HubSpot Implementation

Get up and running on HubSpot the right way

For businesses new to HubSpot, or whose current setup still looks like the out-of-the-box default. We build your pipeline, properties, automations, and reporting around how your team actually sells, so the CRM matches your process from day one instead of the other way around.

HubSpot implementation progress tracker showing Discovery and Configure completed, Train in progress, and Launch upcoming, alongside what gets built and a locked go-live date

What's included

Pipeline and deal-stage setup, core properties, automation for routing and follow-up, and a reporting dashboard built around the numbers you actually track. Every tier includes team training so your people know how to use what we built, not just that it exists.

Who this is for

Teams that are brand new to HubSpot, teams migrating off spreadsheets or another CRM, and teams who bought HubSpot but never got a proper setup, so it currently sits closer to a database than a sales tool.

Implementation timeline: kick-off call, scoping, portal configured, team trained, reporting, then go-live
Pricing

Three ways to get started

Templated

$4,750£3,750
  • Templated Sandler Pipeline
  • 15 Custom Properties
  • 4 Sandler Playbooks
  • 1 Custom Playbook
  • 20 Standard Sandler Reports
  • 5 Custom Reports
  • Training and onboarding (2 sessions)
Get started
Most common

Standard

from $15,000from £11,850
  • Everything in Sandler Template, plus:
  • Custom pipeline stages
  • 50 custom properties
  • Custom entry and exit criteria
  • 50 Custom Sales Automations
  • 5+ custom playbooks
  • 50 custom reports
  • 5 sales dashboards
Get started

Custom

from $20,000from £15,800
  • Everything in Standard, plus:
  • Additional custom pipelines
  • Custom Objects
  • 100 Custom Properties
  • 50 custom automations
  • 100 custom reports
  • 10 sales dashboards
  • Advanced training (4+ sessions)
Get started

Every project starts with a short discovery call to confirm the right tier before you commit.

How it works

Scope. Build. Train.

Scope

We map your current sales process, where deals stall, and what your team actually needs from a CRM.

Build

We configure HubSpot around that process: pipeline stages, properties, automations and dashboards.

Train

We train your team, hand over your configured account, and stay on for ongoing support if you want it.

Enquire

Tell us where things stand today

Book a short call and walk us through how your team sells today, even if that's mostly in someone's head. We'll ask about your sales stages, the tools you're replacing, and what “done” looks like for a new setup, then come back with a plan for your build before any work starts.