HubSpot Consulting & Implementation

Sales Hub Setup

Sales Hub Setup is a fixed-scope engagement that gets HubSpot Sales Hub running for a B2B sales team: a deal pipeline with stages that mirror how deals really move, the deal and contact properties reps need, activity and email tracking, and baseline pipeline reporting. Built for teams moving off spreadsheets and inbox follow-ups into a CRM with visible pipeline and clear next steps.

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PhaseImplementation
EngagementProject
ProductSales Hub
DisciplineSales Hub Implementation

The problem this solves

Sales that lives in a spreadsheet and everyone's inbox works until the team grows past a couple of reps. Two people chase the same account, a promising deal goes cold because the follow-up sat in someone's head, and the forecast is a number the sales lead assembles by hand the night before the board call. Nobody can say how many deals are really in play, which stage they are stuck at, or why last quarter slipped. Reps spend their day on admin and still miss the next step.

How we work

We start with how your team actually sells today: where deals come from, the steps every deal goes through, and what has to be true to move from one step to the next. That walkthrough becomes the configuration spec, so the pipeline reflects your sales motion instead of a demo dataset.

Then we build the foundation: a deal pipeline with stages your reps recognise, the deal and contact properties that carry the information sales actually uses, activity and email tracking so every touch is logged without extra typing, and a first layer of automation for task creation and stage hygiene. We keep the first version deliberately simple - a pipeline reps update because it helps them beats a detailed one they route around.

The engagement closes with a working session for the reps who will live in the tool, a short admin handover, and baseline dashboards for pipeline value, deals by stage, and activity. You leave with a sales system your team runs from, not just a configured product.

Deliverables

  • Deal pipeline with stages mapped to your real sales process
  • Deal and contact property set for consistent, useful records
  • Email and meeting tracking so activity logs itself
  • Task and follow-up automation so no deal goes quiet
  • Baseline dashboards: pipeline value, deals by stage, rep activity
  • Rep training session plus admin handover documentation

FAQ

What buyers ask before scoping.

How is Sales Hub Setup different from the Sales Process & Pipeline Implementation module?

This module is the foundation: one working pipeline, the properties reps need, activity tracking, and baseline reporting - enough to run sales in HubSpot from day one. The Sales Process & Pipeline Implementation module goes deeper for teams with multiple pipelines, complex qualification, and lead handoff between marketing and sales. If you are moving off a spreadsheet, start here; if you already run a mature sales process that needs rebuilding properly, start there.

Which Sales Hub tier do we need for this?

The foundation runs on any paid Sales Hub tier, and we scope the setup to what your plan includes. Professional and Enterprise unlock the parts most growing teams want next - sequences, advanced automation, and deeper forecasting - so if you expect to use those, we will tell you honestly where the line falls and set things up so the upgrade is a switch-on, not a rebuild.

What happens to the deals we already track in a spreadsheet or another CRM?

We import your current open deals and contacts as part of the setup so the team starts with a live pipeline, not an empty one. A clean structured import from a spreadsheet is included; a full migration from another CRM with history, activities, and custom objects is its own engagement (CRM Data Migration) and we will flag it if that is what you actually need.

Brief first, scope follows

Sounds like your situation?

30 minutes, your calendar, no slide deck. We tell you honestly whether this module fits.

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