We support both.

• Fresh Installs: If you’re new to HubSpot, we set up your CRM and hubs from the ground up using HubSpot’s best practices — ensuring your pipelines, properties, and automations are clean from day one.

• Existing Portals: If you already have HubSpot, we start with a portal audit to uncover technical debt, messy properties, unused workflows, or broken reporting. Then, we optimize your setup so it aligns with your buyer’s journey, personas, and business goals.

Unlike HubSpot’s own onboarding (which focuses on teaching you how to use features), we clean, configure, and relaunch your portal so it actually drives adoption and results.

We treat data migration as a critical step in onboarding — because clean data is the foundation of HubSpot success.

• Audit First: We start with a data audit to review your existing CRM, spreadsheets, or legacy systems. This helps us identify duplicates, missing fields, and inconsistencies before anything is moved.

• Mapping to HubSpot Objects: Every field is mapped to the right HubSpot object (contacts, companies, deals, tickets, or custom objects) using HubSpot’s CRM structure.

• Deduplication & Cleanup: We apply HubSpot’s built-in deduplication tools and, if needed, use partner-grade apps to clean, normalize, and merge records.

• Test Migration: Before the full import, we run a sample migration to validate formatting and workflows.

• Final Import with Validation: Once imported, we check properties, associations, and workflows to ensure data is usable for reporting, segmentation, and automation.

Unlike HubSpot’s direct onboarding, which provides guidance, we do the heavy lifting for you — so you start with a CRM that’s clean, trusted, and adoption-ready.

We don’t believe in one-size-fits-all training — adoption happens when training is role-based, practical, and aligned with how your teams actually work.

• Scalable Training: In each sprint, we can train groups of 5–15 users per session (marketing, sales, or service teams). Larger teams are split into smaller cohorts for better adoption.

• Role-Based Enablement: Instead of giving everyone the same generic walkthrough, we create user tracks (e.g., sales reps vs. sales managers, marketers vs. service agents). Each group learns what’s most relevant to their day-to-day.

• Hands-On Learning: We train in your live HubSpot portal, so every exercise reflects your pipelines, dashboards, and workflows — not generic demos.

• Recorded Sessions & Playbooks: Every session is recorded, and we provide written playbooks so your team can revisit training anytime.

Unlike HubSpot’s direct onboarding (which is feature-focused), our training is process-driven — ensuring users not only understand the tool but also adopt it into their daily routines, helping your flywheel gain momentum.

That’s no problem — in fact, most of our clients come to us with some level of HubSpot already set up. The challenge is that partial setups often create friction: messy properties, unused workflows, or dashboards that don’t align with your goals.

Here’s how we handle it:

• Portal Audit First: We review your existing setup — objects, properties, pipelines, automations, and reports — to identify gaps, redundancies, and risks.

• Keep What Works: If your current configuration is aligned to best practices, we’ll keep and optimize it.

• Fix What Doesn’t: We clean up technical debt, deduplicate properties, and re-align your pipelines and workflows to your buyer’s journey.

• Optimize for Growth: Finally, we layer in new automation, reporting, and adoption training to make sure your HubSpot portal is a growth engine, not just a database.

Unlike HubSpot’s direct onboarding (which provides guidance on how to use tools), we roll up our sleeves and rebuild where necessary — so you end up with a HubSpot instance that’s truly adoption-ready and future-proof.

Yes — we help you connect HubSpot to the tools your team already relies on.

• Native Integrations: HubSpot’s App Marketplace has 1,000+ pre-built integrations for popular tools (Slack, Zoom, Gmail/Outlook, LinkedIn Ads, Stripe, and more). We configure these so data flows cleanly without manual work.

• Custom Integrations: For platforms without a native connector, we can scope and build solutions using middleware (Zapier, Workato, Make) or custom APIs.

• Data Alignment: Every integration is set up with your buyer’s journey and flywheel in mind — ensuring information is shared in ways that reduce friction between marketing, sales, and service.

• Scalability: We don’t just connect tools — we document the process and provide governance so integrations remain stable as you grow.

Unlike HubSpot’s direct onboarding (which focuses on HubSpot-only setup), we help you create a connected ecosystem that ensures HubSpot becomes the central source of truth for your customer data.