HubSpot setup
We configure HubSpot around your sales process – with clean data, clear deal stages and automations that take work off your team.
The problem
HubSpot was rolled out at some point, but nobody maintains it properly. Properties are duplicated, deals are stuck in old stages, and leads from ads never arrive at all.
What is included
- Review of your existing portal or a fresh setup
- Properties, deal pipelines and lifecycle stages
- Forms and lead capture from your website and ads
- Workflows for assignment, tasks and emails
- Data import and duplicate clean-up
- Dashboards for sales and management
- Team training
What you get
- Configured HubSpot portal
- Documentation of properties and workflows
- Sales dashboard
- Recorded training call
Process
How it works
- 01
Audit
We review your portal and sales process and gather the team's requirements.
- 02
Structure
Pipelines, properties and responsibilities are defined cleanly.
- 03
Build
We configure HubSpot, import data and build workflows and integrations.
- 04
Training
Your team learns the new routines, and we stay available during the start-up phase.
FAQ
Questions about this service
Which HubSpot licence do we need?
It depends on the automations you need. A lot works on the Starter plans; larger-scale workflows need Professional. We only recommend what you'll actually use.
Can you pull in leads from Facebook ads directly?
Yes. We connect Meta Lead Ads to HubSpot, natively or via Zapier, and can send status updates back to Meta.
Will you migrate data from our old CRM?
Yes, via export and import. We agree beforehand which fields to carry over so old clutter stays behind.
CRM & Leads
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Intro call
HubSpot setup – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.