Marketing Migration

Work with us to move your marketing operations and automations to HubSpot, with a seamless cutover to ensure you and your customers don’t miss a beat.

Overview

This service provides a seamless migration of your marketing operations to HubSpot, making sure your business isn't disrupted, but significantly improved instead.  It includes collaborative sessions for planning, prioritisation, training, and launch support. 


Benefits & Outcomes

  • One Platform, Zero Disruption
  • Launch With Confidence
  • Ready for Automation
  • Migration Team Brief & Register Creation
  • In-Depth Review of Current Platforms & Prioritised Asset Register
  • Pre-Migration Email Testing
  • Training, Configuration, Testing & Support
  • Cutover Launch Session
  • Cross-Browser & Device Testing

One Platform, Zero Disruption

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Instead of juggling disconnected tools, we migrate your marketing into HubSpot in a structured, prioritised way. You’ll move from multiple systems to one streamlined platform without losing assets, data, or momentum.

Launch With Confidence

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Your migration ends with thorough testing, two Go/No Go checkpoints, and a supported cutover launch. You’ll go live knowing everything works as intended, with your team trained and ready to execute campaigns straight away.

Ready for Automation

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By migrating your campaigns and assets into HubSpot, you set the foundation for powerful automation. With your emails, lists, and forms all connected, you’ll be ready to build nurture workflows, trigger follow-ups, and streamline engagement from day one.

Migration Team Brief & Register Creation

You’ll have a clear roadmap of what’s moving into HubSpot and how it will be handled. Nothing slips through the cracks, and you’ll feel confident knowing exactly what’s included from the start.

In-Depth Review of Current Platforms & Prioritised Asset Register

We identify which assets and campaigns are critical, so the most important pieces of your marketing are migrated first and ready to go when you need them.

Pre-Migration Email Testing

We test your email templates before migration to make sure they look and function correctly in HubSpot, avoiding last-minute surprises or broken campaigns.

Training, Configuration, Testing & Support

Your team doesn’t just get a migration — they get hands-on enablement. We configure your HubSpot setup, train your marketers, and provide support so they can hit the ground running on launch day (up to 40 hours).

Cutover Launch Session

When it’s time to switch over, you won’t be on your own. We run a structured cutover launch session so you can move confidently from old systems to HubSpot without disruption.

Cross-Browser & Device Testing

We rigorously test your email templates across the most popular browsers, devices, and clients — from Gmail and Outlook to iOS and Android. Your campaigns will look polished no matter where they’re opened.

Inclusions

Supporting you to migrate assets from your existing platforms over to HubSpot so you can keep marketing seamlessly. Our expert migration team will work with you to identify the best way to migrate your current assets to fully leverage HubSpot tools and marketing assets.
Essentials
Only for the smallest of migrations (eg an email template and list or two). Includes 20 hours of support to be used for migration consultation, support, and training.
Essentials+
Only for small migrations, or situations where the client just needs the framework and a walkthrough so they can DIY. Includes 30 hours of migration actions, support, and training.
Accelerator
For migrations that require additional time due to complexity, or to support the client in creating more assets, due to volume or lack of capacity. Includes 40 hours of migration actions, support, and training.
Enterprise
For larger migrations where there might be a combination of emails and page templates, complex workflows and automations plus a few other assets required. Includes 80 hours of migration actions, support, and training.
Internal Migration Team Brief & Register Creation Internal Migration Team Brief & Register Creation
Migration Team Briefing Session To Review Current Platform/s with Client Migration Team Briefing Session To Review Current Platform/s with Client

Up to 3 people for < 1 Hour

Up to 3 people for < 1 Hour

Up to 3 people for < 1.5 Hours

Up to 3 people for < 2 Hours

Asset Register Validation and Prioritisation Session Asset Register Validation and Prioritisation Session
Pre-migration Email Testing Pre-migration Email Testing
Training, Configuration, Testing & Support Time (Can be used to have us do hands-on work, to enable you to migrate assets as per register, or a combination) Training, Configuration, Testing & Support Time (Can be used to have us do hands-on work, to enable you to migrate assets as per register, or a combination)

< 20 'Man Hours'

< 30 'Man Hours'

< 40 'Man Hours'

< 80 'Man Hours'

Go/No Go sessions x2 Go/No Go sessions x2

< 1 Hour each 

< 1 Hour each 

< 1.5 Hours each

< 1.5 Hours each

Cutover Launch Session & Support Cutover Launch Session & Support

Up to 3 people for < 2 Hours

Up to 3 people for < 4 Hours

Up to 3 people for < 6 Hours

Up to 3 people for < 8 Hours

EXCLUDES Updates/enhancements/changes to campaign assets (must be done post-migration (recommended) or prior to migration commencing) EXCLUDES Updates/enhancements/changes to campaign assets (must be done post-migration (recommended) or prior to migration commencing)

Process overview & timeline

Week 1Week 2Week 3-6Week 7Week 8+
Discover
Week 1
Discover
Start Research
Design
Week 2
Design
Figma Design
Develop
Week 3-6
Develop
Assets Provided
Deliver
Week 7
Deliver
Go Live!
Drive
Week 1
Drive
Success / Support

Our Team & Roles

Project Manager
Keeps everything on track.
project-icon
Project Manager
Keeps everything on track.
Marketing Lead

Supporting you to plan the migration and directing the team.

Marketing Implementation Specialist
Marketing Lead

Supporting you to plan the migration and directing the team.

UX/UI Designer

Creates the assets you need in HubSpot.

ux-icon
UX/UI Designer

Creates the assets you need in HubSpot.

CRM Specialist

Supports with the data and automations required.

CRM-icon
CRM Specialist

Supports with the data and automations required.

FAQs

What platforms can you migrate from?

The number of platforms that we have helped our clients migrate from runs into the dozens. Salesforce Marketing Cloud, Marketo and Mailchimp are some of the most common ones. And, while familiarity with the outgoing software helps, our process of shadowing your power users ensures that we understand all the assets and mechanics of the platform before we start replicating the essential functions in HubSpot—meaning, our process allows us to migrate from any platform. 

Is there a maximum number of platforms you can migrate from?

We assume that you have one primary marketing automation platform that you are migrating from. We can support migration from other platforms (e.g. if you have a separate software for reporting, social scheduling, etc.) However the extra time it would take to get familiar with these platforms will come out of the migration hours.

What type of HubSpot licensing do you need for this product?

You will need to have paid licensing that reflects the functionality of your current platform(s). The specific tier you need will depend on the marketing requirements and priorities outlined through the sessions. 

How can my ‘migration hours’ be used?

Consulting, training, supporting, or simply doing. This comes down to your capacity and capability to support the migration. If your budget allows, you can purchase as many hours as you need for the Hype & Dexter team to recreate everything you need for your marketing BAU in HubSpot. But we would always prefer to collaborate with you and your team, to build out the key journeys and assets with you, so that you also benefit from learning about the HubSpot platform as we work.

Testimonials