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  • HubSpot Setup

Your CRM Is Only as Good as the Data Inside It

The Problem Most HubSpot implementations skip the hardest part. A decade of customer records spread across invoicing software, spreadsheets, and email tools — duplicated, inconsistent, impossible to trust. Most agencies import the mess directly into HubSpot and call it done.

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The Problem

Most HubSpot implementations skip the hardest part. A decade of customer records spread across invoicing software, spreadsheets, and email tools — duplicated, inconsistent, impossible to trust. Most agencies import the mess directly into HubSpot and call it done. You end up with a polished portal full of garbage data, and adoption dies within 90 days.

Duplicated Records

Multiple entries for the same customer across systems

Inconsistent Data

Different formats, naming conventions, and field structures

Failed Adoption

Teams lose trust when the CRM doesn't reflect reality

Data Architecture & Migration into HubSpot

We audit every source you have, map your schema to HubSpot’s object model, clean and deduplicate your records, and build import-ready files validated against HubSpot’s requirements. No guessing, no auto-merging, no surprises at go-live.

What's Included

  • Complete audit of all existing data sources
  • Schema mapping to HubSpot's object model
  • Data cleaning and deduplication
  • Validated import-ready files
  • Covers up to 10,000 records across HubSpot Contacts, Companies, and Deals

HubSpot Configuration & Go-Live

Pipeline build, workflows, forms, dashboards, email templates, and training — all configured inside HubSpot to match how your business actually operates.

What's Included

  • Custom pipeline configuration
  • Up to 10 workflows for automation
  • 5 forms for lead capture
  • 3 dashboards for reporting and visibility
  • Email template design and setup
  • 3 training sessions for your team

Ongoing HubSpot Optimization

Monthly retainer for continued HubSpot development, reporting, and RevOps strategy as your team grows into the platform.

What's Included

  • Continuous platform development and refinement
  • Advanced reporting and analytics
  • RevOps strategy and optimization
  • Ongoing training and support
Who This Is For
Service businesses, trades, and manufacturers who’ve been running on gut instinct and spreadsheets and are ready to build a real sales and operations infrastructure.

Service Businesses

Ready to scale beyond manual processes

Trades

Moving from spreadsheets to systems

Manufacturers

Building real sales infrastructure