A HubSpot Enterprise rollout
for HRchitect
live by end of August.
Eleven scoped phases. One named strategist. A clean MVP with Salesforce + Visualforce, lifecycle & lead scoring, attribution, and legacy migration — with a clear Phase 2 roadmap for Content Hub, deeper reporting, and AI use cases.
HRchitect
Marketing Hub EnterpriseThis is not a light onboarding. It's a meaningful HubSpot Enterprise implementation with enterprise-level architecture pieces — Salesforce integration, a Visualforce iframe, lifecycle and lead scoring design, legacy activity migration, attribution reporting, and enablement so your team is self-sufficient long-term.
I've framed it as an MVP for end-of-August go-live with a clear Phase 2 for Content Hub, deeper reporting, additional integrations, and HubSpot credit / AI use cases.
Next steps
Two quick items to get rolling in parallel with the proposal review — the SmartBug MSA for your legal team to review, and a mutual NDA ready to e-sign so we can dig into anything sensitive on the next call.
SmartBug Master Services Agreement
Our standard MSA — terms, IP, confidentiality, and how SOWs hang off it. Share with your legal team for review ahead of SOW execution.
Mutual NDA
Standard two-way NDA via Adobe Sign — about a 2-minute signature so we can talk freely about systems, data, and roadmap.
The SMARTBUG Methodology™
Every HRchitect workstream in this proposal runs through the same eight-step framework. It's how we keep an Enterprise implementation on rails — from strategy through go-live and ongoing growth.
S — Strategize
Align on goals, KPIs, and HubSpot's role in your broader tech stack — stakeholder discovery, system evaluation, and what success looks like.
- Stakeholder interviews
- Success metrics definition
- HubSpot portal audit
M — Map
Map current processes and data architecture to HubSpot's ecosystem — object model, lifecycle stages, lead sources, and reporting needs.
- Data & process mapping
- Object model definition
- Deal stages, lifecycle, lead scoring outline
A — Assemble
Build the foundation of your HubSpot portal based on the strategic and technical plans we've created together.
- Property setup & pipeline creation
- User permissions & teams
- Integrations scoped and prepared
R — Refine
Refine the configuration to match real-world workflows, iterate on early feedback, and align everything to your operations.
- Workflow creation
- Lead routing & automation logic
- Iteration on feedback
T — Train
Tailored training so your team can confidently adopt HubSpot — admin, marketing, sales, and service enablement.
- Role-based training
- Hands-on working sessions
- Knowledge base & recordings
B — Boost
Launch with an emphasis on quick wins and early value — momentum through real usage, data capture, and adoption.
- Go-live support
- Dashboard setup
- Adoption tracking & first-campaign coaching
U — Understand
Help you understand how data is flowing and where optimization is needed — interpret early performance and build the analytics foundation.
- Report creation
- Funnel analysis
- Attribution setup
G — Grow
Equip you with recommendations and next steps for continuous growth — additional hubs, integrations, or advanced automation.
- Optimization roadmap
- Additional use case planning
- Hand-off to long-term success team
What you get, phase by phase
A concrete breakdown of every workstream in the MVP — what's in, what's out, and where the unknowns live. Hours are ranges so we can stay honest as Salesforce and Visualforce scope clarifies on the call.
Discovery, Strategy & Solution Architecture
Efficient kickoff that locks the August go-live without skipping architecture decisions.
- HubSpot portal + business requirements review
- Marketing, sales & Salesforce process discovery
- Lifecycle, lead status, lead source & campaign review
- MVP vs. post-MVP prioritization & decision log
- Implementation roadmap + dependency plan
Marketing Hub Enterprise Foundation
The portal-level setup that everything else depends on — built for self-sufficiency.
- Portal config, marketing settings, brand kit
- Users, teams & permissions for 6 core seats
- Sending domain + domain authentication guidance
- Subscription types, consent & marketing contacts governance
- Core property setup for segmentation, lifecycle & SFDC sync
Lifecycle, Lead Scoring & SFDC Handoff
One of the highest-value workstreams — defines how a lead becomes sales-ready and crosses to Salesforce.
- Lifecycle stage model + MQL/SQL definitions
- Lead scoring framework
- SFDC push triggers + field ownership map
- Workflows for lifecycle movement & sales handoff
- End-to-end QA of the handoff path
Email Campaign Functionality & Templates
MVP email engine the team can actually run on day one — no custom-coded templates required.
- Email campaign setup & QA process
- Import + cleanup guidance for 3 existing lists
- 1 internal + 2 client newsletter templates
- Send/QA checklist + reporting walkthrough
- Team training on clone, edit, send, report
Lead Nurture Track Definitions
Strategy + initial build of priority nurture programs.
- Nurture strategy for priority audiences
- Post-event nurture track (MVP)
- Top-of-funnel nurture track (MVP)
- Enrollment, suppression & cadence rules
- Reporting + maintenance documentation
Salesforce Integration Architecture
The biggest workstream and the largest risk surface. Native HubSpot ↔ SFDC sync, scoped tightly.
