Terms and Conditions

Last Updated: 08/26/2025​

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This Terms of Service Agreement ("Agreement") is entered into between the client ("Client") and SonaMation, a service provider of HubSpot-related consulting, onboarding, and ongoing managed services ("Company"). This Agreement governs all services provided by SonaMation and is divided into two parts: Project-Based Services and Managed Services.

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PART I: TERMS FOR PROJECT-BASED SERVICES

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1. Eligibility and Scope of HubSpot Onboarding Clients may only purchase HubSpot Onboarding Packages if they are in the process of upgrading to one or more Professional or Enterprise HubSpot Licenses. HubSpot requires onboarding for these license tiers, and SonaMation is an approved onboarding partner. Clients may select from available Onboarding Packages, including Advisory and White Glove options.​

2. Data Migration and Change Orders Clients must supply data in one or more Excel files for import. If data migration is included and exceeds the expected effort, SonaMation will notify the client before proceeding. Additional work may require a change order or be handled under a managed services plan. The same applies to implementation support beyond what is included in the purchased onboarding package.

3. Integrations

   1. Unless otherwise purchased, SonaMation only assists with HubSpot Standard Integrations listed on the HubSpot App Marketplace. This support includes enabling default field mappings and syncing. Custom mappings may require HubSpot Ops Hub or a separate agreement.

   2. For IPAAS or custom-coded integrations, the scope of functionality of the integration will be defined in the original purchase documentation. Any additional features or changes will require a change order.

   3. Integrations vary by onboarding type and that advanced features may require a separate agreement.

4. Onboarding Meetings Clients will receive a set number of meetings, as specified in their package. Attendance by at least one client team member is required. Meeting types may include strategy sessions, power user trainings, enablement meetings, data migration/architecture planning, and support/planning discussions.

5. Payment Terms All onboarding packages must be paid in full prior to the commencement of services. Failure to make payment will delay the start of onboarding.

6. Post-Onboarding Email Support Each onboarding package includes three (3) hours of post-onboarding email support per purchase.

7. Cancellation Policy HubSpot requires clients to complete onboarding with a partner. As such, cancellations must be initiated through HubSpot directly. If the client successfully cancels their HubSpot contract, they may email proof to their SonaMation Executive Sponsor to initiate onboarding cancellation. Clients with approved cancellations may be eligible for a partial refund, determined at SonaMation’s discretion.

8. Data Enrichment Services SonaMation offers data enrichment for contact and company records. Services include email validation through waterfall enrichment, AI-based website research, business categorization, and HubSpot import setup. While SonaMation uses reputable methods, it does not guarantee 100% data accuracy. Clients retain ownership of their original data, and SonaMation retains ownership of enrichment processes. Enriched data is for client use only and may not be redistributed or resold without written permission.

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PART II: Onboarding Package

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1. SonaMation provides onboarding services to assist Client in the implementation and adoption of HubSpot. The scope of onboarding services, including the number of hubs, level of support, and included features, is determined by the package purchased at the time of sale (e.g., Premium, White Glove, or Advisory).

 

2. Data Migration Hours

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 For Premium and White Glove Onboarding packages, SonaMation provides data migration services subject to the following maximum hourly allocations. These hours include consultation, configuration, and execution of migration activities.

 

Any data migration services performed beyond the maximum hours allocated to a package will be subject to additional fees at SonaMation’s then-current hourly rate:

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Premium 1 Hub: Maximum of five (5) hours of data migration.

Premium 2 Hub: Maximum of ten (10) hours of data migration.

Premium 3 Hub: Maximum of fifteen (15) hours of data migration.

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White Glove 1 Hub: Maximum of ten (10) hours of data migration.

White Glove 2 Hub: Maximum of twenty (20) hours of data migration.

White Glove 3 Hub: Maximum of thirty (30) hours of data migration.

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Advisory Onboarding packages do not include data migration hours. Data migration services may be purchased separately at SonaMation’s then-current hourly rate.

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In the event that Client’s data migration requirements exceed the included maximum hours, SonaMation will notify Client in advance and provide options for the purchase of additional hours. Client acknowledges and agrees that continuation of data migration services beyond the included maximum requires Client’s prior written approval of such additional charges.

 

3. Integrations

• Standard onboarding packages include only basic HubSpot App Marketplace integrations unless otherwise specified. Advanced or custom integrations (such as iPaaS platforms or API-based solutions) must be scoped separately and confirmed in your original quote or onboarding summary.

• Requests for additional functionality or new integrations not included in your onboarding package may require a separate agreement or change order.

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4. Onboarding Termination

 

To ensure the successful completion of your onboarding, SonaMation requires timely participation from the client, including attending scheduled sessions, providing necessary system access, and responding to communications within a reasonable timeframe.

1. Onboarding Timeline

   • Each onboarding includes a defined delivery timeline (typically 4–14 weeks, depending on package) and an additional 90-day post-onboarding support period.

   • If onboarding meetings are not completed within the allotted delivery timeline due to client delays (e.g., missed meetings, lack of access, failure to implement required tools), remaining onboarding sessions may be conducted during the 90-day support period at SonaMation’s discretion.

2. Client Inactivity

   • If the client does not respond to communication attempts for three (3) consecutive weeks during the onboarding timeline, SonaMation may deem the onboarding as inactive.

