HubSpot service

HubSpot, implemented like infrastructure.

Implementations, audits, migrations, and retainers on fixed-bid scope - with custom integration work built in.

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What we deliver

Pick the engagement that matches your stage.

Implementation

Implementation

Full HubSpot setup from a clean slate or messy portal. Sales + Marketing Hub at a minimum. Multi-pipeline CRM, lead scoring, attribution, dashboards, team training, and post-launch support included.

Typically 6 to 20 weeks

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Audit

Audit

Deep portal review. Data hygiene, workflow architecture, attribution gaps, security posture, license utilisation, integration debt. Output: prioritised fix list with effort estimates and a clear 'do this first' recommendation.

Typically 2 to 3 weeks

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Migration

Migration

Moving from Pipedrive, Salesforce, Zoho, ActiveCampaign, Bitrix, Mailchimp, or Zendesk? We do field mapping, dedup, activity preservation, sandbox dry-run, and verified production import. Zero data loss is the standard, not the stretch goal.

Typically 3 to 6 weeks

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Retainer

Retainer

Ongoing portal care after launch. Optimisation, new workflows, integration additions, quarterly business reviews, dedicated Slack channel. Month-to-month engagement, fixed scope per cycle. Quote follows the brief.
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How we run an engagement

Discovery, scope, build, and stay.

01

Discovery

Audit + workshop

Portal review, process audit, stakeholder interviews. Output: a prioritised list of what to fix and what to build.

02

Scope

Fixed-bid quote

Concrete scope, deliverables, milestones, timeline, fixed price. We'll walk through it together. The audit stands on its own if you choose not to proceed.

03

Build

Configure + integrate

Portal configuration, data migration, workflows + integrations, training. Weekly checkpoints, full Slack access, async-first.

04

Stay

30 days + retainer

30 days of post-launch support included. Optional retainer for ongoing portal care, optimisation, and roadmap.

Sample deliverables

Examples of what we typically build.

Configuration

Portal foundation

  • Portal structure + permissions
  • Lifecycle stages + lead status
  • Custom properties (contact/company/deal)
  • Pipeline architecture + deal stages
  • Email templates + signatures
  • Meeting links + calendar sync
Automation

Workflows that fire

  • Lead routing (round-robin / territory)
  • Lead scoring (predictive + manual)
  • Nurture sequences + drip campaigns
  • Deal-stage automation
  • Sales cadences + sequences
  • Internal Slack / email notifications
Reporting

Dashboards teams use

Sales pipeline dashboard. Marketing source attribution. Conversion funnel from MQL to SQL to won. Velocity and aging by stage. Team activity vs. outcomes. Forecast roll-up that the leadership team actually trusts.
Migration

Clean cutover

Data audit and cleanup plan. Field mapping from source to HubSpot. Deduplication rules. Activity history preservation. Sandbox dry-run with parity checks. Production cutover on a weekend window with a documented rollback path.
Integration

Talks to your stack

  • Native HubSpot apps (Slack, Calendly, etc.)
  • Make.com or Zapier scenarios
  • Custom API integrations (when needed)
  • Polish stack (KSeF, Fakturownia, Symfonia)
  • Webhook architecture + monitoring
  • Error alerting + retry logic
Enablement

Team is sorted

  • Admin handover + portal docs
  • Sales rep training (live + recorded)
  • Marketer training (campaigns + reporting)
  • RevOps owner enablement
  • Process playbooks + SOPs
  • 30 days of 'ask anything' support

Not sure where to start?

Want to see what scope on yourportallooks like?

30-min directional read - what we'd expect to find, what an engagement would cover, what falls in the fixed-bid quote.

Book discovery call

Common questions

Questions people ask before we start.

How do you price?

Fixed-bid for implementations, audits, and migrations. Monthly retainer for ongoing work. The price in the scope doc is the price - if a project takes us less time than expected, you don't pay less; if it takes more, you don't pay more. We carry the execution risk.

How long does a typical implementation take?

Most implementations land between 6 and 20 weeks. Variance comes from data quality (clean = faster), integration complexity, and how decisive your stakeholders are. We commit to a date in the scope doc and hit it.

Can you migrate from another CRM?

Yes - Pipedrive, Salesforce, Zoho, ActiveCampaign, Bitrix, Close. Migrations are their own service line: field mapping, dedup, activity preservation, sandbox dry-run, and verified production import. Zero data loss is the standard. If you're unsure whether to migrate, an audit of the source CRM is a sensible first step.

What if HubSpot isn't right for us?
Sometimes the answer is Pipedrive for a small sales team, Salesforce when you need deep customisation beyond HubSpot's scope, Notion or Airtable for early-stage workflow tracking, or even spreadsheets if your process isn't repeatable enough yet. I'll tell you before we both invest time.
What licenses do we need?

We map license needs in discovery. Smaller teams often start with Sales Hub Pro. Growth-stage adds Marketing Hub Pro. Larger setups bring in Service Hub + Operations Hub. Right-sizing matters - underbuying creates pain, overbuying ties up budget you could put elsewhere.

Related services

What clients usually pair with this.

Portal Audits

A structured review and a prioritised fix list.

See portal audits

CRM Migrations

Clean cutover from Pipedrive, Salesforce, Zoho, and more.

See CRM migrations

Trainings

Hands-on training on your portal, with your data.

See trainings

Automations & Integrations

HubSpot integrations and cross-stack process automation.

See automations

30 min - Honest call

Let's scope your HubSpot.

Fill the brief and we'll come back with a quote. Or book 30 minutes if you want to talk it through first.

Fill the briefBook discovery call

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