HubSpot CRM Implementation

Setup, configuration, and team enablement for HubSpot CRM. Get organized. Track deals. Close more revenue.

$1,500+ ongoing training ($500/mo)

The Problem

Your leads are scattered. Spreadsheets. Gmail. Slack. Nobody knows who called when, what was promised, or what the next step is.

Deals slip through the cracks. Your sales team doesn't have a single source of truth. You can't see pipeline. You can't forecast revenue.

HubSpot CRM fixes this. But it's not just software + setup. Your team needs to actually use it. That requires proper configuration, clear workflows, and training.

What's Included

Account Setup & Configuration

Create your HubSpot account. Configure custom objects, properties, and pipelines for your specific sales process.

Data Migration & Import

Move existing contacts, deals, and data from your current system into HubSpot. Clean data, proper formatting, verified import.

Workflow Automation

Set up automated workflows for common tasks: lead scoring, task assignment, email sequences, deal notifications.

Integration Setup

Connect HubSpot to your tools: email, calendar, forms, Zapier, Slack. Real-time data sync across your stack.

Dashboard & Reporting

Build custom dashboards for your team. Sales pipeline visibility, forecasting, activity metrics, and KPI tracking.

Team Training & Enablement

Live training sessions with your team. How to log activities, manage deals, use playbooks, run reports. Q&A and ongoing support.

How It Works

Week 1: Setup & Configuration

Create account, configure pipelines, import existing data, set up integrations.

Week 2: Automation & Dashboards

Build workflows, create reporting dashboards, configure alerts and automations.

Week 3: Training & Launch

Live team training sessions, playbook setup, go-live support, and documentation.

Pricing

$1,500-3,000

Implementation + training (3-4 weeks)

Price depends on complexity and data migration scope. Most projects $2,000.

Schedule Consultation

FAQ

Do we need to switch to HubSpot CRM?

It depends on your current system and goals. If you're not tracking deals or seeing pipeline clearly, HubSpot is excellent. If you already have a working system, we evaluate the ROI first.

How long does setup take?

Typically 3-4 weeks from start to full team adoption. This includes setup, configuration, data migration, automation, and training.

Do we need to provide data?

Yes. You provide current contacts, deals, and historical data. We clean it, format it, and import it. Bad data in = bad data out, so we handle this carefully.

What if my team won't use it?

Poor adoption kills CRM projects. That's why training and ongoing support are critical. We set up workflows that make HubSpot part of the job, not extra work.

Can I do this myself?

Technically yes. But setup takes time, configuration is complex, and mistakes compound. Having an expert do it saves time and ensures best practices.

Organize Your Sales Process

Get HubSpot set up right. Your team will use it. Your revenue will grow.