HubSpot Email Marketing Migration Service

Service Scope

HubSpot Email Marketing Migration Service is a fixed-scope HubSpot Email Marketing service for one business, one source email marketing platform, one HubSpot account, and up to 10,000 contacts.

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.

Inventory the Source Email Platform

We review the approved source export, contact properties, lists or segments, subscription categories, suppression records, and up to three reusable email templates.

• Contact count and status
• Standard and custom fields
• Audience structures
• Subscription and suppression data
• Reusable template assets

Prepare and Migrate the HubSpot Structure

We configure the approved HubSpot properties and segments, import the prepared data, preserve available subscription or suppression information, and recreate up to three compatible email templates.

• Up to 15 mapped properties
• Up to 10 audience structures
• Up to 10,000 contacts
• Subscription and suppression mapping
• Up to 3 compatible email templates

Testing and Validation

We compare source and destination counts, review skipped records, confirm representative field values and subscription data, and include one in-scope correction attempt.

• 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 source email marketing platform
• 1 HubSpot account
• Up to 10,000 contacts
• Up to 15 mapped properties
• Up to 10 audience structures
• Subscription and suppression mapping
• Up to 3 compatible templates
• Migration validation and handoff

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
• Administrative or export access to the source platform
• Final approved export files
• Documented subscription and suppression status
• Brand assets and source templates for any template recreation

Delivery and Revisions

Standard delivery is 7–10 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:

• Historical engagement reconstruction when the source does not export it in a compatible form
• Migration of complex automation workflows
• More than 10,000 contacts
• More than 3 templates
• Custom API migration tooling
• 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