Comagine Health × SmartBug
The short version

A marketing-first HubSpot rollout in three workstreams — 75 hours at $195/hour, plus 20% project management — totaling $17,550.

01 — Why this plan

Momentum on marketing while the wider architecture takes shape

Audience data lives across Dynamics, spreadsheets, and Constant Contact today. This plan builds the marketing layer your team can operate confidently, with a foundation that respects the work already underway.

A confident Marketing Hub foundation

Stand up Marketing Hub Pro now while the broader CRM architecture continues to evolve, without waiting on decisions still in motion.

Training in your own portal

Give MarCom practical, role-based training in the environment they actually work in rather than relying on self-paced content alone.

Reusable marketing patterns

Centralize templates and components for webinars, campaigns, and program-specific audiences such as maternity and ESRD.

A clean ownership handoff

Establish clear lines between HubSpot marketing ownership and Comagine's in-house Dynamics expertise.

  1. 01

    Guided setup

  2. 02

    Team enablement

  3. 03

    Reusable landing pages

  4. 04

    Confident launch

New D365 + in-house technical ownerHubSpot Marketing— the recommendation is to use the new D365 instance and keep the legacy instance out of the live connector unless later approved. The mapping workbook is delivered separately.

02 — Recommended plan

Three workstreams, all included

Each workstream reinforces the others: guided setup informs the training plan, and training builds fluency with the templates your team will reuse.

Included

Guided Marketing Hub Pro Onboarding

Structured guidance through the configuration decisions that matter most, delivered so your team learns the platform while standing it up.

15 hours · $2,925

Included

Live Role-Based HubSpot Training

Live, hands-on enablement in Comagine's own portal, shaped around what each role actually does day to day.

20 hours · $3,900

Included

Landing Page Template Development

Modular, on-brand templates the marketing team can reuse for campaigns and webinars without developer help each time.

40 hours · $7,800

Dynamics integration build is not included in this scope. Comagine's Dynamics specialist leads that track; SmartBug can scope additional consulting or implementation support later if requested.

03 — Detailed scope

Every workstream, hour, and price in the open

All work is estimated in whole hours and priced at $195/hour.

Purpose: Equip the Comagine team to configure and operate Marketing Hub Pro with expert guidance while retaining hands-on ownership.

  • Kickoff and goals alignment
  • Guided review of recommended Marketing Hub Pro configurations
  • Three standard tools training sessions
  • One dedicated Q&A session
  • Practical guidance on email, forms, lists and segmentation, campaigns, tracking, reporting, and account setup as relevant to the purchased portal
  • Prioritized configuration roadmap and next-step recommendations
Subtotal15 hours · $2,925

This is a guided/DIY train-the-trainer model. Comagine owns hands-on portal buildout unless another scope item explicitly includes implementation.

Guided onboarding hours based on SmartBug's current HubSpot onboarding package framework; proposal rate applied at $195/hour.

Purpose: Accelerate adoption for MarCom and reduce reliance on Nicole and Andrew as the internal help desk.

  • Training plan tailored by role and proficiency
  • Live sessions in Comagine's own HubSpot environment
  • Admin/power-user and day-to-day marketer workflows
  • Practical exercises for lists, segmentation, campaigns, emails, forms, reporting, and governance
  • Q&A, office hours, and targeted reinforcement within the 20-hour block
Subtotal20 hours · $3,900

The 20-hour bank is allocated collaboratively rather than fixed to a set number of sessions, so time can follow the team's real needs.

Purpose: Create reusable HubSpot landing page patterns that feel native to Comagine's new website.

  • Review of a representative Figma page plus available brand guidance
  • Template and module architecture with technical planning
  • HubSpot CMS development
  • Responsive behavior and cross-browser QA
  • Reusable components for common campaign and webinar landing-page needs
  • Handoff and usage guidance
Subtotal40 hours · $7,800

Typical effort: 10–20 hours per landing page template. A 40-hour block generally supports approximately 2–4 templates, depending on complexity. The final mix is confirmed after reviewing the representative Figma page.

Program-wideProject management (20% of services)
$2,925 on the recommended scope

Covers kickoff and status cadence, scheduling and coordination across workstreams, stakeholder communication, and scope tracking against the hour bank.

