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.
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.
Every project starts with a short discovery call to confirm the right tier before you commit.
We map your current sales process, where deals stall, and what your team actually needs from a CRM.
We configure HubSpot around that process: pipeline stages, properties, automations and dashboards.
We train your team, hand over your configured account, and stay on for ongoing support if you want it.
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.