- Sync object scope + standard/custom field mapping
- System-of-record decisions per field
- Bi-directional sync rules + inclusion lists
- Activity sync, dedupe & ownership testing
- Integration logic documentation
Visualforce iFrame Panel Design
Largest unknown in the MVP. Scoped as design + support — Salesforce-side build owned by their admin unless we agree otherwise.
- Requirements gathering: what SFDC users need from HubSpot
- Panel layout & data visibility design
- Authentication / access path
- Functional spec for Visualforce iframe
- Build support, QA & UAT
Contact + Activity Migration
<5,000 contacts is small — the activity records are where this can grow.
- CSV export review + structure validation
- Field + activity mapping (or custom timeline events)
- Test batch import → error resolution → final import
- Record count + sample QA
- Documented import process
Buyer Intent Functionality
Light-touch unless they want it deeply operationalized in scoring/alerts.
- Buyer intent configuration
- Target market / fit criteria
- Team training on interpretation
- Recommendations for lists, alerts & nurture
Attribution & MVP Reporting
Linear attribution + the dashboards needed to prove the MVP is working.
- Campaign tracking + UTM standards
- Lifecycle, source, nurture & SFDC dashboards
- Linear attribution reporting setup
- Training on what attribution can/can't show
Training, Documentation & Go-Live Support
They want long-term self-sufficiency — this phase makes it real.
- Admin + marketing user training
- Email, list, segmentation training
- SFDC integration handoff training
- Reporting / dashboard training
- Go-live checklist + post-launch support window
How the work sequences
Phase 1 kicks off May 21 (two weeks from today) and runs ~14 weeks to an end-of-August go-live, with the biggest workstreams (Salesforce, Visualforce, migration) running in parallel. Phase 2 picks up post-launch and can flex based on team capacity.
Phase 1 · MVP Implementation
Hours per workstream match the 11-phase breakdown above. Dates are illustrative — confirmed at kickoff.
Phase 2 · Post-MVP Roadmap
Phase 2 is intentionally not committed in the MVP number. We re-scope after go-live based on real usage.
The recommended budget range
Scoped at SmartBug's blended HubSpot rate of $195/hour. Recommended budget gives air cover for the Salesforce/Visualforce unknowns without locking you into the absolute floor.
Honest range based on the email — assumes Salesforce is clean and Visualforce is straightforward.
Buffer for SFDC/Visualforce reality and legacy activity migration.
Hours by phase
MVP · 11 phases- Discovery, strategy & solution architecture25–40 hrs
- Marketing Hub Enterprise foundation35–55 hrs
- Lifecycle, lead scoring & SFDC handoff35–55 hrs
- Email campaign setup + templates30–45 hrs
- Lead nurture tracks25–45 hrs
- Salesforce integration architecture50–85 hrs
- Visualforce iframe panel design/support35–75 hrs
- Legacy contact + activity migration25–50 hrs
- Buyer intent setup10–20 hrs
- Attribution + MVP reporting25–45 hrs
- Training, documentation & go-live25–40 hrs
- MVP Subtotal220–325 hrs
- Contingency bucketSalesforce / Visualforce — drawn only if needed+ 20–30 hrs
- MVP Total w/ contingency240–355 hrs
- • Visualforce iframe — biggest unknown until reqs are nailed.
- • Messy Salesforce architecture pushes Phase 6 toward 85+ hrs.
- • Activity migration grows fast if exports aren't clean CSV.
- • Custom SFDC dev is explicitly out of this number.
Held in reserve for Salesforce architecture surprises or Visualforce iframe scope creep. Drawn against only with your written approval — unused hours don't get billed.
~250 hrs if SFDC is clean and the iframe is straightforward. 300+ hrs if SFDC is messy, the Visualforce panel needs custom work, or activity migration is more than a CSV import.
Crystal clear on what's in and what's later
- Marketing Hub Enterprise foundation setup
- Brand kit and campaign setup
- Lifecycle stage and lead scoring architecture
- Salesforce handoff framework + documentation
- Initial list imports for 3 existing lists
- 2–3 MVP email templates (1 internal, 2 newsletter)
- Post-event + top-of-funnel nurture tracks
- Buyer intent setup + enablement
- Salesforce bi-directional integration + testing
- Visualforce iframe requirements / design / support
- Legacy contact + activity migration from CSV
- Linear attribution + MVP reporting
- Admin + user training
- Go-live support + documentation
- Full Content Hub rollout
- Asset library buildout
- Content Remix training
- Landing page template buildout
- Expanded email/template library
- Advanced reporting + funnel/ROI dashboards
- Additional integrations (Slack, Kickbox, Monday.com)
- Expanded HubSpot credit / AI use cases
- Custom Salesforce development beyond agreed Visualforce support
What we'd layer in next
Intentionally not in the August MVP. Phase 2 protects the launch date and gives the team room to operate before we go deeper.
Scoped post-MVP once real usage data informs priorities.
Ready to lock the August go-live?
Once we walk this through on the call, the official SOW will be linked here via PandaDoc for direct signature. Until then — questions on Salesforce, the Visualforce iframe, or what we'd push to Phase 2 are exactly what the call is for.