HubSpot set up right from day one.
We set up your hubs around your process, not the other way round. Data model, pipelines, permissions and migration — with training so your team can hit the ground running.
The setup
We start with your process and translate it into a clean HubSpot structure — only what you need, but done well.
- Data model, properties and objects
- Deal pipelines and sales stages
- Roles, permissions and teams
- Templates for email and reporting
Migration & data
Switching from another system? We migrate contacts, deals and history carefully and de-dupe where needed.
Onboarding & training
Tech is nothing without adoption. We train your team hands-on, with documentation they can find again later.