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Vantage Accelerators · Trial play · HubSpot

Marketing Hub Pro Guided Trial

Marketing Hub Professional, set up in your own portal before you decide

Complimentary 30 days Guided trial

In one sentence

A free 30-day Marketing Hub Professional trial run with your HubSpot rep. Vantage Point builds a live campaign on your data before you decide to upgrade.

36 daysfrom trial start to upgrade at First Lien Capital
10,828emails delivered during that trial
$0for the trial build

The problem it solves

Most trials expire untouched. The team is busy, nobody has time to configure workflows, and the upgrade decision ends up resting on a demo instead of your own results.

What Marketing Hub Pro Guided Trial is

We run the guided trial jointly with your HubSpot representative. It starts from something you need to market in the next 30 days, such as an announcement, a launch or a trade show. Within 24 hours of kickoff you get a one-page punch list with the goal, the checkpoints and what is out of scope. Then we build it in your portal at no cost.

Midway through, we review real results together. Before the trial ends you decide, with a right-sized quote from HubSpot and, if you want help running it, a small onboarding scope from us. Everything we built stays in your portal either way.

What is included

  • Joint kickoff with your HubSpot rep and a one-page punch list within 24 hours
  • Sending domain connected and sender authentication checked
  • One live campaign built around your business moment: segments, emails, forms and a landing page
  • Follow-up workflows that route leads and create tasks for your sales team
  • Attribution and a results dashboard that tie revenue back to the campaign
  • A midpoint review on real data and a decision call before the trial expires

How it works

  1. Your HubSpot rep confirms the fit and activates the trial
  2. Kickoff and punch list within 24 hours
  3. Build week in your portal
  4. Midpoint review on real results
  5. Decision call before day 30

What you need

  • A HubSpot portal eligible for a Marketing Hub Professional trial (your HubSpot rep confirms this)
  • Something dated to market: an announcement, a launch, an event or a campaign
  • One person who owns marketing day to day for a weekly check-in

Where it has worked

First Lien Capital, a distressed-debt and special-servicing firm, ran the guided trial with HubSpot's James Dishroom around an acquisition announcement. The campaign delivered 10,828 emails during the trial, about 230 CRM records were fixed from 345 auto-replies, and First Lien signed the Marketing Hub Pro upgrade and a Vantage Point onboarding agreement on day 36.

Frequently asked questions

Do we have to upgrade at the end?

No. You keep the setup work and the results review whatever you decide.

What happens after the trial?

You keep everything we built. If you upgrade and want help running it, onboarding starts from $2,500 for a 10-hour block. Larger rollouts, such as a multi-show trade show program, are quoted as a fixed fee.

Last reviewed October 9, 2026 by the Vantage Point team. Salesforce, HubSpot, Agentforce, Claude and other product names belong to their owners. Browse all accelerators