What you get
- Marketing Hub set up and ready to send
- Up to 25,000 prospects with opt-outs loaded before the first send
- Forms, emails, lists, scoring and 2 Engagement Studio programs rebuilt
- HubSpot to Salesforce connector replaces the Pardot connector
- 3 recorded trainings by role, plus 2 office-hour calls
Scope
Included
- 1 discovery workshop (2 hours) and an inventory of your Account Engagement assets and automation
- Marketing Hub account defaults, users and teams (up to 3 marketers, plus read-only access for advisors or sales)
- Email sending domain authentication and tracking code install guidance
- Subscription types and consent (CAN-SPAM, GDPR), with every Pardot opt-out and unsubscribe loaded before the first send
- Up to 25,000 prospects migrated as contacts with up to 25 custom fields mapped
- Up to 10 static lists migrated and dynamic lists rebuilt as active lists
- Up to 5 forms or form handlers rebuilt as HubSpot forms
- Up to 5 email templates rebuilt on your existing theme
- Scoring and grading rebuilt as HubSpot lead scoring, with the old score kept as a reference property
- Up to 2 Engagement Studio programs rebuilt as workflows
- HubSpot to Salesforce connector installed with standard field mapping and sync rules (when Salesforce stays as your CRM)
- 1 dashboard for email and form performance
- Parallel run and cutover plan, so Pardot can be switched off on your timeline
- 3 recorded trainings by role (admin, marketer, advisor or sales view) and a training guide for each
- 2 office-hour calls during the 30 days of hypercare
Standard on every implementation
- A named senior consultant from kickoff to go-live; no junior staff and no hand-off to a different team.
- Kickoff workshop (up to 2 hours) and a written project plan with dates.
- Weekly 30-minute status call and a written weekly status.
- Discovery and design sessions as listed per package; a written design summary approved before build.
- Build in a sandbox, test portal or development workspace where the platform supports one, then deployment to production.
- Unit testing by Vantage Point; one UAT cycle supported; one round of fixes for defects against the approved design.
- Admin documentation: configuration log, runbook, and a field/object or property dictionary for what we built.
- The training sessions listed per package, delivered remotely and recorded; a training guide for each audience.
- 30 days of hypercare after go-live: defects in delivered scope are fixed at no charge; enhancements go to the optional post-go-live block.
- Definition-of-done checklist signed by the client.
Not included
- More than 2 Engagement Studio programs (quoted, or delivered from a block of hours)
- Historical engagement (opens, clicks, visits); it does not load into HubSpot natively, and we export it for your records
- Email archiving setup (Smarsh, Global Relay or similar)
- Copywriting, design, custom themes or modules
- Landing page and website rebuilds
- Custom objects, custom-coded integrations and Salesforce Apex changes
- Moving the CRM itself from Salesforce to HubSpot (see Salesforce to HubSpot Migration)
- Data cleansing beyond de-duplication on email address
Always outside a fixed-scope package
- Software licences, credits, add-ons, apps, connectors, and vendor support.
- Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
- Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
- Integrations not named in the package, and any work inside third-party systems.
- Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
- Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
- Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
- Administration after the 30-day hypercare (sold as Support).
- Additional UAT cycles caused by changes to approved requirements.
- Work outside business hours (US Central or EET by client region), on-site work and travel.
- Performance or load testing, penetration testing, and accessibility audits.
- Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.
What you provide
- Admin access to Account Engagement and Salesforce for the inventory and export
- HubSpot Marketing Hub Professional or above, licensed by kickoff
- DNS access for domain authentication
- A decision on which programs and assets to keep, retire or rebuild
- Copy and images for any new content
- Compliance review of email content and disclosures
- A project owner with decision authority, available 2 to 4 hours a week.
- Licences in place, admin access, and a sandbox or test environment by kickoff.
- Subject-matter experts for each process in scope, available for workshops.
- Source data exported in the agreed format by the date in the project plan.
- Answers, design approvals and UAT sign-off within 3 business days of each request.
- Their own users' availability for training sessions.
- Compliance and legal review of any client-facing content, messaging or AI output.
Assumptions
- Account Engagement stays live until cutover; you choose the switch-off date
- Salesforce stays as the CRM, or there is no CRM to connect
- Volumes stay within the caps above; anything larger is quoted in writing before work starts
- Remaining programs and assets can move later from a HubSpot block of hours, valid 12 months
- The client holds the edition and licences named in the package (for example Salesforce Enterprise or above; HubSpot Professional or above).
- One production org, portal or workspace, one business unit, one currency and one language unless the package says otherwise.
- Source data is in a single, exportable system and needs no reconstruction.
- Work is delivered remotely, in English.
- Timelines start when access is granted and run continuously; client-side delays extend them.
Done means
Acceptance: Opt-outs loaded and verified before the first send; test sends pass authentication; the 2 rebuilt workflows run end to end; connector sync checked on 25 sample records; trainings delivered and recorded.
Price and change control
- The price is fixed for the scope above. It does not change unless you change the scope.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- 30 days of hypercare after go-live is included. Ongoing support is available as a block of hours, retainer or managed service.
- EU and UK clients: euro pricing on request; VAT is added where applicable.
Frequently asked questions
How much does it cost to move from Pardot to HubSpot?
The Account Engagement to Marketing Hub Switch is $9,500 fixed for up to 3 marketers and 25,000 prospects. It covers Marketing Hub setup, the migration of your core assets and 2 programs, the Salesforce connector and training. HubSpot licenses are separate.
Do we have to cancel Pardot before we start?
No. Many firms carry Pardot and HubSpot together while a contract runs out. We move what you use every day first, run both in parallel, and you switch Account Engagement off when you are ready. Anything left can move later from a block of hours.
How much training is included?
Three recorded sessions by role (admin, marketer, and an advisor or sales view), a written guide for each, and two office-hour calls in the 30 days after go-live. We plan the training in the first week so setup does not crowd it out.