   • Inactive onboardings remain eligible to use any remaining sessions within the original 90-day support period, but no extensions will be granted beyond this support window.

3. Termination for Non-Participation

   • If the client fails to re-engage and utilize remaining sessions by the end of the 90-day support period, the onboarding will be considered terminated in full.

   • No refunds, credits, or service transfers will be provided for unused sessions caused by client non-participation or delays.

4. Exceptions

   • SonaMation recognizes that unforeseen events may arise (e.g., leadership changes, relocations, emergencies). Clients are expected to notify SonaMation promptly of such circumstances. Extensions or accommodations may be granted at SonaMation’s sole discretion, provided such requests are made in writing prior to the expiration of the onboarding or support window.

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PART III: TERMS FOR MANAGED SERVICES CLIENTS

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1. Scope of Services. The Company is to provide the Client with the following ongoing services (the “Services”):

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Managed Services Plans Include:

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• HubSpot Basic Admin Services, including but not limited to:

  • List Uploading & Cleaning

  • Data Quality Work (Duplicate removal, data enhancement)

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• HubSpot Super Admin Services, including but not limited to:

  • HubSpot User Support

  • Dashboard & Report Creation

  • Property Review

  • Basic Management & Administration of other Sales / Marketing / Customer team software as needed (ex. adding new users, creating new properties/fields, saved filtered criteria, and basic automation, and IPaaS software)

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• RevOps Services Plans Include:

  • HubSpot Architect Services, including but not limited to:

  • Revenue Operations

  • Project Management

  • Data Management & Analytics

  • HubSpot Best Practices

  • End User Trainings & Enablement

  • Tech Stack Evaluation & Renewal Management

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• HubSpot Developer Services:

  • Clients are able to use up to 20% of their monthly retainer hours on HubSpot Developer Services

  • HubSpot API work

  • Custom Integrations (Not on HubSpot Marketplace or additional functionality needed)

  • Maintenance and bug fixes as needed

 

​2. Compensation; Payment. Client shall provide compensation at a rate listed above. When Client has reached their monthly allowance of hours, Company will inform Client and will only continue working with approval from Client.

 

Overage rates:

• HubSpot Admin Work: $150 / hour

• HubSpot Architect Work: $200 / hour

• HubSpot Developer Work: $250 / hour

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Company shall provide invoice at the start of each monthly for that month’s reserved block of hours. Payment for services is due within 14 days of the date of the Company’s invoice. Time worked over the agreed upon hours will be billed based on the type of work completed at the hourly rates listed in the table above.

 

3. Term; Termination.

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Clients with a fixed-term contract:

This Agreement shall commence on Contract Start Date and remain in effect until Contract End Date or a Change Order is signed.

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Change Orders must be agreed to and signed by both the Client and Company to take effect.

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Clients with a monthly contract:

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This Agreement shall commence on the Contract Start Date and remaining in effect until a cancellation is requested by Client. Cancellations require 30 day notice and need to be made in writing to grayson@sonamation.com

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1. Independent Contractor Status. The Company is serving as an independent contractor in providing the Services. Under this Agreement, the Company is neither an employee nor a partner of the Client.

2. Confidentiality. The Company acknowledges that it will be necessary for the Client to disclose certain confidential and proprietary information to the Company for the Company to perform their duties under this Agreement. The Company acknowledges that disclosure to a third party or misuse of this proprietary or confidential information would irreparably harm the Client. Accordingly, the Company will not disclose or use, either during or after the term of this Agreement, any proprietary or confidential information of the Client without the Client’s prior written permission except to the extent necessary to perform Services on the Client’s behalf.

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Proprietary or confidential information includes, but is not limited to: The written, printed, graphic, or electronically recorded materials furnished by Client for Company to use; Any written or tangible information stamped “confidential,” “proprietary,” or with a similar legend, or any information that Client makes reasonable efforts to maintain the secrecy of business or marketing plans or strategies, customer lists, operating procedures, trade secrets, design formulas, know-how and processes, computer programs and inventories, discoveries, and improvements of any kind, sales projections, and pricing information; and information belonging to customers and suppliers of the Client about whom the Company gained knowledge as a result of the Company’s Services to the Client. Upon termination of the Company’s Services to the Client, or at the Client request, the Company shall deliver to the Company all materials in the Company’s possession relating to the Client’s business.

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1. Notice. All notices required or permitted under this Agreement will be provided in writing and delivered to both parties.

2. Governing Law. The laws of the State of Indiana govern all matters arising out of or relating to this Agreement and the transactions it contemplates, including, without limitation, its interpretation, construction, validity, performance, and enforcement.

3. Assignment; Delegation. The Client may not assign any of its rights under this Agreement or delegate any performance under this Agreement, except with the prior written consent of the Company. Any purported assignment of rights or delegation of performance in violation of this section is void.

4. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to the subject matter of this Agreement and supersedes all other agreements, whether written or oral, between the parties.

5. Severability. This Agreement shall remain in effect in the event a section or provision is unenforceable or invalid. All remaining sections and provisions shall be deemed legally binding unless a court rules that any such provision or section is invalid or unenforceable, thus, limiting the effect of another provision or section. In such case, the affected provision or section shall be enforced as so limited.

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Upon purchasing the services listed above, you acknowledge that you have read and agree to these Terms of Service in their entirety.