Kickoff and phased plan
Project plan, RACI and a biweekly cadence. Quick wins in the first two weeks so the team sees value before the big pieces land.
HubSpot Onboarding & Implementation
HubSpot set up the way your revenue team actually works.
New portal or rebuild, we design the data model first, migrate what is worth keeping, configure the hubs in the right order and train the people who will live in it.
Who this is for
You will recognise yourself in at least one of these
- You bought HubSpot and want it working, not just switched on.
- You are migrating from Salesforce, Pipedrive, Zoho or spreadsheets.
- Your current setup grew by accident and needs a deliberate rebuild.
- You want the Winning by Design Revenue Architecture operational inside HubSpot.
What we do
The work, step by step
Data model and revenue architecture
Objects, properties, associations, lifecycle stages, lead statuses and pipelines defined before anything is built.
Migration
Field mapping, test migration, user acceptance, delta migration and cutover from your legacy CRM or spreadsheets.
Hub configuration
Marketing, Sales, Service and Content Hub configured in dependency order, with forms, sequences, quotes, tickets and reporting.
Automation
Lifecycle progression, routing, SLAs, notifications and data hygiene workflows, each with a plain-language description.
Training and handover
Role-based training, documentation your team can maintain, and a baseline dashboard set for leadership.
What you get
Deliverables you keep
Engagement shape: Six to twelve weeks depending on hubs and migration. Phased fixed fee or monthly retainer.
- Requirements and solution design document
- Configured portal with documented data model
- Migration mapping and validation report
- Workflow and pipeline documentation
- Training sessions and recordings
- Baseline dashboards for sales, marketing and leadership
Related case study
What this looked like for a real client
Security services groupbrokered deliverymulti-currency
From free-text proposals to governed quotes
18pipeline stages, one governed flow
Read the full storyClose
Security services groupbrokered deliverymulti-currency
From free-text proposals to governed quotes
Situation
Each proposal was assembled manually from a legacy template. A new SaaS line needed its own revenue architecture, and the leads object had years of abandoned records nobody dared delete.
What we did
- Rebuilt the client proposal as a HubSpot quote template with custom cover, product table and standard terms, so quotes are generated from deal data.
- Designed the Revenue Hub architecture for the new SaaS product line, from product library to pipeline, documented and awaiting a seat decision before build.
- Cleaned 1,466 stale leads with client sign-off, leaving the live pipeline untouched and verified afterwards.
Result
Proposals come out of HubSpot in minutes with consistent terms. The lead view shows only leads someone is working.
FAQ
Questions we get about this service
Do you work with both Professional and Enterprise tiers?
Yes, both. Most of our implementations are on Professional, and we design for Enterprise features such as custom objects, sandboxes and business units when the case is there. We do not normally take on Starter-only portals, and we tell you early which requirements need a higher tier so you decide with the price in front of you, not after the build.
Can you migrate from Salesforce?
Yes. We plan migrations around a cutover date, with a test migration and user acceptance before anything goes live, and a delta load at go-live.
Who does the work, you or my team?
We build and document. Your team learns the setup during the build so they can run it afterwards. We stay available on a retainer if you want us to keep improving it.
Ready to make HubSpot run your revenue?
Book a 30-minute discovery call. We look at your portal together and tell you what we would fix first.
- 30 minutes, no slides
- You leave with three concrete next steps
- If we are not the right fit, we say so
Pick a time with Daniel
Discovery calls are free and go straight into the calendar.