HubSpot Implementation
Get HubSpot configured right the first time.
Generic onboarding leaves you with a generic CRM. We build your portal around how your revenue team actually works.
DIAGNOSTIC
Signs you need custom onboarding.
- You just purchased HubSpot and don't know where to start
- You're paying for seats but your team isn't using them
- The default setup doesn't match your sales process
- You need custom objects or complex property structures
What's included in an implementation sprint
01
Portal Architecture
Setting up users, teams, permissions, and basic branding settings.
02
Data Modeling
Creating the custom properties and objects that match your business.
03
Pipeline Configuration
Building deal pipelines, ticket pipelines, and lifecycle stages.
04
Essential Automation
Setting up lifecycle state changes and lead assignment workflows.
05
Integrations
Connecting email inboxes, calendars, and essential third-party apps.
06
Team Training
Customized workshops to ensure your team actually adopts the system.