HubSpot Email Marketing Account Setup & Configuration

Service Scope

HubSpot Email Marketing Account Setup & Configuration is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, and up to three users.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Review the HubSpot Marketing Setup

We confirm the business identity, account owner, user access, time zone, company information, email settings, primary sender, and intended marketing-email use before configuration begins.

• Business and account information
• User permissions and ownership
• Time zone and regional settings
• Primary sender and reply-to identity
• Existing marketing-email configuration

Configure the Core Email Marketing Settings

We configure or review the core account settings needed for an organized HubSpot email marketing foundation and prepare the account for separate contact, domain, template, workflow, or campaign work.

• Core marketing email settings
• Up to 3 user access reviews
• Primary sender identity
• Default footer and company information
• Basic campaign and tracking preferences

Testing and Validation

We review the completed configuration and confirm that the approved users can access the required tools and that the account is ready for the next email marketing implementation step.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot account setup or review
• Business and account settings review
• Up to 3 user permissions reviews
• 1 primary sender identity setup
• Marketing email footer review
• Core email settings and readiness check
• Implementation summary

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Legal business name and mailing address
• Names and email addresses for up to three users
• One working business email address for the primary sender

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Contact import or cleanup
• Email sending domain authentication or DNS changes
• Template, campaign, or workflow creation
• External app or store integration
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue