Overview of the DIFM Plan and What's Included

What is DIFM Onboarding?

In our Do It For Me (DIFM) onboarding program, we meet to understand the scope of what you want to accomplish with HubSpot and workshop the tactics and processes you use to achieve those goals. Then we go away and build everything for you.

At the end of the program, you have a turnkey HubSpot system ready to support your business.

Please note: DIFM onboardings do not include custom integrations or custom API migrations, unless otherwise stated in your Scope Document.

The EAT Framework

Your onboarding follows our EAT Framework (Enable, Align, Transform), designed to get your team into HubSpot as quickly as possible, then layer on automation, process rules, and advanced functionalities.

This "crawl, walk, run" approach prioritizes quick onboarding so your team is up and running with essential tools and workflows from day one.

What's Included in Your Plan

Your DIFM onboarding includes the following components. Workshops and check-ins are the same across all plans. Enterprise plans also include personalized training sessions.

Marketing Hub Professional

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your marketing processes and train you on HubSpot tools
Implementation	Full Marketing Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
Email Templates	2 reusable marketing email templates (1 newsletter style, 1 lead nurture style) using drag-and-drop editor
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project
Strategy Session	Marketing strategy session

Please note: Email templates are built using the drag-and-drop editor. Custom-coded templates are not included but can be done for an additional fee.

Marketing Hub Enterprise

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your marketing processes and train you on HubSpot tools
Training Sessions	Up to 5x personalized training sessions
Implementation	Full Marketing Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
Email Templates	2 reusable marketing email templates (1 newsletter style, 1 lead nurture style) using drag-and-drop editor
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project
Strategy Session	Marketing strategy session

Please note: Email templates are built using the drag-and-drop editor. Custom-coded templates are not included but can be done for an additional fee.

Sales Hub Professional

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your sales processes and train you on HubSpot tools
Implementation	Full Sales Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project

Sales Hub Enterprise

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your sales processes and train you on HubSpot tools
Training Sessions	Up to 5x personalized training sessions
Implementation	Full Sales Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project

Service Hub Professional

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your service processes and train you on HubSpot tools
Implementation	Full Service Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project

Service Hub Enterprise

Component	What's Included
Kick-Off Call	1-2 hour discovery session to understand your goals and develop a rollout plan
Workshops + Orientation	4x 90-minute workshops to map your service processes and train you on HubSpot tools
Training Sessions	Up to 5x personalized training sessions
Implementation	Full Service Hub implementation
Weekly Check-Ins	8x weekly touch-base calls
LMS Access	Access to our learning management system videos
Handoff Call	Final offboarding call to close out the project

Custom Objects (Enterprise plans only)

Custom objects let you track things in HubSpot that don’t fit the standard records (contacts, companies, deals and tickets), such as equipment, properties, locations or projects. They require a HubSpot Enterprise subscription.

Custom objects are not included in your implementation by default. Please check your Scope Document to see whether any are part of your project. If you’d like to add one, speak with your Strategist.

What's NOT Included

Unless otherwise stated in your Scope Document, the following are not included in standard DIFM onboarding:

Custom integrations
Custom API migrations
Custom-coded email templates (available for additional fee)
Custom objects (Enterprise only, unless included in your Scope Document)
Data cleanup (this is your responsibility unless otherwise agreed)
Ongoing managed services after project completion

If you need any of these services, please speak with your Strategist about adding them to your scope.

Questions?

Reach out to your ThinkFuel Strategist if you have any questions about your plan or what's included. We're here to help!