We review your current HubSpot setup (or scope a greenfield one) at no cost and show you exactly what is missing, misconfigured, or costing your team time. If you want it fixed, we scope a fixed-price project: CRM setup, hub configuration, workflow automation, data migration, and full-stack integrations.
Companies buy HubSpot, run the onboarding checklist, and end up with a portal full of unused properties, workflows that half-fire, and a sales team that has gone back to their spreadsheets. The platform is capable; the setup just never matched the real process.
We flip the order. The audit comes first and it is free, built on your actual portal and your real workflows. You see exactly what is misconfigured, what is missing, and what your team is working around before any money changes hands. If the gap is small enough to fix yourself, we will tell you how. If it needs a proper build, we scope it precisely and you see the number before you commit.
No procurement loop, no day-rate negotiation, no open-ended retainer. The whole front end runs on one form and one call.
Work email and a brief on your current HubSpot setup. Grant view access to your portal if you can. That is the whole form.
We review your portal configuration, your active workflows, your property structure, your integrations, and your pipeline stages against what the process actually is.
A short call to walk through what we found, what each gap is costing, and the order we would tackle the fixes in. You keep the roadmap either way.
If you want it done, we scope a fixed project: which hubs, which integrations, what data to migrate. You see the price and the timeline before you commit.
A HubSpot implementation is only as good as the data that flows through it, the automations running on top of it, and the integrations connecting it to the rest of your stack. Shortcut any one of those and the others underperform.
Contact, company, deal, and ticket record configuration. Custom properties and objects. Pipeline stages mapped to your real sales or service process. Lead scoring. Marketing, Sales, and Service Hub configuration including sequences, playbooks, and ticket routing.
Every manual task your team does on a cadence is a candidate for a workflow. Lead rotation and assignment, lifecycle stage progression, follow-up sequences, internal notifications, data enrichment triggers, and reporting rollups, built and tested before we hand them over.
Native connectors for Slack, Stripe, Google Workspace, and similar tools. API-based integrations with your product database, ERP, data warehouse, or billing system. Contact, company, deal, and activity migration from your previous CRM with deduplication and field mapping included.
Want the full methodology? Every one of these is broken down with decision trees and benchmarks in the complete HubSpot implementation guide. This page gets you a free audit; the guide is the reference.
Every deliverable in the project follows the same structure: what we are building, the trigger and enrollment criteria, the exact field mappings, and the test cases your team can run to confirm it works before we close the sprint.
The card on the right is a real example of how we document a workflow spec. The actual spec is built from your pipeline and your process, not a template.
1. Set Lifecycle Stage → Marketing Qualified Lead 2. Set Lead Status → New 3. Rotate to owner → Round-robin (Sales team A) 4. Create task → "Call within 24h" due +1 business day 5. Send internal email → owner, subject: new MQL assigned
A greenfield setup is a different project from a migration of a messy legacy CRM with six broken integrations. The right scope comes out of the free audit. These three tiers give you a sense of how we structure the work.
Integration and CRM work runs through most of our engagements. A few that map closely to a HubSpot project:
Taking a fast-growing SaaS team from spreadsheets to a fully automated HubSpot pipeline with lead scoring and rep routing.
Replacing three disconnected tools with a single HubSpot setup covering marketing, sales, and client onboarding in one portal.
Migrating 80,000 contacts from a legacy system into HubSpot with full deduplication, field mapping, and deal history intact.
Drop your work email and a brief description of where you are with HubSpot. We reply within 24 hours to confirm scope and book a short findings call. The audit is free.
Two fields. We do the rest.
A free audit on your real setup. A fixed scope to build what it maps out, only if the work justifies it. Findings in a week.
Get a free HubSpot audit