Transform Your Revenue Engine — From Chaos to Clarity

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Are You Struggling with Your HubSpot Setup?

We know that messy data leads to chaos and confusion:

  • Messy CRM data or spreadsheets that don’t talk to each other
  • Sales reps not using the system because it’s clunky
  • No clear dashboards — everyone has their own version of the truth
  • DIY setup that never quite gets off the ground
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The Pain of Going It Alone

  • HubSpot is purchased but not properly configured
  • Teams bypass HubSpot with workarounds
  • No pipeline logic, weak automation, messy properties
  • No usable dashboards or reporting
  • Data migration issues (duplicates, bad formatting)

Without a clean setup, your buyer’s journey breaks down — from awareness to decision.

 

What’s Included (Deliverables)

We align each deliverable with HubSpot’s Product & Services Catalog while going beyond HubSpot’s own onboarding services.

  • HubSpot Portal Setup: Objects, properties, record types, permissions (structured to match your personas & business goals).
  • Pipelines & Deal Stages: Designed around your real sales process, embedded in the flywheel to reduce friction.
  • Data Import & Cleanup: Migration of contacts, companies, deals, and custom fields with deduplication and formatting.
  • Automations & Workflows: Lead routing, lifecycle stages, and nurturing workflows mapped to your buyer’s journey.
  • Baseline Dashboards & Reporting: Sales, marketing, and service views tied to your KPIs.
  • Training & Handoff: Workshops, playbooks, and enablement to drive user adoption.
  • Integrations: Core connections (forms, email, meetings, calendar, chat) with guidance for scaling into advanced integrations.

(All delivered via FlowOps360 sprints, typically 30–90 days depending on scope.)

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How We’re Different from HubSpot’s General Onboarding

HubSpot Onboarding (Direct) Our Onboarding (Partner)
❌ Training on how to use features ✅ Full implementation & configuration
❌ Standard per hub ✅ Tailored to your buyer’s journey & personas
❌ Hub-specific ✅ Cross-hub, mapped to revenue process
❌ Feature-focused training ✅ Playbooks + adoption strategy
❌ HubSpot resources & chat ✅ Partner accountability + HubSpot escalation

HubSpot teaches you how to use the tool.
We configure HubSpot so your team actually uses it to grow.

Pricing / Packages


All packages begin with a discovery call to size your scope.
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CRM Foundation: Sales CRM Implementation

When your CRM feels chaotic, selling slows down.

We’ll build a clean, streamlined HubSpot CRM that finally works the way your team works.

Conversion Accelerator: Sales Enablement

If every rep sells differently, results become unpredictable.


We’ll create consistent HubSpot-powered sales processes, tools, and workflows that boost rep confidence and productivity.

Revenue Alignment Blueprint: Sales & Marketing Alignment

When marketing, sales, and service operate separately, growth stalls.


We’ll build a practical RevOps roadmap inside HubSpot to align your entire customer journey.

Why Partner With Tingom Group?

Certified HubSpot Solutions Partner
You get expert implementation, support, and guidance from a team that knows HubSpot inside and out.

FlowOps360™ Framework
Our proven system streamlines your operations, aligns your teams, and removes friction across the entire customer journey.

Clarity Over Chaos
We turn confusing, fragmented processes into simple, visible, repeatable workflows your team can actually follow.

Built for Scale
Your systems aren’t just set up — they’re built to grow with you. Create it once, refine it over time, and keep momentum strong.

Hands-On Execution
No fluff. No dusty templates. We roll up our sleeves and implement real solutions that make an immediate impact.

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How It Works

  1. Discovery Call: We assess your current state and select the right package.
  2. Sprint Weeks: A focused implementation sprint with your team, covering the deliverables.
  3. Enable & Optimize: We train your team, hand over workflows, and ensure adoption.
  4. Momentum Building: After launch, you have a clear roadmap for next steps (optional support).

FAQs

Do you work with existing portals or only fresh installs?

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.

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How do you handle data migration and deduplication?

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.

How many users can you train in one sprint?

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.

What happens if I already have part of HubSpot configured?

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.

Can you help with non-HubSpot integrations too?

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.

What if I don’t have a system?
We’ll help you set up a reliable HubSpot CRM foundation.
What if my sales team has tools but low performance?
We’ll create clear processes and consistent follow-up using HubSpot.
What if my teams are fragmented and growth is stuck?
We’ll create a RevOps roadmap to align your teams using HubSpot.