During your kickoff call, we chart the path for a frictionless onboarding process.

- Set up domains
- Configure account access
- Install tracking code

We migrate data from your existing CRM into HubSpot and setup any third-party integrations you may need.

- Import and clean data
- Implement HubSpot forms
- Integrate Zoom, SalesForce, Eventbrite, etc.

We work with your team to identify what your business needs from HubSpot. Then, we configure your portal settings to align with these goals.

- Define lifecycle stages & lead statuses
- Set up deal stages & deal pipeline
- Configure lead scoring & custom properties

We take your team through the elements of your new portal and provide customized training on how to use it.

- Change management support
- Walkthroughs & tutorials
- Role-specific training

We set up a customized dashboard to help you monitor key performance indicators.

- Custom reporting of multiple data points
- Marketing & Sales dashboards
- Leadership & C-Suite dashboards

Unlock the full power of your new HubSpot portal with our Marketing Automation services. You'll get custom workflows and automations that save your team time and increase ROI, including: