HubSpot Consulting

What we deliver

Pick the engagement that matches your stage.

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

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

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

Ongoing portal care. Optimisation, new workflows, integration additions, quarterly business reviews, dedicated Slack channel. We carry the work past launch so your team doesn't have to.

Monthly · Quote follows the brief

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How we run an engagement

Discovery → Scope → Build → Stay.

Discovery

Audit + workshop

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

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.

Build

Configure + integrate

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

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 (MQL → SQL → won)
→ Activity reporting (rep performance)
→ Forecast dashboard
→ Executive summary view

Migration

Clean cutover

→ Data audit + cleanup plan
→ Field mapping (source → HubSpot)
→ Deduplication rules
→ Activity history preservation
→ Sandbox dry-run + verification
→ Production import + reconciliation

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

Common questions

Things buyers ask in week one.

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?

We'll tell you. Sometimes the answer is Pipedrive for a small sales team, Salesforce for extreme customisation, or 'stay on what you have' when the tooling isn't the actual problem. The fit assessment is one of the services we offer before recommending an implementation.

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.

HubSpot, implemented like infrastructure.

Pick the engagement that matches your stage.

Implementation

Audit

Migration

Retainer

Discovery → Scope → Build → Stay.

Audit + workshop

Fixed-bid quote

Configure + integrate

30 days + retainer

Examples of what we typically build.

Portal foundation

Workflows that fire

Dashboards teams use

Clean cutover

Talks to your stack

Team is sorted

Wondering what scope on yourportallooks like?

Things buyers ask in week one.

Often paired with this.

Portal Audits

CRM Migrations

Trainings

Automations & Integrations

Let's scope your HubSpot.

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