically configure the portal for the customer. SmartBug's onboarding options give SNHU the flexibility to choose the level of hands-on configuration support needed — from guided training to shared configuration to full SmartBug-led setup.
HubSpot Standard Onboarding
Training-focused; SNHU builds.
- HubSpot provides training, guidance, and product education
- SNHU owns the portal configuration
- SNHU owns workflow, reporting, email, and sales setup
- No hands-on configuration included
- Best if SNHU only needs training and has internal capacity to build everything
SmartBug Onboarding
Training plus flexible configuration support.
- Guided, Collaborative, and Premier options available
- SmartBug can train, advise, configure, QA, and support launch readiness
- Configuration support can scale up or down based on SNHU's internal capacity
- Better fit if SNHU wants hands-on help with setup, workflows, reporting, migration/carryover, and launch confidence
- Includes a clearer path for Data Hub support, Uplimit discovery, and Stripe attribution discovery
If SNHU only needs HubSpot product training, HubSpot onboarding may be sufficient. If SNHU wants support actually configuring the portal, rebuilding email/workflow journeys, setting up reporting, carrying over current HubSpot assets, and preparing for launch, SmartBug's Collaborative or Premier onboarding is the stronger fit.
What Phase 1 covers
Two standard hub onboardings plus a small, focused Data Hub support block.
Marketing Hub Enterprise
Support SNHU's marketing foundation, email journeys, segmentation, campaign tracking, lead capture, automation, and launch reporting.
- Marketing email settings and sending domain validation
- Subscription types and communication preferences
- Lists and segmentation
- Forms and consent settings
- CTAs and campaign setup
- Marketing automations
- Dashboards, reporting, and attribution
- Standard training and Q&A
Sales Hub Professional
Support SNHU's admissions or sales-user enablement, lead handling, pipeline visibility, sequences, task workflows, and sales reporting.
- Process mapping and pipeline definition
- Lead handoff process
- Deal properties and views
- Lead object setup
- Calling, meeting, and prospecting setup
- Sequences, templates, snippets, and playbooks
- Pipeline, revenue, and dashboard setup
- Standard training and Q&A
Data Hub Support Block
Support block · not a custom buildProvide a focused block of support for data quality, data readiness, and future-state learner lifecycle planning without turning Phase 1 into a large custom integration project.
- Data quality and duplicate management review
- Data health review
- Field mapping and data readiness support
- Third-party app data sync guidance
- Uplimit discovery and future-state learner lifecycle planning
- Stripe attribution discovery
- Recommendations for what should live in HubSpot vs. external systems
Compare support levels at a glance
Guided
- Lowest cost
- SNHU builds
- SmartBug advises and trains
- Best when internal capacity is strong
Collaborative
- Balanced cost and support
- Shared configuration
- Strong fit for learning while building
- Recommended middle path
Recommended starting point for SNHU if the team wants meaningful SmartBug support while keeping internal ownership.
Premier
- Highest support level
- SmartBug owns most configuration
- Best for speed and lower internal burden
- Strongest launch confidence
Easy to scan, easy to compare
Guided Path
Collaborative Path
Premier Path
HubSpot standard onboarding for Marketing Hub Enterprise + Sales Hub Professional is approximately $8,500 and is training-focused with no configuration. SmartBug's options provide increasing levels of hands-on support depending on the selected path.
Totals include the 20-hour Data Hub support block at $185/hour. Final investment will depend on the selected onboarding model and any additional scope SNHU chooses to include.
What is not included in standard onboarding
The following are not included unless separately scoped:
Recommended Next Step
SmartBug recommends that SNHU choose the onboarding model that best matches its internal capacity and timeline. From there, SmartBug can finalize the Data Hub support block and convert the selected path into a clean SOW.