HubSpot onboarding, run by people who've done it sixty times
You bought HubSpot and now you have to set it up. We plan the build with you, sit beside your team while you configure it, and train everyone who has to use it. You keep the knowledge, not just the portal.
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JCI InstituteK CharlesMcIntyre IncReporting HubSuntiffREHQCadre AIViB TechGood2beSocialGet Trained AIHustle20Collectiv AcademyEasy Street OffersGobel GroupDigital DiabetesLearnBrandsPureNSMUncommon AgencyEuka AIAlphaline Tiny HomesBetterFleetGarner BioSports Plus TeamJoshua Trees ExpertsNueways StudioAll State GameDigital MomentumCompound FitnessOne Base HealthPop Events CoBayaan AcademyHemlaneFarotechTechForGoodNaked PoolsRocket SaaSCrown Workforce ManagementBarcliff GroupHermetic AIPerformativBeeontradeJCI InstituteThe onboarding fee is paid. Now what?
HubSpot's onboarding is consultative. They explain, assign homework, and check in. Your team does the actual configuring.
Nobody on your team has built a CRM before, so you're making architectural decisions with no reference point.
The sessions cover features. They don't cover how your business should be modelled in those features.
Every wrong decision now becomes a rebuild in twelve to eighteen months.
You have a go-live date and licenses already being paid for.
Onboarding isn't hard because HubSpot is complicated. It's hard because nobody tells you what good looks like for a business like yours.
What we actually build.
We design and build your portal end to end. Our team does the work, not your team with us watching. That means we sit through discovery with your sales and marketing leads, map how your business actually sells today, then configure HubSpot to match it rather than forcing you into a template. At the end you get a working system, a trained team, and documentation your future admin can pick up cold.
Moving data out of an existing CRM is handled separately by our CRM migration service. Connecting HubSpot to your ERP, billing or ops systems is covered by custom integrations.
Not sure how much of this you need? Fifteen minutes with a specialist will tell you.
Three scopes, based on how much of HubSpot you're switching on.
Every build is scoped and quoted after a 30-minute call. No two portals are the same and we'd rather price yours properly than average it.
Get your scope and quoteWeekly sessions, one area at a time.
Kickoff and planning (WEEK 1)
We map how you sell today and agree what the portal needs to do. You get a written plan before anything gets configured.
Foundations (WEEK 1 TO 2)
Account settings, users, teams, permissions, domain and tracking. We guide, you build.
Data model (WEEK 2 TO 5)
Properties, lifecycle stages, pipeline and stage definitions. This is the session that matters most and the one people rush.
Data load and testing (WEEK 5 TO 6)
Routing, workflows, notifications and sequences, built against real scenarios from your business.
Data in (WEEK 5)
Import, dedupe and validate, with us reviewing before you commit anything at scale.
Reporting (WEEK 6)
Dashboards for each team, built around the questions your leadership actually asks.
Training and handover (WEEK 6 TO 7)
Live sessions by role, recorded, plus your written runbook. Then thirty days of questions answered at no extra cost.
What this looks like when it's done
Good fit, not a fit.
Good fit
Pro/Enterprise, Not DIY
You've just bought HubSpot Pro or Enterprise and want it built properly rather than pieced together yourself.
Outgrowing Your Old CRM
You're migrating off a CRM your team has outgrown and need the switch done right the first time.
Real Sales Process to Support
You have an actual sales process that needs to live in the system, not just sit in spreadsheets.
Not a fit
Wants a Campaign Manager
You want someone to run your marketing campaigns, not build and configure the system itself.
Small Fix, Not a Build
You need one small change, not a full build — that's better suited to managed services.
Shopping for Cheapest Quote
You're comparing quotes to find the lowest price rather than the right fit for your setup.
The questions we hear most.
Start with one. Most engagements begin with a single workflow or service (an automation, a CRM cleanup, one AI agent) and expand from there as the system proves itself. You never have to buy the whole thing up front.
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Every platform we build in has vetted us. None of this is self-declared.
