Services / HubSpot CRM Implementation
Your HubSpot, set up once and set up right.
We implement your portal end to end — data, pipelines, automation, and a trained team — so you start operating instead of improvising as you go.
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Buying HubSpot isn't the same as having it work.
Most of the portals we inherit share the same origin story: set up fast, no process, and nobody went back to fix it.
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The team keeps tracking everything in spreadsheets because the CRM doesn't reflect how they actually sell.
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Pipelines have generic stages nobody updates or audits.
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There's no dashboard anyone trusts — so everyone builds their own in Excel.
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You're paying for the full subscription but using maybe 10% of what the plan offers.
Three plans, one for your HubSpot subscription.
Scope depends on the HubSpot tier you're on — we don't invent features your plan doesn't support.
- Initial portal setup
- Data load, up to 1,000 contacts
- 10 custom properties, 5 lists
- 1 sales pipeline
- 3 forms with automated notifications
- Email connection (up to 3 inboxes) and calendar
- 2 standard reporting dashboards
- 1 live training session (2 hrs)
- 30 days of post-launch support
- Discovery workshops: 2 sessions to map your sales process and design the portal architecture
- Full portal setup
- Data migration with basic cleanup (up to 20,000 records)
- 30 custom properties, 15 lists
- Up to 3 sales pipelines
- Up to 10 forms with conditional logic
- Email connection (up to 10 inboxes) with open/click/reply tracking
- Meeting scheduler with round-robin and team availability
- Up to 15 automated workflows with branching, delays, and conditions
- Up to 5 sales sequences, configured and ready
- Manual lead scoring (property- and behavior-based)
- A/B testing: 2 emails and 2 landing pages
- 2 native integrations (Slack, Calendly, Zoom, Stripe, or similar)
- 2 custom dashboards with up to 10 custom reports
- 3 role-based training sessions (sales, marketing, admin)
- 60 days of post-launch support (up to 15 hrs)
- 1 review session at 30 days with optimization recommendations
- Extended discovery: 3–4 sessions with IT/Data stakeholders
- Full portal setup with governance and advanced permissions
- Data migration with cleanup, deduplication, and reconciliation (no hard record limit, scope defined in discovery)
- 50 custom properties, 25 lists
- Up to 5 sales pipelines
- Up to 15 forms with advanced conditional logic
- Email connection (up to 25 inboxes) with full tracking
- Meeting scheduler with round-robin, team availability, and routing rules
- Up to 30 automated workflows with branching, delays, conditions — up to 3 with custom code.
- Up to 10 sales sequences, configured and ready
- Design and build of up to 3 custom objects with properties, pipelines, and associations.
- Predictive lead scoring.
- Hierarchical teams and business units (roles, territories, granular permissions)
- Advanced A/B testing: 4 emails and 4 landing pages
- 2 native integrations + up to 2 API integrations (ERP, data warehouse, in-house vertical tool)
- Account-based marketing setup (if applicable)
- 4 role-based dashboards with up to 10 custom reports
- 5 role-based training sessions + PDF playbook + Loom video library
- 90 days of post-launch support (up to 30 hrs)
- 2 review sessions (30 and 60 days) with optimization recommendations
Same process across all three plans — different depth.
01
Discovery
We map your real sales process before touching the portal — no assumptions.
02
Architecture
We design pipelines, properties, and data structure around how you actually sell.
03
Implementation
We configure, migrate data, and build the automation for your chosen plan.
04
Training
Your team goes live with documentation built specifically for your portal.
From a disorganized ActiveCampaign to a pipeline the team actually uses.
"We went from not trusting a single number in the CRM to making pricing decisions off the dashboards they built."
This service is right for you if...
- You bought HubSpot (or you're about to) and want someone to set it up right the first time.
- Your sales team still runs on spreadsheets or parallel workarounds instead of the CRM.
- You want a documented setup, not loose configurations that depend on one person.
- You've got a defined budget and prefer a fixed price before you start.
- Your HubSpot is already working well and you just need monthly upkeep — see Managed Services.
- Your HubSpot is set up but you don't want to rebuild from scratch — start with an Audit.
- You're shopping for another platform with thousands of dirty records and no cleanup plan.
What people ask us most
What if I don't know which HubSpot plan I need?
On the first call we'll walk through your use case and tell you which HubSpot tier makes sense to buy before we quote the implementation.
Is the price fixed or can it change?
The published price is the starting point. It can go up if scope grows during discovery — but you'll know the number before we start, not after.
Can I start on Starter and move to Pro later?
Yes. Everything we build on Starter carries over — moving up to Pro means adding capability, not redoing work.
What happens after the post-launch support period ends?
Most clients move into Managed Services — a monthly retainer where we maintain and evolve the portal. If you'd rather run it in-house, the documentation we hand off is built for exactly that.
Ready for a HubSpot your team actually uses?
Book a 30-minute call. We'll tell you which plan fits before you spend a dollar.