HubSpot Welcome Email Automation Setup

Service Scope

HubSpot Welcome Email Automation Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, one welcome email, and one supported automation path.

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.

Define the Welcome Trigger and Audience

We confirm the enrollment source, subscription requirement, welcome objective, exclusions, delay requirements, and the data available for personalization.

• Form or segment enrollment source
• Subscription requirement
• Exclusions and suppression logic
• Welcome message timing
• Personalization properties

Build the Welcome Email Automation

We configure one automated welcome email and one compatible simple workflow or full workflow, depending on the client's HubSpot plan, with up to five in-scope actions.

• 1 automated welcome email
• 1 supported workflow path
• Up to 5 workflow actions
• Basic personalization
• Enrollment and exclusion rules

Testing and Validation

We test the workflow with representative records, confirm enrollment behavior, review the email preview, and document any plan or data limitation.

• 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 automated welcome email
• 1 supported workflow path
• Up to 5 actions
• Enrollment and exclusion rules
• Basic personalization and fallback review
• Representative workflow test
• 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
• A HubSpot plan that supports the requested automation
• Final welcome email content and assets
• Defined enrollment source and subscription logic
• Representative test contact

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:

• Multi-email nurture sequence
• Complex branching logic
• Custom-coded workflow actions
• Lead scoring
• Ongoing automation management
• 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