What You Get.
- Sales process mapping. We document your current sales process: lead sources, qualification steps, deal stages, handoff points, and close conditions.
- Pipeline and deal stage configuration. Pipelines structured around your sales motions with clear entry and exit criteria per stage.
- Custom properties and views. Properties, filters, and views configured for each role so reps, managers, and leadership see what they need.
- Workflow automations. Task creation, follow-up reminders, deal stage transitions, internal notifications, and lifecycle stage updates.
- Data import. Contacts, companies, and deals cleaned, mapped, and imported from spreadsheets, legacy CRMs, or other tools. Validated with a key user before go-live.
- Integrations. Email, calendar, and key business tools connected to HubSpot. Data flow mapped and tested.
- Reporting dashboards. Dashboards for pipeline health, revenue, conversion rates, team activity, and forecasting.
- Team training. Hands-on sessions for reps, managers, and one designated super user who supports the rest of the team after launch.
How It Works.
The project runs in two phases.
Phase 1: Build & Launch (3-4 weeks)
1. We review your sales process with your team and map it in detail.
2. We design the HubSpot structure: pipelines, properties, automations, and reporting.
3. We configure the system, import clean data, connect integrations, and build dashboards.
4. We train your team and go live.
Phase 2: Stabilize & Optimize (2-4 weeks)
5. We monitor how your team uses the system and collect feedback.
6. We fix issues, fine-tune workflows and reports, and adjust the setup based on real usage.
Is This Right For You?
- You are a B2B company moving to HubSpot for the first time.
- You are replacing spreadsheets or a legacy CRM and want a clean, structured setup from day one.
- You tried setting up HubSpot yourself, but the result is messy and your team does not trust it.
- You want your sales process reflected in HubSpot, not a generic template.
