HubSpot Sales Hub Implementation

What companies come to me with

Stages depend on the rep

One rep moves a deal to negotiation after the first call, another after a discount talk, and the manager guesses what will close.

Follow-up from memory

The quote went out on Tuesday, the customer went quiet, and the rep remembers them two weeks later.

A forecast assembled the night before

The day before the leadership meeting, someone calls every rep and types the numbers into a spreadsheet.

What I set up in Sales Hub scope set in the workshop

Pipeline

Stages with exit criteria

Each stage has an exit condition and required fields, so negotiation means the same thing for every rep.

Today

The rep’s daily view

Tasks, meetings and stalled deals on one screen. The day starts with a ready list of calls and emails.

Outreach

Email and sequences

Emails and meetings are logged on the customer. A post-quote sequence sends follow-ups and stops when the customer replies.

Routing

Leads to the right rep

New leads go to reps in rotation, by territory or by industry. When a lead sits untouched, the owner gets a task.

Forecast

A forecast from the pipeline

Deal value by stage, targets and rep results in one report. Leadership looks at the same numbers as the team.

Prospecting Agent

A Breeze agent finds companies that match your customer profile and writes them a first email. At the start, you approve every email before it goes out.

AI implementation

How the implementation works

1
Free consultation30 minutes
You tell me how your reps work today and where they track deals. I outline what Sales Hub would look like for you.
2
Pre-implementation workshop1.5-2 hour sessions
We map a deal’s path from first contact to signature: stages, exit criteria and where deals stall the longest. The result and a license recommendation go into the implementation document.
3
Setup and dataPer the document
You buy the license, and I set up the pipeline, properties, views, sequences and lead routing. I move open deals and contacts before launch, so reps start on their own customers.
4
Training1.5-2 hour sessions
Reps learn on the deals they are working, and the manager on the forecast and reports.
5
Ongoing supportOn demand or on a retainer
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before a Sales Hub implementation

Which Sales Hub edition should we choose?

It depends on the number of reps and whether you need sequences, forecasting and multiple pipelines. My recommendation is in the document after the workshop.

How much does a Sales Hub implementation cost?

We’ll work it out on the call, once I know how you sell. You pay for the license separately, directly to HubSpot, and the cost depends on the edition and number of reps.

How much of my reps’ time will it take?

The sales manager joins the workshop, and reps join training, in 1.5-2 hour sessions. I set up the pipeline, sequences and import.

Will HubSpot connect to our email and phones?

With Gmail and Outlook, yes: emails are logged on the contact and meetings on the deal. Reps can call from the contact record, and if you already have a phone system, I check whether it can be connected.

We sell in Pipedrive. What happens to it?

I move deals, people and history into HubSpot after a test import. Pipedrive stays available for reference as long as you need it.

How will we know it worked?

Reps work their deals in HubSpot, and the spreadsheet on the side is no longer needed. The leadership forecast comes from the pipeline, without Excel.