04 — Investment

Configure the scope, see the investment update

All three workstreams are recommended and selected by default. Toggle any card to model an alternative shape; the hours and investment update instantly.

Selectable workstreams

Full recommended scope

75 hours · $17,550

All three workstreams at $195/hour ($14,625), plus 20% project management ($2,925). This full-scope total is the recommended plan and remains the reference figure regardless of the selections above.

Selected configuration

Recommended

$17,550

75 hours at $195/hour + 20% project management

Guided Marketing Hub Pro Onboarding15 hrs · $2,925
Live Role-Based HubSpot Training20 hrs · $3,900
Landing Page Template Development40 hrs · $7,800
Services subtotal$14,625
Project management (20%)$2,925
Estimated investment$17,550
Blended rate$195/hour

Hours are managed as a defined bank within the approved scope. Adjustments between workstreams require mutual agreement and may affect deliverables.

This is a planning estimate for alignment. The final SOW controls scope, invoicing, and terms.

05 — Why SmartBug

Continuity from onboarding through adoption

The same strategists who guide setup stay with your team through training and template handoff, rather than passing you to a disconnected support queue.

2024 & 2025 HubSpot North American Partner of the Year

Named Partner of the Year two years running — recognition for the depth, rigor, and outcomes of our HubSpot work.

One accountable team

Onboarding, training, HubSpot CMS development, and integrations delivered by a single connected team.

Hands-on, role-based enablement

Training built around real workflows and delivered virtually or on-site.

Healthcare experience

Practical experience with healthcare marketing teams and a grounded approach to governance and adoption.

HubSpot Solutions Directory

5.0

Average rating from 819 verified client reviews · 98% five-star · Elite Solutions Partner

View all reviews
Excellent Support and Expertise
“As a team new to HubSpot and CRMs in general, our partner provided invaluable knowledge and insights throughout our implementation. The details we likely would have overlooked and pitfalls we avoided were well worth the investment.”

Manufacturing · CRM Implementation & HubSpot Onboarding · Aug 2026

Very Hands On, Highly Professional
“He was very thorough, led me through the end-in-mind configuration up front, and helped make sure we had SOP docs and everything needed to be successful. Our HubSpot instance works seamlessly.”

CRM Implementation · Aug 2026

SmartBug Media does not guarantee HIPAA compliance. Compliance depends on platform tier, configuration, vendor agreements, data handling practices, and Comagine Health's own legal, security, and privacy review.

07 — Roles & responsibilities

Clear ownership on both sides

SmartBug

  • Guided onboarding and recommended configuration path
  • Live training and role-based enablement
  • Landing-page template planning, development, QA, and handoff
  • Project coordination across the approved hours

Comagine Health

  • Provide HubSpot access, stakeholder availability, and timely decisions
  • Provide one representative Figma page and relevant brand guidance
  • Complete client-owned DIY configurations
  • Lead Dynamics-side technical work and approve mappings
  • Provide legal/privacy guidance for consent, subscriptions, and sensitive data

08 — Assumptions & exclusions

What this proposal does and does not cover

  • The rate is $195/hour.
  • This proposal is a 75-hour planning scope of $14,625 in services, plus 20% project management ($2,925) — $17,550 total.
  • The 40-hour template block is an estimate; complexity determines the final number of templates.
  • HubSpot subscription fees and third-party licenses are excluded.
  • Data cleanup, migration, Dynamics connector configuration, custom integration development, and broader CRM/Sales Hub implementation are excluded unless added in writing.
  • Client supplies representative Figma design, brand assets and guidance, portal access, content, and timely feedback.
  • Any sensitive-data or healthcare compliance decisions remain subject to Comagine's legal, security, and privacy review.
  • Final scope, billing, and terms are governed by the executed SOW.

Next steps

Give Comagine's team a confident path from purchase to adoption.

  1. 01Confirm the recommended 75-hour scope
  2. 02Share portal access and representative Figma page
  3. 03Align onboarding/training stakeholders and schedule
  4. 04Finalize SOW and kickoff
Review the recommended scopeFormal SOW to follow