HubSpot CRM
One place for every lead, deal and customer.
We set up HubSpot, clean up what’s already there and automate the follow-ups that slip, so you always know what’s in the pipeline and what it’s worth.
What’s included.
- 01SetupYour pipeline stages, contact records and deal properties built around how you actually sell, starting on HubSpot’s free version.
- 02CleanupDuplicates merged, old contacts sorted and missing details filled in, so the records you rely on are right.
- 03Forms and trackingWebsite forms, booking and email connected, with every lead tagged by where it came from.
- 04AutomationFollow-up reminders, task assignments and simple email sequences, so nothing waits on someone remembering.
- 05Connected to your booksClosed deals matched to paid invoices in QuickBooks or Xero, so revenue in HubSpot is revenue in the bank.
- 06TrainingA short walkthrough for you and your team, and a one-page guide to how your pipeline works.
How it works.
Setup is a one-time fixed fee, scoped to how much there is to build or clean up. Ongoing support is an optional monthly fee, and it’s included for Growth Marketing clients.
- 1Map
A working session on how leads come in, how you sell and what you want to see.
- 2Build
We set up or rebuild HubSpot to match, and move over any contacts and deals worth keeping.
- 3Connect
Forms, email, booking and your books, tested end to end.
- 4Hand off
Training for your team, then monthly support and changes as you grow.
Is this for you?
- Leads live in your inbox, a spreadsheet and your head.
- You pay for HubSpot but only use a fraction of it.
- You can’t say which marketing brings in customers who actually pay.
- Follow-ups depend on someone remembering.
Questions.
Do I need a paid HubSpot plan?
Not to start. Most owner-led businesses begin on HubSpot’s free version. We’ll tell you when a paid plan would pay for itself, and not before.
We already use HubSpot. Can you fix what we have?
Yes. We start with a review of your setup and a list of what to keep, fix and remove.
Do you work with other CRMs?
We specialize in HubSpot. If you’re on Pipedrive or Zoho, we’ll help you decide whether to stay and connect it or move over. If you run Salesforce, we’ll introduce you to a Salesforce specialist we trust.
How much does it cost?
After a free consultation, we send a fixed fee in writing. There’s no hourly billing.